Private Equity and Investor

Your Operating Partner for Accelerated Value Creation

In an era of heightened competition, expensive capital, and compressed hold periods, alpha is no longer generated at the deal table – it is engineered through relentless operational execution within the portfolio. We serve as your embedded operating partner, deploying proven playbooks to drive EBITDA growth, multiple expansion, and secure successful exits.

The Value Creation Imperative

Generic cost-cutting is insufficient. Top-quartile funds systematize value creation from diligence to exit. We address:

Diligence-to-Value Gap

Over 60% of synergies identified in diligence are never captured post-close.

Operational Inertia

Portfolio companies lack the bandwidth or expertise to execute complex turnaround plans.

Exit Multiple Arbitrage

Failure to institutionalize capabilities and de-risk the business limits multiple expansion.

ESG Value Leakage

Unmanaged ESG risks now directly impact exit options and cost of capital.

Our Approach

Our engagements are built on proven consulting frameworks, augmented with proprietary tools:

1. Commercial Due Diligence & Value Creation Planning

100-Day Plan Development – Crafting the definitive value creation roadmap immediately post-signing.
Commercial Diligence – Deep dive on pricing power, sales force effectiveness, and market positioning to validate growth levers.
Synergy Validation & Baselining – Establishing rigorous, pre-close benchmarks for all cost and revenue synergy initiatives.

2. Portfolio Company Value Acceleration

Pricing & Revenue Management – Launching rapid initiatives to improve price realization and monetization (3-7% EBITDA impact).
Supply Chain Optimization – Driving working capital improvements and gross margin expansion.
Digital Transformation – Implementing tech-enabled solutions for scalability and future growth.

3. Exit Readiness & Multiple Expansion

Carve-Readiness – Preparing businesses for separation and sale by streamlining operations and financials.
IPO Preparation – Building the public company infrastructure and equity story for a successful debut.
ESG Value Realization – Developing programs that reduce risk and create a premium narrative for buyers.

Proprietary Frameworks

The Value Creation Architecture

Our end-to-end framework for the investment lifecycle:

Thesis Validation (Pre-Close)

Pressure-testing investment theses and identifying hidden upside

Post-Acquisition Integration (Days 1-30)

Rapid operational stabilization and leadership alignment

100-Day Value Capture (Days 31-100)

Quick-win implementation and momentum building through pricing and procurement optimizations

Strategic Transformation (Year 1-2)

Deep operational improvements and capability building to accelerate EBITDA growth

Exit Readiness & Value Realization (Year 3+)

Business institutionalization, multiple expansion strategies, and exit preparation

The Multiple Expansion Leverage Index

Identifies the most impactful drivers of exit multiple arbitrage:

The Operating Partner Difference: From EBITDA to Multiple Expansion

How Institutionalized Value Creation Drives 3-5x MOIC

For General Partners, portfolio value is a function of EBITDA multiplied by Exit Multiple. Our playbooks are engineered to maximize both variables simultaneously, moving beyond simple EBITDA arbitrage to true multiple expansion.

Sample Engagement Types

Commercial Diligence & VCP Creation

Pre-deal synergy validation and post-close 100-day value creation plan development

EBITDA Acceleration Sprints

Rapid, 90-day initiatives in pricing, procurement, or sales force effectiveness

Portfolio Performance Monitoring

Providing an independent assessment of a portfolio company’s progress against its VCP

Exit Preparation & Carve-Out

Running the “Exit Readiness” office to prepare the company for sale, maximizing multiple expansion

Operational Success Cases

Transform portfolio companies into valuable assets. Your next 100-day plan starts here.

Contact our operating partners for a confidential portfolio review.