Operating capability behind the capital.
Family offices, funds and wealth managers have settled in Miami in numbers. The scarce thing is still the operator who can put that capital to work inside a company.
Where firms run into limits
The thesis is agreed. Delivery depends on a few senior people:
Diligence needs operating judgement
The financial review is careful. Knowing whether management can deliver is harder to learn before you must decide.
Small investment teams, many holdings
A family office with a lean team may own several operating companies, and the weakest takes the whole week.
Direct deals without an operator
Principals invest directly in companies they like, with nobody on the ground to run the plan.
Interim cover is slow
When a portfolio executive leaves, a search runs for months while value leaks.
For an investment firm or family office, a fractional executive is a senior operator on call, for diligence, for interim cover and for the company that needs one more experienced pair of hands.
Who this is for, and who it is not
Best for
- Adding operational value to investees without taking on management risk
- Giving founders a vetted operator you can refer with confidence
- Supporting several portfolio companies from one standing relationship
- Professionalising an investee while respecting its existing culture
- Staying in your governance role while the engagement is run for you
Not for
- Installing a controlling manager to run the company for you
- A single one-off introduction with no ongoing oversight
- Investors who want to direct day-to-day operations themselves
- A freelancer directory rather than a managed engagement
Operators for holdings across the Americas
A family office or fund with assets in Florida and Latin America needs operators who work in both. We find those operators and keep a frame of reviews around each one.
A review for every holding
Each engagement has its own review calendar, shared with your investment team when you want it.
The collective behind each operator
Each operator can call on our collective of 800+. A finance question that turns out to be a currency question finds someone who has handled one.
No reset after a departure
When an operator leaves, the holding is not left exposed: we keep its brief, search again and manage the transition.
Respected by the founder
Founders listen to people they respect, and a CV rarely shows who that is. We match for that respect.
The partnership model
One relationship. Portfolio-wide coverage.
Establish the standing relationship
We understand your investment thesis, your portfolio, and the types of leadership gaps most common across your investments.
You introduce us when needed
When a portfolio company needs operational leadership, you make the introduction. We handle everything else.
The right operator, fast
Discovery, matching, scoping, engagement management, and ongoing oversight, without you managing or coordinating it.
Visibility without burden
Lightweight reporting to you, not operational detail, but confidence that the engagement is performing. Investor-grade oversight without investor-level involvement.
Support by investor type
Different investors carry different portfolio needs. We match the operator to the need and manage the engagement, so it never lands back on you.
The operators we embed in your portfolio companies
Every operator is matched to the portfolio company's stage, sector and challenge.
Our executives have worked across
