Investment Teams

Investors mandates are clear: convert thesis into EBITDA, cash, and exit multiples—reliably, repeatably, and fast.

We help you do exactly that across the hold period, blending hands-on transaction advisory with expert hands on assistance for investment leaders. 

​

Where we help:

• Diligence to Day-100: Pressure-test the value thesis, set a punchy 100-day plan, and align stakeholders on a single execution narrative.

• Hold-Period Value Creation: Drive the levers that matter—pricing, commercial excellence, procurement, SKU and customer mix, OpEx discipline, and working-capital release.

• Bolt-Ons & Integration: Source-to-sign support, synergy cases that actually land, and integration plans that protect customers and cash.

• Exit Readiness: Equity story, KPI trail, vendor due diligence prep, and management team readiness—so the buyer sees momentum, not promises.

​

The Portfolio Value Stack

Revenue: pricing architecture, salesforce effectiveness, channel mix, cross-sell/up-sell.
Margin: COGS takeout, procurement, complexity reduction, make/buy, footprint choices.

Cash: DSO/DPO/DIO discipline, forecasting cadence, covenant visibility, cash culture.

Focus: product and customer rationalisation, zero-based budgeting where it counts.

People & Leadership: coach the CEO/CFO/EXCO to lead through change and hold the line on priorities.

Governance: board rhythms, KPI dashboards, decision rights, and issue escalation that avoids drift.

​

​Why Investors Bring Us In

• A single point of accountability between investment teams and operators.

• Technical rigour plus leadership support—so plans survive contact with reality.

• Clear artefacts you can take to the board and buyers: VCP, KPI pack, exit narrative, and data-room checklists.

​

Keep control of the big picture; we will help your teams land the numbers—confidently and on time.

Data-driven where it matters, pragmatic everywhere else.