Healthcare & Life Sciences | Software & Tech-Enabled Services | Industrials | Consumer & Business Services | Buy-Side and Sell-Side
We build on what you learned in diligence, making sure the value creation plan and the investment case stay tightly connected.
We focus on a short list of high-impact levers, and help sequence them so the business and team can actually execute.
Our value-creation work is built to be used by leadership teams and their frontline managers who have to live with the plan.
Designing and managing process that helps management teams execute against value creation initiatives and manage change.
Translating the deal thesis into a clear sequence of initiatives, with owners, milestones, and expected impact on revenue and EBITDA.
Sharpening where to play and how to win: segments, ICP, buying centers, sales motions, channel strategy, and marketing focus.
Identifying pricing power, designing better packaging, and building a roadmap for increases that customers will accept.
Finding “400 efficiencies,” not just 400 people. Organization, spans and layers, process simplification, and ways of working that support the plan.
Defining KPIs and feedback loops so sponsors and management can see what’s working, what isn’t, and where to pivot.
On the sponsor side, we ensure the plan lines up with fund-level expectations. On the management side, we help execute.
Our projects are designed around the windows that matter. Pressure-testing the thesis and sketching the plan pre-close. Early execution support during the first 100 days. Period refresh and course correction during the hold period.
We are senior enough to serve as key advisors to the C-Suite, but we have the MBB analyst experience to roll up our sleeves and actually do the work.