One value-creation lever. Every company in the portfolio.
Benefits is an operating expense at every company you hold — so reducing it lifts EBITDA at each one, with no revenue to chase and no operational risk. Roll it across the book and the savings compound into enterprise value at exit.
Operating-partner math: pure margin, repeatable, multiplied at exit.
Benefits is operating expense. Dollar for dollar, every dollar saved lifts EBITDA — the same lift through revenue, at a 10% margin, would take $10 of new sales.
One playbook, rolled company by company. No bespoke turnaround and no operational disruption — the plan, the carrier, and the people stay exactly as they are.
Recurring EBITDA isn't worth $1 — it's worth your exit multiple. At 8–12×, a six-figure annual saving becomes seven figures of enterprise value.
These aren't our numbers. They're a third party's.
A third-party-audited sample of 2024 results across multiple sectors — only a sample; actual results span far more organizations and run higher today as per-employee costs rise. Net savings vary by company.
Model a representative holding — then multiply.
Start with one portfolio company; the same play repeats across the book. Treat this as directional — the real model is built from each company's census, confidentially, before any commitment.
Get your confidential modelA value-creation lever that works across the whole portfolio.
Benefits savings is the rare lever that needs no top-line growth and no operational turnaround — it's pure EBITDA, repeatable at every holding.
Roll it across the portfolio and, at your exit multiple, that recurring saving compounds into enterprise value — created from a cost line each company was already paying.