Portfolio Operations Advisory
Emerytus Advisors’ Operating Partner – On Call offering sits at the heart of our model—a trusted, agile engagement designed for private equity sponsors and portfolio leadership teams navigating growth, change, and complexity. We provide senior, embedded advisors who deliver rapid diagnostics, practical recommendations, and hands-on execution—backed by the full Emerytus CPR framework: Creation, Protection, and Realization.
This is not traditional consulting. It’s expertise on demand—surgical, strategic, and scalable. Whether addressing a short-term gap, leading a board-mandated initiative, or tackling a time-sensitive reporting issue, our On-Call leaders are armed with immediate access to Emerytus’ specialized service lines. From growth-readiness and pricing architecture, to policy development, controls, audit readiness, and transaction execution, we move fast, go deep, and deliver real results.
With Emerytus, you don’t just get insight—you get leverage and execution.
“The essence of strategy is choosing what not to do.” – Michael Porter
Common challenges
- Commercial strategy and investor messaging alignment
- Finance function assessment and roadmap development
- Reporting acceleration and audit preparation
- Pricing model, GTM, and monetization diagnostics
- Organizational gap identification and capability design
- Board material and transaction readiness coaching
Ways we can help
- Rapid diagnostic reports and strategic roadmaps
- Messaging and positioning materials (for board, investor, or sales use)
- Close calendar redesigns and process optimization plans
- Pricing and packaging recommendations
- Operating model enhancements and control framework blueprints
- Board presentation support and execution project management