Most acquirers have a financial investment thesis but no operational integration plan
The gaps:
• No pre-close operational due diligence (you find surprises after closing)
• No operating system design for Day 1 (teams figure out structure as they go)
• No integration discipline or accountability (execution is reactive)
• Outdated tech stacks and workflow bottlenecks (teams waste 90 days firefighting)
• No clear KPI rhythm or performance visibility (margins stay flat)
• CEO overwhelmed managing both old and new business (strategic work never happens)
Phase 1: Pre-Close (Diligence Phase) **Value Creation Diligence**
• Validate your investment thesis
• Audit tech and operations
• Identify hidden risks and integration complexity
• Plan your Day 1-100 roadmap BEFORE you close
When: During LOI/final underwriting (4-8 weeks)
Outcome: Confident deal closure + detailed 100-day plan ready for Day 1
Phase 2: Post-Close Design Phase (Months 0-12) **Fractional Operating Partner Program**
• Design your operating system and build the foundation
• Implement PMO, tech modernization, process standardization, and accountability rhythms
• Get to "execution ready" status
When: Deal close through Month 12
Outcome: Documented operating system live, team aligned, ready for ongoing execution
Phase 3: Execution Phase (Month 6+, Ongoing) **Fractional COO**
• Drive daily execution against your operating plan. Improve margins, manage KPIs, and solve operational problems hands-on
• Transition from integration mode to optimization mode
When: Month 6+ post-close (or any time you have operations but need execution leadership) Outcome: Consistent margin improvement, KPI achievement, operational discipline
Phase 4: Multi-Company Coordination (For Roll-ups) **Multi-Portco Operating System**
• Standardize and align across multiple acquisitions
• Create unified dashboards, standard KPIs, and cross-company playbooks
• Enable platform-level synergies
When: Managing 2+ portfolio companies needing operational cohesion
Outcome: Unified platform operating system, consistent playbooks, portfolio-level visibility
Implement disciplined ops for successful buy-side execution.
Value Creation Diligence
De-risk your acquisition and plan your first 100 days with tech and operations due diligence engineered for Independent Sponsors and PE firms
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Fractional Operating Partner
Design your operating system in the critical 6-12 months post-close. Build PMO, tech modernization, process standardization, and accountability rhythms
Ideal for: Newly acquired companies, PE portfolio integrations, teams needing integration blueprint
Ideal for: Newly acquired companies, PE portfolio integrations, teams needing integration blueprint
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Hands-on operational leadership once your operating system is established. Drive margin recovery, KPI improvement, and daily execution discipline
Ideal for: Founder-led companies, post-integration ongoing operations, portcos needing execution operator
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Multi-Portco Operating System
Standardize, integrate, and align operational practices across multiple acquisitions. Build unified dashboards, standard KPIs, and cross-company playbooks
Ideal for: Roll-up platforms, portfolio companies needing cohesion, platform-level optimization
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