Over the past 12 years, Valor’s professionals have developed a process used to identify and execute its migration plan. The process begins with the selection of a suitable target, develops through due diligence and concludes with the implementation of a migration plan using Valor’s organization as consultants operating in partnership with management. The intended final result is a larger, more stable company that is capable of attracting the attention of larger, growth-oriented private equity and strategic buyers.
Migration Plan Goals

Successful implementation of the migration plan requires three elements: The right management team, supported by Valor’s investment professionals; early involvement and buy-in from the management team; and proper incentives for the management team to change and improve. Valor’s implementation process establishes each of these elements.

Early involvement in developing the migration plan is critical to generating organizational buy-in. Valor begins during the due diligence process by encouraging an understanding of return on capital, constraint management, and lean systems that provides management with a common language. Valor then develops basic business metrics and a plan with management using this common language. Immediately post-closing, the migration plan provides a common point of focus for the management team. Valor works with management in a consultative approach throughout the implementation process. Management is provided with oversight and resources to build focused project teams organized to meet specific goals, tasks, and timelines. The final critical component of the migration plan is aligning the incentives of management with the Firm’s.