Portfolio Company Performance

Finding and executing the right deal is important, but what happens after the deal closes is equally—if not more—important. We work with portfolio management (and investors) to deliver value after the deal closure. Our work includes short-term cash programs, cost and revenue transformations, and longer-term strategy.
We help improve portfolio company performance by:

Executing a 100-day plan

A well-targeted value capture plan executed during the first 100 days after closure can have a significant impact on the success of a transaction. Warburg delivers end-to-end development and execution support of 100-day programs to create value. Our offering targets all functional levers, identifies quick wins and longer-term improvement needs, and provides a transformation strategy with prioritized initiatives, implementation plans and responsibilities, and Key Performance Indicators (KPIs).

A 100-day plan, which is done at both a high and detailed level, typically covers six essential elements:

• Strategy—what to do
• Value capture—how to do it
• Governance and organization—who to manage what
• Business continuity—how to limit disruption
• Alignment and mobilization—how to gain momentum
• Project management—how to ensure efficient implementation

Improving capabilities

We help investors drive value in their portfolio by transforming the functional performance of portfolio companies in high-impact areas such as pricing and sales force effectiveness. Not only do we draw on Warburg’s unmatched functional expertise, but we also tailor our offering to the needs of investor-owned companies. This approach delivers value over shorter time horizons, stronger links between investments and returns, and prioritization based on exit strategies.
Our functional capabilities include: strategy, organization, marketing, sales, operations, and IT.

Strategy

We help portfolio companies define and implement business strategies that enable them to grow, globalize, or simply compete successfully in today’s difficult economic environment.

The most common, high-impact issues for portfolio companies include:
• Strategy building
• Growth strategy
• Strategic re-positioning
• Go-to-market strategies for new products and services

Organization

We help portfolio companies build their organizations in primarily two ways:

• Optimizing organization structure, internal processes, and corporate governance
• Defining the appropriate roles and building capabilities to improve business performance and enable value creation
Common high impact issues for portfolio companies include:
• Organizational health diagnostics and treatment
• Organization redesign/restructuring
• Capability buildin

Marketing & Sales

We help portfolio companies achieve commercial excellence by leveraging our set of proprietary diagnostic tools that quickly access and evaluate all commercial areas.
Common high impact issues for portfolio companies include:

• Pricing
• Marketing ROI
• Sales force effectiveness
• Channel effectiveness
• Micro market growth

Operations

We support our clients who strive to achieve operational excellence through optimizing their product development, manufacturing processes, procurement, and supply chain function. Our set of proprietary diagnostic tools quickly assesses and evaluates all relevant operational levers.

Common high impact topics for portfolio companies include:

• Procurement
• Lean manufacturing
• Supply chain
• Design to value
• Lean engineering

IT support functions

Warburg has a broad set of capabilities to help clients enhance their support functions. Common high impact topics for portfolio companies include:

• IT strategy
• Lean IT
• IT outsourcing and offshoring