Value Creation Ally

Our Value Creation Ally (VCA) managed services enables sponsors and their portfolio company management teams to align on strategy, deploy strategic initiatives, monitor the financial and operational impact, and generate compelling, data-driven reports that quantify, measure and report on value creation.

Maximize Portfolio Value Creation

To justify paying increased multiples, PE firms are under more pressure to significantly enhance operational value to achieve desired returns. This has led to a sharper focus on value creation planning, requiring a more comprehensive approach to enterprise-wide transformation.

Key Highlights

66% of firms actively pursue value creation at or before due diligence (2022 KPMG Market Insights Study).
Firms taking a balanced approach to revenue and cost achieve 3x higher EBITDA growth.

How Having A Value Creation Ally Helps

Establish a single version of the truth to deliver critical insights to key stakeholders
Real-time KPI tracking dashboard and automated data collection from portfolio companies
Automated monthly reporting, performance review meetings and quarterly deep-dive analysis
Operational benchmark tracking and annual portfolio company benchmarking

Risk monitoring & early warning system
Digitize existing value creation plans
Builds consistency and predictability into the value creation process
Defines firmwide best practices, playbooks and knowledge for reuse and scale

Our Value Creation Ally Managed Services

Plan

● Memorialize investment thesis
● Set exit goals and targets
● Define value creation workstreams and metrics

Execute

● Cascade plan, drive alignment and transparency across stakeholders
● Configure roles across Management Teams and Sponsor users
● Track execution & view leading indicators of success
● Identify Value Creation Accelerators and Gaps
● Leverage intuitive UI to keep priorities on track with simple updates

Measure

● View metrics vs plan and budget alongside operational progress
● Monitor performance across metrics, operational workstreams and human capital
● Analyze across all value creation levers, understand impact of operational improvements

Report

● Power regular review cadences & meetings with automated status reporting via Dashboards
● Gain transparency into risks & opportunities for growth
● Leverage permissions to enable visibility to the right audiences
● Generate customizable report export templates in PPT and PDF

Key Benefits to Private Equity firms and their Portfolio Companies include:

Value Creation-Centric Managed Service Provider
Standardized Platform and Reporting
One Common Source of Truth for All Portfolio Companies
Alignment of Value Creation Plans (VCP) Across Stakeholders
Multi-Dimensional Accountability Across Stakeholders
Extraordinary Value Creation

Activate Your Value Creation Ally Service Now!

We’re here to help you maximize enterprise value as your Private Equity ally. Contact us today to learn more.

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