ACCELERANT GROWTH SOLUTIONSUpgrade your Value Creation Plan with AI-powered revenue execution.
Most mid-market portfolio companies are running on a solid growth plan without the revenue infrastructure to deliver it. AGS provides the diagnostics, the operating cadence, and the board-ready metrics that close that gap from 30-day audit through exit readiness.
Alan has lived through multiple PE exits with several of the most prestigious PE firms in the market. He is not an advisor who studies private equity. He is an operator who has been inside the room where enterprise value gets built, defended, and realized. As former COO at Mitratech and Cendyn, he brings COO-level operating depth to every portfolio engagement.
Most portfolio companies don't need another strategy deck.
They need execution that scales. Growth stalls when go-to-market execution loses rhythm, data fragments across systems, leadership alignment fades, and operating cadence breaks down.
AGS helps investors and operating teams move from boardroom intent to operating momentum. We speak value creation plans, EBITDA multiples, and hold-period math. Every recommendation ties to exit outcomes.
We have sat in your seat. We know what board-ready looks like because we have had to deliver it.
Four phases. Every one tied to EBITDA multiple at exit.
The AGS Value Creation Plan is not a consulting engagement. It is an embedded operating system built around the metrics that matter at exit. Each phase produces board-ready output within a defined timeline.
Start with the Revenue Health Audit.
Board-ready output in 30 days. No long-term commitment required. If the audit reveals nothing actionable, you owe us nothing further.
The numbers that drive multiple expansion.
Not all ARR is equal. These are the metrics acquirers scrutinize and boards rely on. Every AGS engagement is anchored to moving them.
Four entry points across the investment lifecycle.
AGS is structured to add value at every stage of the PE investment cycle. The entry point depends on where the greatest leverage exists.
Commercial scalability assessment, leadership alignment review, and go-to-market readiness evaluation before the term sheet is signed.
Impact: Smarter valuations, stronger investment conviction, and fewer post-close surprises.
Align people, process, and systems to the investment thesis within the first 100 days. Install the operating cadence that ARR acceleration requires.
Impact: ARR acceleration and margin expansion on the timeline the hold period demands.
AI-powered revenue acceleration, win rate improvement, and NRR optimization during the active growth phase of the investment.
Impact: Improved unit economics, stronger pipeline quality, and forecast confidence at board reviews.
Refine go-to-market execution, metrics, and the revenue narrative ahead of the sale process. Build the data room story that commands a premium multiple.
Impact: Cleaner story, stronger multiple, and fewer buyer objections during diligence.
Operator experience. Not advisory distance.
Most GTM advisors have watched PE from the outside. AGS has lived it from the inside. That difference shows up in every recommendation we make.
We speak value creation plans, EBITDA multiples, and hold-period math. Every recommendation ties to exit outcomes, not abstract GTM theory.
We start with the bowtie, not the top of funnel. NRR, GRR, and TTV are the foundation of every engagement. Growth without retention is a leaking bucket.
The new VCP framework integrates AI signal intelligence across Find More, Win More, and Keep More -- accelerating execution without adding complexity.
Built for sponsors and portfolio leadership alike.
AGS works directly with both PE sponsors navigating portfolio strategy and the revenue leaders inside portfolio companies doing the day-to-day work.
Revenue clarity starts with a 30-day audit.
Board-ready findings. No long-term commitment. If the audit reveals nothing actionable, you owe us nothing further. That is how confident we are in what the diagnostic will surface.
Frequently Asked Questions
What is a Revenue Health Audit for PE-backed companies?
A Revenue Health Audit is a 30-day diagnostic engagement conducted by AGS that evaluates NRR/GRR split, CAC payback, ICP clarity, and pipeline coverage. It produces board-ready findings and requires no long-term commitment. It is the first phase of the AGS Value Creation Plan for PE-backed organizations.
What metrics drive PE multiple expansion at exit?
The metrics that most directly drive multiple expansion in PE exits are Net Revenue Retention (NRR), Gross Revenue Retention (GRR), CAC Payback period, Time to Value (TTV), ARR quality mix, and pipeline coverage ratios. NRR lift creates 2-4x more multiple expansion than equivalent new logo growth.
Why do most PE exits underperform on revenue quality?
73% of PE exits underperform on revenue quality despite hitting ARR targets because most portfolio companies optimize for growth volume rather than growth quality. The metrics that acquirers scrutinize -- NRR, GRR, CAC payback, and TTV -- are often not actively managed until exit preparation, when it is too late to meaningfully move them.
What is the AGS Value Creation Plan for private equity?
The AGS Value Creation Plan is a four-phase embedded advisory engagement for PE-backed companies. Phase 1 is a Revenue Health Audit delivering board-ready findings in 30 days. Phase 2 is a Value Creation Blueprint tied to EBITDA multiple at exit. Phase 3 is Execution and Enablement over months 3-6. Phase 4 is Exit Readiness preparation. Every phase is tied to measurable revenue quality metrics.