How We Help Private Equity–Backed Firms

We partner with private equity sponsors and their portfolio companies to accelerate execution against the investment thesis. My work focuses on institutionalizing operations, maximizing EBITDA, and positioning the business for a strategic, high-multiple exit—without disrupting momentum or founder commitment.

Here’s how we deliver impact across the hold period:

🧭 Execute the Investment Thesis with Discipline

We help portfolio companies translate the investment thesis into an actionable, metrics-driven operating plan. I bring structure to growth ambitions—turning vision into a weekly, monthly, and quarterly execution rhythm the board can trust.

📊 Operationalize the Value Creation Plan

We design and implement target operating models that drive value at scale. This includes OKRs, KPI dashboards, cost levers, functional realignment, systems integration (CRM, ERP, PSA), and process redesign aligned to topline growth and margin expansion.

🧱 Build Institutional-Grade Infrastructure

We professionalize founder-led companies, bringing investor-level maturity to functions like finance, HR, delivery, GTM, and reporting. We help companies graduate from hustle to discipline—without losing their entrepreneurial edge.

👥 Stabilize and Strengthen the Leadership Team

We support CxOs with org design, succession planning, executive coaching, and cross-functional alignment. We act as a force multiplier for the CEO, ensuring the leadership team is aligned, accountable, and driving results.

💰 Prepare for a Strategic Exit

We support exit-readiness efforts by improving EBITDA profile, clarifying the growth narrative, institutionalizing reporting, and stress-testing the company through the eyes of the next buyer. We’ve helped clients achieve 60–70% valuation uplift by bridging operating gaps before going to market.

📈 Report with Confidence to the Board

We create board-ready reporting structures that link strategy to execution, enabling sponsors to track progress, mitigate risk, and build confidence in management. We bring calm, clarity, and credibility to board discussions.