We work with sponsors and their platforms across the full ownership lifecycle. Pre-deal operational diligence, post-close integration, and embedded operating support across the hold. Field-grounded, finance-fluent, and built to turn value creation plans into operational reality.
Most sponsors have sharp deal professionals and capable portco CFOs. What is often missing is the operator. The one who can walk a job site, read a P&L, talk to a foreman, and translate the investment thesis into a running operation.
Operational red flags. CIM reality-checks. Field-level risk identification that goes beyond QofE and adds the operator’s view to the IC package.
Integration management, systems alignment, and on-the-ground execution support so the value creation plan does not stall on a roadmap slide.
Embedded support for management and leadership teams making the shift from founder-run to institutional ownership. We have done the work.
Pre-deal, post-close, and ongoing. Engagements scoped to the asset, the thesis, and the timing. Sponsors typically work with us across more than one stage.
Before the wire hits, we help the deal team see the asset the way an operator would. We surface the operational risks that QofE misses. The systems that will not scale, the key-person dependencies, the change order discipline that is actually duct tape, the backlog that looks healthy on paper and is not.
For construction, trades, and services platforms in particular, operational risk is usually where the value walks out the door. We help you price it in or walk away with conviction.
The first 100 days set the tone for the hold. We embed alongside the deal team and portco leadership to execute the operational priorities. Systems integration, reporting cadence buildout, role clarification, and the early-win playbook that builds momentum and earns trust with the management team.
Reactionary, founder-run companies do not become performance-driven through a strategy offsite. They become performance-driven through operating rhythm, financial visibility, and accountability that holds up under stress.
For sponsors who want operational capacity beyond the integration window. Or for platform CEOs and CFOs who need an embedded operator they can lean on through the hold period. We function as an extension of the operating partner team, scaled to the portfolio.
This is where the value creation plan compounds or stalls. We make sure the operating disciplines installed in year one survive into year three. And we help platforms tee up the next chapter, whether that is add-on integration, exit prep, or strategic transition.
Every engagement starts from the same place: what information does this team need to make better decisions, faster.
Operational diligence on a target. CIM review, management assessment, systems maturity, and field-grounded risk identification. Built for the IC, written for the operator.
Embedded with the portco from close. Reporting cadence, KPI infrastructure, role clarification, and early-win execution. The work that turns a value creation plan into operational reality.
Ongoing operating partner role for sponsors or platform CEOs. Cadence reviews, board-ready reporting, and an operational sounding board across the hold or growth period.
A structured review of how the portco actually runs. Process, financials, controls, reporting, and the people running them. Delivered as a written assessment with prioritized actions.
For distressed portcos or pre-sale operators. Restore financial visibility, install cost discipline, and rebuild the operating system from the ground up.
Tighten the margin recovery loop. Documentation processes, change order workflows, job cost tracking, and the field-to-office handoffs that determine whether a project comes in green or red.
Platform selection, vendor management, architecture design, and rollout oversight. Systems exist to inform decisions. Leaders make hundreds of them every week, and better information is what makes them sound.
One-on-one coaching for platform CEOs, COOs, and CFOs. Org structure, role clarity, decision-making frameworks, and future-state planning.
Tell us what you are working on. We respond within one business day.