£10m
Deal adjustment
Bridgestone
Buy-side technology, data, IP and cyber diligence on a £200m deal. Security, system and process risks quantified.
Key outcomes
- £10m adjustment
- £200m deal
Buy-side diligenceManufacturing
Private equity fund partners
From investment thesisto realised value.
BML runs the investment lifecycle for sponsors and management teams, with one operating model from diligence through value creation and exit.
01
The pressure
01
The thesis has a clock on it
Value assumptions written at IC have to become operating performance inside a hold period, with a management team that already has a day job.
02
Diligence findings go cold
What was quantified pre-signing is rarely the same document that drives the first hundred days. We carry it through.
03
You need one accountable operator
Not a diligence provider, an integrator and a change house arguing about the plan.
02
Where we work in the lifecycle
02
Diligence
What are we really buying, and where is the value?
- Technology
- Data
- AI and IP
- Cyber
- Operating model
- Cost base
- Value opportunities
03
Transition
How do we move without breaking the business?
- TSA
- Separation
- Integration
- Day 1 / Day 100
- Platform transition
- Organisation
04
Value creation
How does the investment thesis become operating performance?
- Revenue
- Cost
- Process
- Technology
- AI
- Organisation
- Data
05
Exit
Can the value be evidenced and defended?
- Exit readiness
- Technology readiness
- Data and IP
- Cost story
- Separation planning
- Management evidence
03
Proof
3%
EBITDA released
PE-backed healthcare platform
Reference on requestSponsor-backed platform with an operating thesis to prove. Value levers identified, sequenced and delivered with the management team.
Key outcomes
- 3% EBITDA
Value creationHealthcare
£5bn
Listed carve-out
Informa
Listed carve-out at £5bn scale. Separation and transition run end to end across the operating model.
Key outcomes
- £4m annual IT cost reduction
- £5bn carve-out
Carve-outInformation services
04
BML/OS underneath the work
Sponsors get a live view of workstreams, decisions, risks and value levers across the portfolio company, without asking for another pack.
One record
Every engagement runs on the same operating system, so the evidence exists before anyone asks for it.
Talk about a portfolio company.