Operational Value Creation for the Lower Mid-Market
We help investors and operators scale B2B service & software businesses and accelerate EBITDA growth through the same playbooks used by the best PE operating teams in the world. Built for companies doing $5M–$25M in revenue.
The Best PE Firms Already Know This Works
The top-performing PE firms in the world don't leave value creation to chance. They run dedicated operating teams. Functional experts in pricing, sales, GTM, retention and RevOps, who deploy proven playbooks across portfolio companies. The results are documented, repeatable, and responsible for up to 20%-40% of returns.
But that model was built for large funds with deep operating benches staffed across multiple functions. At $5M–$25M in revenue, the math doesn't work. Search fund operators stepping into a CEO seat for the first time have to figure it out alone. Experienced founders scaling past the point of personally touching every deal need systems they don't have. Investors who see the operational upside in their portfolio have no team to go capture it.
The playbooks exist. The talent is there. What's been missing is a right-sized way to bring institutional value creation to the lower mid-market without the institutional price tag.
That's what we're building. Built by operators, for operators in the seat.
What We Do
We focus on three operational levers that drive high value at this stage and we help you implement them.
Sales Performance
Most companies at this stage run sales on relationships and gut feel. There's no defined process, pipeline is unreliable, and revenue depends too heavily on one or two people.
We install the infrastructure that makes sales repeatable: a defined methodology, pipeline discipline, CRM rigor, structured deal reviews, and comp plans that drive the right behavior. The result is a sales engine that a new CEO can run or an experienced founder can scale beyond themselves.
Where we see impact: Win rate, deal size, pipeline coverage, forecast accuracy, rep productivity, and ramp time for new hires.
Go-to-Market
Having a good product isn't the same as having a good go-to-market. The company may be underperforming in its core segments, missing adjacent markets, or preparing to expand into new ones as part of a growth plan. Either way, the GTM motion needs to be sharper.
We define the customer profiles that matter most, then align positioning, demand generation, channel strategy, and sales targeting around them. The result is a focused GTM engine that creates predictable pipeline, whether you're going deeper in existing markets or entering new ones.
Where we see impact: Customer acquisition cost by segment, win rate by ICP, pipeline by channel, revenue concentration, and LTV-to-CAC ratio.
Net Revenue Retention
Acquiring customers is expensive. Keeping and growing them is where the real margin is. Most companies at this stage don't have a structured renewal process, don't measure customer health, and don't have a systematic way to identify which accounts are ready to expand. Sometimes retention can be reactive, and expansion accidental.
We build the infrastructure that makes your existing customer base a compounding growth engine. Think health scoring, structured renewal processes, churn risk identification, and expansion playbooks that surface upsell and cross-sell opportunities before you have to go looking for them. Retention and expansion become a managed discipline.
Where we see impact: Gross retention rate, net revenue retention, expansion revenue as a percentage of total, churn rate by segment, and customer health score distribution.
How We Work Together
Every engagement follows the same three-phase structure. This is what makes the model repeatable, measurable, and scalable across a portfolio.
Phase A — Diagnose
2-3 weeks. We assess your commercial operations and benchmark them against best practices to identify the levers with the highest impact. You walk away with a clear, prioritized value creation plan.
Phase B — Design & Build
1-2 months . We build the playbooks for the highest-priority levers. The actual systems, processes, and tools your team will run on. You don't get a recommendation deck. You get working infrastructure.
Phase C — Embed
Ongoing. We work alongside your team to make sure execution holds and the playbooks adapt as reality hits. Weekly cadences, leadership check-ins, and real-time adjustments as the business learns what works at its scale.
Who We Partner With
We partner with the operators in the business and the investors behind them. You can engage us directly as a company or across a portfolio.
Operators & CEOs
First-time CEOs stepping into a new acquisition. Experienced founders scaling past what got them here. Placed executives building a commercial engine they inherited. You're the one in the seat and we're the team in your corner with the playbooks and support to help you execute.
Search Fund Investors & Operators
We help your operators professionalize revenue growth from day one, so the first two years are spent growing and not figuring it out.
Independent Sponsors & Hold Co Owners
You have the deal flow and the thesis, but no in-house operating team. We plug in as your value creation arm across the portfolio, scaling with you as you acquire.
Small PE & VC Funds
We deliver the same commercial discipline the mega-funds have, at economics that work for your fund size.
Pricing Optimization
~$200K lift. Most companies at this stage are underpriced by 10–15%.
Sales Performance
~$150K lift. Existing demand starts converting at a materially higher rate.
Go-to-Market Focus
~$100K lift. Resources stop going to segments that don't pay back.
Net Revenue Retention
~$125K lift. Your customer base becomes a compounding growth engine.
Post Engagement Target:
~$575K in EBITDA improvement — a ~29% lift.
Sample Outcome
What this looks like for a $2M EBITDA Company
We Meet You Where the Deal Is
We Meet You Where You Are
Pre-Deal
We work alongside your diligence team to assess operational upside. Pricing, pipeline, retention, team capacity.
The outcome: a data-backed value creation plan ready to execute on day one.
First 100 Days
We embed with leadership and move fast on the levers that matter most. Pricing, sales process, CRM discipline, renewal infrastructure.
The outcome: early EBITDA wins, a team that's operating with structure, and momentum that compounds.
Year One
We stay in the operating cadence, such as weekly coaching, monthly reviews, real-time adjustments.
The outcome: forecastable pipeline, improving NRR, lower CAC, and a value creation plan with documented progress against baselines.
Ongoing
We remain embedded to pressure-test execution and adapt playbooks as the business evolves. For either a single company or across a portfolio. The outcome: sustained compounding, not a one-time lift.
Exit Readiness (12–24 Months Pre-Exit)
We build the operational story that justifies premium multiples.
The outcome: a value creation bridge showing exactly where the EBITDA came from: pricing power, sales engine, NRR trajectory. These are the outcomes that buyers pay for.