Additional Services & Workshops
Executive Chair - Leading PE-Backed Turnarounds
A 12–36 month engagement providing board-level leadership to stabilise underperforming portfolio companies, rebuild investor confidence, reshape leadership teams, and craft equity stories that turn turnarounds into premium exits.
Duration - 12 to 36 months (Engagement aligned to holding period milestones)
Objective: Provide hands-on board-level leadership and investor alignment in situations where portfolio companies face underperformance, stalled growth, or investor confidence risks. As Executive Chair, the focus is on:
Stabilising the business and re-establishing investor and market confidence.
Accelerating strategy-to-execution to deliver rapid proof points.
Supporting and, where necessary, reshaping the C-suite to ensure the right leadership team is in place.
Embedding execution discipline through clear governance, accountability, and cadence.
Rebuilding the equity story as a forward-looking blueprint to guide decision-making, prioritisation, and investor communications.
Positioning the company to move from distress or stagnation to a credible exit narrative.
Acting as the investor’s trusted partner while creating space for management to perform.
Content
Rapid Situation Assessment: Diagnose financial, operational, and leadership gaps within the first 30–60 days. Deliver an investor-grade assessment of risks, opportunities, and the immediate path to stabilisation.
Board–Management Alignment: Translate investor priorities into clear, actionable initiatives for management. Reset communication channels and re-establish trust between investors, board, and executives.
Cost-base Restructuring: basing staff and departmental numbers on industry benchmarks coupled with deep indirect spend reviews.
Leadership Development and Reset: Where needed, recruit, restructure, or reframe roles within the C-suite. Provide personal mentoring to new or existing leaders to accelerate their readiness for PE-backed demands.
Execution Discipline: Establish reporting cadences (weekly dashboards, monthly board packs, quarterly investor reviews) that create one version of the truth. Introduce KPIs that expose risks early and build transparency.
Rebuilding the Equity Story: Redefine the company’s forward-looking narrative around market positioning, value levers, and differentiation. Use this refreshed equity story as the organising principle for prioritisation and execution — ensuring every initiative links back to strengthening the future exit case.
Value Creation Roadmap: Convert the turnaround thesis and rebuilt equity story into a 12-quarter roadmap. Prioritise initiatives that deliver immediate EBITDA impact while building long-term scalability and buyer attractiveness.
Investor Confidence Building: Communicate progress consistently with investors, highlighting execution proof points and how they map back to the evolving equity story. Ensure the turnaround is seen as credible, evidence-based, and buyer-ready.
Exit Readiness: Ensure that the turnaround not only stabilises performance but also rebuilds the equity narrative to command multiples at exit.
Key Takeaways
Rapid stabilisation of underperforming or at-risk portfolio companies.
Alignment between investors, board, and management on the turnaround thesis.
Strengthened or restructured leadership teams able to thrive under PE ownership.
Clear accountability frameworks and execution cadence that prevent drift.
Early proof points delivered to rebuild investor confidence and market credibility.
A refreshed equity story that acts as both a blueprint for execution and a roadmap to exit.
A structured turnaround journey that balances immediate fixes with long-term value creation.
A revitalised equity story, turning turnaround success into premium exit positioning.
Assurance for investors that their capital and holding period objectives are being actively protected and enhanced.