Value creation and operational improvement

We transform business operations into tangible value through our OBR methodology (Operational Business Review – The agile method to unlock your value), identifying and implementing with the teams improvement levers that optimize profitability, efficiency and cash generation with a direct and sustainable impact on EBITDA and working capital.

We conduct rigorous, independent, and value-capturing operational due diligence, validating the real potential of the asset through the analysis of operational levers with a direct impact on EBITDA and cash flow.

We guide our clients through the comprehensive preparation of a potential sales process, covering all its stages: from understanding the transactional logic to analyzing key information and risks, ensuring the business is ready for a future transaction. Throughout the process, we identify and implement operational improvements using our OBR methodology, strengthening market positioning and increasing the potential value of the transaction.

We design and implement operational integration plans for companies, identifying and capturing operational synergies (using our OBR methodology), aligning processes and organizational structures, with the aim of ensuring operational and cultural integration, planning technological unification and post-operation communication, ensuring an efficient transition and generating maximum long-term value.

We develop and implement Operational Business Plans that optimize efficiency, through our OBR (Operational Business Review – The agile method to unlock your value) methodology, drive growth and maximize the long-term value of companies, ensuring the future competitiveness of our clients.

Main magnitudes

>0,5M
Minimum EBITDA
>10M
Minimum sales
30M-100M
Target sales
+25%
Target price improvement based on pre-due diligence financial valuation
+10%
Target value increase per Operational Improvement Plan

Customer typology and their motivations

Main objectives to be achieved

Understanding the business model and its key levers

Analyze the factors that drive profitability and growth, identifying the differentiating elements that add value. Understand how the company is structured within its sector and what competitive advantages it can leverage.

To ensure that the company operates with maximum efficiency.

Identify inefficiencies in operational and financial processes to optimize resource use. Implement improvements that reduce costs, improve productivity, and increase profitability without compromising quality or service.

Increase the value of the company

Increase the overall value of the company by implementing operational improvements that enhance EBITDA and cash flow generation. Generate additional sustainable value by optimizing processes, improving people, and creating more reliable and accurate information systems for decision-making.

Optimize the use of working capital

Possibility of offering a variety of financing alternatives, both banking and non-banking, to fulfill the business plan.

Having clear and accurate information

Ensure that data accurately and analytically reflects the reality of the business. Improve control and reporting systems so that decision-making is based on reliable, real-time information.

Ensure a solid organizational structure

Ensure a solid organizational structure

Strengthen and align the management team with the objectives

Evaluate the management team's competencies, offering specific training to improve strategic decision-making and ensure that all team members work towards the same improvement objectives, strengthening relationships, the culture of continuous improvement, and their leadership.

Visibility during the process

We work under a monthly monitoring system that provides the client with an up-to-date and clear view of the progress of their company's transformation and the value generated through implementation. In this way, we guarantee control over the status of the implemented actions, allowing us to adjust for deviations and ensure sustainable results.

Preparing the company for future scenarios

To lay the groundwork for the company to successfully address key medium- and long-term decisions, such as expansion, diversification, or seeking investors. To design a flexible structure that allows for rapid and robust adaptation to market changes.

Fases habituales del proceso de Operating Value

Phase I
Analysis Aprox. 2 month
STAGES
Operational Diagnosis of the Business
MAIN TASKS
  • Comprehensive company evaluation through analysis of its processes and metrics, organizational and management model, methodologies, technological maturity level, and human resources.
  • In-depth review of Marketing & Sales, Supply Chain, Manufacturing, Organizational Model, Operational Finance, and ESG policies, using a proven methodology.
KEY VALUE LEVERS
  • Final report with opportunities for cost reduction and efficiency improvements, and their impacts on EBITDA and Cash Flow.
Phase II
Implantation Aprox. 6-7 months
STAGES

Support during implementation

MAIN TASKS
  • Generation of the necessary roadmap to put the identified opportunities into action.
  • Continuous monitoring of the work plan and daily support for its implementation and integration.
  • Work plans by area.
  • Implementation of management tools.
  • Follow-up and monitoring meetings to assess the impacts generated:
    • Control of deviations and necessary adjustments.
KEY VALUE LEVERS
  • PMO planning and methodology for monitoring and adaptation.
  • Monthly monitoring report.
  • Dashboard of potential savings vs. achievement.

Review and preparation of information

MAIN TASKS
  • In-depth analysis of necessary analyses that, due to complexity, poor data quality, or lack thereof, could not be performed during the diagnostic phase.
  • Tailored training for the teams in each functional area, according to their needs.
KEY VALUE LEVERS
  • Support in incorporating or creating the necessary tools for capturing non-existent data.
  • Training sessions.
Phase III
Consolidation Aprox. 3 months
Crystallization of change and impacts
MAIN TASKS
  • Final support stage to ensure the sustainability of the implemented actions and improvements.
  • Materialization of impacts: value creation.
KEY VALUE LEVERS
  • Ongoing support for the day-to-day change management process for internal transformation.
  • Final report on impacts and implemented improvements.

OBR Methodology. Operational Business Review

The agile method to unlock your value

Diagnose
with Agility
Based on our extensive experience in multiple sectors and business models, we know what questions to ask ourselves, what analysis to perform, and what levers generate value.
Decide
with Precision

We transform the diagnosis into a precise and prioritized action plan, enabling quick and focused decisions to maximize company results.

Execute
Quickly

We support and train teams throughout the implementation process, from day one, accelerating the generation of real value and ensuring tangible results from the earliest stages.

Maximize
Value

We measure, adjust, and consolidate the implemented improvements to capture the operational value created and ensure that the impact is scalable in the long term.