Growth that survives the operating plan.
Diligence establishes what the business is. Value creation is the work of making the investment case real, and it accounts for most of the return over a holding period.
Three areas of focus.
Revenue optimization
We work on pricing, packaging, channel mix and pipeline discipline, aligned to where the market is moving rather than where the model assumed it would.
People and process
Operating structure, decision rights and delivery cadence. In most portfolio companies the constraint is execution and accountability rather than strategy.
Strategic growth
The next stage of value: adjacent markets, new segments, partnerships, and the capability the company must build to reach them.
We work alongside the team.
We deliver change alongside the people who will own it, through collaboration, support and coaching, so that it is sustained after our work concludes.
- We assess current processes, structures and capability against the investment case
- We identify where value is being lost and where it can be created
- We design and execute the change initiatives with the team who will own them
- We keep communication and support running across the organization through the change
- We keep the work aligned with the sponsor's objectives and reporting cycle
- We establish a culture of continuous improvement rather than a dependency
Building capability in the management team.
Leading change is among the hardest tasks a management team faces: it asks the business to change how it works while continuing to sell. That is where we concentrate our effort.
- Surface problems earlier, before they become commitments
- Decide on evidence rather than opinion or seniority
- Simplify complexity, resolve ambiguity and shorten the time to a decision
- Build the confidence to take the organization into unfamiliar territory
Diligence and value creation work best in sequence.
When we run both diligence and value creation, the operating plan begins at close rather than months later. It is among the largest levers on a holding period.
To discuss a business, a transaction or an exit.
Inquiries from founders, investors and advisors are welcome, whether a transaction is underway or still under consideration.