Services
Institutional-grade control systems, governance, and reporting designed for rigorous portfolio control.
Our Core Pillars
Service Framework v4.2Integration & Operating Discipline
Designing integration governance that drives measurable synergy realization and enforces functional accountability across the operating model.
Representative Engagement Outcomes
- Built synergy realization tracker across 5 add-ons.
- Designed shared services consolidation roadmap.
- Installed steering committee cadence and accountability matrix.
Representative Work Products
- analyticsSynergy Realization Tracker
- timerExecutive Weekly Performance Cadence (Sponsor-Aligned)
- account_treeDeal Desk & Authority Matrix (Live Threshold Controls)
- Diagnostics & Due Diligencearrow_forward
- Post-Merger Integrationarrow_forward
- Governance-Enabled Techarrow_forward
Pricing Governance & Revenue Design
Installing pricing governance systems that enforce margin discipline across commercial execution layers.
Representative Engagement Outcomes
- Conducted pricing dispersion analysis across regions; reduced variance ~14%.
- Implemented discount authority matrix with governance thresholds.
- Installed price-volume-mix bridge with weekly executive review cadence.
Representative Work Products
- bar_chartPrice Dispersion Variance Model
- trending_upMargin Bridge Waterfall
- monitoringDiscount Threshold Control Framework
- Pricing Dispersion Analysisarrow_forward
- Commercial Governancearrow_forward
- Churn Reduction Programsarrow_forward
Enterprise Finance & KPI Systems
Implementing sponsor-grade financial control systems that bind operational telemetry to board-level reporting.
Representative Engagement Outcomes
- Built 13-week rolling cash flow model adopted at board level.
- Rebuilt monthly close process across business units.
- Designed enterprise KPI cascade (Board → CXO → Functional).
Representative Work Products
- pie_chartBoard-to-Function KPI Cascade (Enterprise Value Model)
- deployed_codeBoard Reporting Blueprint
- analyticsPerformance Variance Diagnostic
- Advanced FP&A Systemsarrow_forward
- KPI Design & Reportingarrow_forward
- Working Capital Optimizationarrow_forward
Examples drawn from live deployments across sponsor-backed platforms ranging from $150M to $1B in revenue.
Representative Institutional Artifacts
These are engineered control systems deployed in live environments — not presentation slides.
Pillar 01
Integration & Operating Discipline
Pillar 02
Pricing Governance & Revenue Design
Pillar 03
Enterprise Finance & KPI Systems
Selected Engagements
Institutional track record and outcome telemetry.
| System Type | Challenge / Environment | Measurable Outcome |
|---|---|---|
| Control System | Mid-market manufacturing turnaround Urgent liquidity crisis requiring immediate financial control visibility and cost structure governance. | trending_upMid-to-high teens EBITDA uplift |
| Revenue Governance | SaaS portfolio pricing strategy Harmonizing global pricing structures across newly acquired entities to mitigate revenue leakage and churn. | trending_up22% ARR increase YoY |