The agency
built for the portfolio.
Private equity marketing is not corporate marketing scaled up. It’s portfolio EBITDA work. Roll-up integration. Pre-exit asset cleanup. Operating-partner-grade reporting. Buy-side digital diligence. After 25 years working alongside operators — including private-equity-owned portfolios — we know the difference between a campaign and a thesis. So do the operating partners we work with.
Sound familiar?
Your portfolio is full of marketing programs.
What it’s missing is a portfolio program.
If two or more of these hit, you’re the operating partner Allegiant was built for. These are frustrations we hear from PE operating partners and portfolio CMOs in their first call with us — representative quotes drawn from years of intake conversations across home services rollups, healthcare-services platforms, manufacturing roll-ups, and the rest of the PE-favored sponsor landscape.
Different theses. Different economics.
One discipline that adapts to each.
A home services rollup’s customer-acquisition economics don’t look anything like a DSO’s. A specialty manufacturing platform’s buyer journey doesn’t look anything like an MSP rollup’s. We don’t transplant a home services playbook onto a healthcare services platform and call it portfolio marketing. We start from the thesis and reason backward to the marketing program.
Our approach
We don’t bring an agency to your portfolio.
We bring a portfolio discipline.
There’s a difference between an agency that has done work for a PortCo and an agency that has built an operating standard across a portfolio. After 25 years working with operators — including PE-owned platforms running on a unified Allegiant standard — we know the difference. So do the operating partners we work with.
01 / EBITDA-FIRST, NOT VANITY-FIRST
We report the way an operating partner reads reports.
The first question an operating partner asks isn’t “what’s our CTR.” It’s “what’s the EBITDA contribution by channel, by PortCo, this quarter, attribution-clean?” We architect the tracking stack on day one so that question has an answer. Call tracking by source, form attribution by campaign, lead-to-revenue mapping per PortCo, marketing-attributed gross margin pulled into your operating dashboard. Our ASCENT™ Performance Intelligence platform rolls up to portfolio-level views without losing the per-PortCo drill-down.
02 / ROLL-UP DIGITAL CONSOLIDATION
When the bolt-on closes, the digital footprint consolidates with it.
The day a roll-up closes, you have N+1 websites, N+1 Google Business Profile networks, N+1 call-tracking systems, and N+1 review pools where there should be 1. Our roll-up consolidation playbook compresses that — brand decision (kept brand vs. retired brand), 301 architecture, schema sub-organization linkage, GBP merging where allowed and bridging where not, review-pool consolidation, and citation network deduplication. Done in the first 90 days post-close so the financial gain shows up before the next quarterly board pack.
03 / PRE-EXIT “CLEAN THE BRIDE” WORK
12 to 18 months before exit is the right time to call us.
The data room version of digital marketing isn’t the work version. Buy-side diligence will look at organic traffic trend, AI search citation quality, review velocity, GBP network completeness, schema coverage, brand keyword volume, and Glassdoor presence as proxies for asset quality. Pre-exit clean-up turns each of those into a positive narrative line item in the CIM. Done right, pre-exit digital optimization can meaningfully improve how the asset reads in buyer diligence. Done late, it becomes a re-trade item in negotiation.
04 / BUY-SIDE DILIGENCE SUPPORT
We can audit the target before you sign the LOI.
For sponsors and operating partners running active deal pipelines, we provide buy-side digital diligence: a comprehensive audit of a target’s digital marketing footprint — organic strength, paid efficiency, review pool defensibility, AI search visibility, brand keyword position, GBP network health, schema coverage, technical debt — delivered as a stand-alone diligence deliverable that complements the QofE and the IT diligence. We’ve supported sponsors through multi-brand platform builds and pre-exit asset audits with this work as the first step.
OMNIVIZ™ for Franchise Systems
Five pillars. One framework.
Built for the two-axis problem only franchisors have.
A PE-owned portfolio has to win at three resolutions simultaneously. The fund’s sponsor-level visibility — how LPs and sell-side advisors see the firm. The portfolio’s platform-level visibility — how the roll-up reads to buyers, customers, and AI search engines. Each PortCo’s brand-level visibility — how end customers find and choose the operating business. OMNIVIZ™ is Allegiant’s proprietary architecture for being the answer that gets cited in Google, ChatGPT, Perplexity, Gemini, Claude, and Copilot — engineered for portfolio architecture, not assumed to be a single-entity problem. Five operational pillars working across four AI search disciplines: AEO, GEO, AI SEO, and LLM SEO.
PE portfolios have the most complex AI visibility problem in marketing — not because there are more locations than franchising (often fewer), but because the entity hierarchy is sharper, the consolidation events are more frequent, and the time horizon is exit-pressured. OMNIVIZ™ doesn’t simplify the complexity. It organizes it across the sponsor, platform, and PortCo levels with discrete schema architecture and discrete reporting cadence for each.
