Private Equity Portfolio Consulting

When the value creation plan stalls, we go onsite and get it moving again.

Higher margins. Stronger cash flow. Portfolio companies that are actually ready when you go to market.

Talk to a portfolio operations expert about your toughest hold.

$1B+ Delivered ROI for Clients

40 Years Working Inside Mid-Market Businesses

100+ Seasoned Executives Ready to Deploy

$3M to $500M Portfolio Company Revenue Range

The Easy Money Is Gone.
What’s Left Is the Real Work.

Holding periods are stretching past five years. Distributions are sitting at decade lows. The classic playbook of cheap debt, multiple expansion, and a fast exit doesn’t carry the weight it used to.

LPs know it. Your IC knows it. You know it.

What moves the needle now is the unglamorous part. Tightening margins. Pulling cash out of operations. Putting accountability systems in place that actually hold. Building a portfolio company a buyer wants, on a timeline that works for your fund.

That’s the work most consulting firms would rather skip. It’s the only work we’ve ever done. We started doing it in 1986, and we’ve been doing nothing else since.

“We’re not here to write a report about your portfolio company. We’re here to roll up our sleeves and make it better. 

That’s what management needs, that’s what your LPs need, and frankly, that’s what this market is going to reward.”

— Lou Mosca, President & CEO,
American Management Services

How We Help PE Portfolios

Portfolio Health Assessment

Every quarter you wait is a quarter your assumed exit multiple gets harder to defend. We deploy onsite for two to four weeks to find what’s actually leaking EBITDA, where cash is getting stuck, and which gaps in management or systems are blocking the original value creation thesis.

You walk away with a 90-day plan you can put in front of your IC.

This is the heart of what we do. We deploy onsite and implement our Pre-Determined Profits™ system, which treats profit as a line item to plan for, not a residual to hope for. 

Cost discipline, margin recovery, working capital release, and the financial controls that make all of it stick. We do this work alongside your management team, not from a slide deck.

Most portfolio companies don’t fail because of bad strategy. They fail because nobody is running the daily plays. We install fingertip controls, a weekly reporting cadence, and the accountability systems that let your portfolio CEO actually deliver against the numbers your IC is expecting. The systems stay in place after we leave.
Buyer diligence has a way of unwinding a value creation story that looked clean from the boardroom. We do the operational cleanup months or quarters before you go to market, not days before. Clean KPI history, a margin story that survives scrutiny, documented systems, and a management team running on rails. The asset shows up to diligence the way you described it in the IC memo.

We’ve Been Inside Thousands of Companies That Look Like Yours

For nearly forty years, American Management Services has worked inside the $3M to $500M revenue businesses that make up most lower-middle and middle-market PE portfolios. More than 400 industries. Over a billion dollars in ROI delivered to the owners who hired us.

Portfolio CEOs tend to accept us quickly because we’ve already worked where they work. No theory, no junior team behind a partner. Just senior executives who have run companies, fixed companies, and exited companies.

And because our promise has been “Results, Not Reports” since 1986, we’re comfortable putting part of our fee at risk against the EBITDA or cash improvement we agree to deliver.

Carrying More Portfolio Than You Have Hours For?

If you’re running portfolio operations, this is what we exist for. We work as your deployable team. You set the strategy and govern the engagement. We do the implementation onsite.

You stop being the bottleneck on every asset that needs attention, and your portfolio actually gets the depth of operating support it was supposed to have.

Healthy, Stalled, or Distressed. We Take the Work on Either End.

Most consulting firms pick a lane. Either they do glossy value creation work for healthy assets, or they specialize in pulling distressed companies out of crisis.

We do both, because most PE portfolios have both.

For sound but underperforming assets, the work is value creation. Margin recovery, working capital release, accountability systems, and the operational cleanup that gets a portfolio company exit-ready. This is the bulk of what we do, and it’s where most of the cards above apply.

For assets in real trouble, the work is turnaround. Stop the bleeding first, get cash flow back to neutral, prioritize the vendors who keep the business running, and reduce operating expenses across the board. Once the business is stable, we transition that asset into the same value creation track everything else runs on.

You don’t need two firms for two situations. That’s the point.

How We Work Together

In Partnership With Dutchess Capital

When sponsors need the strategic and financial advisory work that sits above the operational layer, we partner with Dutchess Capital.

Dutchess has been doing capital markets, transaction advisory, and strategic repositioning work for more than thirty years. They handle the strategy and the financial roadmap. We handle the hands-on operational execution.

Together we give sponsors one coordinated team from value creation thesis through exit.

Recent Insights for PE Sponsors

Stand Out or Stand Aside: The Critical Path to Dealership Differentiation

A saleswoman walks a prospective car buyer through a dealership showroom

Navigating 2024: Strategies for Automotive Dealerships

Revolutionizing Dealership Warranty Repairs by Embracing AI

How American Management Services Can Help

Since 1986, we have helped many small- and mid-level dealerships. Our Business Survey™ analysis and unique Pre-Determined Profits™ system will help you address your biggest challenges, drive higher profits, and evolve your auto business for sustainable success. Get started now.

Helping Independent Owners Succeed

We Serve Businesses from $3MM to $500MM in Annual Revenue

Running a successful dealership while maintaining a healthy work-life balance can be difficult. If this sounds like you, we can help. We’ve been helping business owners exceed their goals for nearly 40 years.

Book a Call Now

Call 800-743-0410 to speak with someone now, or fill out the form below and we’ll be happy to contact you to set up a time that works best for you.

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