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VALUE CREATION SYSTEMS
Services
Make value creation repeatable—without adding headcount.
Click Get Started to get your free, anonymous executive value brief (no signups/obligations), or Choose Your Phase below (ACQUIRE, SCALE, EXIT) to explore modules to reach your goals.
Data & security
The Executive Value Brief is designed to be anonymous and low-risk. You can get a decision-ready frame without sharing sensitive data.
- No PII required: don’t include names, customer data, employee data, or system credentials.
- No uploads required: the brief can be generated from ranges and high-level inputs.
- Use ranges: e.g., “$10–$20M EBITDA,” “5–10% churn,” “2–3 add-ons,” to keep inputs non-identifying.
- If you want a client-specific version: we can run it under NDA with secure sharing (data room / encrypted transfer).
What it takes from your team
Minimal meetings. We do the heavy lift. Your job is to make the few key decisions on cadence.
Who participates
- Sponsor: you (or PortCo CEO)
- Operator lead: Head of Ops / COO / PM
- Finance: CFO/FP&A (as needed)
Weekly rhythm
- 1× 60-min exec checkpoint
- 1–2× 45-min working sessions
- Async approvals & comments
Hours per week
- Sponsor: ~0.5–1.5 hrs
- Operator lead: ~2–5 hrs
- CFO/FP&A: ~0–2 hrs
We’ll pull in functional owners (Sales, RevOps, IT, Security, etc.) only when a decision or data definition is required.
Anonymous • < 3 minutes • No signup required
How to start
Executive framing—first.
Don’t buy a scope. Buy clarity on whether the value is real, where it comes from, and what has to be installed to capture it.
01 — Target value
What number are we trying to make true?
Define the outcome (EBITDA, cash, synergy, exit readiness) and the timeline.
02 — Drivers & levers
Where will the value actually come from?
Translate the target into value drivers and 1–3 levers with sizing and confidence.
03 — Controls & modules
What must be installed to capture it?
Decision rights, cadence, measurement, PMI governance, and (if needed) AI guardrails.
Decision checkpoint
Only then do we build the engagement.
Pick the smallest timeboxed module that installs the controls needed for the levers.
If the Executive Value Brief doesn’t produce a credible target, drivers, and levers—don’t proceed. If it does, the rest of this page shows exactly how we install the controls to make it repeatable.
PROOF
Case studies
Click a card to see what we installed and the measurable outcome.
ACQUIRE Leading U.S. Home Building Materials Manufacturing ~$5.8B enterprise value (go-private) ▾
SCALE U.S. Regional Consumer Credit Platform ~$1B potential valuation (press) ▾
SCALE U.S. Fortune 50 Bank ~$280B market cap (Jan 2026) ▾
ACQUIRE U.S. Aerospace Engineering ~$19B market cap (Jan 2026) ▾
Why lower middle market sponsors use us
LMM deals win on speed, focus, and clean execution—often with limited back-office maturity and thin management bandwidth. We install the operating logic that makes performance repeatable through growth, add-ons, modernization, and selective AI adoption.
Built for lean teams
Minimal meetings. Maximum clarity.
We reduce noise and force decisions into a cadence management can run.
- Decision checkpoints, not status updates
- Templates that management can actually maintain
Founder → professional
Durable execution beyond personalities.
Explicit ownership and thresholds that survive leadership changes.
- Decision rights + escalation paths
- Clean KPI definitions and owners
Add-on repeatability
Lower integration variance.
PMI governance that standardizes workstreams without consultant bloat.
- Workstream cadence + reporting pack
- Dependency + risk visibility
What we install: the Execution Control Plane
Decision rights + escalation architecture
DRI/RACI, exception thresholds, governance rules.
Operating cadence that holds
KPI/forecast/risk rhythms tied to real decisions.
Accountability systems
Scorecards, clean assumptions, chain-of-custody metrics.
PMI operating playbooks
Day 1 → steady state; integration governance to reduce variance.
Automation / AI-ready governance
Guardrails, use-case portfolio governance, policy-as-code thinking.
ACQUIRE
Pre-close clarity. Post-close certainty.
Lower middle market deals don’t lose because the thesis is wrong—they lose because execution depends on personalities and bandwidth. We translate the target value into drivers and 1–3 levers, then install the controls that make those levers real on Day-1: clear decision rights, KPI definitions, escalation thresholds, and a cadence management can actually run. The result is an IC-ready view of what must be true, what could break, and the smallest timeboxed engagement that turns the thesis into an owned 100-day plan—especially for add-ons and integrations.
1–3 weeks
IC-Ready Diligence Pack
De-risk the decision and set up Day-1 execution.
- Red flags + mitigations
- KPI baseline + definitions
- Must-be-true list + draft 100-day blueprint
2–3 weeks
Value Creation Blueprint
Turn the thesis into owned initiatives with metrics.
- Thesis → initiative map
- EBITDA bridge logic + benefits method
- Owners, milestones, metrics + decision rights
2–3 weeks
PMI Governance Blueprint
Standardize integration to reduce variance (add-ons).
- Workstreams + thresholds
- Day-1/30/100 plan + dependencies
- Integration scorecard + RAID + cadence
SCALE
Install cadence that survives bandwidth constraints.
Once you own the platform, value creation becomes a systems problem: forecasting drift, priority churn, and reports without decisions. We install an operating cadence that holds—KPI definitions, owners, thresholds, and an executive rhythm tied to actual decision checkpoints. Then we translate the value drivers and levers into a runable initiative system (without building a full Value Creation Office): benefit logic, milestones, and a simple tracking method that keeps the portfolio aligned. For add-on strategies, we standardize the integration cadence so each acquisition improves the next.
2–4 weeks
Operating Cadence Install
Turn reporting into repeatable decisions.
