Capabilities

Private Equity & Financial Sponsors

For Private Equity-backed COOs, the mandate is clear: deliver rapid, measurable enterprise value. Success requires streamlining operational complexity to enable faster growth, stronger margins, and readiness for the next transformation. The pressure to execute is immense, and the margin for error is zero. 

SSA & Co. partners with the Office of the COO to turn operational ambition into lasting advantage. We live at the intersection of capability and execution, engineering transformation from the inside out to build leaner, more scalable operating models. By embedding operational rigor and AI-enabled intelligence into the core of the business, we help our clients unlock value and accelerate their growth agenda.  


Rapid EBITDA Assessment and Value Capture 

When the timeline for value creation is compressed, leaders need to identify and act on opportunities with speed and precision. We deploy nimble, light-footprint teams to conduct a rapid diagnostic of current operations, pinpointing high-impact improvement levers and building a clear, actionable plan to improve EBITDA.  

  • Assess and Identify: Our teams work shoulder-to-shoulder with key stakeholders to evaluate operational processes, financials, and technology, quickly identifying pain points, scalability issues, and opportunities for immediate improvement 
  • Develop the Value Creation Plan: We quantify and categorize all improvements by their direct impact on EBITDA, building a strategic roadmap and business case to guide execution and govern the transformation 

 

Enabling Platform Build to Accelerate Scale 

For platforms built on an M&A growth strategy, success depends on the ability to integrate add-on deals quickly and reliably. We turn portfolio companies into scalable acquisition engines by embedding a disciplined framework across the M&A lifecycle, ensuring faster integrations, consistent execution, and measurable ROI on every transaction.  

  • Implement a Lasting Roll-up Capability: We establish a standardized operating model with clear governance and a repeatable KPI cadence, hard-wiring continuous improvement so synergies are captured and the platform scales with lower risk 
  • Drive Scale Enablement: By establishing shared services, automating workflows, and unifying data, we build a scalable platform where add-ons plug in seamlessly  
  • Invest in Functional Playbooks: We institutionalize best practices in high-impact areas—across commercial, operations, and G&A—to build repeatable expertise and ensure improvements stick 

 

Transforming Complex Operating Models for Value Delivery 

Operational complexity is the enemy of growth. We help portfolio companies cut through convoluted structures and processes to focus on what truly drives enterprise value. By streamlining the operating model, we enable faster, more profitable growth and position the platform for its next transformation.  

  • Scale Core Platforms: We optimize end-to-end production, service, and distribution networks to unlock margin, improve throughput, and enhance reliability across complex, multi-site operations 
  • Simplify the Operating Model: We rationalize overlapping processes, clarify decision rights, and embed Lean methodologies to improve speed, eliminate waste, and drive accountability 
  • Accelerate KPI-Driven Performance: We establish the key metrics that tie directly to enterprise value and build performance dashboards that give operators and investors a clear line-of-sight to value delivery 

 

Operational Rigor to Accelerate Commercial Excellence 

An ambitious growth agenda is only as good as the operational discipline that underpins it. We embed rigor into the commercial engine, using analytics and AI-driven insights to build key capabilities that increase sales and margin, reduce customer attrition, and improve share of wallet.  

  • Stand Up Commercial Operations: We define governance, roles, and playbooks to build world-class, go-to-market teams and provide leadership with actionable KPIs and high-veracity pipeline data 
  • Align Assets to Market Opportunities: We use data to quantify Ideal Customer Profiles, prioritize growth opportunities, and deploy commercial resources where they will have the greatest impact 
  • Grow Customer Contribution: We optimize pricing, create strategic account plans, and build AI-enabled “early warning systems” to mitigate attrition risk and increase lifetime customer value 

 

At SSA & Co., we partner with COOs to build resilient, high-performance operations—the engine that transforms a deal thesis into measurable, lasting impact. 

Team Contacts

“The SSA & Company team commanded the acquisition and integration with professionalism and interpersonal skills that kept us involved and satisfied while making the portfolio company feel comfortable that its best interests were at heart.”

