How a Center of Excellence can deliver strategic growth across your portfolio

Private capital firms need an institutional approach to developing growth strategies and creating value

The case for excellence
 

Corporate entities in numerous industries have created enterprise-level Centers of Excellence to develop and promote leadership, best practices, research, and support for critical business functions.

These Centers for Excellence jumpstart unified processes and maintain high operating standards. They can also optimize returns on investments.

 
The Opportunity
 
 

Leading private capital firms are now also evaluating or implementing this model in an effort to systematize and optimize value creation across all of their portfolio companies.

How can your firm most efficiently build its own Center of Excellence or — if your firm has already initiated this model — optimize its value?

BSG Growth offers your firm a platform for developing an institutional approach to strategic growth

  • Scope of Services Focuses on Strategic Growth at Portfolio Company Level

    • Support investment and management teams on growth strategy, plan and implementation process

    • Provide continuity to teams throughout the investment lifecycle

    • Promote repeatable performance and institutional learning to develop Firm’s COE

  • Scope of Resources Includes Growth Oriented Professionals and Toolkit

    • Strategic Growth Advisor (SGA) is dedicated to long term portfolio company success

    • SGA accesses the platform for business and data analytic resources and industry/functional experts on-demand

    • Time-tested growth tools provide systems to organize thinking/actions at key junctures in the portco’s lifecycle

  • Commercial Arrangements Based on Performance and Success of Company and Firm

    • Base fee for access to SGA(s) and the operating partner platform

    • Earned performance / success fee to share in economic success of the enrolled portfolio companies

    • Reduced rate for project-based resources when needed

 
A tailored road map 

BSG Growth offers a fully customized path…

…and we never take a cookie cutter approach

We’re well-positioned to support your excellence initiative by offering fully tailored supplemental resources—both for your current operating partners and your portfolio management teams.

Strategic Assessment

“Where do we have an advantage and where are we struggling?”

  • Business line assessment

  • Market position and performance

Strategic Options for Growth

“What are the best opportunities for growing within and beyond the current business?”

  • Prioritized set of key opportunities for growth

  • Core-focused expansion

  • Step-out opportunities

  • Complementary and integrated organic growth and inorganic growth

Integrated Action Plan

“How do we gain and keep momentum?”

  • Clear articulation of strategic intent

  • Cohesive set of strategic initiatives for execution

  • Near term detailed business plan

  • Performance management and tracking

 
Our scope of resources
 

We provide an integrated resources team

BSG Growth will support the strategic growth of your portfolio companies with our highly experienced Senior Growth Advisors throughout the lifecycle.

  1. Senior advisors provide expert leadership and continuity with investment professionals and portfolio company management

  2. Growth strategy is reviewed, revised, and turned into detailed action plans

  3. Senior advisor monitors progress, identifies developing issues and recommends targeted projects to accelerate growth

  4. Project staff and industry experts are brought in as needed to implement tasks and maintain efficiency

 
 
Learn more

How can BSG Growth support your Center of Excellence?

Contact us to discuss how our fully tailored approach can help your team systematically spur and maintain strategic growth for each of your portfolio companies.

 

Have questions? Let’s talk.