portfolio support

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We partner with private equity firms to drive performance, scalability, and value creation across their portfolio companies. Our portfolio support services are designed to accelerate transformation, strengthen operational foundations, and ensure alignment between management teams and investor expectations.

Operational Excellence

We work hands-on with portfolio company leadership to assess, design, and implement operational improvements that enhance efficiency, reduce costs, and improve margins. From supply chain optimization to ERP system implementation, we help businesses operate smarter and scale faster—supporting both topline growth and EBITDA expansion.

Commercial Strategy & Execution

Our team brings deep expertise in digital commerce, brand development, and go-to-market execution. We support portfolio companies in refining their customer acquisition strategies, optimizing pricing models, and launching or improving performance on digital platforms such as Amazon, Walmart.com, Shopify, and eBay. We align marketing and sales efforts with data-backed strategies to accelerate revenue and improve profitability.

Leadership & Organizational Alignment

Private equity-backed companies often require new talent, clearer accountability, and stronger leadership discipline. We help assess and upgrade organizational structures, define KPIs, and install the right operating rhythms to drive execution. When needed, we also provide interim or fractional leadership to bridge capability gaps and maintain momentum.

Financial & Performance Visibility

Working closely with finance teams, we enhance reporting, forecasting, and data visibility—ensuring stakeholders have real-time insights into the performance metrics that matter. We help implement tools and processes to support accurate budgeting, working capital management, and performance monitoring, giving investors and operators a shared view of the business.

Risk, Compliance & Controls

Sustainable growth requires a solid foundation. We support companies in establishing governance structures, internal controls, and risk management frameworks that reduce exposure and meet investor, legal, and regulatory requirements. From compliance audits to process design, we ensure each business is built to last.

Your Growth Partner

Whether it's helping an early-stage platform mature or positioning a business for exit, our portfolio support approach is hands-on, data-driven, and results-focused. We don’t just advise—we embed with teams to deliver real outcomes and long-term value.