Private Equity & M&A
One senior team from diligence through exit.
We work inside the deal team and the portfolio company to turn the investment thesis into run-rate EBITDA and cash, with governance a board can audit. Middle-market to large-cap, carve-outs to platform builds.
Deal types
Built for the deals sponsors actually do.
Carve-outs & separations
Stand-alone operating model, TSA scoping and exit, Day 1 without disruption.
What we cover
- TSA mapping and exit plan
- Standalone operating model and cost
- Day 1 supply, customer and supplier continuity
Platforms & add-ons
Integration playbooks that make the next add-on faster than the last.
What we cover
- A repeatable integration playbook for each add-on
- Procurement leverage across the platform
- Shared planning and operating rhythm
Mergers & integrations
Cross-functional IMO, synergy baselines and run-rate tracking.
What we cover
- Synergy baseline and validation
- IMO governance and workstream leadership
- Operations integration without disruption
Cross-border deals
North America, the EU, Latin America and the Middle East.
What we cover
- Multi-country operations and supplier networks
- Regulatory, customs and trade considerations
- Global sourcing and site footprint decisions
IMO, PMO & value realization
The governance spine of every deal.
Whether it is an acquisition, a carve-out or an enterprise transformation, we stand up the office that keeps it on track: one cadence, one source of truth, decisions made on time.
Pre-close setup, function charters, SteerCo reporting, Day 1 readiness and TSA exit across operations, IT, HR and commercial.
PMO playbooks at program, department and enterprise level: RAID and decision logs, RACI, stage gates and reporting packs.
Baselines, costs-to-achieve and a control tower that separates run-rate from one-time value, so the board sees savings it can audit.
Featured IMO and PMO work
Operations PMO with zero disruption
Ran the operations-function PMO on a $6B pharmaceutical spin-off: planning, distribution, logistics and safety systems separated across 20+ sites.
Read the case study →Environmental services · 2026$120MIMO Director on a $2.7B merger
Governed a $120M synergy commitment across four workstreams with an audit-ready control tower.
Read the case study →Public sector · Vision 20307 agenciesPMO and Value Realization Office
Designed the PMO playbook, RACI and Value Realization Office for a national digital transformation program.
Read the case study →Deal-cycle support
What we do, and what you get, at every phase.
- Operations and supply chain diligence
- Synergy and cost baselines, by function
- Stand-alone cost and TSA needs for carve-outs
- 100-day plan and value thesis
- You get: a diligence readout and a value plan the IC can underwrite
- IMO stood up from signing
- Day 1 readiness and clean room
- TSA scoping, carve-out and separation
- Function charters and SteerCo
- You get: a Day 1 with no disruption to operations or customers
- Synergy realization and TSA exit
- Procurement, working capital, S&OP
- Operations, manufacturing and logistics
- Board-auditable run-rate tracking
- You get: savings in the P&L and cash on the balance sheet
Ways to engage
Sized to the phase of the deal.
Operations diligence
Supply chain, procurement and operations diligence with synergy baselines.
Typically 2 to 4 weeksWhat’s included
- Supply chain, procurement and manufacturing red flags
- Cost baseline and synergy sizing
- Standalone and TSA cost for carve-outs
- Inputs to the 100-day plan
Day 1 & IMO
IMO from signing through close and the first 100 days.
Signing to Day 100What’s included
- IMO and PMO setup, governance and cadence
- Day 1 readiness and TSA exit plan
- Synergy tracking from baseline to realized
- Operations workstream leadership
Value creation sprint
Procurement, working capital and S&OP levers taken to run-rate.
Typically 90 to 180 daysWhat’s included
- Procurement savings and supplier consolidation
- Inventory and working capital release
- S&OP and service level improvement
- Results tracked in the EBITDA bridge
Embedded operator
Interim IMO lead or operator inside the portfolio team.
Monthly retainerWhat’s included
- Interim supply chain or operations leadership
- PMO lead for the deal or transformation
- Team assessment and hiring the permanent leader
- Handover playbook when we step out
The analytics layer, in practice
A control tower sponsors can audit.
The savings and EBITDA tracker we run on procurement and value-creation programs: invoice-validated run-rate, gated upside kept separate, one-time credits out of EBITDA, and the next step on every negotiation. Shown with illustrative data and masked vendors.
Confirmed, invoice-validated EBITDA of $1.1M to $1.8M a year. A further $0.5M to $1.0M is gated and never added to the confirmed figure.
EBITDA by lever, low to high
Confirmed and gated shown together for scale, never summed.
By supplier
Spend in scope, value range and where each negotiation stands.
| Supplier | Spend | Confirmed range | Status |
|---|---|---|---|
| Supplier A MRO & industrial | $8.4M | $0.42M to $0.61M | MSA signed |
| Supplier B Packaging | $5.1M | $0.31M to $0.52M | In redline |
| Supplier C Freight & logistics | $7.2M | $0.26M to $0.48M | Proposal out |
| Supplier D Indirect services | $3.9M | $0.12M to $0.21M | Validating |
Case studies
Results sponsors vouch for.
working capital released on a $1B carve-out, with S&OP rebuilt.
Read the case study →with no disruption to operations or customers, run through a cross-functional IMO.
Read the case study →synergy commitment governed through an audit-ready control tower.
Read the case study →return on fee from supplier consolidation across five operating companies.
Read the case study →inventory savings and +18% forecast accuracy across eight global sites.
Read the case study →on one PMO playbook and Value Realization Office.
Read the case study →Free resource for deal teams
The supply chain questions to answer before you sign.
A free 22-point checklist for deal teams and operating partners: demand, procurement, operations, logistics, working capital, systems and Day 1. Score your target in 15 minutes.
- Size the operational upside before the IC
- Spot separation and TSA risks early
- Know what has to work on Day 1
Get the checklist
Signing soon, or a deal that needs to deliver?
Thirty minutes with Mohannad Gomaa, Founder & Managing Director. Bring the deal; we bring a plan.