We’re 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:
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 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 the relationship lead at a specialist lender. Cash is tightening. 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 thesis 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.
