UNDERSTAND THE ASSET.
Operational diligence, owner dependency, technology assessment, systems risk, knowledge concentration, and growth visibility—the questions that decide whether the thesis survives contact with the operation.
TMI / FOR INVESTORS
BUYING THE COMPANY
IS ONLY THE BEGINNING.
TMI helps investors see the operating company clearly, decide what matters, and build the next version after close.
Discuss a portfolio ↗
WHERE THE MODEL MEETS THE OPERATION
THE DILIGENCE WAS FINE.
THE COMPANY IS HARDER.
- Financial diligence tested the numbers; nobody tested whether the operation can run without the seller.
- Reporting takes days to assemble, so the first hundred days are spent building visibility instead of value.
- The systems that looked like software turn out to be a spreadsheet with a login.
- Key knowledge sits with employees whose retention was assumed rather than secured.
- The value-creation plan is credible on paper and has no operating owner inside the business.
- Every holding solves the same problems again from scratch.
ONE SYSTEM / ACROSS THE HOLD
SEE THE COMPANY.
FIX THE CONSTRAINTS.
REPEAT WHAT WORKS.
BUILD THE VALUE-CREATION PLAN.
Post-close transformation, reporting, intelligent systems, brand modernization, sales infrastructure, and management visibility. Built and installed, not delivered as a recommendation.
MAKE THE NEXT COMPANY FASTER.
Repeatable playbooks, consistent intelligence, cross-portfolio patterns, and a shared transformation language—without private company data moving between holdings.
SELL A COMPANY THAT PROVES ITSELF.
Documented process, institutionalized knowledge, and reporting that answers a buyer's questions without a scramble. The same work that improved operations shortens the next diligence.
THE OPERATING SYSTEM FOR THE PORTFOLIO
ONE VIEW.
MULTIPLE HOLDINGS.
REPEATABLE VALUE CREATION.
OPERATING BASELINE BY HOLDINGOWNER DEPENDENCYPORTFOLIO ROLL-UPACQUISITION DILIGENCEPOST-CLOSE BUILD MODELREPEATABLE PLAYBOOKS
WHO WE WORK WITH
OPERATORS OF
REAL ASSETS.
- Lower-middle-market private equity
- Independent sponsors and search funds
- Family offices holding operating companies
- Holding companies and permanent-capital vehicles
- Strategic acquirers integrating a bolt-on
- Lenders and boards needing an operational read
WHAT WE DO NOT DO
WE ARE NOT
THE BANKER.
- Source, broker, or price transactions
- Provide financial or legal diligence
- Write a plan we are not willing to build
- Replace the management team
- Move one holding's data into another
- Bill for a deck and call it transformation
COMMON QUESTIONS
WHAT INVESTORS
ASK FIRST.
Can you work before we own the company?
Yes. Operational diligence, owner-dependency assessment, and a systems and technology review are often most valuable pre-close, while the findings can still affect price, structure, or the decision itself.
Do patterns from one portfolio company reach another?
Reusable patterns, playbooks, and benchmarks improve how fast TMI works. Private company data does not move between holdings.
How does this fit with existing management?
It works through them. The systems have to be operated by the people running the business, so management involvement is a requirement rather than a courtesy.
START A CONVERSATION
SHOW US THE
PORTFOLIO.
Tell us where you are in the investment cycle and what needs to become clearer.