Una firma líder de private equity mid-market
Crecimiento del EBITDA del portafolio
Oportunidades de mejora identificadas
TIR neta revisada
Desafío
El fondo insignia rendía por debajo del IRR objetivo: tres de ocho empresas del portafolio sufrían compresión de márgenes con pocas palancas operativas a la vista.
Enfoque
We conducted rapid diagnostic assessments across all eight portfolio companies, identifying $340 million in EBITDA improvement opportunities. For the three underperforming assets, we deployed dedicated operating teams focused on procurement optimization, SG&A rationalization, and revenue management. We also built a portfolio-wide performance management system with standardized KPIs.
Impacto
Within 18 months, aggregate portfolio EBITDA increased by 28%. The three turnaround companies returned to above-target performance, and the fund's projected net IRR improved from 14% to 22%.