Who
We Serve

We’re a group of serial entrepreneurs, former C-suite execs and investment bankers who specialize in the marketing technology & services vertical. Here’s how we can help:

C-Suite Support

Founders & Executive Teams

READY TO TAKE YOUR COMPANY TO THE NEXT LEVEL?

Accelerated growth, particularly in new or transforming verticals, is a team effort. Our team of strategists leverage firsthand, global experience to maximize your company’s growth at every stage. Whether it’s launching new products, entering new markets, resuscitating downward revenue trends or priming companies for a successful exit, we’ve
been there.

Launch

Leveraging domain expertise, industry relationships, market segmentation skills and an exceptional track record of growing early stage firms and brands, ScaleHouse creates a strong foundation to ensure the biggest market impact possible.

Grow

Assessing people, products, and processes, ScaleHouse optimizes your business for exponential growth. Growth financing and recapitalization services are also available in partnership with Oberon Securities.

Turnaround

Identifying opportunities for expansion, analyzing existing revenue streams and margins, Implementing strategic partnerships and assessing and optimizing strategies and systems across the organization, ScaleHouse will maximize your chances of a successful turnaround.

Exit

Identifying and concentrating on the specific activities that will continue to drive growth, profitability and high multiples, the ScaleHouse team ensures your valuation is maximized. The team provides a full suite of M&A services including financial analysis.

C-Suite Support

Venture Capital & Corporate Ventures

LOOKING FOR SUPPORT WITH POTENTIAL OR EXISTING ACQUISITIONS?

Driving significant ROI on investments, particularly in new or transforming verticals, is a team effort. Our team of strategists leverage firsthand, global experience to maximize your firm’s investments at every stage. Whether it’s sourcing new deals, pivoting a company’s position or turning around under-performing assets, we’ve been there and are ready to help.

Investment Target Due Diligence

Leveraging domain expertise, industry relationships and an exceptional track record of identifying the most promising firms and emerging brands for potential investors, ScaleHouse provides unparalleled market knowledge to guide strategic investments.

Financial Modeling

From pro-forma creation to valuations and investment return analysis, consider ScaleHouse an extension of your internal finance team. Over 35 years of combined experience drives our unique understanding of financial analysis needed to ensure smart investments.

Deal Sourcing

As licensed investment bankers with Oberon Securities, ScaleHouse offers deep vertical expertise to provide both buy and sell-side advisory services. From identification of potential targets to initiation of discussions and management of due diligence and final negotiations, our expansive reach and comprehensive transaction expertise make us the ideal partner for growth oriented acquirers.

Post Purchase Performance

Whether identifying opportunities for expansion or divestiture, analyzing existing revenue streams, margins, and cash flows, assessing team structures and performance or recommending and implementing strategic partnerships, ScaleHouse can optimize strategies throughout your portfolio to increase value across your assets.

C-Suite Support

Private Equity

LOOKING FOR SUPPORT WITH POTENTIAL ACQUISITIONS OR YOUR EXISTING PORTFOLIO?

Driving significant ROI on investments, particularly in new or transforming verticals, is a team effort. Our team of strategists leverage firsthand, global experience to maximize your firm’s investments at every stage. Whether it’s sourcing new deals, streamlining mergers or turning around underperforming assets, we’ve been there and are ready to help.

Investment Target Due Diligence

Leveraging domain expertise, industry relationships and an exceptional track record of identifying the most promising firms and emerging brands for potential investors, ScaleHouse provides unparalleled market knowledge to guide strategic investments.

Financial Modeling

From pro-forma creation to valuations and investment return analysis, consider ScaleHouse an extension of your internal finance team. Over 35 years of combined experience drives our unique understanding of financial analysis needed to ensure smart investments.

Deal Sourcing

As licensed investment bankers with Oberon Securities, ScaleHouse offers deep vertical expertise to provide both buy and sell-side advisory services. From identification of potential targets to initiation of discussions and management of due diligence and final negotiations, our expansive reach and comprehensive transaction expertise make us the ideal partner for growth oriented acquirers.

Post Purchase Performance

Whether identifying opportunities for expansion or divestiture, analyzing existing revenue streams, margins, and cash flows, assessing team structures and performance or recommending and implementing strategic partnerships, ScaleHouse can optimize strategies throughout your portfolio to increase value across your assets.

ScaleHouse Exit Planning

Family Offices

LOOKING FOR SUPPORT WITH POTENTIAL ACQUISITIONS OR YOUR EXISTING PORTFOLIO?

Driving significant ROI on investments, particularly in new or transforming verticals, is a team effort. Our team of strategists leverage firsthand, global experience to maximize your firm’s investments at every stage. Whether it’s sourcing new deals, streamlining mergers or turning around underperforming assets, we’ve been there and are ready to help.

Investment Target Due Diligence

Leveraging domain expertise, industry relationships and an exceptional track record of identifying the most promising firms and emerging brands for potential investors, ScaleHouse provides unparalleled market knowledge to guide strategic investments.

Financial Modeling

From pro-forma creation to valuations and investment return analysis, consider ScaleHouse an extension of your internal finance team. Over 35 years of combined experience drives our unique understanding of financial analysis needed to ensure smart investments.

Deal Sourcing

As licensed investment bankers with Oberon Securities, ScaleHouse offers deep vertical expertise to provide both buy and sell-side advisory services. From identification of potential targets to initiation of discussions and management of due diligence and final negotiations, our expansive reach and comprehensive transaction expertise make us the ideal partner for growth oriented acquirers.

Post Purchase Performance

Whether identifying opportunities for expansion or divestiture, analyzing existing revenue streams, margins, and cash flows, assessing team structures and performance or recommending and implementing strategic partnerships, ScaleHouse can optimize strategies throughout your portfolio to increase value across your assets.