Value creation advisory

$0.00

Turn value creation plans into measurable business results. We combine senior operational expertise with patented technology to identify EBITDA leakage, prioritize growth and efficiency opportunities, and align teams around execution.

Talk to a partner

Turn value creation plans into measurable business results. We combine senior operational expertise with patented technology to identify EBITDA leakage, prioritize growth and efficiency opportunities, and align teams around execution.

Talk to a partner

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.

REPORTED STATUS On track

WHAT MAY SIT BENEATH THE SURFACE

01

Manual workarounds

Extra effort that never appears in the plan.

02

Delayed TSA exits

Transition costs extending beyond expectations.

03

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

01

5-Day Kinetic Assessment

Establish an operational baseline, define the business case, and set up the delivery model.

YOUR OUTPUT Clear priorities. A practical plan.
02

100-Day Plan Execution

Use KTA to translate the value creation plan into coordinated workstreams, accountable owners, and trackable milestones.

YOUR OUTPUT Ownership. Coordination. Progress.
03

Continuous Governance

Connect execution progress, emerging risks, and operational performance to your value creation goals.

YOUR OUTPUT Ongoing visibility. Targeted action.

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.

8 acquisitions

Across four countries

Integration supported with a single internal lead.

50%

Efficiency gain

Improved integration management and reduced post-close transition timelines.

48 hours

Executive profiles matched

Experienced leaders identified to address critical resource gaps.

$125M

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.