We embed inside your portfolio business as CFO Partner and Operating Partner. Install portfolio-grade financial discipline and operating rhythm, drive the value creation plan, and stay until the management team can own it. Aligned through equity participation when appropriate.
You’ve done the work. You’ve identified the value levers. You’ve hired a CFO. You’ve got a playbook. But the ground is shifting. The management team is nervous. The customer relationships are fragile. Cash flow is unpredictable. You’re making decisions on incomplete information.
Most sponsors bring in consultants to study the problem or financial advisors to measure it. But you need an operator who’s in the room, making the call, accountable for the outcome. Not advising from the sidelines.
That’s the gap. We fill it.
You own the decision. We own the execution. You get real-time visibility into what’s actually happening.
First 100 days: monthly close on a calendar, KPI dashboard 5 to 7 metrics per function, 13-week rolling cash, monthly operating rhythm, lender package, leadership-bench audit. You know exactly where you stand.
Execute the value creation plan. Pricing, customer concentration, gross margin, working capital, leadership-bench depth. We sit in the leadership meetings and drive what changes.
Weekly operations updates. Monthly financial reporting. Quarterly board packages. Real-time visibility into the value creation plan. No surprises.
“The difference between a 2x and a 5x is usually the operating partner. Not the investment thesis. The execution team.”
We drive the execution.
Retainer for the work. Equity participation if the business wins. No commissions. No success fees. No referral kickbacks.
We report to you. We work alongside management. We have skin in the game on the value creation plan and exiting on your timeline.
Let’s talk about post-acquisition strategy and how we partner on value creation.
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