Building an AI roadmap that drives revenue growth and EBITDA expansion.
How a private equity-owned food and beverage company identified, prioritized, and sequenced AI investments to accelerate sales growth, improve commercial execution, and increase enterprise value.
Growth through acquisition, but organic revenue stalling , and no structured AI investment strategy.
The company sold across national retailers, regional grocery chains, foodservice distributors, and direct-to-consumer channels. The product portfolio was strong, but commercial pressure was mounting.
Sales teams lacked visibility into growth opportunities. Marketing effectiveness was difficult to measure. Forecast accuracy was inconsistent. Customer acquisition costs were rising.
Leadership believed AI could accelerate growth , but needed a structured investment strategy before committing capital.
How MAD Advisory conducted the AI Roadmap & Business Case Sprint.
Commercial Operations Assessment
- Sales processes
- Account planning
- Forecasting
- Revenue management
- Customer analytics
Customer Data Assessment
- CRM platforms
- Customer master data
- Distributor data
- Retail sales data
- Marketing systems
Executive AI Opportunity Workshops
- CEO
- CRO & CMO
- VP Sales
- Revenue Management
- PE Operating Partner
Business Case Development
- Revenue growth modeling
- Margin expansion
- Productivity improvements
- Investment requirements
- Payback analysis
Roadmap Prioritization
- EBITDA impact
- Speed to value
- Complexity
- Data readiness
- Sequencing & governance
High-impact commercial AI opportunities, scoped for value creation.
AI Sales Copilot
Provides account managers with real-time customer insights, buying patterns, opportunity alerts, and recommended next-best actions.
- Increased sales productivity
- Improved account penetration
- Faster onboarding
AI Customer Growth Predictor
Identifies growth opportunities, churn risks, cross-sell signals, and whitespace accounts across the customer base.
- Revenue acceleration
- Better customer targeting
- Improved retention
AI Demand Forecasting Engine
Combines retail data, distributor data, market trends, and promotional activity into a unified demand signal.
- Improved forecast accuracy
- Reduced stockouts
- Better inventory management
AI Trade Promotion Optimizer
Analyzes promotional spend, retail performance, and historical results to recommend optimal trade investments.
- Improved ROI
- Better promotion effectiveness
- Increased profitability
AI Pricing & Margin Intelligence
Provides pricing recommendations, margin insights, and competitive intelligence at the SKU, account, and channel level.
- Improved margins
- Faster pricing decisions
- Increased profitability
Every opportunity backed by a business case.
AI Sales Copilot
Account managers spend hours preparing for calls; coverage uneven across the book.
Pre-call briefs, alerts, and next-best actions delivered in the seller's workflow.
- Sales productivity ↑
- Win-rate ↑
- Ramp time ↓
AI Demand Forecasting
Forecasts built bottoms-up in spreadsheets; accuracy below target.
Unified demand signal across retail, distributor, and promo data.
- Forecast accuracy ↑
- Working capital ↓
- Service level ↑
AI Trade Promotion Optimizer
Trade spend allocated by precedent; ROI hard to attribute.
Promo mix optimized by predicted lift and retailer economics.
- Trade ROI ↑
- Margin ↑
- Retail compliance ↑
24-month AI value creation roadmap, sequenced by EBITDA impact.
Quick Wins
- AI Sales Copilot
- AI Customer Growth Predictor
Scale Initiatives
- AI Demand Forecasting
- AI Trade Promotion Optimization
Transformational Capabilities
- AI Pricing & Margin Intelligence
- Revenue Growth Platform
- Advanced Customer Segmentation
What the engagement produced.
What the client received.
"Every initiative was linked directly to revenue growth, margin expansion, customer acquisition, sales productivity, and EBITDA improvement. The result was an AI investment roadmap management could execute , and private equity sponsors could confidently support."
Do you have AI ideas , or an AI investment strategy?
Most organizations have AI opportunities. Few have a roadmap leadership can fund, govern, and execute. MAD Advisory helps private equity firms and portfolio companies build AI roadmaps tied directly to enterprise value creation.