FOR PRIVATE EQUITY, SOUTHERN CALIFORNIA
Operation leverage, portfolio-wide
A repeatable back-office strategy company by company across your portfolio — turning AI from an experimental expense into EBITDA you can point to.
Buy well, then make the back office a source of margin — not a cost you tolerate.
Your portfolio companies share the same operational drag: manual finance close, thin HR ops, and data scattered across tools nobody connected. We standardize the fix. One playbook, deployed and tuned per company, so improvement compounds across the fund instead of being re-discovered at every holding.
01 Pre-close diligence support
Operational and data-readiness reads during diligence — so you know the automation upside before you sign, not after.
02 100-day operational AI plan
A prioritized, costed roadmap for each new platform or add-on, focused on fastest path to measurable savings.
03 Standardized back-office stack
The CFO and CHRO automations from our Solutions practice, packaged for repeatable rollout across holdings.
04 Cross-portfolio playbooks
What works at one company becomes a template for the next. The fund gets smarter with every deployment.
05 Add-on integration
Fold acquisitions onto a common operational and data backbone faster, with less re-keying and fewer surprises.
06 Exit-ready reporting
Clean data and automated reporting hat hold up in a process — and tell a credible operational-improvement story.
We sit close enough to drive in.
That matters.
100-day
VALUE CREATION PLAN
1
STACK, EVERY HOLDING
SoCal
ON THE GROUND TEAM
FOR PARTNERS & OPERATING TEAMS