Our engagement models are tailored to capital structure and ownership lifecycle. We understand that a PE-backed asset has different operational needs than a multigenerational family business.
Partnering with GPs and Deal Teams to de-risk assets and accelerate the Value Creation Plan (VCP) across the hold period.
For multigenerational businesses looking to professionalize operations, reduce waste, or prepare for a liquidity event.
Direct engagement with leadership of middle-market companies to execute mandates for efficiency and margin expansion.
Standardized, operator-led workflows designed for immediate speed to value.
Fixed Fee. We connect to data and quantify the "Size of the Prize" with a project roadmap.
Retainer + Success. Our team deploys to implement structural changes and capture savings.
Managed Service. We ensure structural changes persist and prevent value leakage over time.