Operating Partner Services
An Operating Partner Model is essential for
Private Equity firms.
Investment success is driven by operational execution.
Investment performance is heavily dependent on operational execution, with research showing that 50-80% of investment returns in private equity are driven by operational improvements rather than financial engineering alone.
With increasing competition and higher valuations, PE firms must extract maximum value from their portfolio companies by scaling operations, improving efficiency, and driving execution discipline. This is where an Operating Partner model becomes a competitive advantage.
The Power of an Operating Partner Model.
76% of mid-to-large PE firms globally now have an Operating Partner model to enhance execution across their portfolios.
Firms with dedicated Operating Partners outperform their peers, with higher EBITDA growth and a 30% greater likelihood of hitting exit targets.
A structured Operating Partner function accelerates value creation, ensuring PE firms deliver on their investment thesis while mitigating execution risk.
Our Core Services for Private Equity.
Whiteark supports PE firms by offering five specialised services which are outlined below. The Whiteark Operating Partner Service is an available addition to any of the five core services, as it makes sense for a segment of the portfolio. Our Operating Partner model will support you in driving value at each investment stage.
We go beyond traditional assessments, identifying key value drivers and addressing gaps to prepare your business for immediate and long-term success.
Due Diligence & Pre-Transaction Support
Value Creation Strategy
Unlock your organisation’s growth potential with tailored strategies designed to optimise revenue, operational efficiency, and capital.
100 Day Planning &
Execution
Build momentum with structured plans focused on strategic priorities, measurable quick wins, and resource alignment from Day One.
Ensure seamless cultural and operational alignment during mergers and acquisitions, driving successful transitions and long-term value creation.
Integration Strategy
& Support
Business Transformation
Empower your organisation to adapt and thrive with customised solutions for financial, operational, and technological improvements.
Whiteark Operating Partner Service
This is an available addition to any of the five core services.
Whiteark’s Operating Partner Advantage.
Whiteark’s Operating Partner Services enable Private Equity firms to scale execution, accelerate value creation, and drive portfolio-wide impact.
Our structured, high-impact model ensures operational efficiency, strategic alignment, and measurable outcomes across the investment lifecycle.
With hands-on expertise and proven execution frameworks, Whiteark helps private equity firms deliver consistent, results-driven performance across its portfolio.
Whiteark has five core pillars that are used in enhancing execution, accelerating value creation, and driving performance improvements.
5 Core Pillars.
To enhance execution, accelerate value creation, and driving performance improvements.
Maximising Value Creation
Translate the investment case into a detailed operational plan with prioritised initiatives to enhance performance and deliver on return targets.
Consistency Across Portfolios
Establish and roll out uniform methodologies, frameworks, and reporting structures that ensure a consistent approach across the portfolio.
Access to Specialist Resources
Provide tested, highly experienced specialists across functions such as operations, finance, technology, and human resources to support portfolio companies where required.
Execution Accountability
Ensure that strategic priorities are not only planned but executed with a focus on continuous progress monitoring and real-time adjustments.
Lifecycle Optimisation
Support PE firms through every stage of the portfolio lifecycle, including acquisitions, bolt-on integration, growth acceleration, and exit preparation.
Maximising Value Creation.
Whiteark-developed playbooks provide structured, actionable frameworks designed to accelerate execution and standardise best practices across portfolio companies. These comprehensive guides and templates ensure consistent value creation, operational efficiency, and strategic alignment at every stage of the investment lifecycle.
Key playbooks:
Strategy templates
Value Creation Levers & Prioritisation Matrix Playbook
100-Day Playbook
Integration Framework
Program management templates
Board Reporting and KPI’s
People templates and tools
Finance/CFO playbook
ESG / Board Reporting and other related compliance playbooks
Maximising Value Creation.
Identifying key value creation levers upfront ensures a focused 100-day plan, prioritising high-impact initiatives for immediate gains.
PE firms must translate investment thesis into execution, ensuring key value drivers—like pricing optimisation, cost reduction, and growth acceleration—are effectively implemented.
A structured roadmap then aligns strategic and operational levers over the 3–4-year hold period, driving EBITDA growth and multiple expansion.
How Whiteark Delivers
• Identify high-impact operational levers to drive EBITDA growth.
• Provide structured execution frameworks (100-day plans, strategic playbooks).
• Focus on quick wins and long-term value creation.
Example Impact
• 20% EBITDA margin improvement by implementing a pricing and cost optimisation strategy.
• Faster revenue acceleration with a targeted sales & marketing execution plan.
Consistency Across Portfolios.
