How We Support Private Equity

We work with PE firms and their portfolio companies at every stage of the investment lifecycle. Our fractional executives function as operating partners who roll up their sleeves and drive results inside the business.

• Pre-acquisition due diligence on operations, technology, and leadership gaps
• 100-day plans that translate investment theses into executable operational roadmaps
• EBITDA improvement initiatives across cost structure, pricing, and operational efficiency
• Technology and systems assessment to de-risk integration and modernization
• Interim C-suite leadership during transitions, terminations, or upgrades
• Add-on integration to capture synergies and consolidate operations

ClearXO: A 3D View of Any Company, Within a Week

Before you write the check or reset the plan, you need an objective read on what's actually inside a company. That's ClearXO, our diagnostic. It assesses a business across four dimensions, organizational clarity, process, systems alignment, and a data-driven roadmap, and you get the report within a week of completing the assessment.

Before a deal, run ClearXO on a target to confirm what you're buying. It surfaces the operational risk, leadership gaps, and upside the financials don't show.

After a deal, run it on a portfolio company to baseline it fast and point the value-creation plan at what actually moves EBITDA.

Either way you get a shared, 3D view of the company in a week, and the operator to act on it is already on our bench.

See how ClearXO works

Why PE Firms Use Fractional Executives

Portfolio companies often need senior leadership that the business can't attract or afford on its own. Fractional executives from Altus CXO bring the caliber of talent that PE firms expect, deployed at the pace that deal timelines demand.

Our executives have worked inside PE-backed companies across manufacturing, services, healthcare, and technology. They understand the pressure of hold periods, the importance of reporting cadence, and how to build a management team that can operate independently.

The fractional model works well when:

• A portfolio company needs a CFO upgrade but the timeline is tight
• Post-close integration is falling behind the value creation plan
• You need experienced leadership to stabilize a struggling investment
• The existing management team needs coaching and structure
• An add-on acquisition needs integration leadership

When to Call Altus CXO

PE firms typically engage us when the gap between the investment thesis and operational reality becomes clear:

• The 100-day plan isn't translating into measurable progress
• Financial reporting from the portfolio company is inconsistent or late
• A key executive departure has created a leadership vacuum
• Technology debt is limiting operational improvement
• The management team is strong tactically but lacks strategic planning capability
• You're preparing a company for exit and need to professionalize operations