Private Equity · 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.
The problem this solves
- Value-creation plans written at signing that management never turned into owned workstreams
- Margin levers (pricing, cost-to-serve, procurement, labor productivity) with no single owner
- Manual finance and operations work absorbing the managers meant to run the plan
What we measure
- EBITDA run-rate versus plan, by lever
- Cash conversion and days sales outstanding
- Cost-to-serve per unit (visit, account, engagement or order)
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Pre-deal performance scan
Run under your NDA and, where one applies, your clean-team protocol: an operator's read of where margin, growth and integration value sit in the target, as one input to your own investment judgment.
02
Margin and cash levers
Price realization, discount discipline, cost-to-serve, procurement and working capital, each with an owner, a baseline and a weekly target.
03
Work redesigned, AI where it pays
Collections, scheduling, intake, reporting and the monthly close redesigned end to end, with automation and AI built in where they cut cost or cycle time measurably.
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 Operations Performance program covers.
Process measurement and redesign
Process mapping, work sampling and system logs to find where time, cost and errors accumulate, followed by a redesigned flow with clear ownership.
Order-to-cash and procure-to-pay
Emailed and PDF purchase orders read into the ERP, invoice matching, deduction and chargeback research, and collections prioritized by risk and value.
Revenue cycle operations
Eligibility, authorization preparation, claim edits and denial work queues for care providers, with root causes fed back to scheduling and intake.
S&OP and planning
A monthly sales and operations planning cycle with demand signals, capacity, inventory and service levels in one view, so plans hold between meetings.
Quality and regulatory documentation
Drafting and assembly of deviations, CAPA records, certificates of analysis, safety data sheets and specifications for review. Your Quality Unit reviews, approves and signs every GMP record.
Financial-services operations
Account opening and transfer paperwork, advisor onboarding files, fee billing and reconciliation, tax and audit engagement preparation, and alert-review preparation, with every decision left to your operations, principal and compliance staff.
Close, reconciliation and reporting
Month-end close tasks, reconciliations and management reports assembled automatically and checked against your controls.
Also in the Private Equity program
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.
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.