Implement uniform methodologies, frameworks, and reporting structures thatensure a consistent approach.
Why It Matters
PE firms need a uniform approach across portfolio companies to ensure consistent execution, reporting, and strategic alignment.
How Whiteark Delivers
• Categorise existing portfolio companies based on required levels of support.
• Assess readiness for key transitions, including bolt-ons, growth phases, and exits.
• Integrate the above into quarterly review cycles to assess performance.
• Standardised KPIs & performance tracking across the portfolio.
• Implement best-in-class operating frameworks for execution efficiency.
• Develop centralised reporting structures for quarterly board reviews.
Access to Specialist Resources.
Provide tested, highly experienced specialists across functions such as finance, operations, technology, and human resources to support portfolio companies where required.
How Whiteark Delivers
• On-demand access to CFOs, transformation specialists, and operational experts.
• Flexible support model: augment existing teams without full-time overheads.
• Accelerate value creation post acquisition with tailored 100-day plans.
• Integration support, ensure readiness for strategic acquisitions and smooth transitions.
• Implement scalable processes to sustain rapid growth.
• Strengthen capabilities to maximise value at exit, including financial reporting and operational efficiency.
Execution Accountability.
Ensure that strategic priorities are not only planned but executed with a focus on continuous progress monitoring and real-time adjustments.
Monitor and improve performance through targeted reporting that aligns with the investment case.
Key Elements:
Lead indicators to track ongoing performance
Identify underperformance and causes
Action plans to realign performance
Why It Matters
Strategic priorities must be monitored and adjusted in real-time to ensure PE firms achieve their investment targets.
How Whiteark Delivers
Quarterly board & management reporting to track performance.
• Implementation of early warning systems for underperformance.
• Continuous progress monitoring and realignment of execution plans.
Lifecycle Optimisation.
Support PE firms through every stage of the portfolio lifecycle, including acquisitions, bolt-on integration, growth acceleration, and exit preparation.
Establish clear roles, responsibilities, and expectations for leadership teams early in the investment period.
Build a strong financial foundation early in the investment lifecycle to support the delivery of the investment case.
Why It Matters
A successful PE investment requires execution support across the entire investment lifecycle—from acquisition to exit.
How Whiteark Delivers
• Tailored frameworks for first 100-day to maximise value creation and to establish a strong operational foundation.
• Value creation strategy developed.
• Program plan to deliver on priority value creation levers.
• Align people, processes, and technology with business needs.
• Conduct capability reviews to identify existing and future skill gaps.
• Exit-readiness playbooks to ensure smooth transitions and maximise exit multiples.
Private Equity Playbook (Free Download).
Private equity success doesn’t stop at the deal — it’s all about how value is created post-investment. That’s where execution, operational excellence, and strategic alignment come into play.
The Whiteark Private Equity Playbook is your comprehensive guide to unlocking scalable, measurable results across the entire investment lifecycle. It’s packed with practical tools and future-focused insights designed for both PE firms and portfolio companies.
5 Key Takeaways:
1️⃣ Strategic and operational value creation levers to drive EBITDA margin
2️⃣ How to integrate AI, pricing optimisation, and product innovation to scale performance
3️⃣ Alternative capital strategies including continuation funds and SPACs
4️⃣ ESG integration as a critical driver of IRR and exit value
5️⃣ Post-deal execution priorities: 100-day planning, M&A, leadership, and transformation
Why Leading Private Equity Firms
Choose Whiteark.
At Whiteark, Private Equity isn’t just a sector we serve—it’s a space we thrive in.
Our service offerings are engineered to meet the pace, precision, and pressure of value creation demanded by PE firms and their portfolio companies.
From investment validation and strategic repositioning to post-deal execution and organisational uplift,
we operate with urgency, clarity, and commercial insight.
We love working with Private Equity because it mirrors how we think: strategic, outcome-driven, and future-focused. Our team blends big-picture thinking with in-the-weeds execution, making us a powerful partner in unlocking and accelerating value.
Our Private Equity Thought Leadership
Whiteark actively supports the private equity community through:
Action-oriented PE Playbooks for deal teams, CEOs, and Operating Partners
Insight Series on execution excellence, leadership capability, and Board alignment
Operating Partner models tailored for transformation and impact
Our content is born from experience—not theory—and crafted to meet the real-world needs of investment and operating teams alike.
Ready to Unlock the Whiteark PE Advantage?
Working in private equity or with a portfolio company?
Unlock the Whiteark PE Advantage and discover what execution excellence really looks like.
Built for action—not theory.