Principal Investors & Private Equity

Advisory for investors and operating partners—focused on diligence support, value creation governance, and execution discipline that improves outcomes across the hold period.

How SJC Helps Investors

We support investment teams and portfolio leadership with disciplined programs that improve decision velocity, reduce execution risk, and strengthen value capture.

  • Diligence support: operational and financial lenses, risk posture, execution feasibility.
  • Value creation plan: KPI architecture, sequencing, and accountable workstreams.
  • Governance cadence: decision rights, escalation paths, reporting rigor.
  • Cost & performance: measurable run-rate savings with controls.
  • Commercial discipline: pricing governance and contract terms.
  • Vendor strategy: benchmarking and contracting to reduce cost and improve outcomes.

Capabilities for Principal Investors & Private Equity

Engage one capability or run an integrated program across multiple workstreams.

Diligence Support
Risk lenses, execution feasibility, and value levers.
Value Creation Governance
KPIs, cadence, owners, targets, and reporting routines.
Cost & Performance
Measurable savings with institutional controls.
Operating Model
Decision rights, escalation paths, and delivery reliability.
Commercial Discipline
Pricing governance, contract terms, and margin protection.
Vendor Strategy
Benchmarking, contracting rigor, performance governance.

Value Creation Programs

We help portfolio leadership translate thesis into execution—sequenced, measurable, and governed.

Explore Approach
  • 90-day plan: priorities, targets, owners, and cadence.
  • KPI system: definitions and reporting that drives accountability.
  • Value capture: tracking that sustains outcomes.
  • Controls: audit-ready documentation and decision rights.

Selected Case Examples

Illustrative examples. Details are shared on a confidential basis.

Value Creation Cadence
Installed KPIs and routines that improved delivery reliability and value capture.
Cost-to-Serve Reset
Run-rate optimization with governance controls for measurable savings.
Commercial Governance
Pricing logic and contract discipline to protect margin through cycles.
Vendor Contract Reset
Benchmarking and contracting rigor that reduced cost and improved performance governance.

Insights

Value Creation: KPI cadence that improves reliability and capture.
Diligence Support: risk lenses and feasibility that reduce surprises.
Cost-to-Serve: measurable savings with governance that sustains outcomes.

Contact

For confidential inquiries, please use the site contact form. We respond promptly and operate with discretion.

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