Private Equity · 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.
The problem this solves
- Board packs that report activity and month-end results, not leading indicators
- Improvements claimed without a baseline, which buyers discount or exclude
- AI in production with no governance record a buyer, lender or LP can inspect
What we measure
- Share of plan value measured against a baseline
- Days to close the monthly board pack
- Evidence items ready for the data room
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Baseline and KPI tree
Each lever mapped to the operating metrics that drive it and baselined from the company's own systems before work starts.
02
Board and sponsor scorecard
A monthly view by lever (owner, baseline, delta, run-rate) with the data lineage behind every figure.
03
Exit-ready evidence pack
Baselines, measured deltas, running systems and AI governance records (use inventory, human sign-off points, audit trails), organized for the data room.
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 Performance Measurement program covers.
KPI framework and definitions
A metric tree from enterprise value drivers down to operating measures, with owners and definitions written down and agreed.
Data integration
Automated extracts from ERP, CRM, practice-management, custodial and planning systems into one governed data model.
Dashboards and management packs
Leadership, board and lender views built from the same data and refreshed on schedule.
Initiative and synergy tracking
Value-creation, integration and improvement initiatives tracked from plan to realized impact.
Portfolio reporting for sponsors
Comparable KPIs across portfolio companies, with company-level detail for operating partners.
AI-assisted variance commentary
First-draft explanations of variances generated from the underlying data, reviewed and edited by finance before anything goes out.
Data quality monitoring
Automated checks for missing, late or inconsistent data, so problems surface before the board meeting rather than during it.
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.
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.
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.