PORTFOLIO-WIDE ยท $0 UPFRONT ยท NO CAPITAL CALL
What is a dollar of EBITDA worth to you?
At an 8x multiple, roughly eight. We take $2,000+ per employee out of the run rate, permanently, across every company you own.
UNLOCK HIDDEN CASHFLOW
How much margin are you continuing to leak?
Pricing actions are spent. The commercial levers are pulled. And the cost side has been squeezed everywhere the operating partners already know to look.
Benefits and indirect spend sit in almost every portfolio company, and even with fully optimized portfolios, our experts still find an additional 10 to 30%+ across categories. Fully managed, white glove, on contingency. You don't pay unless you save, without quality reductions.
$1M of run-rate savings is $8M of enterprise value at an 8x multiple.
THE VALUATION MATH
$1 saved = ~$8 of value at an 8x EBITDA multiple
Increase net margins 2 to 3%+ from indirect spend alone
$2,000+ per employee per year, per company
30 to 45 days to live, no lift from the operating team
HOW IT WORKS AT PORTFOLIO SCALE
How would you deploy this across the book?
Start with one company or run it portfolio-wide. Neither requires anything from your operating partners.
Run it once, apply it everywhere
One diligence conversation, then the same playbook across the portfolio. Each company keeps its own carrier, broker and payroll system; nothing gets migrated.
Margin without revenue risk
No pricing action, no headcount action, no customer impact. Full contingency: we don't get paid unless you save, so the growth story stays intact for the exit narrative.
Recurring, not one-time
Verified and reported monthly against the company's own statements. It survives quality-of-earnings review because it is permanent run-rate reduction, not a working capital release.
WHERE THE MARGIN IS LEAKING
What if we've already optimized spend?
Three cost pools that sit in almost every portfolio company, and where we consistently find more.
Indirect spend, 60+ categories
Supplies, IT, telecom, freight, waste, insurance, print, food service, merchant fees. 10 to 30%+ even at companies who feel they've already fully optimized vendors and procurement, worth 2 to 3%+ of net margin. One A/P or GL statement per company is the whole lift.
Insurance and benefits
Our track record shows groups of all sizes saving 27% or more across workers' comp, property, liability, D&O and group health. Keep every agent and carrier. Under two hours of anyone's time.
Healthcare and pharmacy
Plan funding, steerage, reference-based pricing, transparent pharmacy and payment integrity. $2,000+ per employee per year, and a supplemental wrap that returns up to $988 per employee rather than costing anything.
Real savings across the portfolio range: $1.91M per year for a building and safety contractor, $1.1M for a major farming organization, $1M+ for a private equity firm, 65% cost reduction for an EdTech company. See others we've helped
FOR FRANCHISORS
What would this do for franchisee economics?
Eleven quick-service operators in one system saved between $60,000 and $468,000 each, per year. Enable your franchisees to unlock value to reinvest in their success. Unit-level profitability sells the next franchise.
A benefit for your operators that costs the system nothing to offer.
WHAT SPONSORS ASK
You might be wondering...
Does this compete with our operating partners' agenda?
Will this hold up in diligence?
What does this cost the fund?
How fast does this show up in the numbers?
Reviewed by Keryn Gold, PhD, MBA, Managing Partner
Which company would you start with?
Pick one. We'll model it at no cost and hand back a number you can take to the board.
See your savings