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Wooden blocks with a highlighted lightbulb representing business priorities

Find what is holding back portfolio-company performance.

I help sponsors and CEOs find the causes of weak EBITDA, cash flow, and operating performance—and agree on what management should change first.

  • Independent Portfolio-Company Review
  • For Sponsors and Management Teams
Discuss a Portfolio-Company Review

When to bring me in

EBITDA is below expectations. Inventory is absorbing cash. Growth has stalled. Or the sponsor and CEO disagree about priorities. I review the evidence and help both sides focus on the changes that matter.

  • steptodown.com537759 (1)
  • steptodown.com223415 (1)

A defined review with clear ownership.

01

Independent diagnosis

Adapt the Independent Business Performance Review to sponsor and management priorities. A typical assessment takes approximately six weeks, subject to agreed scope and access.

02

Decisions and management roadmap

Identify the one to three decisions most deserving attention and provide a prioritized roadmap management can execute. The client leadership team owns implementation; ongoing coaching or an embedded operating role is outside this review.

What I examine—and what you receive

A focused review of the business, followed by clear findings and a plan management can execute.

Margins

Pricing, product mix, customer and channel profitability.

Cash and inventory

Inventory, supply chain, and cash tied up in the operation.

Leadership

Roles, accountability, and agreement on priorities.

Action plan

The one to three changes to prioritize, with estimated economics and a 12-month plan.

Findings presentation

I present the evidence and recommendations. We agree on participants and reporting arrangements before starting.

Operator experience. Evidence of results.

I built NewAir into a national appliance brand, with products sold through Home Depot, Lowe’s, and Best Buy, before selling the company to private equity in 2021.

Branded distribution case study
I helped an owner and CEO align on staffing and expense changes, reducing SG&A by more than 15% and eliminating ongoing cash burn. That assignment included implementation support; the current review provides findings and a plan.

Read the branded distribution case study

Discuss a Portfolio-Company Review

Share the company context, the decisions at stake, and the outcome you need from an independent review. I will reply by email to discuss fit and scope.

Portfolio-company reviews are scoped individually, with a fixed fee agreed before work begins.

Discuss a Portfolio-Company Review