An extension of your portfolio operations team

Portfolio Company Assessment

If portfolio operations isn’t part of your firm’s DNA, we can can help.

With a 360 degree assessment we quickly identify key strategic and functional gaps and the initiatives required to address them, minimizing risk and putting your portfolio company on a sound path to growth.

Growth Strategy & execution

Many of our clients have management teams with deep industry experience but lack the perspective or resources to develop a comprehensive strategic plan.

We work closely with management teams to identify growth opportunities, prioritize resources and investments and develop an execution plan to drive EBITDA improvements.

Our strategy project also serve to bridge the communication gap between management teams and the board of directors, ensuring strategic alignment.

cost savings & functional excellence

Ibex brings the analytical horsepower and domain expertise to deliver quick payback pricing and purchasing improvements.

Improvements in product strategy, sales and marketing can have an even greater impact if addressed early in the holding period.

Our functional experts guide teams through targeted engagements or step in as interim leaders to initiate a significant course correction.