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From Investment Thesis to Realized EBITDA

We bring decades of real-world operating experience,  along with access to capital, into portfolio companies helping lower middle market PE firms turn value-creation opportunities into realized EBITDA.

Our Services

Our operating partners and board advisors have decades of operational experience across a variety of industries in C-level operational leadership roles with proven results in both large and small businesses environments.  

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We are not a consulting company.  We are experienced Operating Partners.

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Our areas of expertise include:

Commercial Growth &
Go-to-Market Execution

Expertise in sales, marketing and channel strategy driving scalable organic revenue growth.

Finance & Business Performance

CFO, CRO, CMO and COO leadership translating initiatives into clear financial outcomes.

Technology, Healthcare, Industrials

Deep operational expertise (B2B, B2C) accelerating productivity and process improvement.

Capital Investments

Through our network of private investors, PPG can provide access to capital for the right investment opportunities.

Our Engagement Models

We tailor our Operating Partner engagements to the specific needs of each portfolio company, delivering targeted operational expertise precisely when and where it is needed. Clients choose the model - one or multiple Operating Partners - and we deliver the results.

Project Based Assignments

We turn investment theses into focused, time-bound projects that translate diligence insights into concrete operating results. PE firms use this model to quickly validate assumptions, reset performance, or unlock specific functional improvements.

Interim / Fractional Leadership

We provide seasoned executive capacity to stabilize operations or accelerate growth during leadership transitions. Interim and fractional leaders embed with management teams to maintain discipline while scaling key functions.

Advisory Services

We advise sponsors, CEOs, and boards on enterprise transformations, governance, and exit preparation. This model helps align stakeholders, sharpen priorities, and position the business for a high-value outcome.

Capital Investment

We prefer to engage and invest where it makes sense, putting our capital and experience to work alongside strong management teams. This flexible model lets us partner with good people building businesses with meaningful potential.

How We Create Value

Our Impact

01

Revenue Growth

Optimizing sales productivity and gtm performance.

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02

Margin Expansion

Strategic pricing and procurement cost discipline.

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03

EBITDA Max

Protecting margins with optimized operational processes.

04

Cash Flow

Improved working capital and liquid conversions.

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05

Governance

Establishing accountability and long-term routines

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Enterprise Value Creation

We build resilient, high-value assets by strengthening operational drivers and ensuring organizational capability for a successful exit.

Our Approach

From Investment Thesis to Realized EBITDA. We bridge the gap between opportunity and execution through a disciplined process with a bias towards moving quickly.

 

Our seasoned resources will validate your priorities, develop a plan for each priority with the portfolio company team, and lead the implementation as needed.  We know how to build capabilities, and eliminate dependencies.

01

Validate & Prioritize

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Mobilize for Speed

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Execute & Realize

We pressure-test the investment thesis against operational reality to identify exactly where value resides. By focusing only on high-impact initiatives, we ensure resources are directed toward the most significant EBITDA drivers.

We transform complex objectives into a clear, tactical operating plan with absolute accountability. Every initiative is assigned a dedicated owner and measurable milestones to bridge the gap between strategy and action.

Our partners work hands-on alongside management to drive initiatives through to completion. We maintain continuous visibility to ensure operational improvements translate directly into sustained financial results.

Our Operating Partner Team

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Doug Matheson

Co-Founder | Operating Partner | Board Advisor

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Larry Brownstein

Co-Founder | Operating Partner | Board Advisor

Bill Fath

Co-Founder | Operating Partner | Board Advisor

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Joe Moravec

Co-Founder | Board Advisor

Connect with Our Partners

We bring decades of real-world operating experience directly into portfolio companies—helping management translate their investment thesis into action, overcome execution barriers and turn operating improvements into measurable financial performance.

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If you’re facing a decision about commercial growth, enterprise value, GTM execution or leadership, we’d welcome the conversation. There’s no pitch — just a direct discussion about your current challenge and whether we’re the right fit to help.

We'd love to hear from you. Please fill out the form below and our team will be in touch shortly.

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