Immediately post-acquisition, we support the drive for rapid returns by developing a strategic blueprint, leading workshops that align management with strategic priorities and directing focused initiatives. During the ownership phase, we support leveraged efforts in revenue enhancement and cost reduction and refresh the value-creation plan.

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Having paid record-high prices for recent acquisitions and with exit conditions likely to be less favorable than those at entry, private equity firms need a radically different formula to earn attractive returns. They are replacing passive stewardship with a hands-on approach to building value in their portfolio companies.

Cavallo & Associates is a leader in supporting an activist approach to ownership. We often find that the work we do immediately post-close has the biggest impact, and our numbers tell the story: The mean return of all investments during the first year where Cavallo & Associates has been retained is 2 times invested capital, well over the industry average of
1.4 times.

We assist in post-close activity in three time-tested ways:

Blueprint: Defines the business’s full potential and creates a program to capture it–complete with specific initiatives, detailed action plans, assignment of accountability for results and a dashboard of metrics to track operational and financial performance.

Focused initiatives: Identify highest priorities first, such as new product introductions, sales force productivity and integration of add-on acquisitions; and

Management workshops: Provide a structured, interactive forum for sponsors and managers to develop a value-creation plan.

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