An operator's view of what you are buying, and how to make it work.
For buyers, sellers and private equity firms at the moments when operational judgment matters most: before the deal, during it, and in the first months after close.
M&A Advisory
Operational and commercial perspective for companies evaluating, pursuing or integrating an acquisition.
Questions we help answer
- Can we actually deliver the synergies in the model?
- What will integration cost, and who will run it?
- What are we not seeing in the data room?
What you get
- Target screening and fit assessment
- Operational and commercial due diligence
- Synergy validation
- Integration and separation planning
- Post-merger operating model
Private Equity Assessments
Independent assessments of a target or portfolio company's operations, supply chain, technology and commercial engine.
Questions we help answer
- Is the operational upside in the thesis real?
- Which levers move EBITDA fastest?
- Is management equipped for the plan?
What you get
- Operational due diligence report
- Supply chain and manufacturing assessment
- Commercial and go-to-market assessment
- Technology and AI readiness
- Value creation plan inputs
Portfolio Company Onboarding
Helping newly acquired companies get to work on the value creation plan quickly, with leadership aligned and progress visible to the board.
Questions we help answer
- What must be true by day 100?
- Who owns each value lever, and how will we know?
- Where are the early wins that build credibility?
What you get
- 100-day plan
- Integration and onboarding program
- Leadership and governance alignment
- KPI design and board reporting
- Quick-win operational improvements
Four steps. No shelfware.
Every engagement follows the same discipline, scaled to the size of the question.
Diagnose
Fact-based view of where value is created and lost, built with your team in weeks, not months.
Design
A focused plan with owners, economics and milestones the board can hold the team to.
Deliver
Hands-on support through execution, including the difficult conversations.
Sustain
Governance, metrics and leadership habits so results outlast the engagement.
Evaluating a deal or onboarding a new company?
Bring us in early. The most valuable operational questions are the ones asked before close.