The CDO track
CDO services: digital and eCommerce growth
Turn the digital channel into a profit engine. We help mid market and PE backed companies modernize how the business operates, then launch, optimize and scale high performance direct to consumer and B2B eCommerce operations.
What we deliver
Strategy, execution and scale, without the guesswork
Embedded digital leadership across two halves: modernizing how the business runs, and building the commerce channel that sits on top of it.
Digital transformation
Digital transformation in the AI era
Reputation and revenue in the AI era. Efficiency is table stakes. Digital transformation now has to drive business growth, brand trust and relevance in an AI shaped world. We have helped distributors modernize every function, from fulfillment to customer service, to lead with credibility in the moments that matter.
Digital product and experience modernization
UX and UI, site optimization, conversion rate optimization and lift strategies, platform migrations, mobile first enhancements, and analytics based decision making.
Multi year roadmap design
Define and prioritize initiatives across web, mobile, operations, customer retention and cross channel expansion, all aligned to EBITDA goals.
Customer data strategy and personalization
Data architecture and enrichment strategy. First party data activation across channels, customer journey mapping, and personalized lifecycle flows.
Executive dashboards to team level analytics
Customer segmentation, persona based lifecycle and journey development, and multi level dashboards with KPIs from board to manager level. Real time reporting on pipeline velocity, marketing attribution, ROAS and CAC.
How the work actually goes
Case studies from inside portfolio companies, including the failing direct to consumer channel turned to 40% year over year growth.
eCommerce as a channel
Fractional or interim eCommerce P&L leadership
Cross functional executive leadership to activate, stabilize and scale your eCommerce channel, across merchandising, inventory, fulfillment, marketing, customer experience and digital performance.
Channel readiness and market entry
Direct to consumer and marketplace launch planning, business case modeling, fulfillment and inventory planning, and customer service readiness for high growth eCommerce.
eCommerce GTM and execution strategy
Full GTM playbooks for new brands, SKUs and regions. Positioning, pricing, promotional calendar and launch execution aligned to profit targets.
Customer acquisition and growth marketing
SEO, paid search, paid social, email and SMS, influencer programs and affiliate channels, all optimized for CAC, ROAS and lifetime value.
eCommerce post acquisition integration
Structured cross functional integration planning and execution across platform, brand, fulfillment, customer experience and digital teams.
eCommerce due diligence and valuation
M&A support from pre LOI through close and post deal integration, operational audit, financial reconciliation, growth projections, market sizing and valuation analysis.
Who we serve
Find your fit
Chief Executive Officer
Lower middle market or mid market companies
- Seeking profitable eCommerce growth without overextending internal teams
- Looking for executive level digital strategy without full time overhead
- Needing to modernize and scale digital channels to meet customer demand
Private equity sponsor
Lower middle market or mid market focus
- Wanting EBITDA focused digital growth inside a 3 to 5 year investment window
- Needing eCommerce diligence and acceleration plans for new acquisitions
- Looking to de-risk the platform and add-on digital integration with expert execution
Chief Marketing or Revenue Officer
Any organization
- Lacking bandwidth to drive channel expansion, personalization or funnel optimization
- Facing stalled direct to consumer or marketplace performance without clear next steps
- Needing a partner to lead roadmap planning, vendor alignment and growth delivery
Engagement examples
What the CDO track has looked like
Multi brand PE owned retail company
Rebuilt the direct to consumer channel from the ground up, a new site, a new digital team and revised fulfillment, and turned negative margins into 40% year over year EBITDA growth.
Omnichannel B2B distributor
Designed and implemented a scalable eCommerce roadmap and go-to-market strategy that doubled revenue in under 18 months.
PE backed national omnichannel distributor
Built and executed a three year organic digital growth strategy and roadmap, opening up a $300M new market segment.
Direct to consumer brand evaluated for acquisition
Led complete diligence across financials, operations, data, growth and valuation for a $20M+ eCommerce acquisition with a post close integration roadmap, then owned and executed the post deal integration.
We do not publish the names of sponsors, portfolio companies or the people who lead them. References are arranged on a call.
What we solve
The problems that bring companies to this track
- Incomplete or ineffective eCommerce launch planning
- Low traffic, low conversion, or high customer acquisition cost
- Disconnected customer data and fragmented experience
- Margins diluted by channel inefficiencies
- Digital marketing not delivering the intended ROI or ROAS
- Bottlenecks in go-to-market speed and execution
- Lack of in house digital leadership or execution bandwidth
Your eCommerce channel should be your most scalable growth lever.
Need a CDO? Let’s talk.
If this reflects the kind of digital transformation you are after, it might be time to bring in a leader who has built and run the channel before.
Growth doesn’t need to be complicated. It just needs to be demystified.
The CDO track is one of three. They are designed and built as one motion.