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Private Equity / Operating Partner considering their next steps
PRIVATE EQUITY | VALUE CREATION

You See the Potential.
Now Accelerate the Value.

Your investment thesis is clear. Your window to create value is limited. Connect rapid 80/20 EBITDA expansion with the organization, ownership and execution it requires.

THE EXECUTION GAP

The Investment Thesis Is Clear. The Path to Execution Often Isn’t.

Potential does not become enterprise value through another list of initiatives. It needs an operating organization built to deliver.

EBITDA expansion
Slow execution delays the value
Scaling
Complexity grows faster than capacity
Operating leverage
Inefficient value streams consume the upside
Accountability
Unclear roles leave decisions waiting
Predictable value
Disconnected initiatives dilute the thesis
YOUR THESIS. OUR EXECUTION DISCIPLINE.

Your Investment Thesis Deserves an Execution Advantage.

You set the thesis and the ambition. Compass works alongside you and portfolio leadership to connect the critical value-creation decisions with the work, roles and execution beneath them.

  • 80/20 focusThe vital few opportunities—not every possible initiative.
  • Rapid clean-sheet organization designBuild around the work the thesis demands.
  • Breakthrough executionMobilize parallel work without bypassing critical decisions.
THE PLAN · COMPASS ACCELERATE

Crash the Critical Path
to EBITDA Expansion

Your thesis, translated into one connected path to value—built on the proven Compass approach, not a new framework.

FOCUS

Critical 80/20 EBITDA

Focus the investment thesis on the vital few EBITDA opportunities. Preserve the decisions that determine value.

Draws on: Strategic Intent · FTB 80/20

Preserve the Critical Decisions. Eliminate the Waiting. Accelerate the Value.

See the approach behind it
THE ENTRY · YOUR FIRST 90 DAYS

A focused first 90 days.

Move from opportunity to mobilized execution with a proposed 90-day working cadence, scoped to the company’s readiness and priorities.

  1. DAYS 1–15

    Opportunity map

    Frame the thesis, surface the vital few opportunities and agree where evidence is needed.

  2. DAYS 16–30

    Clean-sheet blueprint

    Connect value streams, organization design, decision rights and accountable owners.

  3. DAYS 31–60

    Mobilized parallel execution

    Launch ready workstreams together, manage dependencies and resolve critical decisions.

  4. DAYS 61–90

    Value creation scorecard

    Review agreed operating and financial evidence, ownership and the next ARC cycle.

How the first 90 days work

Begin with the thesis and the evidence.

Agree the opportunity, operating baseline, leadership sponsorship and scope before mobilizing. The first 90 days connect your opportunity map, clean-sheet blueprint, parallel workstreams and value scorecard; timing and deliverables are agreed to fit the situation.

Schedule a Value Creation Conversation — opens the booking calendar in a new tab

An intended working cadence, not a guarantee of EBITDA improvement, investment return or completion within 90 days.

THE VALUE BEYOND THE INITIATIVE

More Than EBITDA Improvement. An Organization Built to Deliver It.

Investment committee readiness starts with a coherent line of sight: thesis, operating priorities, accountable leaders and evidence of execution.

Faster Execution.
Greater Operating Leverage.
Sustainable Enterprise Value.

The ambition is an organization that can sustain progress—not a short-lived project push. ARC keeps evidence, learning and renewal connected to the thesis.

Desired outcomes depend on context, implementation and market conditions; they are not promised financial results.

YOUR NEXT VALUE-CREATION DECISION

Your Investment Thesis Has a Clock.

Discuss the thesis, the operating reality and the critical path to value. Start with a conversation—not a commitment to a program.

Compass Performance, Inc.