For PE Managing Partners | Valverus
For PE Managing Partners

Your thesis is only as good as the execution behind it.

Quick answer Valverus provides hands-on operational execution across a portfolio company’s hold period, from pre-close diligence through exit readiness. We identify where cash, margin, and execution reliability are being lost, then stay embedded through the fix. The result shows up where it matters to a fund: cash released, EBITDA improved, and a business a buyer can actually diligence with confidence.
Executive presenting to a seated group in a strategy meeting

Who we serve

Valverus works directly with PE Managing Partners and their portfolio company leadership teams, typically in manufacturing and industrial businesses where operational execution, not financial engineering, is the primary lever left to pull. We’re brought in when a fund needs an operating team that stays through implementation, not a report that sits in a data room.

Where we fit in the hold period

Valverus engagements map to specific points in a deal’s lifecycle, not a single fixed scope.

Pre-close

Operational assessment

A structured operational diligence pass that pressure-tests the value-creation thesis before close, so it’s built on what’s actually fixable, not just what looks fixable from a data room.

Day 1–100

First-100-day priorities

A sequenced plan for the highest-leverage fixes in the first 100 days, built around whichever of the seven challenge areas is most acute for this specific business.

Hold period

Value creation execution

Hands-on execution against the thesis: cash release, margin improvement, and the process, technology, and people work needed to make gains durable, not one-time.

Ongoing

Portfolio-company execution

Embedded resources that work alongside existing management, closing the gap between a plan approved at the board level and what actually happens on the floor.

Ongoing

AI and automation prioritization

A disciplined view of which AI and automation investments actually move a result, versus which ones sound good in a board deck but don’t move cash, margin, or delivery.

Pre-exit

Exit readiness

Clean, trustworthy operational data and a demonstrated earnings quality story, since buyers and lenders discount for exactly the kind of execution risk this closes out.

When leadership gaps are the constraint

Leadership gaps are one of the most common reasons a value-creation thesis stalls, and one of the hardest for a PE Managing Partner to see from the board level. Valverus works two ways, as a strategic sounding board, and, when the gap is bigger than advice can close, with embedded leaders working directly onsite.

Two executives in a one-on-one strategic advisory conversation
Strategic partner

An ongoing sounding board

Valverus sits alongside you and the portfolio company’s CEO as an ongoing strategic partner, pressure-testing decisions before they become expensive, especially around the moments that matter most: budget cycles, leadership changes, and board reporting.

A group of people working together directly on a factory floor
Onsite leadership

Embedded, hands-on execution

When the leadership gap is bigger than advice can close, Valverus places embedded leaders directly at the portfolio company: interim COO, transformation lead, or plant leadership, staying until the capability exists internally or a permanent hire is in place.

Where each challenge fits your hold period

Every one of Valverus’s seven buyer-problem pages already reflects a PE Managing Partner’s perspective. Here’s typically when each one matters most.

ChallengeTypically matters most
SIOP / Working CapitalEarly hold, fast cash release
EBITDA / MarginThroughout the hold, especially ahead of add-on financing
ERP / DataEarly hold, and again before exit diligence
Quality / ReturnsMid-hold, before quality liabilities compound
On-Time DeliveryMid-hold, protecting customer retention and revenue
Manufacturing CapacityBefore a capex decision or add-on integration
Leadership / StrategyPost-close and after any leadership change
Diligence support First-100-day planning Embedded execution resources KPI governance Exit-readiness diagnostics

Results across the portfolio

A sample of engagements across the seven challenge areas, all measured against the same operational and financial outcomes.

SIOP · Rail parts distribution

30% air freight reduction, $800K+ in savings

30% air freight$800K+
Read the case study →
EBITDA · $75M industrial manufacturer

EBITDA doubled, zero capital investment

2.5% → 5.8% EBITDA12% revenue growth
Read the case study →
ERP / Data · $4B biotech manufacturer

AI-accelerated supply chain re-engineering

10% EBITA improvement+12% OTD
Read the case study →
OTD · Electronics manufacturer

On-time delivery lifted to 98.8%

98.8% OTD34% shorter intervals
Read the case study →

Frequently asked questions

What does Valverus actually do for a PE Managing Partner? +

Valverus provides hands-on operational execution across a portfolio company’s hold period, from pre-close operational assessment through exit readiness. We identify where cash, margin, and execution reliability are being lost, then stay embedded through the fix rather than handing off a recommendation deck.

When should Valverus be engaged relative to a deal timeline? +

Ideally before close, as part of operational diligence, so the value-creation thesis is built on a realistic view of what’s fixable and what it will cost. Valverus is also commonly engaged in the first 100 days post-close, or mid-hold when a value lever isn’t tracking to plan.

How is Valverus different from a traditional operating partner or strategy consultancy? +

Valverus provides hands-on, embedded execution resources, not a recommendation report. The team stays through implementation, and every engagement is measured against the same operational results (cash, margin, delivery, quality, growth) that show up directly in the value-creation thesis.

Which of Valverus’s seven challenge areas matter most during a hold period? +

It depends on the thesis, but SIOP and working capital, EBITDA and margin, and ERP and data visibility are the three most common early-hold priorities, since they affect cash and the quality of the numbers a buyer will eventually diligence. Quality, on-time delivery, manufacturing capacity, and leadership execution typically become priorities as the hold period matures toward exit.

Find out where your thesis is most exposed.

A 30-minute diagnostic maps a portfolio company against the seven challenge areas and shows exactly where execution risk is hiding.

Book the diagnostic