Platform

The value creation operating system for private equity.

Mergr connects performance improvement, profitability, cash, and operations into one system. Sponsors and portfolio company teams run the entire hold from first 100 days to exit in a single workspace.

Platform Modules

Four modules. One value creation operating system.

Everything sponsors and management teams need to diagnose performance, expand margin, manage cash, and run operations with institutional rigor.

Performance

Diagnose and improve performance.

A single view of EBITDA, margin, and unit economics across the portfolio company. Mergr helps sponsors and operators surface the initiatives that move enterprise value and track them through execution.

  • EBITDA bridge
  • Margin walk
  • Initiative tracker
  • KPI cadence
Profitability

Expand margin at every level.

Pricing, mix, procurement, and cost to serve decomposed line by line. Mergr helps operators identify margin leakage, protect price, and rebuild unit economics so growth translates into EBITDA.

  • Gross margin
  • Contribution margin
  • Price realization
  • Cost to serve
Cash

Free cash and extend runway.

Working capital, DSO, DPO, inventory, and covenant headroom in one view. Reduce cash tied up in the balance sheet and give the sponsor and lender a live view of liquidity.

  • Cash runway
  • Working capital
  • Covenant headroom
  • 13 week cash
Operations

Run with operational excellence.

S&OP, OTIF, quality, and productivity in one operating cadence. One scorecard for the operator, the board, and future institutional buyers so every quarter compounds enterprise value.

  • OTIF
  • Productivity
  • Quality PPM
  • Standard work
Value Creation Command Center

EBITDA, cash, and operating KPIs in one view.

A live view of the portfolio. Track LTM EBITDA and margin by company, monitor cash runway and covenant headroom, and see the value creation initiatives moving enterprise value across every asset.

Portfolio Companies · LTM
5portfolio companies · monitored live
Sponsor
  • Project Meridian
    Industrial services
    22 mo
    Rev
    $142M
    Growth
    +18%
    EBITDA
    22%
  • Project Kestrel
    Specialty distribution
    18 mo
    Rev
    $96M
    Growth
    +14%
    EBITDA
    19%
  • Project Marlow
    Business services
    26 mo
    Rev
    $78M
    Growth
    +22%
    EBITDA
    26%
  • Project Foundry
    Healthcare services
    20 mo
    Rev
    $54M
    Growth
    +31%
    EBITDA
    24%
  • Project Cedar
    Value added mfg.
    14 mo
    Rev
    $118M
    Growth
    +9%
    EBITDA
    17%
Value Creation Initiatives · Project Meridian
EBITDA Impact $M
  • Pricing optimization$3.2M
  • Procurement savings$2.4M
  • Working capital release$1.8M
  • SG&A rationalization$1.2M
  • Productivity / OTIF$0.9M
EBITDA uplift
+$9.5M
Margin expansion
+380 bps
Cash freed
$4.2M
Operating Health
Trailing 90d
Cash runway
+7 mo since close
22 mo
Covenant headroom
on senior leverage
38%
Working capital
cash freed YTD
-$1.4M
OTIF
+4 pts vs LY
96%

Diagnose. Improve. Compound enterprise value.