Technology & Digital
In an industry where innovation is both an opportunity and a threat, software and technology enabled business companies have to plan for the long-term and be agile to adapt their product roadmap based on increasing customer expectations and new technology components. Product development needs to be efficient, responsive and effective in delivering cutting edge capabilities to stay competitive and create value.
Acquisition & Exit Diligence
Before investing in a software company, investors need to assess risks and opportunities, competitive strategy, product roadmaps, development process and the engineering organization. Each element is essential in delivering the investment thesis or to prepare for a sell side transaction. Starting with the investment thesis our due diligence process goes deep into each area with our proprietary approach and analyzes the strengths and weaknesses of current state. We then create a portfolio of risks and opportunities that can be addressed to exponentially increase value.
Value Creation
Emerging from diligence we identify and help execute multiple pathways to create value whether in higher revenues, more productivity, better margins or enabling faster growth. Our value creation ideas span the entire range of product feature analysis, devops and agile implementation, testing automation, tech debt reduction among a host of potential initiatives that can result in an increase to EBITDA and exponential growth in valuation.
Innovation & Technology Solutions
Staying ahead of competition in the rapidly changing field of technology involves innovating with new digital tools and capabilities. From prototyping new technology applications to innovating with artificial intelligence and machine learning to monetize the data exhaust from operations, we bring new ideas to our clients. Thinking outside the box, we bring our familiarity with new business models in multiple industries to provide unique view points and provoke thinking of innovative approaches that drive new sources of revenue or operational efficiency.
Portfolio Optimization
Whether it is in rolling out technology or leveraging common public or private cloud infrastructure we bring the power of scale across your entire portfolio to deliver additional benefits. We can also develop acquisition integration playbooks to help accelerate time to value of synergies in integration and consolidation.
Supply Chain & Manufacturing
Manufacturing and supply chains are being revolutionized with technology enabled business processes. Manufacturing 4.0 and digital twins are delivering new approaches to increase productivity and speed. Internet of Things and sensors are helping deliver higher uptime and extracting more value from existing resources. On the other hand, integrated business planning and machine learning based demand sensing is powering up supply chains to use less working capital to deliver higher customer satisfaction. We help unpack these developments for you and enable value realization.
Acquisition & Exit Diligence
With our trademark Supply Chain and Manufacturing Optimization (SUMO) methodology we start by doing deep diligence with a framework based approach to all operational processes. We look at end to end supply chain to help you assess the fit of the target to your investment thesis. The management complexities in multi-echelon international supply chains creates risks and opportunities that can be accretive to value or destroy value. We help evaluate that with our deep experience in both consumer and industrial product companies.
Value Creation
Supply chains are increasingly looked at for extracting maximum value through operational efficiencies. They are also risk to the investment thesis because of lack of resilience. By targeting operational parameters, we develop value creation tables and risks matrix in collaboration with portfolio company management, that can lead to significant increase in margins and working capital productivity.
Innovation & Technology Solutions
Supply chain is ripe for innovation with the profusion of technologies now available to leverage. From robotic process automation that supercharges productivity to AR for worker training there are many innovative use cases that companies are experimenting with. We study your supply chain and manufacturing and identify areas of innovation using our deep familiarity with technology applications to create new sources of value.
Portfolio Optimization
Sourcing and procurement optimization across the portfolio is a great source of leverage. Developing integrated business planning systems and processes that can be replicated at portfolio level to help reduce total cost of ownership and enable faster rollouts. Creating repeatable initiatives that optimize new acquisitions as well as existing holdings brings new optimization possibilities that we identify and help execute with portfolio management.
Operating Partner Scale-Up
Private equity firms for all fund sizes require proven operating partners to create and execute value creation plans and deliver superior returns.
Our flexible model allows firms to scale-up Operating Partner resources with proven industry, PE, and operational expertise as needed, while continuing to build-out of the portfolio operations teams’ capabilities.
We leverage our 3×4 Compass Point Playbook, a copyrighted end-to-end best practice value creation framework, targeting 3x return in four years and accelerated by our ecosystem of trusted 3rd party experts.
Interim Management
We can rapidly deploy selected top quality prior CxOs on an interim basis to address short term challenges while building long term strength.
Short-term, high-quality executive to stabilize, lead, strategize, plan, and execute winning results.
People leader and groomer of talent with documented intent to get permanent leadership in place quickly.
CxO talent, operating with urgency and speed without sacrificing quality or cost to deliver near term.
Change agent, leveraging the plurality of consulting and permanent experiences to bring outside-in thinking.
Benefit-driven consultant, operating without concern for self or plans of a long term role.
