Leadership · Portfolio

Senior hands on the P&L. Without adding to the cap table.

Our operating partners embed directly with portfolio company management to convert the value creation plan into execution — 2–4 days per week, for as long as the business needs them. Former CEOs, COOs and CFOs, not consultants.


The gap this fills

Most PE-backed businesses between €10m and €150m revenue don't need a full-time operating partner sitting on the board. They need someone with that calibre of experience available 2–4 days a week — aligned to the value creation plan, accountable to the sponsor, and working alongside management rather than above it.

Our operating partners have all run P&Ls. That means they understand both the investor's return requirements and the day-to-day reality of running a management team under performance pressure. The combination — institutional discipline with operational empathy — is what makes the difference in the hold period.


Engagement model

How the arrangement is structured.

Typical cadence
2–4 days per week for 6–18 months, scoped at engagement kick-off and adjusted as the program evolves.
Seniority
Every operating partner is a former CEO, COO, CFO, or CRO — never a junior consultant stepping into a senior role title.
Who pays
The sponsor, the portfolio company, or a shared arrangement — whichever structure fits the investment thesis and governance model.
Deliverables
Weekly operating cadence, monthly sponsor update, and measurable KPI movement against the value creation plan.
Reporting line
Works alongside the CEO, directly accountable to the board and sponsor. Not an additional layer above management.
Exit condition
The engagement ends when the plan is embedded and management can sustain it independently — not because a fixed term expired.
Post-engagement retainer

Governance continuity after the operating partner exits.

Once the initial engagement closes and management is running the plan independently, some sponsors prefer to maintain a lighter-touch connection — quarterly governance calls, an annual performance bridge review, and on-demand access to a senior partner ahead of committee or LP meetings. This retainer productises the cadence that was established during the hold period, without the full operating-partner commitment. Structured as a fixed monthly or quarterly arrangement, scoped at the close of the primary engagement.


Focus areas

Where operating partners typically add most value.

01

Commercial & GTM

Re-engineering the sales motion — territory design, pipeline discipline, pricing governance, and CRM utilisation. Particularly valuable for businesses where revenue has plateaued below the market potential.

02

Operations & delivery

Production efficiency, capacity planning, supplier management, and quality systems. Translating top-line growth into margin — rather than watching margin compress as the business scales.

03

Finance & reporting

Management accounts that tell the sponsor what they need to know, cash-flow visibility, working-capital discipline, and the financial governance infrastructure for the hold period.

04

Post-acquisition integration

Running the integration office after a bolt-on — people, systems, customers, and the combined commercial model — so the synergies modelled at deal close are actually extracted.


Also relevant

Often used alongside an operating partner engagement.

→ Value Creation Planning

The structured plan the operating partner is implementing — 100 days, hold period, and pre-exit.

Learn more →
→ 90-Day Roadmap Tool

The post-close tool that structures the first 90 days across six functional areas — board-ready output from Day 1.

Access the tool →
→ Business Transformation

When the operating partner mandate requires a structured transformation program — cost, margin, and operating model.

Learn more →
Execution tool

The 90-Day Roadmap. Before day one.

The operating partner mandate is most effective when the post-close plan is already structured before the first day in the seat. The 90-Day Value Creation Roadmap generates a sequenced initiative plan across six value-creation areas — revenue, margin, working capital, capex, management depth, and AI — so there is an execution playbook waiting at close, not a blank page.

Build the 90-Day Roadmap — free →

Need senior hands on the P&L — without adding to the cap table?

We'll scope the engagement in one call — cadence, focus areas, reporting line, and timing.

Scope an engagement Write to us