How We Help

We take a partnership approach

We work collaboratively with our management teams to drive transformational growth by customizing a value creation strategy based on the specific needs of each of our portfolio companies

We believe that value creation is best achieved through revenue growth acceleration and profit margin enhancement driven by sound strategic initiatives and operational best practices, rather than through financial engineering and cost cutting. For each platform investment, we take a long-term perspective toward value creation and work collaboratively with the management team to develop a value creation plan – with both strategic and operational elements – that is tailored according to the portfolio company’s specific end-market, business model, and competitive position.

While we are change agents, we rely on the existing foundations of our portfolio companies and seek to uphold their unique attributes that have enabled prior success. We recognize that cultural sustainability leads to sustained financial performance. Our approach ensures our portfolio companies simultaneously achieve their growth potential without disrupting their core values.

Your partners in value creation

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Your partners in value creation

We complement our investment staff with a dedicated Value Creation Team and roster of Executive Partners, former CEOs and leaders of PE-backed businesses. As a unified team, we partner with our management teams to provide strategic guidance, executive support, and implement strategic and operational initiatives.

Our Value Creation Team has functional expertise across organizational design, go-to-market, product strategy, analytics, and acquisition integration. Prior to closing, they work alongside the management and investment teams to co-develop the value creation plan. Post-closing, they help our management teams realize the plan by providing strategic guidance, tools, and tactical support, as necessary.

Our partnership approach begins with active, strategic involvement at the board level based on a tried-and-true operating framework:

Build

Investments to enhance corporate infrastructure, including talent, organizational design, and systems

BUILD: Investments to enhance corporate infrastructure, including talent, organizational design, and systems

Improve

Business model and operational refinements to drive growth and enhance long-term margins

IMPROVE: Business model and operational refinements to drive growth and enhance long-term margins

Grow

Drive revenue growth, expand TAM, and augment product portfolio via organic investments and M&A

GROW: Drive revenue growth, expand TAM, and augment product portfolio via organic investments and M&A

Go-To-Market Acceleration

We invest in go-to-market personnel and initiatives to drive lead generation, improve salesforce effectiveness, refine pricing, and ensure customer success. We help to access new markets via geographic & vertical expansion

Product Leadership

We prioritize product leadership by expanding R&D investment informed by strongly aligned product, marketing, and sales organizations – creating a virtuous cycle of developing products and services the market wants

Strategic Acquisitions

Outsourced corporate development support for our portfolio companies, helping identify, diligence, and close accretive and strategic add-on acquisitions. Post-close, we support integration initiatives and synergy capture

Talent Development and Human Capital

We design organizations for scale and drive enhanced performance through training & development initiatives, incentive programs, and recruiting. We design boards with independent directors that add substantive value

Data-Driven Operating Framework

We believe you can only manage what you can measure. We help companies develop, track, and manage to KPIs that help identify what is and is not working, and where we can accelerate investment to drive growth

ESG Initiatives

We take our role as investors seriously. We believe value creation is measured by more than financial outcomes. We seek to create opportunity for over 10,000 employees at our portfolio companies and in their communities

Capital Markets Expertise

We help our portfolio companies optimize their capital structures and negotiate favorable terms in financings. We can also help prepare our companies for listing in the public markets through an IPO

Portfolio Collaboration

We actively drive cross-portfolio interactions that help our portfolio companies leverage best practices and shared expertise across the collective OceanSound network, including customer & partner introductions

MEET OUR TEAM