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Diligence

  • Emphasize operational-focused diligence in addition to typical diligence

  • Develop a successful go-forward operating strategy

Rapid Resource Changes

  • Maintain operating executive relationships to make significant leadership changes with little to no lead time

  • Have the ability to staff transitional resources to facilitate seamless changeover

Operating Intensity and Financial Rigor

  • Dedicated team leader for each portfolio company to drive value creation

  • Team leader typically serves as board chair

  • Investment Thesis and Operational Model drivers are deconstructed into tactical action items

  • 100-day plan, annual operating plan, and strategic plan

  • Founding Partners provide management support as part of JWLMP's investment

  • Attend monthly operating reviews, regular line reviews, and key financial and strategic meetings

  • Establish a robust monthly reporting package

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