For New Portfolio Companies
You just closed the acquisition. Your investment thesis promised 3-5 quick wins in the first 100 days, but the management team is drinking from a firehose, your operating partner is stretched across eight portfolio companies, and you need someone on the ground executing—not just advising.
The clock is ticking. Every month without momentum is a month of value left on the table. Without immediate execution support, quick wins turn into 6-month projects, management credibility erodes, and your investment thesis starts slipping.
We embed with your portfolio company's leadership team for the critical first 100 days to execute the value creation plan from day one. We don't just create a roadmap—we roll up our sleeves and deliver the quick wins that build momentum and credibility with the management team.
Our approach balances speed with sustainability: identify 3-5 high-impact initiatives, execute them in the first 100 days, and build the infrastructure to sustain momentum beyond our engagement. We've delivered $39M EBITDA swings and accelerated synergy capture by 30% through disciplined execution.
Prioritized action plan identifying 3-5 high-impact initiatives with clear owners and milestones
Target: 3-5 quick wins identified, sequenced, and resourced
Hands-on execution of priority initiatives delivering measurable EBITDA impact in first 100 days
Past result: $39M EBITDA swing through operational improvements
Structured integration planning and execution to capture synergies 30% faster than typical timelines
Past result: 30% faster synergy capture, $32M validated
Weekly cadence with management and board to ensure alignment, remove blockers, and maintain momentum
Target: 100% initiative completion, zero surprises
Establish reporting, forecasting, and KPI tracking to support ongoing value creation beyond Day 100
Target: 90%+ forecast accuracy, automated dashboards
Professional monthly reporting showing progress against value creation plan with clear accountability
Target: Monthly board package delivered in 5-6 days
Comprehensive operational assessment, identification of 3-5 high-impact quick wins, and detailed 100-day roadmap with clear owners and milestones. Establish weekly cadence with management and board.
Hands-on execution of priority initiatives with management team. Weekly progress reviews, blocker removal, and course correction as needed. Target: 2-3 quick wins delivered by Day 60.
Complete remaining quick wins, build reporting infrastructure, establish KPI tracking, and prepare handoff to management team. Ensure momentum continues beyond Day 100.
Final board presentation showing results against plan, transition all initiatives to management ownership, and identify next phase opportunities for ongoing value creation.
Price varies based on portfolio company size, complexity of value creation plan, and number of quick win initiatives. A single quick win delivering $5M in EBITDA improvement pays for this engagement 10x over.
Schedule a 30-minute call to discuss your portfolio company's value creation plan and first 100 days.
Schedule Strategy Call