Value Creation Across a PE Portfolio of 8 Companies
Confidential — Private Equity Firm
42%
EBITDA Growth
3.2x
ROI on Consulting
6/8
Companies Above Target
28%
Exit Premium
The Challenge
A mid-market private equity firm needed to accelerate EBITDA growth across its portfolio of 8 companies to meet fund return targets. Several portfolio companies were underperforming on margin, and the firm lacked operational improvement capabilities in-house.
Our Approach
We deployed dedicated teams to each portfolio company, conducting rapid 100-day diagnostic assessments and implementing targeted value creation plans. Initiatives spanned pricing optimization, procurement savings, SG&A rationalization, and revenue acceleration. We established a portfolio-wide best practice sharing framework.
The Results
Aggregate portfolio EBITDA grew 42% over 24 months. The firm achieved a 3.2x blended return on consulting investment, with 6 of 8 companies exceeding their value creation targets. Two companies were successfully exited at valuations above plan.