Private Equity Solutions
1. Pre-Deal: Diligence & Investment Validation
- Rubicon ODD – Operational due diligence
- Rubicon ITV – Investment thesis validation
- Rubicon OPS 360 – Management assessment
- Rubicon Scoping – Rapid pre-LOI site assessment
- Rubicon 90-Day Turnaround™ – Pre-close execution roadmap
What We Do
De-risk investments and validate the thesis through operational diligence, management assessment, and early identification of EBITDA opportunities—before capital is deployed.
2. Value Creation: Operational & Financial Performance
- Rubicon RapidScan™ – Full-potential diagnostic
- Rubicon 90-Day Turnaround™ – Execution sprint
- Rubicon Ops360™ – Performance management system
- Rubicon FlowPath Supply Chain™ – Working capital & flow optimization
- Rubicon OptiLab OS™ – Continuous improvement engine
What We Do
Drive EBITDA growth through operational excellence, cost optimization, working capital improvement, and execution discipline across the portfolio.
3. Commercial & Growth Acceleration
- Rubicon RapidScan™
- Rubicon 90-Day Turnaround™
- Custom commercial playbooks
What We Do
Unlock top-line growth through pricing optimization, go-to-market improvements, and commercial execution—often the highest ROI lever in the portfolio.
4. Technology & Digital Enablement
- Rubicon AIWorks™ – AI-enabled operations & analytics
- Rubicon Ops360™ – Digital performance layering
What We Do
Enable scalable performance through ERP strategy, digital roadmaps, and AI-powered decision support—without vendor bias.
5. Exit Preparation & Value Maximization
- Rubicon RapidScan™ – Pre-exit diagnostic
- Rubicon 90-Day Turnaround™ – Targeted EBITDA improvement
- Rubicon Academy™ – Management readiness
- Rubicon Scoping – Sell-side operational assessment
What We Do
Maximize valuation and eliminate deal risk through EBITDA expansion, operational readiness, and management preparation ahead of exit.
Signature Branded Solutions
Solutions
Focus
Value Proposition
Rubicon Scoping
Rapid Pre-LOI Assessment (1–2 days)
Fast, on-site assessment to identify key risks and size opportunity before full diligence spend—informing early investment decisions.
Rubicon RapidScan™
Diagnostic (2–4 weeks)
A data-driven diagnostic identifying EBITDA upside within weeks. Combines financial analysis, operational observation, and leadership alignment to prioritize high-impact initiatives.
Rubicon 90-Day Turnaround™
Execution Sprint / Rapid Value Creation
A focused execution sprint converting identified opportunities into measurable P&L impact. Drives early wins, stabilizes performance, and builds momentum post-close.
Rubicon Ops360™
Performance System
Installs a disciplined operating system—KPIs, tiered meetings, and dashboards—that drives accountability and sustained performance across the organization.
Rubicon FlowPath Supply Chain™
Working Capital & Flow Optimization
Unlocks cash and improves throughput by optimizing inventory, planning, and end-to-end material flow—critical in high cost-of-debt environments.
Rubicon OptiLab OS™
Continuous Improvement / Operational Scaling
Embeds Lean and continuous improvement systems that drive productivity, quality, and scalable operational performance.
Rubicon AIWorks™
Digital & AI Enablement
Applies AI and advanced analytics to improve forecasting, maintenance, and decision-making—accelerating performance with lower cost delivery.
Rubicon Academy™
Leadership & Management Readiness
Build leadership capability and prepares management teams for diligence, board engagement, and exit readiness.
From First Look to Exit. From Strategy to EBITDA.
We turn diligence into execution and execution into measurable EBITDA impact—closing the gap between deal thesis and operational reality.
- Rubicon aligns investment strategy, operations, and leadership through structured, repeatable operating systems built for the pace and pressure of private equity.
- Every engagement is led by senior operators who work inside the portfolio company—shoulder-to-shoulder with management—to drive change where it matters. Through hands-on execution, capability building, and leadership alignment, we ensure results that last beyond our involvement.
- We deliver both speed and sustainability—rapid diagnostics and execution sprints for early value capture, followed by the operating systems and leadership rhythms that sustain performance through exit.
No theoretical diligence. No shelfware. Just measurable outcomes across the full deal lifecycle.