Stability First
PE & Portfolio Companies

Accelerate the Value-Creation Plan.

Stability First helps sponsors and management teams translate the investment thesis into accountable operating execution.

Operating execution for the investment thesis

We work across the priorities that determine whether the value-creation plan is visible, owned and delivered.

Areas of Focus

  • 100-day planning and EBITDA improvement
  • Margin expansion and working capital
  • Management reporting and leadership cadence
  • GTM effectiveness and customer expansion
  • Technology, AI performance and exit readiness
Corporate headquarters building lit up at dusk

From Investment Thesis to Operating Reality

Connect each initiative to an owner, a measurable indicator and financial impact.

01

Investment Thesis

02

Initiatives

03

Owners

04

KPIs

05

Financial Impact

06

Enterprise Value

This gives sponsors and management a shared view of whether the value-creation plan is actually being delivered.

Selected work

Value Creation in Practice

Circular economy portfolio

7

companies running on one operating system

Operating cadence across a seven-company portfolio

  • Quarterly priority completion above 80%
  • Leadership meetings moved from status updates to decisions with owners and dates

Operational

Technology services

Reset

debt terms on the core loan facilities

Balance sheet repair under cash pressure

  • Material annualized savings from restructuring
  • A balance sheet built to absorb a bad quarter

Financial

Consumer products

2x

sales, from a smaller and more profitable customer base

Doubling revenue by changing who the company sold to

  • Category-defining retail customers became anchor accounts
  • Gross margin improved as growth shifted to profitable accounts

Financial · Go-to-Market

See all case studies

What is limiting the next stage of the business?

Let's identify where the greatest opportunity exists.

Whatever the inflection point, the first step is establishing the facts.

Talk to Stability FirstTake the 5-minute assessment