Operating cover for sponsors and the companies they back.
Private equity funds often sit in Cayman structures while their portfolio companies operate somewhere else. The plan is often settled before anyone is in place to carry it out.
Where sponsor plans lose time
After completion, these slow the plan:
The search eats the first months
A permanent appointment can take a quarter or more while the plan is already in motion.
The sponsor's own office is thin
A lean island team runs reporting, investor relations and compliance, and has no spare senior capacity for a new fund.
Reporting is not investor-grade
A portfolio company reports as it always has, and limited partners expect something different.
The need is real but temporary
A carve-out, a systems change or an integration needs a senior hand for a fixed period.
Operators join portfolio companies, and sponsors' own offices, within weeks, on a services agreement sized to the hold period. Sponsors have us run a single workstream, cover until a permanent hire arrives, or work out what the business requires before it recruits.
Who this is for, and who it is not
Best for
- Deploying a senior operator inside a portfolio company
- Executing a 100-day plan the moment the deal closes
- Value creation through the hold, not another advisory report
- Building reporting, systems and management credibility before an exit
- Operational diligence and leadership-gap assessment before you buy
Not for
- A strategy deck or set of recommendations to hand back
- A business that wants an adviser, not an operator inside it
- Pure diligence with no operator deployed afterwards
- A mandate for oversight rather than hands-on execution
For sponsors and their companies
Sponsors get operators matched to the plan, for the portfolio company or for their own island office.
Checked against the plan
On a set rhythm we compare the engagement with the plan, and flag drift early.
For each company
A sponsor with several companies can draw on one collective for each.
Through the hold
Our brief and review history stay with the engagement through the hold, so a change of operator is a handover rather than a fresh search from nothing.
Between sponsor and company
The operator reports to the sponsor and leads the company. We match for both.
Across the PE investment lifecycle
From pre-deal to exit preparation.
Pre-deal: operational due diligence
Embed a Fractional COO or CFO to support your ODD. They identify gaps your model hasn't priced.
Post-acquisition: fill the leadership gaps
Begin deploying the right operator within days of instruction. No recruitment pipeline, notice periods, or trial risk.
Value creation: operational improvement
Build financial infrastructure, operating cadences, commercial engines, and professional people structures.
Exit preparation: build credibility
A Fractional CFO producing clean board reporting and investor-grade financials is a meaningful credibility signal in any sale process.
The value-creation matrix
Each value-creation lever maps to the operator built to own it. Most plans pull two or three at once.
Portfolio company leadership options
Match the right fractional operator to the specific portfolio company need.
Operating partners to
