PE Portfolio Company Advisory

We work with PE firms and portfolio companies to grow revenue and improve operations

Commercial growth, M&A execution, operational improvements, and AI transformation. We embed with management teams and work across revenue, sales, operations, and technology adoption.

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$4B+
Transactions supported
4x
Avg. client renewal
21 days
Fastest diligence delivery
What We Do

Focused on four areas

We work embedded with your team across commercial and operational engagements.

Go-to-Market Strategy

ICP definition, segment prioritization, vertical playbooks, campaign engines. We define the ICP, build the playbook, and help run it.

Commercial Diligence and M&A

TAM, customer voice, retention, integration risk. We've delivered IC-ready packages in as little as 21 days.

Operations & AI Transformation

Workforce optimization, scheduling, and cost reduction across multi-site operations. We also help portfolio companies identify and implement AI tools for sales, operations, and back-office efficiency.

Interim Commercial Leadership

We take on hands-on roles as Head of Growth, interim CRO, or commercial advisor during transitions, and stay as long as the work requires.

Results

Selected engagements

Client details have been anonymized. The outcomes are real.

Post-Acquisition Integration

$420M health services roll-up with six fragmented sales teams

Cross-sell revenue was 2% of ARR. Missed forecast three quarters running. We unified account ownership, cut 430 SKUs to 108 bundles, and built shared pipeline visibility.

$9.4M
EBITDA uplift
2.5x
Upsell revenue
87%
Forecast accuracy
GTM Overhaul

PE-backed SaaS platform with scattered outbound and rising CAC

0.4% email-to-SQL rate. Two competing ICP definitions. We defined the target, built vertical playbooks, and wired up a RevOps-driven campaign engine. No new headcount.

+35%
Pipeline
-22%
CAC
2x
Conversion
Operational Assessment

Multi-site resort operator with fragmented workforce scheduling

Five locations running different scheduling systems with no cross-staffing and 89% of hourly staff in single roles. We analyzed labor utilization across all sites, built cross-staffing models, redesigned overtime governance, and identified consolidation opportunities.

$5-9M
Savings identified
5
Sites assessed
Commercial Diligence

Carve-out SaaS bid with a 21-day IC deadline

60 customer interviews. TAM validation. NRR expansion path. Four parent dependencies mapped with costed workarounds. Unanimous IC approval.

3x
TAM validated
92%
Mission-critical
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Clients

Who we work with

PE firms and their portfolio companies. Most engagements come through referrals.

$700M technology portco, full sales transformation
Large-cap PE ($1T AUM)
Renewed 4x
$800M technology portco, marketing transformation
Large-cap PE ($600B AUM)
Renewed 5x
M&A strategy and execution across 10 targets
Mid-market PE ($15B AUM)
Renewed 4x
5 M&A strategy and commercial diligence projects
Fortune 500, Industrial Tech
Ideas

Recent writing

M&A
The two faces of growth: How to tell Jekyll from Hyde in M&A
Not all growth is created equal. In M&A, headline growth can look strikingly similar across companies, but the source matters.
AI & Operations
We evaluated 30 M&A AI tools, and here's what we learned
A hands-on review of the AI tools available for deal sourcing, diligence, and integration planning. Download the whitepaper →
About

Leadership

Steven Fox

Steven Fox

Founder & Principal

Steven advises PE firms and portfolio companies on commercial growth, M&A execution, and go-to-market. He has supported $4B+ in transactions across technology, healthcare, SaaS, logistics, and industrial sectors.

Before Infosly: BCG (consulting), JPMorgan and Credit Suisse (M&A), Liberty Global (corporate development under John Malone), Vicarious AI (Head of BD; company later acquired by Alphabet).

Wharton MBA, Palmer Scholar (top 5%). Oxford MSc. Guest lecturer at Harvard Business School and Wharton. Teaches LBO modeling for Wall Street Prep.

BCGJPMorgan M&ACredit SuisseLiberty GlobalVicarious AI (acq. by Alphabet)Wharton (Palmer Scholar)OxfordHBS Guest Lecturer
Contact

Let's talk

Whether you're evaluating an asset, integrating an acquisition, or working through a commercial challenge at a portfolio company, we're happy to have a conversation.

A typical first conversation is 30 minutes. We'll ask about the situation, share relevant experience, and be straightforward about whether we can add value.

Schedule a 30-minute call LinkedIn