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 enables organizations 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.
Solution Spotlight: Catalant Forward Deployed Experts™
Find Hidden Value Across Your Organization
Pair value creation experts with AI engineers to surface opportunities grounded in how your business runs, day to day.
WINNING TOGETHER
Opportunity Assessment & Value Creation Use Cases
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 Despite good products and longstanding customer relationships, outdated sales and marketing systems restricted growth potential.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
Consultants 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, consultants reduced contract turnaround time from 15 to 3 days, eliminated $3 million in external legal expenses, and streamlined expense reporting through improved data integration.
Commercial Operations Transformation
A PE-backed cybersecurity company struggled with siloed Sales and Customer Success teams, fragmented data, and unclear account ownership limiting lifecycle visibility. Catalant mapped the end-to-end sales process and customer journey to identify structural gaps, then implemented a unified KPI framework linking leading and lagging indicators. This identified approximately $6M in value from optimized segmentation, unified reporting for data-driven revenue management, and improved forecast accuracy with clear accountability.
featured experts
Opportunity Assessment & Value Creation Consultants
Christopher Bonn
Catalant consultant
Ex-Deloitte, PwC, Motorola strategist specializing in value creation and M&A
Oyinda Ajayi
Catalant consultant
Ex-PE operations and strategy consultant with executive leadership experience
Christopher Bonn
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.
Oyinda Ajayi
Ex-PE operations and strategy consultant with executive leadership experience
Leads post-merger integrations, value-creation playbooks, and GTM strategies for PE-backed companies with 10+ years of experience. Drives operational improvements across middle-market and Fortune 500 organizations that deliver measurable value creation.
Lynn Seay
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
Access the latest insights from Catalant’s community of experts.
See What's TrendingIs Your Portfolio Realizing its Full Value Potential?
Get the expertise you need, when you need it.
