What we do
Senior judgement where it counts. AI everywhere else.
We work with investors, boards and leadership teams at the moments that decide whether a business delivers its plan: before an investment round, after an acquisition, during a systems change, or mid-programme when the board needs an independent view.
01 · Lead offer
Post-merger integration
Turn the deal thesis into one working business.
For private equity-backed groups buying and building, integration is where the value case is either secured or lost. We plan and run it end to end.
Our view has always been the same: lasting value comes from improving how the business runs, not from financial engineering.
- Integration planning from day one: the first 100 days, synergy tracking, and governance.
- Operating-model design: organisation, processes and decision rights across the combined group.
- One set of numbers: a common financial steering model, with one chart of accounts, one set of KPIs and one management report across the group.
- Systems consolidation: one ERP and one view of customers and products.
- Commercial harmonisation: pricing, product range and sales incentives aligned across the businesses.
- Carve-outs and separations, when the deal runs the other way.
02 · Investment
Investor readiness and fundraising
Ready for investor scrutiny before the first meeting.
Growing companies raising their next round need more than a pitch deck. Investors look for a credible plan, numbers that hold up and an operation that can scale. We prepare the business for that scrutiny, and support the leadership team through the raise.
- Equity story, business plan and financial model.
- Investor materials and a due-diligence-ready data room.
- Operating model, systems and reporting that stand up to investor review.
- Support through investor meetings, questions and due diligence.
- After the round: the plan, governance and reporting investors expect.
03 · Transformation
ERP and operating-model transformation
Systems that fit how the business should work.
We start with how the business should be steered, then deliver the systems to support it, independent of any vendor. Where packaged software doesn't fit, we build what's missing.
- Financial steering model: the KPIs, management reporting and controlling model that show leadership how the business is really performing. Designed first, then built into the ERP.
- Strategy, business case and vendor selection.
- Process design across order-to-cash, procure-to-pay, record-to-report and supply chain.
- Delivery leadership on Microsoft Dynamics 365, SAP and other major platforms.
- Data migration, pricing and product-range rationalisation as part of the wider change.
04 · Build
Bespoke digital and AI solutions
If it's a technology or digital problem, we can solve it.
Packaged software rarely fits every part of a business. Where it doesn't, we design and build what's missing, from a single integration to a complete application. The same senior professionals lead the work, and AI agents speed up the build.
We build and run our own AI systems in production, so we know what it takes to make AI work beyond a pilot.
Every build runs through the same six stages and Go/No-Go gates as the rest of our work, so you sign off before each step.
- AI agents and automation for repetitive, document-heavy or analysis work.
- Integrations between ERP, CRM and the other systems the business depends on.
- Data platforms, dashboards and reporting tools.
- Workflow and line-of-business applications, for web and mobile.
- Prototypes and proofs of concept, taken through to production.
- Hosted for you, or deployed on your own infrastructure.
05 · Assurance
Programme assurance and recovery
An independent view before it goes wrong. A way back if it already has.
Boards, sponsors and investors bring us in at key points in a programme, or mid-project when confidence is slipping. We give an independent senior view quickly, and stay to put it right if needed.
AI agents read the documents, plans and logs a review normally takes weeks to absorb, so the assessment arrives in days.
- Independent assurance at key gates: scope, plan, budget, risks, people and supplier contracts.
- Early-warning health checks for sponsors, boards and investors.
- Clear options and a recommendation, presented to the sponsor and board.
- Hands-on recovery: re-plan, reset governance, and lead delivery to the next milestone.
06 · Leadership
Interim leadership
A senior leader in the seat, with a delivery engine behind them.
Programme director, transformation director or operations leadership for a defined period. Our interim leaders bring the Stratagent method and its platform with them, so they deliver from the first week.
Who we work with
Investors
Private equity investors and their portfolio companies, and growth companies preparing to raise investment.
Businesses
Mid-sized and multinational businesses in manufacturing, consumer goods, defence and engineering, insurance, utilities and healthcare.
Regions
Across the UK, Europe, the Middle East and North America, wherever our clients' operations take us.
Not sure which of these fits?
Describe the situation and we will tell you honestly whether we can help.