Support organizations in crafting clear, actionable strategy that drives advantage.

Strategy is  sustainable advantage and superior results. Strategy is the foundation that drives resource allocation, investment decisions, and performance expectations. We leverage the proven Playing to Win framework to express strategic choices and test them for internal coherence across goals and aspirations, the twin choices of where to play (WTP) and how to win (HTW), as well as must-have capabilities and enabling management systems. The most successful organizations make clear, aligned, and pragmatic choices in each of these areas, and implement these choices with excellence. We customize and right-size the typical strategy development process for a portfolio company and its unique context. This helps build alignment between the management team and deal teams/owners and is a critical step for value creation.

Harness the data and insights available within the portfolio to inform actions that improve investment performance and mitigate risks.

Knowledge, insight, and signals from private portfolio company holdings are an important lever for value creation and can inform proprietary insights for future investments. Asset management and deal teams are bombarded with data from existing, often unstructured formats. We help sift through the noise and build actionable dashboards and analytics for metrics that matter.

Build a focused and quantified plan to realize value in a portfolio company.

Private asset performance is increasingly driven by value creation activities led by management teams and supported by institutional investors. We work collaboratively with management teams to identify, size, and sequence value creation opportunities to be implemented over a one to three-year horizon. This service can include refreshing an existing value creation plan or supporting asset teams in developing a plan for a new asset.

Assess and monitor the cybersecurity control maturity and risk profile of portfolio companies.

Cybersecurity is a material threat to investors and their portfolio companies. Our proven cybersecurity maturity assessment can help triage potential risks across the portfolio and focus cybersecurity action plans on areas of greatest vulnerability. This service can cover ongoing monitoring of cybersecurity control maturity and/or deeper engagement/action plan development with individual portfolio companies.

Evaluate and monitor progress and impact of modernization.

Our Evaluation and Oversight service ensures that modernization initiatives are monitored and evaluated effectively to achieve their intended objectives. We provide ongoing oversight through performance evaluations, impact assessments, and continuous improvement reviews – remaining flexible and agile to adjust the organization and modernization, if required. By developing key performance indicators and conducting regular evaluations, we ensure that projects remain aligned with strategy and deliver the expected value. Our approach includes holistic consideration of stakeholders and their feedback, lessons learned, and leading practices to enhance the delivery of the initiative and sustain post-implementation success.