Private Equity Portfolios
Your LPs don't invest in thesis decks. They invest in returns. Portfolio companies that can't execute don't generate IRR. Period.
STRYKE partners with PE firms to build execution systems across portfolio companies. We work on diligence, post-close integration, operational transformation, and value creation initiatives. We help you assess execution capability pre-acquisition, implement operating systems in the first 100 days, drive EBITDA expansion through operational improvements, and build the execution discipline that creates sustainable, demonstrable value.
Your hold period is 3-5 years. Year one sets the trajectory. OpCo management lacks execution systems. Deal teams need operational partners who can implement, not just advise. Your portfolio performance depends on converting investment theses into field-level execution.
Where Portfolio Companies Fail to Deliver
Average Hold Period
Limited time to improve operations, expand EBITDA, and prove sustainability. Lost time in year one is impossible to recover.
OpCos Lacking Systems
Portfolio companies operate on spreadsheets, heroics, and founder memory. No accountability systems or performance tracking.
Basis Points EBITDA Left on Table
Typical execution gap from poor project delivery, labor inefficiency, and gross margin leakage. 2-5% of revenue.
Exit Value Impact
At 6-7x EBITDA multiple, 200-500 bps margin improvement drives 15-30% of total value creation at exit.
How We Support PE Portfolio Value Creation
Pre-Acquisition Operational Diligence
Assess execution capability, identify operational gaps, quantify EBITDA improvement opportunities, and build 100-day roadmap before you close. Know what needs to be fixed and what it's worth.
- Operating system maturity assessment
- Project delivery & margin analysis
- Labor productivity benchmarking
- EBITDA improvement quantification
- Post-close integration planning
100-Day Post-Close Integration
Build execution systems, establish accountability, and embed performance tracking in first 100 days. Move fast while management still expects change and momentum is on your side.
- Rapid operating system implementation
- KPI framework & dashboard rollout
- Accountability structure design
- Management team enablement
- Weekly performance tracking
EBITDA Expansion Initiatives
Drive operational improvements that expand EBITDA: project execution efficiency, technician productivity, gross margin protection, overhead reduction, and working capital optimization.
- Project delivery improvement (on-time, on-budget)
- Labor productivity & utilization gains
- Gross margin expansion & protection
- Overhead cost reduction initiatives
- Working capital & cash flow optimization
Add-On Integration & Synergy Capture
Integrate add-on acquisitions into platform companies, standardize operations across portfolio, and capture projected synergies. Build repeatable playbooks for rapid acquisition digestion.
- Add-on integration execution
- Cross-company standardization
- Synergy identification & tracking
- Platform capability building
- Integration playbook development
Portfolio-Level Operating Standards
Build consistent operating frameworks across portfolio companies, establish portfolio-level KPIs, and create repeatable approaches to common operational challenges across multiple investments.
- Portfolio operating model design
- Cross-company KPI frameworks
- Best practice sharing systems
- Repeatable intervention playbooks
- Portfolio-level benchmarking
Exit Readiness & Multiple Expansion
Document systems, prove performance sustainability, prepare management for buyer diligence, and build the operational story that supports premium exit multiples and de-risks buyer concerns.
- Operating system documentation
- Performance sustainability proof
- Management capability assessment
- Buyer diligence preparation
- Quality of earnings operational support
Ready to Accelerate Portfolio Value Creation?
Let's build the execution systems that convert your investment thesis into field-level performance and EBITDA expansion.