Every program we run — purchasing, procurement, benefits, payroll, HR, and vendor management — drives the same five metrics your fund is underwriting to. Each one has its own deep-dive.
Free up the cash trapped in your portfolio.
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Improve ROIC without adding a dollar of capital.
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Turn operating savings into exit-multiple value.
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Lift EBITDA without touching the top line.
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Value created faster is value worth more.
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See how it all fits together →
The master narrative
We help private equity firms operationalize cross-portfolio sourcing and value creation initiatives that hit both the P&L and the multiple you'll sell at — whatever stage of the hold you're in.
We're a consulting and advisory firm focused on helping private equity firms maximize ROI on cross-portfolio sourcing solutions and other value creation initiatives — acting as an extension of your value creation team.
We operationalize cross-portfolio sourcing programs that pool purchasing power across your portfolio companies — turning fragmented, company-by-company contracts into leveraged, aggregated savings.
We bring procurement and sourcing processes into a consistent, documented structure across portfolio companies — so value creation isn't dependent on any one operator's institutional knowledge.
We help you evaluate emerging technologies for portfolio-wide fit, so adoption decisions are made once, well, and at scale — not re-litigated at every portfolio company.
A cross-portfolio program that's right for a fresh platform in year one looks different from one built for a company heading toward exit. We tailor the approach to where you are in the hold.
New platforms and add-ons get folded into existing aggregated programs quickly, so synergies show up in the model from year one instead of waiting for a later integration phase.
Existing portfolio companies get renewal cycles, vendor consolidation, and contract standardization revisited on a regular cadence, so savings compound rather than plateau after the first pass.
In the run-up to a sale, we help document and lock in cost savings so they read as durable, structural improvements in diligence — not one-time cuts a buyer will discount.
In a portfolio company, a dollar of OpEx you take out doesn't just help this year's P&L — it flows straight to EBITDA. And at exit, EBITDA gets multiplied by whatever multiple the platform trades at. That turns a modest cost reduction into an outsized gain in enterprise value, on top of any revenue growth.
Illustrative example only — actual results depend on your platform's specific multiple, deal structure, and how durable the underlying savings are. This is the same mechanism buyers use to underwrite the value of a cost-reduction story in diligence, which is exactly why we document savings the way we do.
Give us a call today to discuss strategies and how we can partner as an extension of your value creation team.
Get startedSourcing Advisory Group, GPO Channel Sales, Portco Solutions, and The Benefit Alliance Group are sister companies under the same leadership — each built around one part of maximizing value for the organizations we work with.