our value
creation approach

we transform the way companies are designed

Transformation, based on our experience, is a function of aligning strategic vision, leadership and process (which, to us, is a synonym for culture). Our value creation approach, therefore, starts with a review of each portfolio company’s operating model and business processes. Using the principles of the Theory of Constraints, we work with the management teams to design bespoke operational systems that are targeted towards addressing the key unmet needs of a core group customers (whether a group of individuals or businesses). By working backwards from the demand side of the business, we are able to design and build a holistic process that creates an improved foundation for growth, right at the onset of our investment period. So doing, it creates a roadmap that provides both clarity and focus in the leadership's execution of it's long-term strategic objectives.

The value in our approach lies not in the novelty of the concept, but in its pragmatism and its applicability (across our core sectors). By designing a holistic process, which is aligned with a set of long-term strategic objectives, achieving ambitious results (e.g. outperforming the market) becomes a function of executing the process (a journey), rather than reaching a milestone (a destination). Ultimately, the value creation from such a transformation will depend on how you design the process more than what process you design.             

Strategy

Align the entire organisation under a singular vision to serve the customer

R&D

Prioritize funding for programs which strive to address the core unmet needs of the target customer segments

Supply chain

Design integrated supply chains to address changing demand needs

Talent

Create a respectful culture which develops thought leaders

Finance

Set ambitious 3-year targets based on demand-driven insights, and adjust on a rolling basis.

Commercial

Derive product / service-level go-to-market strategies based on demand-driven insights

Strategy

Align the entire organisation under a singualar vision to serve the customer(1)

R&D

Prioritize funding for programs which strive to address the core unmet needs of the target customer segments

Supply chain

Design integrated supply chains to address changing demand needs

Talent

Create a respectful culture which develops thought leaders

Commercial

Derive product / service-level go-to-market strategies based on demand-driven insights

Finance

Set ambitious 3-year targets based on demand-driven insights, and adjust on a rolling basis.