Operating Partner, Private Equity Firm

How We Help Our Clients

CIM Review

Providing financial and operational analysis, organizational effectiveness assessment, strategic alignment review, upside business case hypotheses generation, competitive benchmarking, risks and mitigation identification, implementation assessment

Operational Due Diligence

Assessing current state of core people, process, technology, and digital components of the business, site visits & evaluation, LEAN capabilities & maturity assessment, organizational structure & census review, financial analysis & benchmarking, executive & key staff interviews & evaluations, future state & upside scenario generation, risk & mitigation identification, business case creation & investment thesis refinement (EBITDA, cash flow, operations, and organizational impacts)

Pre-Close & Day 1 Planning

Planning and readiness planning for Post-Close and Day 1 priorities; 100-day plan, critical workstream definition & prioritization, synergy target & key performance indicator definition, business case tracking, and organizational change readiness

100-Day Sprint

Enabling client team mobilization, quick hit implementation, accelerated LEAN implementation for critical processes, execution of initial organizational changes, business case & key performance indicator tracking

Business Transformation

Leading core operational improvement & LEAN transformation implementation, digital acceleration, organizational consolidation & shared service implementation, supply chain & vendor optimization, organizational optimization & rationalization, management control, and reporting

Exit Strategy

Identifying additional upside and external growth opportunities to increase portfolio company value post-exit

CASE STUDY

Uncovering Operational Efficiencies to Achieve 25% Growth

A private equity-backed fire suppression business had acquired several competitors as part of an aggressive roll-up strategy, and three recent acquisitions were performing poorly.

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Featured Insights

Insight

Wharton CIO Alternative Investments Summit

SSA & Company was proud to have participated in the CIO Alternative Investments Summit hosted by Wharton Private Equity & Venture Capital Alumni Association.  We were honored to partner with our colleagues across Council Advisors and The Miles Group to serve as a gold-level sponsor, supporting this forum where leaders from private equity, venture capital, hedge funds, family offices, and more shared insights on the evolving world of alternative investments.

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Insight

Growth Equity Today: Adapting Buyout Playbooks to Accelerate Performance

Growth equity firms today face extraordinary market characteristics. Hold periods have extended, many investments are ‘upside down,’ and fund IRRs, on average, have turned negative. Additionally, capital costs have increased, and raising capital has grown increasingly difficult.

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Insight

Leading Portfolio Companies in Times of Uncertainty

External headwinds and difficult performance outlooks have forced private equity firms to rethink near-term prospects and portfolio company strategies. In this Value Walk article, Matt Katz and Andrew Solar outline a new playbook for private equity companies leading in uncertainty.

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Insight

Looking Back at 2023

2023 was a difficult market in many ways. Acquisitions and dollars invested along with exits and IPOs were down while capital under management continued to accumulate. As a result, the world for financial sponsors grew much more competitive, causing them to focus on building distinctive, proven competitive advantages – in raising capital, in finding deals, in exiting, and of course, in fundamental value creation.

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Case Study

Identified Post-Acquisition Operational Efficiencies to Achieve 25% Growth for PE-Owned Services Business

A private equity-owned services business sought to understand the root cause of issues and identify key levers to incorporate into a roadmap to restore performance for recently acquired businesses.

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Case Study

Implemented Acquisition Model to Accelerate EBITDA Achievement by 40% for PE-Owned Medical Provider

A private equity-owned multi-office medical provider needed to define processes, steps, and duration, and implement performance metrics and dashboards so they could drive acquisition ROI and office contribution.

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Case Study

Developed Sustainable Operating Platform to Realize 15% Revenue Growth at PE-Owned Dental Services Organization

A private equity-owned dental services organization needed help to create a sustainable operating platform for acquisition.

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Case Study

Delivered Revenue Realization Prediction for 15% Valuation Improvement for PE-Owned Manufacturer

A private equity-owned contract manufacturer needed to improve revenue and order flow predictability to maximize valuation, optimize production planning, and align sales compensation globally.

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Find out how we can help transform your business

While today’s age of disruption and rapid digitization has companies rethinking their strategies, few know how to translate them into action and results. We work with clients to develop and implement tailor-made solutions that deliver exponential returns.

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