Our work is commissioned by Portfolio Teams within Private Equity firms and Lenders, who engage us to support the management teams of the businesses they oversee.
We are brought in when performance is drifting, pressure is mounting, or leadership simply needs experienced, operational backup.
Whether you’re managing a long-held investment, entering a new deal, or seeking contingency support, our role is to quietly bring order, clarity, and progress, without disrupting what still works.
The following examples illustrate the kinds of clients and scenarios we support:
The founder still has your backing. Their commitment is absolute, and their insight is real, but the weight of delivery is showing. Decisions are bottlenecked, pace is uneven, and the team is stretched. You don’t want to replace them. You want to help them stay effective.
You’re looking for
This isn’t about removing control. It’s about creating capacity. We work quietly in the background providing CEO Coacing and support for the founder, aimed at strengthening delivery, and creating headroom without unsettling what already works.
The CEO still has your backing, but it’s clear the pressure is building. Delivery is stalling, decisions are slowing, and the team is starting to feel it. You don’t want to replace him. You want to help him succeed.
You’re looking for:
You need a quiet force who understands how to move the dial while keeping the team intact.
The CEO has gone, or going, and there’s no obvious successor. The business is stable enough for now, but without senior leadership in place, risk is creeping in. The board needs assurance, and the team needs direction, but it’s too early to appoint the next permanent lead.
You’re looking for:
You don’t need noise, you need a safe pair of hands, you need a credible respected senior person to hold the fort.
You chair a long-held portfolio business. Performance is underwhelming, pressure is building, and the team are too close to the problem to see clearly. You’ve challenged, supported, and waited. Now, something has to shift.
You’re looking for:
You need a quiet force who understands how to move the dial while keeping the team intact.
You’re on the board of an investment held for a number of years. Plans have been missed. Covenants breached. The management team are trying, but progress is elusive. You still believe in the business, but the path forward needs to change.
You’re looking for:
You don’t want to replace the team, you want to help them succeed. We bring the confidence and clarity to make that happen.
You’re close enough to see the cracks, but not so close you can drive the change. The executive team is under pressure, navigating a restructuring, and the board needs a clearer view of what’s really happening on the ground, not filtered updates or overconfident spin.
You’re looking for:
You’re not looking to undermine. You’re looking to strengthen. We support the execs while giving the board clarity and confidence in the plan.
You’re the relationship lead at a specialist lender. Cash is tightening, Covenents have been missed, Forecasts keep changing. Management is doing their best, but you can see the risk building. You’re not looking to pull out, but you do need reassurance.
You’re looking for:
You don’t want theory or spin. You want control restored before the situation becomes unrecoverable.
You’ve just backed a new investment and the value creation plan looks strong on paper, market opportunity, strategic intent, and commercial promise all stack up. But you know from experience that the right operational foundation is essential to delivering that thesis.
You’re looking for:
You want confidence that the business can execute, not just present. We provide a supportive yet independent perspective on the management team’s operational plans, one that motivates, sharpens, and strengthens the thinking without undermining ownership. By working constructively with leadership, we help translate strategy into structured execution and ensure the delivery model is aligned, scalable, and credible from day one.
You’re backing a business that’s either entering a challenging phase or approaching a critical transition, perhaps the market has shifted, there’s a new leadership dynamic, or a sale is on the horizon. You still have confidence in the team, but the board wants added assurance.
You’re looking for:
You’re not sounding the alarm, but you want options. We quietly assess and strengthen the delivery plan while providing a calm, capable fallback. Our involvement creates reassurance, without disrupting the dynamic already in place.
You’re part of the deal team, but not the lead on this particular investment. From a distance, things appear steady, but the signals aren’t entirely clear. You’re hearing mixed messages from management, and instinct says it’s time to validate what’s really going on.
You’re looking for:
You’re not looking to interfere, you’re looking to be prepared. We provide a calm, informed perspective that helps you form your view before you need to act. No disruption, no drama, just the facts you need to protect the fund’s position.
You’ve placed a strong interim CFO into a business that needs stabilising. They’ve stepped into a complex situation, perhaps following a leadership gap, a funding event, or a period of underperformance. They’re capable and respected, but the scope is wide, the team is thin, and the pressures are mounting.
You’re looking for:
You’re backing your CFO, but you know even the best can’t do it alone. We work alongside them as a supportive extension, bringing structure, focus, and stability to the operational side so they can stay strategic, credible, and effective.
