We transform
good businesses
into stellar Private Equity investments
We design operations technology strategies for portfolio companies to boost EBITDA and deliver higher multiples at exit.
We are specialists in the use of third-party solutions to drive operational performance and investor returns, and expert in the development of proprietary hardware, software and AI technology.
Our services
01.
Technology strategies to create star investments
We create operational technology strategies to transform existing portfolio companies into portfolio leaders.
We focus on businesses with a solid operational history - typically with a positive but underperforming IRR. With some additional investment that can be justified by the returns, these businesses have the potential to become star performers in the portfolio still within the original investment timeline.
Our focus is on using technology to improve operating margins and attract a greater EBITDA multiple at exit. And where portfolio companies require support but not full interventions, we provide second opinions on vendor proposals to ensure optimal investor value.
02.
Pre-deal value creation
We author value creation strategies for mid-cap PE investments to increase Enterprise Value beyond the proposed investment thesis.
Working during exclusivity (and sometimes before), we combine technology and operations due diligence to identify additional opportunities to increase EBITDA – and then author realistic implementation plans to ensure the value can actually be realised.
We typically identify an additional 10-15% EBITDA uplift, and in many investments we are also shifting the valuation multiple.
03.
Supporting technology implementation post deal
When a portfolio company does not have the skills or capacity to implement at pace, we provide an interim leader to drive implementation and ensure that no time is lost post investment.
To maximise the return on your investment we support this interim specialist to set up and lead the initial phases of the value creation implementation, and to build the in-house capability to carry the value creation strategy through to exit.
Throughout deployment we provide a sounding board and an external perspective on the finer details and challenges of the implementation. We also provide oversight on the direction of travel to ensure alignment with the investment thesis.
Expertise
Industry sectors
Cybersecurity.
Edtech (content development and SaaS platform).
Energy (managed services, renewable generation, industrial efficiency).
ESG managed services.
Healthcare services.
HealthTech (including medical device certification).
Industrial IOT services.
Life Sciences.
Satellite communications and satcoms equipment.
Telecoms (fixed and mobile).
Cross-sector expertise
Technology-enabled Managed Services.
Digital transformation of operational processes.
Operation of SaaS services.
Specification and implementation of CRM and ERP systems.
Optimisation of technology-enabled service delivery.
Data management for cross-border regulatory compliance.
Adoption of AI for cost reduction.
Adoption of AI for service improvement.
Recent work
Our team
Meet a few members of our team...
