Shared Services & Platform Build
The operational backbone that lets a platform scale and absorb bolt-ons.
Buy-and-build theses live or die on the back office. Shared Services & Platform Build stands up the finance, customer, IT and procurement operations backbone that lets a platform integrate acquisitions in weeks, carry more EBITDA without more overhead, and present as a single professionalised business at exit.
What we cover
- Shared-services target-operating-model design
- Finance, customer, IT and procurement operations build
- Bolt-on integration and migration onto the platform
- Systems consolidation and process standardisation
- Capability-centre stand-up for the platform
- Operational synergy capture and tracking
How we deliver it
- 01We design the target operating model early so the first bolt-on integrates onto a platform that already exists.
- 02Integration follows a repeatable migration playbook, compressing each acquisition's onboarding from months to weeks.
- 03Synergies are tracked as initiatives with financial targets, not assumed at deal signing and forgotten.
The metrics we govern
Every capability is run to explicit, contractually governed performance metrics — reviewed in joint governance.
Bolt-on integration cycle time
Synergy capture vs plan
Overhead as a percentage of revenue
Process standardisation coverage
The value created
Acquisitions integrated in weeks, not quarters
A platform that scales EBITDA without scaling overhead
A single, exit-ready operating story
How this is run
Delivered under Private Equity Operations's operating doctrine — the standards applied across every capability in the practice.
Governance
Engagements run under a value-creation governance model jointly with the fund and management: a steering committee with the deal partner and CEO/CFO, a named Advait operating lead, a tracked initiative register with owners and financial impact, and a weekly execution cadence beneath a monthly value-creation review. Every initiative is tied to an EBITDA or working-capital outcome and reported against it.
Reporting & insight
Funds receive an initiative-level value-creation dashboard — financial impact realised vs planned, milestone status, and risks — plus a board-grade monthly pack and quarterly review aligned to the fund's reporting and the company's board calendar. Impact is reported in EBITDA and cash terms, reconciled to the management accounts, never in vanity activity metrics.
Security & compliance
Portfolio-company and fund data is handled under strict confidentiality and information-barrier protocols. Access is least-privilege and segregated by deal, MNPI handling follows the fund's compliance regime, and all data is managed under SOC 2-aligned controls. Cross-portfolio insight is shared only on an anonymised, aggregated basis.
Transition & onboarding
We mobilise inside the first weeks post-close: validating the diligence-stage operating thesis against ground truth, sequencing the 100-day plan, aligning management, and standing up the governance and reporting cadence before driving execution. For platform deals we pre-build the shared-services target operating model so bolt-ons integrate from the first acquisition.
Business continuity
Operating support is structured to persist across the hold period and to survive management change. Knowledge is captured in playbooks and the initiative register rather than held in individuals, so a CFO transition or a bolt-on does not reset the value-creation programme. Exit-readiness workstreams run continuously rather than as a pre-sale scramble.
Scalability
The operating model works at single-company and full-portfolio scale. Funds can engage us on one asset or standardise a common operating playbook — shared services, KPIs, reporting and value-creation methodology — across the whole portfolio, compounding institutional operating capability deal after deal.
Better businesses are built through better operations.
Whether you are establishing a capability centre, transforming customer operations, running critical banking infrastructure, operating renewable assets or creating value across a portfolio — Advait brings the operators, the platform and the accountability to deliver.