The value creation plan is the starting point setting the direction and ambition of the value creation journey. OPX Partners helps clients and owners set the strategic direction, develop actionable plans, and commit the management team and mobilize the organization to embark on the journey.
Value Creation Planning
Mobilize your organization for accelerated value creation
Impact Examples
3x
EBITDA plan
Developed an ambitious 5-year value creation plan for a logistics provider as part of an exit process. The work included defining strategic direction and value creation themes as well as hands-on action plans for each management function, to grow revenues and EBITDA with 3x over the planning period.
8x
EBITDA plan
Supported niche bank develop an actionable plan to reach ambitious 8x EBITDA increase over 4–years. Execution support focused on selected themes (e.g., multiple add-on acquisitions and integration activities).
2.5x
EBITDA plan
Supported European Circular Tech Provider drive top-line acceleration, improve operational efficiency, and secure growth capacity. The plan, targeting an ambition 2.5x EBITDA increase over 3 years, was co-developed with the client over 4 weeks following deal closing.
How we support clients
Value creation planning / Full Potential Planning
We help your company articulate a strategy and credible plan for creating substantial value. Additionally, we help you build alignment with the plan among management.
Turnaround
We help transform companies and achieve significant bottom-line results. We tailor our approach for your turnaround whether it’s a smaller part of your business or a full-scale restructuring.
Integration
We ensure you realize expectations from acquisitions through rigorous planning to help define a target organization and operating model, and then by helping you execute a detailed integration plan.
Our experts
Oscar Hultefors
Oscar specializes in Value Creation Planning, M&A and tech-enabled transformation, having assisted various sectors from financial services to infrastructure. Before OPX Partners, he worked for BCG and was the COO of Företagslitteratur, Sverige AB.
Dag Lindstrand
Dag is experienced within value creation planning and integration support, including PMO and merger management, he has supported multiple companies in forming their full potential strategy. Before joining OPX Partners, Dag worked at McKinsey.
Patric Andersson
Patric specializes in M&A, Value Creation Planning, and integration support having assisted several Nordic private equity firms and companies ranging from industrial to financial services. Before joining OPX Partners, Patric worked at McKinsey.