Operational excellence. Deal-focused thinking. Scalable delivery.

Our Process

1. Discover.

We start with your commercial objectives

Every engagement begins by understanding your business model, challenges, and ambitions — in the context of your transaction strategy. Whether you’re deal-side, in due diligence, or post-close, we align our work with your value-creation plan.

This includes:

Founder/exec interviews
Commercial and operational deep dives
Growth, exit, or integration context
Initial KPI and reporting review

2. Diagnose

Using a combination of data, process mapping, and financial analysis, we identify operational bottlenecks, margin pressure points, or system weaknesses — the issues that impact deal value, scalability, or integration success.

Operating model assessment
Margin and cost-to-serve analysis
Tech stack and reporting gaps
M&A readiness or integration diagnostics

3. Design

We design the future-state — whether that’s an optimised operating model, a clean post-merger structure, or an investor-ready reporting framework. The focus is always on simplicity, scalability, and speed to value. Outputs may include:

Target operating model
Integration playbooks
KPI dashboards & reporting suites
ERP or systems recommendations
Commercial enablement structures

4. Deliver

We implement — not just advise

We embed change practically and collaboratively, ensuring your business operates at pace without losing control. We work alongside your teams to ensure that every improvement sticks — whether system, process, or organisational.

Post-merger operational integration
Cost base restructuring
Implementation of dashboards or ERP platforms
Margin improvement and commercial execution support

5. Optimise

We stay focused on performance post-deal.
After delivery, we help ensure lasting value — refining processes, tracking performance, and supporting leadership as priorities evolve. Many clients retain us as a fractional operating partner or integration lead across portfolios.