Portfolio leadership, as quick as the plan demands.
A value-creation plan is worth what its operator is worth. Sponsors come to us when the deal is done and the person who must deliver it has not started.
Where portfolio plans lose time
Sponsors with assets in Florida or across Latin America meet the same problems:
Months go on recruiting before the plan even starts
A permanent search takes a quarter or more, by which time the plan is already moving.
Reporting built for the owner
A founder-run company reports as it always has, and the sponsor wants a monthly pack immediately.
Assets in more than one country
A Miami platform with operations in Colombia or Mexico needs one standard, one close and a leader who can run both.
The founder stays and sees it differently
With rollover equity and their own view of how the business should be run, the founder and the sponsor need an operator between them.
Our operators join portfolio companies within weeks, on a services agreement shaped around the hold. The model fits a single workstream, to cover the gap until a permanent appointment, or to work out what the company really needs before hiring.
Who this is for, and who it is not
Best for
- Deploying a senior operator inside a portfolio company
- Executing a 100-day plan the moment the deal closes
- Value creation through the hold, not another advisory report
- Building reporting, systems and management credibility before an exit
- Operational diligence and leadership-gap assessment before you buy
Not for
- A strategy deck or set of recommendations to hand back
- A business that wants an adviser, not an operator inside it
- Pure diligence with no operator deployed afterwards
- A mandate for oversight rather than hands-on execution
An operator for the first hundred days and beyond
A deal with Florida or Latin American assets needs an operator who can work in both. We match them and keep governance around the engagement through the hold.
A standing review through the hold
Management gets a regular review from us, the deal team joins it if you wish, and slippage against the plan is called out early.
Cross-border help on call
Each portfolio operator is backed by 800+ peers. A reporting question that turns out to be a currency question finds someone who has handled one.
A file kept for each asset
If an operator leaves during the hold, the next search builds on what we have recorded about the company, and the transition is managed by us.
Trusted on both sides
An operator who earns the trust of the founder and the sponsor is rarer than a strong CV. We match for it.
Across the PE investment lifecycle
From pre-deal to exit preparation.
Pre-deal: operational due diligence
Embed a Fractional COO or CFO to support your ODD. They identify gaps your model hasn't priced.
Post-acquisition: fill the leadership gaps
Start the search within days of instruction and have the right operator embedded within weeks. No recruitment pipeline, notice periods, or trial risk.
Value creation: operational improvement
Build financial infrastructure, operating cadences, commercial engines, and professional people structures.
Exit preparation: build credibility
A Fractional CFO producing clean board reporting and investor-grade financials is a meaningful credibility signal in any sale process.
The value-creation matrix
Each value-creation lever maps to the operator built to own it. Most plans pull two or three at once.
Portfolio company leadership options
Match the right fractional operator to the specific portfolio company need.
Our operating partners have worked at
