Engaged by the stakeholders of Private Equity and Family Offices, we provide an advisory/on-site management team who drive (in the case of management takeover) and support (work alongside existing senior management) operational and financial performance improvement for their troubled or struggling Portfolio Companies.
Establish objectives and a preliminary project plan while gathering input from PE/FO stakeholders on key matters and concerns related to the portfolio company. The session will also include a discussion of the company’s management team and a review of both the internal environment and the broader market landscape.
Conduct on-site review, assessment, and diagnostics. The Turnaround & Restructuring Group works either collaboratively with, or independent of, portfolio company senior management to establish a fact-based current-state view of financial and operating results—from Top-Line to EBITDA—aligned with stakeholder concerns.
Translate findings into a clear Capstone Lawrence action plan to address underperformance. Align leadership around market fit, sales and marketing motions, and finance and operations priorities.
Work alongside management to stabilize operations and accelerate performance. Implement targeted performance initiatives, optimize core processes, strengthen frontline management capabilities, and establish governance frameworks.
Link execution to measurable financial outcomes, embed dashboards and reporting frameworks, and transition ownership to management with durable systems and a sustainable operating rhythm.
Our team brings decades of experience in Big 4 accounting, Wall Street finance and treasury, and global C-level leadership at organizations ranging from $5M to $500M in revenue.
We understand Private Equity and Family Office priorities around asset preservation and apply a disciplined yet sensitive approach when working with challenged portfolio companies and their management teams.
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