Equity, debt and convertible transactions executed early in my career at Merrill Lynch
Growth strategy consulting · Los Angeles
Growth strategy consultant that helps you navigate when and how to build, partner, and/or buy.
I help AI Powered Digital Video, Digital Marketing, and SaaS companies decide how and where to grow next, then close the customers, strategic partnerships and acquisitions that get them there.
Stanford MBA · 30+ years in growth strategy and deal making · $2.4B in transactions
About
I'm Stephen S. Marshall.
Everyone calls me Steve.
For 30+ years, I have worked with and advised startups, small to medium businesses (SMB), middle market companies, large enterprises, and public companies in 2 main areas:
Current Consulting Projects
- Infamous MediaLeading streaming video strategy (FAST channels, AVOD apps, AI powered microdrama / vertical video content creation and ad strategy)
- Peak LocalDirecting growth strategy and AI-powered marketing for local businesses
Education
- Stanford Graduate School of BusinessMBA
- UCLAB.A. Business-Economics, magna cum laude, Phi Beta Kappa
Experience across
What I Do
One consultant across the full growth strategy roadmap.
Every growth plan follows the same curve. Revenue accelerates as you add leverage, from sales and marketing, to channel partners, to capital.
-
01Sales and marketing leverageOrganic growth
Build
- Sales and marketing strategy
- Go-to-market and growth planning
- AI-enabled go-to-market and AI tool evaluation
-
02Channel leverageInorganic growth
Partner
- Strategic, channel and affiliate partnerships
- Technology, content and licensing agreements
- Joint ventures and distribution deals
-
03Capital leverageInorganic growth
Buy
- Acquisition target sourcing and screening
- Valuation, diligence and negotiation
- Financing and integration support
The Unified Growth Strategy RoadmapSM
Revenue accelerates as growth moves from sales and marketing leverage to channel leverage and capital leverage.
-
Organic Build
Sales Signal, Sales Leverage and Marketing Leverage
TestProduct
Market
FitFindICPIdeal Customer ProfileTargetSEO
AI Visibility
Social Media
Email Marketing
Paid Advertising- Sales
- Marketing
- Content Branding
- Funnel Nurturing
- Share of Wallet Upsells
- Customer Referral
-
Inorganic Partner
Channel Leverage
- Strategic
- Channel
- Affiliates
-
Inorganic Buy
Capital Leverage
- Merger
- Acquisition
- Cash
- Debt / Equity
How I Think About Deals
A good deal needs 3 things.
A good deal between parties that leads to desired results is a harmonious combination of a fair exchange of value, a reasonable allocation of risk, and an alignment of upside incentives.
The Good Deal TriangleSM
Successful deals rely on these 3 concepts.
An Alignment of Upside Incentives
All parties are motivated to do much more than the minimum.
A Fair Exchange
of Value
All parties are receiving
value important to them.
A Reasonable
Allocation of Risk
All parties are accountable for
their actions and deliverables.
Track Record
Results from both sides of the table.
Zefr acquisition managed for Vobile, from diligence through financing and integration
2 acquisitions valued, negotiated and closed for Local.com
Distribution platform deals closed for Infamous Media's streaming channels
Viewing minutes grown from 2022 to 2024 across 3 FAST channels launched
Selected Experience
Where the work is happening now.
Growth Strategy & Execution Consultant for AI-powered digital marketing, websites and Google Business Profile optimization for local businesses. Develop the growth strategy and direct the team that executes it, from SEO, AEO and GEO optimization and GoHighLevel automations with a Voice AI assistant to Google PPC and Local Services Ads.
Fractional head of business development, launching FAST channels and AVOD apps, now leading AI microdrama and ad content strategy.
Inorganic growth strategy for home services SaaS: TAM, new verticals and acquisition targets.
of quota. Closed $6MM+ in enterprise revenue deals.
Corporate development and China market-entry strategy.
Corporate development for a small business search and local directory company.
5
affiliate deals closed as Acting CFO, including DraftKings.
Contact
Let's figure out your growth strategy plan and roadmap.
Tell me how and where you want to grow. I'll help you think through how to build it, partner for it, or buy it.
steve@ssmgrowthstrategy.comEmail Me
Based in Los Angeles, CA
LinkedIn
