“I got more value out of a 30-minute update call with you than from an entire engagement with [a Top 3 Management Consulting Firm].”
-CEO of a PE Portfolio Company
Sterling Woods Client

Our experience is deep.

We’ve worked with portfolio companies of leading middle-market private equity firms and family offices.

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What we accomplish together.

  • Due diligence support – Quantify the potential organic growth upside so you can refine the investment thesis
  • Post-acquisition go-to-market diligence – Assess existing sales and marketing practices and recommend low-risk, high-reward initiatives that accelerate growth rates
  • Value creation – Work directly with portfolio companies to grow sales through higher quality leads, reduced sales cycles, and maximized customer lifetime value

What we call a win.

We’re proud of the results we’ve obtained for our clients. These are just a few of our recent successes:

  • Drove 33% revenue growth and 50% EBITDA increase for a portfolio company that had been stagnant for four years
  • Grew sales in the most profitable segment by double-digits, leading to a bottom-line turnaround
  • Prevented a PE firm from overpaying for an asset with limited organic growth upside

What can we achieve together?

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