Improving workflows for Private Equity Operating and Deal Teams
Arete works alongside deal and operating partners to build execution infrastructure at both the portfolio and portco level. Our approach combines structured playbooks with embedded expertise, enabling cleaner integrations, faster ramp-ups, and clearer line of sight to value.
Structured evaluations of portco scalability to inform bolt-on strategies or execution plans post-close.
Governance and operating cadence to move from deal to delivery. From charter design to SteerCo support, we help teams operate through change.
Standardized dashboards and reporting rhythms that drive visibility, alignment, and performance.
Workplans built around your investment thesis—linked to value drivers, team accountability, and execution rhythms that hold.
Pre-close market and customer insight to inform platform investments, GTM strategies, and early execution risk.
Provide hands-on capacity during critical inflection points - flexible and scoped to immediate needs.
We partner with private equity firms to accelerate value creation—from platform readiness and integration to long-term portfolio transformation. Our model is flexible, execution-focused, and designed to embed seamlessly alongside investment and operating teams.
We’ve led strategy, M&A, and post-close execution for PE-backed businesses across sectors like SaaS, business services, and education. Our experience spans both deal and operating sides of the table, giving us a practical understanding of what drives results.
At Arete, we believe that exceptional companies are built through deliberate execution, operational discipline, and aligned ownership. Whether you're preparing for growth, integration, or transformation - we’re here to help you make it happen.
Let’s explore what’s possible.
