Private equity

Value creation you can see across the portfolio.

We help private equity firms and their portfolio companies move fast after close: stabilize critical systems, build one performance management view across the portfolio, and find the pricing, channel and operating levers that create value.

Book a portfolio sessionSee the ERP recovery
Portfolio performance, Q3
CompanyRevenue vs planEBITDA marginCash conversion
Industrial controls+4%16.2%38 days
Building products−3%11.8%47 days
Specialty distribution+2%9.4%41 days
Field services+6%14.7%33 days
Specialty manufacturing+1%13.1%44 days

Why Freight costs at Building products rose 30% when its carrier contract renewed in April.

Illustrative example.

Across the hold period

  1. Diligence and close

    Assess the data, systems and reporting you’re inheriting, and the projects at risk.

  2. First 100 days

    Baseline price, volume and mix, and stabilize critical programs like ERP.

  3. Value creation

    Role-Based Intelligence in every company, with consistent metrics and one story.

  4. Exit

    A clean, trusted performance history that supports the equity story.

Where we help

  • Portfolio performance management

    Weekly flash reporting and monthly business reviews built on the same datasets and metrics across every company, so operating partners and company leaders read one story.

    Role-Based Intelligence

  • First-100-day baseline

    A clear view of price, volume and mix by product and channel, early in ownership.

    The 30-day assessment

  • ERP and system recovery

    Senior, hands-on leadership to stabilize troubled implementations and get them live.

    Read the case study

  • Value creation levers

    Go-to-market, pricing, channel and sales performance work grounded in facts.

    Revenue solutions

  • AI that stays in each company

    Clarity is deployed in each company’s own Azure subscription, one deployment per client, nothing shared.

    How Clarity works

Proof

An ERP rescue, live five months after we stepped in.

Weeks after a top-five private equity firm acquired a global manufacturer, it found the ERP program over budget, behind schedule and without clear leadership. Clear iQ took hands-on ownership, reset the plan and took the system live in five months, on the reset schedule and budget.

“We needed leadership, governance, and project management—and that’s where Clear iQ fit.”

Operating partner, major private equity firm
  • Top 5private equity firm
  • $125Mglobal manufacturing platform
  • 5 monthsto ERP go-live

A 30-minute portfolio session

Bring us a deal or a portfolio company.

In 30 minutes, we’ll work through one company or your whole portfolio with you.

What we cover

  • Value-creation prioritiesThe few levers that matter most in the plan, and the metrics that show progress.
  • What you’re inheritingThe data, systems and projects at risk, including ERP.
  • The first 100 daysWhat to baseline, stabilize and report first.
  • Portfolio reportingHow to get one performance view across companies.

Book your portfolio session

Pick a time that suits you. The invite goes straight to your calendar.

  1. Pick a time from our live calendar
  2. Tell us your role and company
  3. Get a calendar invite right away
Choose a time

30 minutes. No sales pitch.

Book your portfolio session

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Ways to start

Start small and go as deep as you need.

  • 30 minutes

    30-minute working session

    Map the decisions you own and the metrics behind them, and see Clarity answer questions like yours.

    Book a session
  • Half a day

    Half-day discovery workshop

    We work with your sales, marketing, finance and operations leaders to find the real problem, the risks in the way and what to do next.

    About the workshop
  • 30 days

    30-day sales performance assessment

    A clear baseline of your price, volume and mix performance by product and channel, so you know where you’re winning and losing.

    About the assessment