Capabilities & Offerings

What We Deliver:

• Decision frameworks with clear accountability and escalation paths
• Operating rhythms that establish consistent execution cadence
• Performance measurement systems with leading and lagging indicators
• Resource allocation frameworks tied to value creation priorities
• Meeting structures and communication protocols
• Standard operating procedures for repeatable processes

Typical Engagement:

• Duration: 4-9 months
• Diagnostic phase: 4-6 weeks assessing current state
• Design phase: 6-8 weeks building frameworks
• Implementation phase: 8-20 weeks embedding systems
• Stabilization: 4-8 weeks ensuring sustainability

Measurable Outcomes:

• 20-40% reduction in decision cycle time
• 30-50% improvement in accountability clarity scores
• 15-25% increase in strategic initiative completion rate
• Sustained performance tracking beyond engagement

What We Deliver:

• Process mapping and bottleneck identification
• Workflow optimization and automation recommendations
• Workforce productivity frameworks and metrics
• Cost structure analysis and reduction initiatives
• Quality control systems and error reduction protocols
• Capacity planning and resource optimization

Typical Engagement:

• Duration: 3-8 months
• Operational audit: 3-4 weeks
• Improvement design: 4-6 weeks
• Implementation: 8-16 weeks
• Performance validation: 4-6 weeks

Measurable Outcomes:

• 15-30% operational efficiency improvement
• 10-20% reduction in operational costs
• 20-35% improvement in process cycle times
• 10-25% workforce productivity gains
• 3-7 percentage point EBITDA margin improvement

What We Deliver:

• Commercial due diligence with operational risk assessment
• 100-day plans with specific value creation initiatives
• Post-acquisition integration playbooks and execution
• Portfolio company operating systems aligned to investment thesis
• Performance dashboards for board-level monitoring
• Value creation tracking against hold period objectives

Service Offerings:

• Pre-Acquisition: Commercial due diligence (3-4 weeks), operational risk assessment, value creation plan development
• Post-Acquisition: 100-day plan execution (3 months), integration management (4-6 months), operating system implementation (6-12 months)
• Hold Period: Performance transformation programs, interim operating leadership, board advisory
• Pre-Exit: Value creation acceleration, operational readiness assessment, exit preparation support

Measurable Outcomes:

• Investment thesis validation with operational risk quantification
• 80-90% completion rate on 100-day plan initiatives
• 4-8 percentage point EBITDA improvement within 12 months
• Clear value creation attribution for sponsor reporting

What We Deliver:

• Root cause analysis of underperformance
• Rapid action plans addressing critical performance barriers
• Cash flow improvement and working capital optimization
• Revenue recovery or cost reduction initiatives
• Organization restructuring if required for sustainable performance
• Leadership team capability assessment and development

Typical Engagement:

• Duration: 3-12 months depending on severity
• Rapid diagnostic: 2-3 weeks
• Stabilization phase: 4-8 weeks addressing critical issues
• Transformation phase: 12-24 weeks implementing solutions
• Sustainability phase: 8-12 weeks ensuring sustained improvement

Measurable Outcomes:

• Return to profitability within 6-9 months
• 15-30% revenue improvement or equivalent cost reduction
• Positive cash flow restoration within 3-6 months
• Sustained performance improvement post-engagement

What We Deliver:

• Interim COO, VP Operations, or senior operational leadership
• Day-to-day operational management with P&L accountability
• Operating system design and implementation while in role
• Leadership team development and capability building
• Performance dashboard creation and board reporting
• Transition planning for permanent leadership placement

Typical Engagement:

• Duration: 6-18 months
• Onboarding: 2-4 weeks immersion
• Active management: 12-48 weeks full-time
• Transition: 4-8 weeks handover to permanent leadership
• Time commitment: Full-time on-site or 3-4 days per week depending on need

Ideal Situations:

• Post-acquisition leadership gap during transition
• Operational crisis requiring immediate experienced leadership
• Rapid growth requiring interim operating capacity
• Pre-exit value creation acceleration with operational focus
• Leadership departure requiring bridge to permanent hire

Measurable Outcomes:

• Operational stabilization within 60-90 days
• Operating system implementation creating sustained value
• 5-10 percentage point EBITDA improvement during tenure
• Successful transition to permanent leadership or next phase

What We Deliver:

• Scalable operating models for multi-location expansion
• Workforce planning and productivity frameworks
• Service delivery standardization with local market adaptation
• Technology enablement and systems integration
• Quality assurance frameworks for consistent delivery
• Unit economics optimization and location-level profitability

Typical Engagement:

• Duration: 5-10 months
• Current state assessment: 3-4 weeks
• Scalability framework design: 6-8 weeks
• Pilot implementation: 8-12 weeks
• Rollout support: 12-20 weeks

Measurable Outcomes:

• 50-100% reduction in new location time-to-profitability
• 20-40% improvement in location launch success rate
• 15-25% improvement in location-level EBITDA consistency
• Sustainable growth trajectory with operational discipline

Project-Based Engagements:

• Fixed-scope projects with defined deliverables and timeline
• Typical duration: 3-9 months
• Pricing: $150,000 to $500,000 depending on scope
• Includes: Diagnostic, design, implementation, knowledge transfer

Retained Advisory:

• Ongoing operating partnership with monthly retainer
• Typical duration: 6-24 months
• Pricing: $15,000 to $50,000 per month
• Includes: Board meeting support, ongoing improvements, performance monitoring

Interim Leadership:

• Full-time or near-full-time operational leadership role
• Typical duration: 6-18 months
• Pricing: $20,000 to $60,000 per month depending on role scope
• Includes: Day-to-day management, operating system building, transition support

Performance-Based Components:

• Available for transformation and value creation engagements
• Success fees tied to specific performance metrics
• Typical structure: Base fee (70-80%) plus performance bonus (20-30%)
• Metrics: EBITDA improvement, revenue growth, cost reduction, operational efficiency gains