We bring sales, marketing and digitalisation together: positioning, channels, pricing and pipeline – along with the processes and systems that carry them.
Who drives Sales, Marketing & Digitalisation
Sales, marketing and digitalisation are run as one mandate – by partners with experience across the Mittelstand, corporates and private equity portfolios.
15+ years in PE operations. Ex-Senior Managing Director at AURELIUS; operational value creation and portfolio CEO roles. Extensive experience in setting up transformation boards and executing turnaround programs.
20 years in Consulting & PE ops. Ex-Global Head of HR at AURELIUS; VP at SCHOLL Shoes; CPO at HALLO Healthcare.
Martin Richard Roser
Partner · M&A, Operational Transformation
10+ years in private equity (including AURELIUS). Leads buy- and sell-side M&A processes, values investments and steers portfolio companies as commercial managing director and (interim) CFO – in distressed/turnaround and growth cases, standalone and in complex carve-outs with an international footprint.
Overview
We treat sales, marketing and digitalisation as one topic because they only work together: sharpening positioning and offering, prioritising customer segments and channels, making pricing and pipeline manageable – and setting up the processes, data and systems behind them so delivery holds up in day-to-day business. Instead of concept papers we deliver measures that measurably improve revenue, margin and efficiency.
Why Transformando
Sales, marketing and digitalisation from one team – no friction at the handovers.
Focus on revenue, margin and efficiency rather than reach or technology trends.
Hands-on delivery down to pipeline, proposals, pricing and systems.
Transparent KPIs and reporting for management and investors.
Impact at a glance
5–15%
typical revenue potential
10–30%
less process effort
4–8w
to first quick wins
Figures vary with market, customer structure and the maturity of sales, marketing and the system landscape.
Our approach
Analysis & baseline. Assess market, customer segments, pipeline, pricing, channels and system landscape as they are.
Positioning & offering. Sharpen value proposition, target groups and portfolio.
Go-to-market design. Define channels, sales model, pricing and campaign logic.
Digitalisation & enablement. Streamline processes, set up CRM and automation, enable the team.
Steering. Establish and maintain KPIs, forecast and reporting.
Our offering
Sales
Sales strategy and go-to-market
Pipeline, forecast and CRM management
Pricing as well as proposal and closing quality
Marketing
Positioning, brand and messaging
Demand generation and campaigns
Website, content and lead processes
Digitalisation
Process automation across sales and marketing
System selection and integration (CRM, marketing automation, ERP)
Data model, reporting and dashboards
What you get
Go-to-market and sales roadmap
Pricing and proposal logic
Campaign and content plan
Digitalisation roadmap with business case
KPI dashboard for pipeline, marketing and processes
Engagement terms
Project or retainer model
Flexible team size
Fixed deliverables and timelines
Typical focus areas
New customer acquisition and market expansion
Cross- and upselling in the existing base
Pricing and discount systems
CRM rollout and marketing automation
Our complete, tailored digital services help you to save effort and money and stay financially secure.
Our team reviews markets and capabilities to help you establish a strategy that serves the best interests of your business — whether you want to improve financial performance or mitigate the risks of major transactions.
A global firm experienced in assessing and solving all business challenges!
01.
Innovate and learn
We believe this investment approach reduces risk and empowers each fund with experienced expertise.
02.
Create impact
Financial success depends on expert teams with deep business knowledge.
03.
Invest in relationships
Close collaboration with management creates a deep understanding of your business.
04.
Believe in execution
Hands-on involvement ensures operational understanding and alignment.
05.
Deliver outcomes
Our research goes beyond numbers by understanding people behind performance.
06.
Merge diverse ideas
We combine perspectives to reduce volatility and drive innovation.
07.
Devote time & effort
We invest time to define strategies that improve performance and reduce risk.
No matter how big you are and in what industries you work, we can help you work smarter and achieve business goals.
Whether you want to improve performance or mitigate the risks of mergers and acquisitions, our team works across markets and capabilities to establish a strategy that addresses the realities of your business.
Yes. We regularly collaborate with existing advisors to ensure alignment and seamless execution.