Private Equity & Financial Sponsors

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We help portfolio company COOs improve EBITDA and unlock value. 

For a private equity-backed COO, the mandate is clear: create measurable enterprise value, fast. That means cutting through operational complexity to drive growth, widen margins, and reduce costs to position the business for the future. Speed to result is critical, and the margin for error is zero. 

Meeting that bar requires more than a plan. SSA & Co. partners with COOs and operating teams to turn operational ambition into lasting advantage. We embed and work side by side with teams, solving hard problems and building scale.  We use our Digitally Enabled Process ImprovementSM to integrate analytics and AI into your operating model. We use Lean Six Sigma principles to eliminate waste and create efficiencies. The result is a portfolio company that runs faster and more profitably than it did before we arrived.

From pre-purchase to exit, we help sponsors build enterprise value at every stage.  On the buy-side, we pressure-test the deal thesis and surface operational value before close; through value planning, we shape the value creation agenda for the hold period; in value realization, we work alongside management to convert plans into measurable results; and at sell-side exit, we position the business so the value created is fully reflected in the outcome.

Where We Help

Deploy nimble, light-footprint teams to conduct rapid diagnostics and develop value creation plans to create accountability and improve EBITDA 

  • Assess and Identify: Our teams work 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

Embed a disciplined framework and focus on high-impact value levers to drive faster integrations, consistent execution, and measurable ROI on every add-on 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 

Focus on what drives enterprise value by streamlining complexity to enable faster growth, stronger margins, and readiness for 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

Leverage analytics/AI and decision-making frameworks to build key capabilities that increase sales and margin, reduce customer attrition, and improve share of customer 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

Talk to Our Experts

Matt Katz

Managing Partner

Fred Asbeck

Managing Director

David Brink

Managing Director

Faisal Haque

Managing Director

Jeff Krajacic

Managing Director

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Find out how we can help transform your business

Today’s disruption and rapid digitization have companies rethinking strategy, but few translate it into action and results. We work with clients to develop and implement bespoke solutions that deliver exponential returns.