Service Offering
Opportunity Assessment & Value Creation
In today's high-multiple investment environment, Private Equity firms face mounting pressure to deliver superior returns from portfolio companies. Catalant Experts blend operational rigor gained from Fortune 500 leadership roles with analytical frameworks honed at top-tier consulting firms to:
APPROACH
Transform Strategic Vision Into Measurable Results
01
Diagnose opportunities
Perform operational assessments across people, process, and technology to identify high-impact improvement areas. Deploy analytical tools to surface hidden inefficiencies and profit leaks within portfolio companies.
02
Create value roadmaps
Create actionable strategic plans aligned with investment theses, focusing on specific growth and optimization levers. Prioritize initiatives based on potential impact, resource requirements, and implementation complexity.
03
Drive execution excellence
Translate strategy into execution through proven methodologies that bring value creation plans to life. Establish cross-functional accountability with clear ownership and aligned incentives.
04
Build tracking systems
Define KPIs and build tracking mechanisms to actively manage strategic initiatives. Create dashboards providing real-time visibility into progress against value creation targets.
05
Deliver sustainable change
Embed value creation in organizational DNA through structured change management. Address implementation barriers proactively to maintain momentum throughout transformations.
WINNING TOGETHER
Opportunity Assessment & Value Creation in Action
Problem
A legacy B2B manufacturer and distributor of industrial parts, acquired by a private equity firm, faced increasing competition as buyers shifted to digital purchasing channels. Despite good products and longstanding customer relationships, outdated sales and marketing systems restricted growth potential.
Action
Catalant Experts conducted a comprehensive assessment of existing sales motions and systems to identify improvement opportunities. They implemented new digital infrastructure, including Salesforce CRM and online customer portals while realigning the sales force across legacy and digital channels. To measure performance, formal KPIs and reporting dashboards were established.
Results
Successfully transformed the company’s go-to-market approach, resulting in:
- 5% YoY revenue growth within six months post-implementation
- 20% growth in new customer accounts alongside reduced churn
- 50% reduction in customer order processing time and support call volume
Financial Process Optimization
A rapidly growing hospitality company struggled with cumbersome manual processes in legal and financial functions. Cross-functional inefficiencies resulted in month-long reporting delays, contract bottlenecks exceeding 60 days, and significant employee burnout. Through targeted process assessment and system implementation, Catalant Experts reduced contract turnaround time from 15 to 3 days, eliminated $3 million in external legal expenses, and streamlined expense reporting through improved data integration.
Portfolio Company EBITDA
A $1.2B industrial portfolio company struggled with flat margins post-acquisition despite revenue growth. Using AI-powered diagnostics, Catalant Experts identified over $60M in cost-savings and profitability opportunities, implemented zero-based budgeting across functions, and created profit visibility dashboards. The transformation delivered $42M in annualized EBITDA gains within 12 months, 9% SG&A reduction without layoffs, and embedded a sustainable optimization framework across all business units.
FEATURED EXPERTS
Featured Value Creation Experts
Christopher B.
Ex-Deloitte, PwC, Motorola strategist specializing in value creation and M&A
Identifies opportunities across operational efficiency, commercial and RevOps excellence, digital transformation, and M&A. Executed over $50B in transactions with proven methodology for EBITDA growth in PE-backed firms and corporations.
Benjamin L.
Ex-3G Capital, AB InBev, PVH Corp transformation expert specializing in value creation
Architected Zero-Based Budgeting and profitability optimization playbooks that have unlocked over $1B in sustainable EBITDA growth. Applies AI-powered approach to identify opportunities and scale impact across consumer goods and private equity portfolios.
Lynn S.
Ex-McKinsey consultant and Kaplan GM delivering $500M+ transformation results
Delivered $500M+ in value creation for private equity portfolio companies and middle market firms. Provides full-stack transformation services from opportunity identification through bankable plan development and interim leadership execution
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