Value Creation Execution
Operators on the ground turning the plan into realised EBITDA.
Most value-creation plans fail not in design but in execution — they lack an owner with operational authority and a daily cadence. This capability puts Advait operators inside the portfolio company to drive the plan, own the initiative register, and convert sequenced initiatives into EBITDA and working-capital outcomes that show up in the management accounts.
What we cover
- 100-day plan execution and initiative management
- Cost-reduction and procurement programmes
- Process redesign and operational efficiency
- Customer and revenue-operations improvement
- Working-capital and cash optimisation
- Initiative tracking, governance and board reporting
How we deliver it
- 01We embed operators who own initiatives with the management team, not advisors who hand over a deck.
- 02The initiative register ties every workstream to a financial target and a named owner, reviewed on a weekly cadence.
- 03Impact is reconciled to the management accounts so realised value is auditable, not assumed.
The metrics we govern
Every capability is run to explicit, contractually governed performance metrics — reviewed in joint governance.
EBITDA impact realised vs plan
Initiative milestone adherence
Working-capital improvement
Cost-reduction run-rate achieved
The value created
The operating thesis converted into realised return
A durable operating cadence that outlasts the engagement
Board-grade visibility of value created
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.