Protecting and Expanding Your Investment Thesis

Operating Partner Leadership for Mid-Market PE Firms

We are the embedded operating partner that turns your investment thesis into operational reality, protecting deal value in the first 100 days, driving EBITDA expansion through the hold period, and maximizing exit value at the end.
No reports, just measurable EBITDA lift and faster value creation.

15–30% EBITDA improvement · 1–2x multiple expansion · 40–50% faster value creation

YOUR CHALLENGES:

• Investment thesis is clear – but the portfolio company’s management team can’t operationalize it fast enough
• Post-acquisition integrations dragging past 100 days with no KPI visibility or cross-functional accountability
• EBITDA targets missed at the 6-month and 12-month board reviews – without a clear diagnosis of why
• Value Creation Plan (VCP) exists on paper but execution infrastructure doesn’t
• Exits delayed or discounted because operational readiness wasn’t built into the hold period plan
• Management teams professionalized on paper – still founder-dependent or execution-constrained in practice
• No embedded operating resource without the cost, delay, and equity dilution of a full-time hire

DEAL LIFECYCLE

“We engage at every critical moment, from pre-acquisition audit through exit-ready preparation. Most operators cover one phase.
We cover all four.”

YOUR CHALLENGES:

PHASE 1 — Operational Due Diligence

Pre-acquisition operational audit to identify hidden risks, execution gaps, and value creation levers before you sign. We deliver a structured ODD report with specific post-close priorities ranked by EBITDA impact – so Day 1 has a plan, not a discovery process.

PHASE 2 — First 100 Days

Post-merger integration leadership from Day 1. Stabilize operations, protect deal value, and build the KPI infrastructure the PE board needs – all within the critical first 100 days when integration momentum either builds or collapses.

PHASE 3 — VCP Execution (Ongoing)

Fractional COO / embedded operating partner for 12–18 months, executing the Value Creation Plan across EBITDA expansion, team professionalization, and capability building. You get board-level reporting and management-level execution in one engagement.

PHASE 4 — Exit Readiness

12–18 months before the planned exit, we run the operational preparation that maximizes your exit multiple – buyer-ready process documentation, key-person de-risking, EBITDA improvement roadmap, and a full DD package ready before the buyer asks.

WE PROVIDE:

POST-MERGER INTEGRATION (PMI)

  • 100-Day integration plan – structured, prioritized, and executed
  • KPI and reporting infrastructure built from Day 1
  • Cross-functional accountability framework
  • Synergy capture – people, process, and systems

FRACTIONAL C-SUITE LEADERSHIP

  • Fractional COO embedded in portfolio company – days/week
  • Interim leadership during executive transitions
  • Team professionalization – founder-led to institutionalized
  • Board reporting and PE firm interface

EBITDA EXPANSION

  • Value Creation Plan (VCP) development and execution
  • Cost reduction – procurement, operations, overhead
  • Revenue acceleration -go-to-market efficiency and commercial ops
  • Process optimization and organizational restructuring

EXIT READINESS

  • Operational due diligence preparation (Vendor DD / Seller’s DD)
  • Process documentation and governance package
  • Management team de-risking and bench depth
  • EBITDA improvement roadmap for buyer presentation

FINANCIAL IMPACT

" Quantum stepped into our portfolio company three weeks post-close and built the operational infrastructure we needed in the first 100 days. KPI visibility, cross-functional accountability, and a clear EBITDA improvement roadmap - delivered before the 90-day board review. The management team could execute for the first time. "

Operating Partner, Private Equity Firm