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PE-Backed CMOs

Дата публикации: 11-09-2026 14:00:19

PE-backed CMOs have to make marketing make sense at board speed.  The questions come faster. The comparisons come from portfolio companies that look nothing like yours. And no budget line stays “just marketing” for long.  In this episode, Drew talks with Kevin Ruane (Precisely), Julie Kaplan (Higher Logic), ...read more
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PE-backed CMOs have to make marketing make sense at board speed. 

The questions come faster. The comparisons come from portfolio companies that look nothing like yours. And no budget line stays “just marketing” for long. 

In this episode, Drew talks with Kevin Ruane (Precisely), Julie Kaplan (Higher Logic), and Alan Gonsenhauser (Demand Revenue) about what it takes to succeed as a PE-backed CMO. They explain how to learn the investment thesis, build CFO trust early, use customer success as a signal source, and make growth more predictable, explainable, and easier for the business to back. 

In This Episode: 

  • Kevin shows how to make brand and demand credible with PE sponsors by tying every investment to a clear business story
  • Julie explains why CMOs need to understand the PE firm’s thesis, exit story, and pressure points before adapting the marketing plan
  • Alan shows how PE-backed CMOs make growth more predictable by owning outcomes and translating marketing into financial language

Plus: 

  • Why PE-backed CMOs need a business point of view fast
  • How marketing becomes the glue across the business
  • Why CFOs need to see customers, not just line items
  • How to use board meetings to sharpen priorities

Listen in for how PE-backed CMOs can turn the investment thesis into a stronger marketing agenda, make every bet easier to defend, and show the business exactly how marketing creates value. 

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