You’re overseeing portfolio businesses where performance is drifting, operational complexity is building, or senior leadership teams need additional strategic thinking capacity. The fundamentals remain sound, but normal business rhythms have been disrupted by market conditions, covenant pressures, or execution challenges.

Your investment thesis is still valid, but the management team needs structured operational support to restore momentum and maintain stakeholder confidence. This isn’t about replacing leadership – it’s about providing the operational thinking and strategic clarity they need to execute effectively when trading conditions shift.

You might recognise this if:

• Performance is underwhelming despite sound strategic direction
• Senior leadership teams are processing increased complexity without adequate thinking space
• Covenant pressures or stakeholder management requirements are consuming disproportionate management bandwidth
• Board discussions need more operational depth and independent perspective
• The management team needs strategic support but not external control
• You want operational assurance without disrupting effective team dynamics

Performance Drift in Established Investment Your long-held portfolio business has sound fundamentals but performance is inconsistent. The management team understands the challenges but needs additional operational thinking to restore rhythm and momentum. Board discussions require more operational depth and practical recovery planning.

New Investment Operational Foundation You’ve backed a business with strong commercial promise, but the operational infrastructure needs strengthening to deliver the value creation plan. The management team is capable but requires independent support to translate strategy into structured execution and build scalable delivery processes.

Leadership Transition Support Senior leadership changes have created operational gaps that need stabilising. The team understands the business but requires additional strategic thinking capacity during the transition period. You need operational continuity while permanent leadership arrangements are established.

Covenant Pressure Management Financial pressures are affecting management bandwidth and strategic thinking capacity. The senior team needs operational support to maintain business performance while managing increased stakeholder requirements and reporting complexity.

Market Condition Response Shifting trading conditions require operational adaptation that stretches current management capacity. The team needs strategic support to maintain execution effectiveness while processing increased complexity and stakeholder expectations.