- KPI tree + definitions + owners
- Exec agenda + decision log
- Forecast rhythm + escalation rules
4–8 weeks
Value Creation Office (Lite)
Run initiatives + benefits without building a big VCO.
- Initiative system + benefits logic
- EBITDA bridge tracking methodology
- Portfolio reporting template + cadence
2–6 weeks
AI / Automation Governance + Enablement
Process-first, tool-second. Ship AI safely.
- Use-case portfolio + prioritization rules
- Guardrails + review gates + ownership
- Adoption cadence + measurement
EXIT
Buyer-grade metrics. Evidence-linked story.
Exits rarely fail on performance alone—they fail on credibility: inconsistent KPI definitions, unclear data lineage, and a narrative that isn’t provable under pressure. We install buyer-grade metric chain-of-custody (definitions, owners, source of truth) and package the story with evidence links so diligence compresses instead of expands. We also route Q&A with clear owners and a weekly cadence so management bandwidth doesn’t collapse mid-process. If KPI discipline is the blocker, we install the operating cadence first so the numbers stay stable through the process.
2–4 weeks
Exit Readiness Control Pack
Cleaner data, cleaner story, fewer surprises.
- Buyer-grade KPI pack + definitions
- Evidence links + narrative support
- Q&A routing + weekly cadence
2–4 weeks
Operating Cadence Install
Stabilize KPIs through process.
- KPI definitions + owners
- Reporting rhythm + decision checkpoints
- Thresholds + escalation paths
TRACEABILITY
Map Target Value → Install Modules
Start with the target → open the driver → pick the smallest install module. Add the AI Overlay (optional) once controls exist.
VALUE DRIVER Commercial Growth Target: ↑ EBITDA / growth Pricing • Pipeline • Retention +
Common levers
- Pricing / packaging discipline
- Pipeline stage hygiene + conversion
- Retention / churn + renewal motion
Controls we install
- Definitions: pipeline stages, win-rate, churn
- Cadence: weekly pipeline + pricing exceptions
- Decision rights: discount thresholds, approval paths
Recommended install
Commercial Engine Install
VALUE DRIVER Gross Margin Target: ↑ EBITDA / margin COGS • Labor • Mix • Variance +
Common levers
- Cost baselines + variance control
- Labor productivity / scheduling
- Mix + pricing realization
Controls we install
- Baseline + bridge: price/volume/mix/cost
- Cadence: weekly margin/variance review
- Decision thresholds: spend, staffing, scrap
Recommended install
Margin & Delivery Install
VALUE DRIVER SG&A Efficiency Target: ↑ EBITDA / efficiency Spend controls • Org design +
Common levers
- Vendor rationalization + contract discipline
- Org design / spans & layers
- Benefits tracking (EBITDA bridge)
Controls we install
- Spend categories + approval thresholds
- Cadence: weekly spend + benefits review
- Owner/DRI model for each cost pool
Recommended install
SG&A & Spend Control Install
VALUE DRIVER Cash & Working Capital Target: ↑ cash / deleveraging AR • AP • Inventory +
Common levers
- Collections motion + dispute triage
- Payables cadence + terms discipline
- Inventory targets + exception control
Controls we install
- Definitions: DSO/DPO/DIO + targets
- Cadence: weekly cash war room
- Decision thresholds: credit holds, terms
Recommended install
Cash & Working Capital Install
VALUE DRIVER Integration / Add-ons (PMI) Target: ↑ synergy capture Repeatable add-on PMI +
Common levers
- PMI governance + Day-100 plan
- Standardization (process, systems, KPI)
- Synergy sizing + benefits tracking
Controls we install
- Decision rights + integration thresholds
- Cadence: weekly PMI operating review
- Workstream owners + KPI chain-of-custody
Recommended install
Integration / Add-on Install
VALUE DRIVER Exit Readiness / Multiple Hygiene Target: ↑ buyer confidence KPI definitions + proof +
Common levers
- Buyer-grade KPI pack + evidence links
- Q&A routing + response cadence
- Narrative consistency (bridge to value)
Controls we install
- Metric definitions + ownership
- Chain-of-custody for source data
- Cadence: weekly diligence readiness
Recommended install
Exit Readiness Install
VALUE DRIVER Automation / AI Enablement Target: ↑ speed + quality Governance before tools +
AI isn’t a standalone transformation here. It’s an overlay that accelerates workflows once definitions, decision rights, and cadence are installed.
If you want “tools-first,” we’ll tell you no. Governance first creates the ROI.
CATCH-ALL Special Situations Carve-out / TSA ERP/CRM transitions Compliance / cyber +
When the constraint is complexity or risk (not just EBITDA math), we install the governance and workflows required to keep the deal moving.
Recommended install
Special Situations Install
Engagement Models
Start small, ship real deliverables, expand only if it’s working.
Sprint
1–3 weeks
- One module
- Fixed timeline
- Decision-ready output
Project
4–10 weeks
- Multi-workstream delivery
- Governance + exec reporting
- Install the cadence
Fractional Value Creation Office (VCO)
Monthly
- Weekly operating cadence
- Benefits tracking
- Add-on PMI standardization
FAQ
Will this overload our management team?
No. This is designed around management bandwidth. We reduce meetings, clarify decisions, and standardize reporting.
Do you work with founder-led teams?
Yes. We translate informal decision-making into explicit thresholds, owners, and cadence—without breaking the culture.
We’re doing add-ons—can this become repeatable?
Yes. We standardize the PMI governance model and reporting pack so each add-on improves the next.
How fast can you start?
If stakeholders and data are available, we can start within days and deliver the first decision artifact inside the first cycle.
Is this confidential?
Yes. NDAs and controlled access are standard.