Private Equity

  • Fractional Operating Partner

    Plug-in leadership to support scale, transformation, or change.

    Whether your CEO is new, your business is scaling fast, or you're navigating a complex transformation, we provide embedded, executive-level support without the full-time commitment. Acting as a strategic partner to the CEO and PE firm, we drive execution, build leadership capacity, and ensure focus on what moves the needle.

  • Value Creation Consulting

    Build the plan. Execute with discipline. Drive measurable results.

    We partner with private equity firms and portfolio company leaders to co-develop robust Value Creation Plans that align strategy, operations, and culture. From identifying high-impact growth levers to implementing margin-improving initiatives, we help you connect big-picture vision to day-to-day action—and ultimately, to exit value.

  • OKR Setting, Prioritization & Strategy Consulting

    Turn strategy into execution—with clarity and accountability.

    Too often, strategic plans stay in the slide deck. We guide executive teams through a hands-on process to define what matters most, set effective OKRs, and prioritize initiatives that drive results. With repeatable tools and real-world coaching, we help your team focus, align, and execute with confidence.

  • North Star Sessions

    Create alignment from the start—on culture, strategy, and execution.

    Our flagship kickoff experience brings together PE and portfolio leadership in a multi-day offsite to co-create a bold 3–5 year vision, define “how we win,” and build a shared culture. We leave with clear OKRs, mutual accountability, and the early momentum that sets the tone for the hold period.

Six Signs Your Private Equity Firm Needs Value Creation Support

  • 1. Your strategy sounds great on paper—but hasn’t translated into execution

     If your portfolio companies struggle to align daily operations with long-term strategy, it’s time to invest in clear execution tools like OKRs and North Star alignment sessions.

  • 2. You’re hitting your hold period—but EBITDA isn’t moving

    Without margin expansion or revenue acceleration, your exit story weakens. Value creation consulting can pinpoint the hidden drag in your operating model and unlock growth.

  • 3. Your portfolio CEOs are overwhelmed, not empowered

    If founders or first-time CEOs are navigating change, scale, or transformation without structured support, a fractional Operating Partner can be a trusted extension of your team.

  • 4. You’re repeating the same onboarding issues post-close

    If every deal starts with “What now?”, it’s time to establish a consistent kickoff framework—like a North Star Session—to create alignment, define culture, and launch execution.

  • 5. Your board decks look good—but lack real operating insight

    When reporting lacks depth or consistency, there’s likely a breakdown in systems and accountability. We help teams build KPI dashboards, own business reviews, and tell a compelling investor story.

  • 6. You’ve got 10 plates spinning—and no one watching the stove

    If you're stretched across deals or teams, you need a plug-in operator who can embed within a company, steward execution, and drive focus while you look ahead to the next investment.

Let’s work together.

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