Build the Team That Delivers Value Creation
Secure the specialized talent that drives portfolio value creation. From operating partners to functional experts — proven leaders with PE-backed experience who know how to accelerate EBITDA growth and maximize returns.
When Execution Breaks Down, Value Creation Stalls
Portfolio operations roles aren’t traditional hires. They’re execution levers—leaders who must influence across deal teams, boards, and CEOs, often without direct control.
To succeed, they need all three:
- High EQ to lead without authority
- High IQ to operate with urgency
- Low ego to build trust under pressure
The right operating leaders accelerate timelines, reduce execution drag, and unlock returns others can’t.
75% of ERP implementations fail - averaging 3-4x budget overruns
[Gartner, McKinsey]
70% of post-acquisition integrations miss synergy targets
[McKinsey]
70% of transformation initiatives fail to deliver expected outcomes
[McKinsey]
80% of AI projects fail - double typical IT failure rates
[RAND]
60% of PortCo CEOs replaced within Year 1 post-acquisition
[Hogan Assessments]
Leadership quality accounts for 30% of market valuation impact
[Harvard Business Review]
95% of GenAI pilots stall before reaching P&L impact
[MIT, 2025]
Only 35% of digital transformation initiatives achieve stated goals
[BCG]
Traditional Firms Fill Roles. We Build Execution Capacity
Legacy search firms treat value creation roles like standard functional placements. That misses the point.
We align leadership to the investment thesis, embed early in the portfolio operations strategy, and stay with you through scale.
Legacy Firms |  | |
|---|---|---|
01/05 | 6–12 month search timelines | <90 day execution-aligned searches |
02/05 | Generic functional or industry expertise | Exclusive focus on value creation roles |
03/05 | "Best available" candidates from public networks | PE proven, referenceable, and actionable candidates |
04/05 | Standard market mapping | Targeted insight into top performers aligned to your investment thesis |
05/05 | Delegated to junior team members | Partner-led from end to end |
The Talent That Drives Value Creation
Portfolio operations success requires a specific blend of strategic thinking and hands-on execution. The right talent combines functional depth with PE performance experience.
Operating Partners
Cross-functional leaders who turn strategy into execution. Trusted by deal teams and boards to move the levers that matter.
Functional Specialists
Drive impact through domain depth. Expertise in GTM, pricing, digital, finance, human capital or operations, paired with operational judgment earned inside high-pressure, investor-backed environments. Focused on the levers that grow revenue, expand margin, and accelerate scale.
Interim Leadership
Executives who stabilize during integration, exit, or transformation periods. Clear on the mission from day one.
Portfolio Infrastructure Builders
Operators who create systems that scale execution. Think analytics layers, reporting frameworks, operating playbooks, and knowledge-sharing models that extend execution capacity across the portfolio.
Two Solutions. Built exclusively for Private Equity Value Creation
Whether you’re building individual capabilities or developing comprehensive portfolio operations infrastructure, choose the model that fits your approach and scale.
Where Value Creation Talent Moves the Needle
There are moments in every portfolio where leadership is the unlock. We help you staff those moments with speed and precision.
Value Creation Team Buildouts
Assemble complete, execution-ready operating teams—across commercial, finance, tech, operations, and more.
We help you build the full slate of operators needed to execute the plan and scale the business.
Operating Partner Succession
Place leaders who can work across multiple companies, blend strategy with operator intuition, and accelerate value creation across the hold period.
Functional Centers of Excellence (CoE)
Establish repeatable, cross-portfolio capabilities in the functions that matter most. We help you build and scale specialized expertise that accelerates value creation across every hold.
- GTM & Revenue
Pricing Strategy, RevOps, GTM Execution, and sales alignment
- Technology
Product leadership, data infrastructure, platform modernization, AI enablement
- Finance & Accounting
FP&A, controllership, reporting optimization, cost structure design
- Operations & Supply Chain
Procurement, logistics, process excellence, scalability frameworks
- Human Capital & Talent
Human capital strategy, org design, succession planning, post-close onboarding
Whether you're reinforcing a function inside one company or scaling capability across five, we help design and staff the CoE model to fit.
Transformation and Integration Leadership
Deploy interim or permanent leaders to stabilize execution, accelerate post-close progress, or lead strategic shifts.
Critical Interim Coverage
Step in during CEO transitions, carveouts, integrations, or performance resets. Avoid lost momentum when timing is tight.
