Private Equity · VALUE CAPTURE
Add-On Integration & Synergy Capture.
Each acquisition brought onto the platform's pricing, systems and operating model on a set schedule, with the synergy case tracked until it shows in the run-rate.
The problem this solves
- Acquired businesses running their own systems, pricing and workflows long after close
- Synergy cases built for the investment committee and never tracked afterwards
- Integration work landing on the same managers who run the business
What we measure
- Time to platform standard per add-on
- Synergies realized versus deal case
- Customer and staff retention at acquired businesses
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Day-one and first-90-days playbook
A repeatable plan for every add-on covering finance, pricing, systems, people and customer communication, run through an integration office set up with management.
02
One platform standard
A common chart of accounts, pricing architecture, core workflows and KPI definitions, with data migration and automation led by Ometz Partners and owned by management.
03
Synergy tracking
Cost and revenue synergies tracked line by line against the deal case, with variances reported to the board as they appear rather than at exit.
The market context, in published numbers
10–12%
annual EBITDA growth today's buyout entry prices need to reach a 2.5x return over five years, against about 5% for a typical 2015 deal, when cheaper debt and rising multiples did much of the work
Bain & Company, Global Private Equity Report 2026, “Welcome to a New Era” (2026)
32,000
companies held unsold in private equity portfolios, representing roughly $3.8 trillion in unrealized value
Bain & Company, Global Private Equity Report 2026, “The Industry Gains Traction” (2026)
72%
for operational improvements, ranked by general partners as the top value-creation lever
S&P Global Market Intelligence, 2026 Private Equity Survey (fielded February 2026) (2026)
72.9%
of US private equity buyouts in 2025 were add-on acquisitions, in line with the five-year average
PitchBook, 2025 Annual US PE Breakdown (data as of December 31, 2025) (2026)
9%
of private equity respondents are confident they could pass an AI governance audit within 90 days (PE subgroup of 100; directional)
Grant Thornton, Private equity insights: 2026 AI Impact Survey Report (2026)
Figures are third-party market benchmarks from the cited sources, not Ometz Partners client results. We share them so you can size the problem before we ever talk.
Capabilities
What the Integration & Value Capture program covers.
Day-1 readiness and the first 100 days
Legal Day-1 readiness, communications, decision rights and a plan for the first 100 days with the risks named and owned.
Integration management office
Workstream plans, a weekly cadence, issue and risk logs and decision tracking, run with your leadership and the sponsor.
Synergy tracking
Each synergy defined, baselined and owned, with run-rate benefits and one-time costs tracked against the deal model.
Systems and data consolidation
Practice-management, ERP, CRM, accounting and custodial platforms consolidated, with data mapping, migration and reconciliation automated where possible.
Operating-model harmonization
Pricing and fee schedules, front-desk and back-office processes, and policies standardized where it creates value, and left local where it does not.
People and relationship retention
Retention plans for clinicians, advisors, partners and key staff; for wealth platforms, advisor transitions and client repapering run as a tracked workflow.
Carve-outs and TSA exits
Standalone functions stood up and transition-service agreements exited on schedule for businesses carved out of larger groups.
Also in the Private Equity program
MARGIN
The 100-Day Value-Creation Plan
The diagnostic's priced plays turned into owned workstreams, with margin and cash levers in the run-rate by day 100 rather than still in the model.
CLARITY
Value-Creation Scorecard & Exit Evidence
One measured view of every lever in the plan, built so the result holds up in a buyer's quality-of-earnings and operational diligence.
Next step
Size this opportunity in your own numbers.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.