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Strategybuilt for private equity & portfolio

Value creation across a portfolio, from diligence to the plan the management team runs.

What we take on in private equity

A hold period is short, and most of it is decided in the first quarter.

  • Commercial diligence
    A read on demand and competition before the money moves.

  • The first hundred days
    A plan the management team runs, written in the language they use.

  • Value creation
    Growth levers sequenced by what moves the number inside the hold period.

  • Exit readiness
    Evidence that the growth repeats, in the terms a buyer will test it on.

Diagram: a hold period drawn as four stages on one line, with the first hundred days carrying the weight of the plan.The hold periodDiligenceFirst 100daysValuecreationExitGrowth the buyer can test

Case studies coming soon

We are writing up the private equity & portfolio work now. In the meantime, the published studies show how the same people run an engagement end to end.