EAB
Entity Authority Building
For PE portfolios, entity authority has to be architected at three levels. Sponsor entity (the fund itself, with its track record, ACG Association for Corporate Growth presence, ILPA-aligned disclosures, conference visibility). Platform entity (the roll-up brand, with Inc., industry rankings, association memberships, leadership thought-publication). PortCo entity (each operating business, with its GBP, LocalBusiness schema, category authorities). The platform schema links UP to the sponsor (via parent organization markup) and DOWN to each PortCo (via sub-organization linkage). AI search engines and human readers both follow the trail.
Sponsor + platform + PortCo entityParent/sub-organization schemaACG + industry assoc. presenceThought-publication strategyRoll-up brand consolidation
ACA
Answer-First Content Architecture
PE portfolios need three answer-architectures running in parallel. Customer-facing content (what consumers ask of each PortCo — service questions, pricing, “near me” intent). LP/investor-facing content (what LPs and limited-partner advisors ask about the sponsor — track record, thesis, sector focus, exit history). Sell-side-facing content (what investment banks and strategic acquirers see when they research the platform — multi-location footprint quality, AI search depth, brand consolidation discipline). Each gets its own structured answer architecture with FAQ schema, comparison content, and the kind of depth that signals operator-grade marketing.
Consumer FAQ at PortCo levelSponsor / track-record contentSell-side-ready platform CIM webPer-PortCo pricing transparencyLP-facing thought leadership
MCN
Multi-Source Citation Network
For PE platforms, citation networks have to be remediated after every bolt-on and consolidated before every exit. Platform-level citations (Inc., industry rankings, association directories, trade-press coverage). Per-PortCo citations (GBP, Yelp, Nextdoor, BBB, category directories). Sponsor-level citations (PEI, Buyouts Insider, PitchBook profiles, ACG presence, sector-focused PE rankings). Every roll-up creates a citation network problem. Every exit requires a citation network audit. We treat it as a continuous discipline, not a one-time project.
Franchise 500 / Franchise TimesPer-location NAPValidation-call review velocityFBR / Franchise DirectCross-platform monitoring
TAR
Technical AI Readiness
Portfolio schema architecture is a discipline most agencies skip and most PortCos can’t fix on their own. Sponsor Organization → Platform Organization (sub-org) → Per-PortCo LocalBusiness (sub-org), all properly nested and linked. Service schema for each PortCo’s offerings. FAQPage schema at platform and PortCo levels. AggregateRating that rolls up across the platform’s review pools without double-counting. XML sitemap structure that tells AI crawlers “this is the sponsor, this is the platform, these are the operating businesses.” Core Web Vitals on every PortCo site tuned for the device profile of the buyer journey in that vertical.
Hierarchical Organization schemaPer-PortCo LocalBusinessMulti-PortCo sitemap architectureRoll-up review aggregationPre-exit technical audit
AVM
AI Visibility Monitoring
For a PE portfolio, AVM monitors at three resolutions. Sponsor-level: is the firm cited when AI is asked about category-leading sponsors in your sectors? Platform-level: is the roll-up cited when AI is asked about leaders in your vertical? PortCo-level: is each operating business cited in its local market and category? We run query simulations across ChatGPT, Perplexity, Gemini, Claude, and Copilot at all three resolutions. Every PE partner gets a monthly portfolio AVM scorecard in ASCENT™ with sponsor + platform + per-PortCo citation tracking, mapped to the queries your LPs, buyers, customers, and (during exit) sell-side advisors actually ask.
5-platform trackingSponsor + platform + PortCoLP-query simulationBuy-side / sell-side query coverageMonthly portfolio AVM scorecard
PE portfolio work that has the numbers to back it
Our PE-relevant case work does the talking.
PE engagements operate under heavier NDA than most verticals — portfolio numbers are sensitive, fund-level disclosures are LP-regulated. Where we can name the platform we do. Where we can’t, the structure of the engagement and the published numbers tell the story.
Investment
Productized at the PortCo level. Coordinated at the portfolio level.
For PE platforms, the building block is the productized package applied to each PortCo. The recommended default for active PortCos is Package D — Omni-Presence, which adds organic social management, our most advanced AI SEO tier, and dedicated multi-location coordination on top of the full Allegiant program. Sponsor and operating-partner level reporting layered on top. Your exact investment depends on PortCo count, market mix, brand-consolidation work in-flight, and how aggressively the platform is rolling up.
What sponsors and operating partners want to know
before they put us across the portfolio.
These are the questions sponsors, managing partners, operating partners, and portfolio CMOs ask in the first thirty minutes on a call with us. Answered honestly. If you don’t see your question here, add it to your A.R.C. Report intake and we’ll answer it in your custom audit.
