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Operating Partner

Business Insight and strategic vision

To partner with private equity and venture capital funds, family offices and other specialized finance partners in managing their portfolio company operations at a company, or portfolio level.

As an operating partner we can create early warning signals, digital cockpits, transformation scorecards, and implement other management and digital tools to not only offer targeted visibility into core business areas but also help deliver outsized returns to the financing partners by unlocking the full potential for the portfolio company through a series of strategic initiatives and flawless execution.

We help ensure that costs are optimized, and compliances are done accurately, timely and effectively. We review revenue, product, customer, and margin mix and growth through precise analytics and get them closer to the operating plan. We support proper budgeting and accurate, regular, and timely reporting, all of which can really help the financing partner get key insights into the business and make for excellent management – financier partnership.

We will optimize and, if required, consolidate back-office functions such as human resources, finance, operations and reporting across the portfolio
We also offer transaction support to PE, VCs performing business and operational due diligence, managing data room, ensure pre-transaction readiness and efficient post-merger integrations.

Enterprise Solutions

PE / VC / Family Office Funds

Tailored to your specific needs

Business owners, VC/PE funded companies, CEOs / CFOs / COOs

  • For Leaders for whom the key goal is to build up enterprise value prior to a strategic transaction in near future:
  • Primary or Secondary sale of Equity / change of control
  • Raise primary financing (debt or equity) for capex, bridge or growth
  • In distress, currently or potentially
  • Business opportunities and/or risks/threats exceed current team’s skills and composition
  • Want to grow at a high rate
  • Businesses that aims to Improve EBITDA and cash flows significantly in a relatively short period of time
  • Businesses that want to capitalize on a short term substantial sales / growth opportunity but are not staffed or skilled for it
  • Business teams find significant waste reduction and cost out opportunities but are unable to execute
  • There is Limited knowledge / exposure to new tools. No ability to ring fence underperforming assets or structuring, bringing down overall value
  • Unable to attract / retain credible senior management. Often promoter driven, Limited Bandwidth / Prioritization affects downstream operations. Unscrupulous management, Succession
  • Missing early warning signs like stagnating sales, declining margins / cash, Recurrent target miss, governance
  • Increase base metrics and multiples – quality and quantity of performance and create shareholder wealth disproportionate to their efforts
  • Post acquisition integration
    Gain an advantage over its peers in the market

What we do?

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ENTERPRISE VALUE MULTIPLE

EBIDTA & FCF

REVENUE

TECHNOLOGY OPTIMIZATION

CORE OPERATING & BUSINESS PERFORMANCE

COMPLIANCE, REGULATORY REPORTING AUTOMATION

CORE OPERATING & BUSINESS PERFORMANCE

Clear Need for Operating Partners Integrated with Management and Investors

-Distress due to historical issues. Investors sometimes not fully trained to quickly identify issues or do promoter diligence before buying distressed assets

-Standard Due Diligence mostly provides insights on the past, states facts. No focus on root cause analysis

-Investors don’t have the bandwidth or patience to work shoulder to shoulder with the management team to improve cash flows that can service the debt

-Inability to get timely and accurate performance intelligence to monitor portfolio company. Unlocking the value requires sustained high tough effort

-Need support before (detecting early warning signs), during and after distress situations. Investors usually don’t have the trust of Promoters. We bridge that gap

-Interim CXO staffing – short to medium term

-Ineffective Board of Directors

Who We Are

Our LeaderShip

Differentiators

Why Work With Us

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