Private Equity and Infrastructure
An investment thesis is not a plan. It is a hypothesis about where value can be created. Value creation planning turns that hypothesis into a concrete, sequenced operational plan that management can execute and the investor can track. We build value creation plans that are grounded in operational.
PEF Consulting Partners builds value creation plans that operators can actually deliver. Our leadership saved BP twenty five million pounds during the recovery of the BP Pulse programme by resetting delivery and supplier commercials, the same discipline we bring to portfolio value creation.
The specific operational moves that will create value, from the many possible, prioritised by impact, feasibility and the capability required. Not everything at once, but the right things in the right order.
The order the initiatives run in, respecting dependencies and the organisation’s genuine capacity to absorb change on top of running the business. The most common failure is asking a management team to do everything simultaneously.
Each initiative with a named owner, a timeline and measurable milestones, so progress is visible and someone is accountable rather than the plan being a collective good intention.
An honest view of what each initiative needs, in money, people and capability, so the returns are real and not built on the assumption of costless change.
The difference between a value creation plan that works and one that sits in a drawer is whether it reflects what the management team can genuinely deliver alongside the day job. We build plans that are ambitious and achievable, and we can help deliver them, including hands on inside the portfolio company where the capability is not there permanently.
Early in the hold, ideally informed by the operational diligence, so the first year is spent executing rather than deciding what to do.
Yes. We support delivery inside portfolio companies where the management team needs capability it does not have and does not need permanently.
Operational due diligence, post acquisition integration, or get in touch.
We bring senior people who have delivered exactly this at scale. Honest advice, and accountability for the outcome.