Services An extension of your team, across every stage of the investment cycle.

Our services

Operating Partners can be used at any point in the cycle of a business; from leading due diligence and executing 100 day plans to advising on post transaction integration, strategic planning, or a liquidity event.

They can drive change and motivate management teams, build business plans and strategies, work as coaches or mentors or as sparring partners to management. They can work short or long term.

Wherever they operate, their role is to increase business value. Below is an overview of some of the types of projects that our Operating Partners are engaged in:

  • As experienced coaches or mentors to work alongside the directors of investee or target businesses
  • As strategic challengers and a sounding board for management teams
  • For the short to medium term as well as long-term operational improvement programmes
  • As support to management teams on day to day operations

Pre-Deal Screening

  • Market Expertise
  • Risk Analysis and mitigation plan
  • Due Diligence support
  • ‘New World’ readiness review
  • Clear unbiased recommendations

Post-Deal Reviews

  • Enforce compliance and Governance
  • Project manage the 100-day plan
  • Individual and group targets and reward structure
  • Putting the best processes in place to deliver the plan

Continuous Evaluation

  • Re-energising the plan
  • Management team and culture review
  • Market dynamics
  • Measurement and analysis
  • Lessons learnt
  • ‘Always deal ready’

Step Change / Acquisition

  • Expertise for validation
  • Identifying targets within a market 
  • Input to target selection and analysis
  • Investment focus for organic growth
  • Maintaining Momentum

Value Optimisation

  • Preparing management for intensive due diligence
  • Single source advice for exit
  • Minimising exit costs
  • Target / Acquirer knowledge
  • Readiness of management for next chapter growth
  • Constructing the succession plan 

600 years’ cumulative experience

We advise with absolute conviction of the value we add to portfolio companies. Why? Because we’ve been where you are and we’ve stood in your shoes.

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