Built For
Operating Partners
Portfolio-Company Leaders
Value Creation Teams
A Plan can look on track while value slips
THE PROBLEM
Manual workarounds, delayed TSA exits, fragmented processes, and low adoption can erode margins before the impact is reflected in financial reporting.
We connect live operational data with hands-on advisory support to identify execution gaps early—and help your teams close them.
WHAT MAY SIT BENEATH THE SURFACE
Manual workarounds
Extra effort that never appears in the plan.
Delayed TSA exits
Transition costs extending beyond expectations.
Low process adoption
New systems. Old ways of working.
Illustrative execution risks, not client data.
Close the gap between
planned and realized value.
The Solution
Capture the value lost between what your operating model could deliver and what it delivers today. We bring people, technology, and operational evidence together to identify that gap and act on it.
01/ Assess
Size the opportunity
Assess potential value and the operating conditions needed to capture it using proprietary models.
02/ Build
See the Risk Early
Translate enterprise data into signals of friction, delays, and adoption gaps.
03/ Executive
Focus the Response
Give teams clear priorities and ownership through continuous act, learn, repeat cycles.
04/ Scale
Track the Impact
Connect operational improvements to EBITDA goals and evidence supporting exit value.
Three ways to move
the financial outcome.
HOW WE ALIGN ACTION TO VALUE
Our Triple Play framework helps prioritize opportunities across growth, efficiency, and synergy, from diligence through execution.
01 / Growth
Build capacity to grow.
Identify the operating constraints that limit growth and what teams need to support additional demand.
02 / Efficiency
Reduce operational drag.
Find avoidable effort, process friction, and delays. Shape savings plans around actual adoption and delivery progress.
03 / Synergy
Make integration pay.
Connect teams, workflows, and ownership so planned acquisition benefits become coordinated execution.
HOW WE ALIGN ACTION TO VALUE
Put a value on operational fiction
Our proprietary calculator and consolidated Transformation Arbitrage score help assess constrained value, surface bottlenecks, and focus the response.
The Delivery Approach
5-Day Kinetic Assessment
Establish an operational baseline, define the business case, and set up the delivery model.
100-Day Plan Execution
Use KTA to translate the value creation plan into coordinated workstreams, accountable owners, and trackable milestones.
Continuous Governance
Connect execution progress, emerging risks, and operational performance to your value creation goals.
Supporting Growth Through Acquisition
Client example / PE-backed insurance MGA
A private equity-backed MGA pursuing global acquisitions needed integration infrastructure and experienced support to manage cross-border TSA exits.
Simpel & Associates established an Integration Management Office using KTA, combining partner-level oversight with real-time process analytics to support the CEO and internal integration lead.
Across four countries
Integration supported with a single internal lead.
Efficiency gain
Improved integration management and reduced post-close transition timelines.
Executive profiles matched
Experienced leaders identified to address critical resource gaps.
Capital raise supported
Integration performance metrics helped substantiate execution capability.
Results reflect this engagement; outcomes depend on scope and business conditions.Where is your value creation
plan Gaining momentum?
TAKE YOUR FIRST STEPGA
Discuss your priorities, potential sources of EBITDA leakage, and barriers to execution. Leave with an initial view of where to focus and practical next steps.