Uma das principais firmas de private equity de mid-market
Crescimento do EBITDA do portfólio
Oportunidades identificadas
TIR líquida revisada
Desafio
O fundo principal rendia abaixo da TIR alvo: três de oito empresas do portfólio sofriam compressão de margens com poucas alavancas operacionais.
Abordagem
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%.