Ведущий фонд прямых инвестиций в среднем сегменте
Рост EBITDA портфеля
Выявленных возможностей
Новый прогноз чистой IRR
Задача
Флагманский фонд отставал от целевой IRR: у трёх из восьми портфельных компаний снижалась маржа, операционных рычагов не хватало.
Подход
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.
Эффект
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%.