Value Creation, Reimagined.

Mergr is the value creation platform for private equity. We partner with sponsors and portfolio company leadership as operating partners to diagnose underperformance, execute performance improvement initiatives, and compound enterprise value from the first 100 days through exit.

Institutional discipline paired with hands on operating expertise. Built for sponsors and management teams that treat every quarter as a value creation quarter.

Mergr · Portfolio Monitor
Hold Yr 2 · Live
LTM Adjusted EBITDA · $M
$24.6M+$12.6M since close · 12 mo
EBITDA Margin
22.4%+380 bps
Cash Runway
22 mo+7 mo
Working Capital
-$1.4Mfreed cash
OTIF
96%+4 pts

Operating expertise. Paired with private equity discipline.

Value creation is won inside the portfolio company. Mergr brings sponsors and management teams a shared operating system to prioritize initiatives, track the KPIs that move enterprise value, and run performance improvement with institutional rigor.

What we do

Five capabilities. One operating partner.

A connected model that runs from first diagnostic through executed value creation plan to realized exit.

  1. 01
    Diagnose

    Value Creation Diagnostic

    Every engagement starts with a clear view of where enterprise value is being created and where it is leaking. We diagnose commercial, operational, and financial performance to surface the highest impact initiatives across the portfolio company.

  2. 02
    Plan

    100 Day Plan & Value Creation Plan

    A prioritized, phased plan built around the levers that move EBITDA and enterprise value. Clear owners, milestones, and financial targets aligned between the sponsor, board, and management team.

  3. 03
    Perform

    Performance Improvement

    Pricing, mix, procurement, working capital, and cost to serve. We work hands on with operators to expand margin, accelerate cash conversion, and turn every quarter into compounding value creation.

  4. 04
    Operate

    Operational Excellence

    Standard work, S&OP, OTIF, quality, and productivity. We install the operating cadences and reporting rigor that scale the business and stand up to institutional diligence.

  5. 05
    Exit

    Exit Readiness

    Sponsors get one shot at exit. Mergr partners with management on the equity story, financials, and diligence readiness required to run a competitive process and defend a premium multiple.

Why partner with Mergr

Enterprise value, compounded.

Value creation compounds. When EBITDA grows, margin expands, and the operation is institutional grade, enterprise value grows faster than revenue alone. Mergr helps sponsors and management teams design and execute that roadmap from close through exit.

Illustrative Value Creation · Enterprise Value ($M)
Close → Exit
$96M8.0xClose12M EBITDA$127.5M8.5xYr 115M EBITDA$171M9.0xYr 219M EBITDA$230M10.0xYr 323M EBITDA$336M12.0xExit28M EBITDA
Entry multiple
8.0x
Sponsor close
EBITDA growth
2.3x
$12M → $28M
Margin expansion
+380 bps
Performance improvement
Exit multiple
12.0x
+4.0 turns from close

A different kind of operating partner.

Sponsors and management teams do not just need another advisor. They need a partner who has built the value creation plan, run the operation, and delivered results into the board room. Mergr combines private equity discipline with hands on operating expertise across commercial, operations, supply chain, and finance.

Sponsor and management aligned

We work alongside sponsors and portfolio company leadership as operating partners, not advisors on the sidelines. Aligned incentives, a shared value creation plan, and a shared view of the KPIs that matter.

Performance improvement

Pricing, mix, commercial, and cost. We diagnose margin leakage and execute the initiatives that expand EBITDA and compound enterprise value over the hold.

Operational excellence

S&OP, procurement, working capital, OTIF, and productivity. Our team has run these functions and installs the operating cadences that free cash and strengthen the business.

Exit ready from day one

A defined value creation plan, tracked KPIs, and a clean equity story. Institutional rigor from the first 100 days so the exit process defends a premium multiple.

Built for the entire hold period.

From the first 100 days through exit, Mergr provides the workflows, dashboards, and operating intelligence to run a portfolio company with institutional rigor. Real time visibility across EBITDA, cash, and operating KPIs keeps every initiative connected to the value creation plan.

Portfolio KPIs · Hold Yr 2
Live
LTM EBITDA
+42%
$24.6M
Adjusted, trailing 12 months
$12M at close
EBITDA Margin
+380 bps
22.4%
Pricing, mix, and cost out
18.6% at close
Cash Runway
+7 mo
22 mo
At current burn and covenants
15 mo at close
OTIF
+4 pts
96%
On time in full · wholesale
92% at close
Updated moments agoOn plan · 94% of target

Diagnose. Improve. Compound enterprise value.