OUR APPROACH

Built by founders, for founders

Purpose-built firm to help founder-led businesses inflect their organic growth

How We Partner with Companies

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WE ALIGN WITH YOU

Our core belief is that alignment – both economic and cultural – is essential for an enduring partnership. We solely target situations where we can partner with a business builder who wants to maintain substantial ownership.

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WE ENABLE YOUR VISION

The Portfolio Transformation Group offers functional experts in the key areas founder-led businesses require transformation.

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WE BUILD WORLD-CLASS TEAMS

Our Strategic Advisory Board members are industry executives with decades of experience who assist the companies through the range of strategic and team building challenges.

 

Target Industries

 

Situational Criteria

We target companies where these dynamics are present.

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01.
Founder Owned

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02.
Organic Growth

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03.
Attractive Industry
Dynamics

Business Model Characteristics 

We emphasize founders and businesses who embrace the benefits of transformation.

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High returns on invested capital

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Recurring revenue model

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Difficult-to-replicate value proposition

We catalyze transformation to accelerate growth

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