The Portfolio Partnership

Executive OfficesUnited States11-50 Employees

The Portfolio Partnership is a team of Value Creators! We get stuff done. We build businesses buyers love to buy. We are Ex CEOs, CFOs, CMOs, PE players, Investment Bankers. Think of us as hands-on Operating Partners deploying our proprietary playbooks. We are collaborators with existing management and we transform visions into remarkable businesses and we've done it dozens of times! 

We create SAFER businesses that owners can sell if they choose to.

We have scaled businesses in high-tech manufacturing, software, print, material testing, life sciences, medical, travel, HR and service businesses across the globe from Revenue of $20m to $1 billion.

Here are just a few examples:

1. Designed & led the implementation of a new M&A process, advised on the successful acquisition of a French target, and project-managed the post-acquisition integration.
2. Led the integration of 3 US subsidiaries into a brand new 100,000 sq. ft site, managing the construction and build out in 5 months, managing the multi-million dollar project on time and on budget.
3. The Operating Partners have led value creation initiatives across most sectors, in public and private companies, driving operational excellence & M&A strategies.
4. Created Playbooks on Positioning, Branding, Marketing, Sales, Product Management, Risk Management, Compliance, Financials & KPIs, Production Systems Demand Flow technology, 6S Systems, Talent Management, Internal Universities.
5. Numerous turnarounds.
6. Over $1 billion of value creation
7. Check out our Playbooks on acquisitions & Exits. Sample some of our 600 blog posts. You can't write like this unless you've been there!!

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