Operating-model value creation on a deal clock
For the GP and the operating partner: diligence that sizes the AI upside honestly, a hundred-day plan measured against real baselines, and an exit story that survives a buyer's diligence.
Book a portfolio conversationThe AI line in the thesis has to become EBITDA on a deal clock.
Sponsors are underwriting AI-driven margin in deals where nobody has tested whether the target's operations can absorb it. Most operating improvement is sold on an annual calendar; yours runs against a hold period, an LP report and a buyer who will diligence every claim.
We work at three points on that clock: sizing the opportunity before close, converting it in the first hundred days, and preparing the operations story before the process opens.
The exit audit trail is a by-product of the hundred-day plan.
Run the hundred days properly — measured baselines, named owners, dated checkpoints, before-and-after numbers — and the evidence a buyer will demand at exit is already sitting in the record.
Run it on forecasts and workshop outputs, and exit preparation becomes a reconstruction project two years later, during which some claims quietly get dropped. Same work, sequenced differently, at a fraction of the cost.
The relevant offers.
Where we are useful.
Sub-$1B deals
Deal sizes where a large-cap consultancy's operating-partner bench is priced out of the plan entirely.
Roll-up platforms
One process standard and one measurement definition, so the second and third add-on integrate cheaply.
Carve-outs
Standalone operating capability mapped, prioritised and stood up against the TSA clock.
Portfolios with stalled AI
Companies where the tooling was bought and the process never changed, which is the usual diagnosis.
Book a 30-minute briefing
A short conversation is usually enough to tell you whether this is the right first move — and what it would cost.
Book a portfolio conversation