Services

Portfolio Value Creation

Creating value that drives exits. With the right partner, private equity firms can uncover new growth and profitability across portfolio companies. Ready to create more value?

How We Help

Finding Value Where It Counts

Our data-driven approach uncovers hidden value within your portfolio. Using proprietary tools, our team identifies technology-driven growth opportunities that drive efficiency and margin expansion. We help you prioritize these opportunities, creating a roadmap that aligns with your investment strategy. Through rigorous analysis, we go beyond surface-level insights to focus on value creation that is actionable and cost-effective.

Powering Platform Growth

We align platforms with your exit goals, leveraging technology and operational improvements for optimal performance. From integration to operations to customer experience, we build structures that streamline processes, reduce operating expenses, and maximize ROI. Our cross-functional teams bring the knowledge needed to implement strategies that boost both short- and long-term value, preparing your assets to appeal to future buyers.

Turning Plans into Action

Our approach to portfolio enablement is hands-on, ensuring that deal teams transition seamlessly into post-close execution. We build and scale tech-enabled operations, develop new revenue channels, and deploy tools to optimize every corner of your business. With our comprehensive post-close support, we empower your team to achieve growth targets and improve company-wide performance, from day one to exit.

Turning Insights into Revenue

Leverage advanced data science to uncover high-value insights and opportunities within your portfolio. Our technology solutions achieve a 20% boost in sales velocity, a 25% reduction in operating expense, and increase revenue capture by up to 15%. By unlocking data-driven insights, we help you take advantage of industry trends, improve decision-making, and enable better, faster growth for your portfolio companies.

The Case for Portfolio Value Creation

80%
of private equity leaders view operational improvement as essential for value creation

65%
of deals benefit from post-close operational changes

95%
of successful exits involve tech-driven transformations

What We’ll Achieve

Enhanced Market Position

Drive growth across portfolio companies by aligning strategic and operational initiatives with market demands, building competitive differentiation.

Operational Efficiency

Streamline processes and reduce costs with our targeted efficiency improvements that increase margins and minimize overhead.

Strategic Agility

Implement robust operational frameworks that adapt to market shifts, empowering your team to pivot quickly and capture new opportunities.

Revenue Growth

Enable your portfolio companies to leverage advanced analytics and technology to expand revenue streams and capitalize on emerging trends.

Why West Monroe?

Industry Expertise with Execution Focus

Our team pairs deep industry insights with a practical, hands-on approach, delivering results that align with your exit strategy from day one.

Proven Success in Private Equity

With decades of experience working with top private equity firms, we understand what creates value during the hold period and position companies for successful exits.

Consistent & Committed Partners

West Monroe isn’t just an advisor; we’re an engaged partner. Our transaction and execution teams stay with you from diligence through post-close, ensuring consistency and a full understanding of your investment strategy.