Clearlake Private Equity O.P.S.® Framework
Our proprietary framework for active value enhancement in private equity, special situations, and distressed investments.
Through O.P.S.®, Clearlake generates creative solutions to operational challenges and provides mid-sized companies with access to resources they typically don’t possess.
Operations
Clearlake actively partners with management and stakeholders to optimize operations post investment. This may include creating and executing on 100-day plans, applying value added reporting, budgeting, and governance processes, and improving operations. Post-restructuring, initiatives can cover improving liquidity management, optimizing capital investment, and managing vendor/customer relationships.
People
Backing the right team is critical to value creation, and if needed, Clearlake recruits talented managers to augment existing teams. Our Executive Council members may also supplement companies’ management or boards to focus on specific value creation drivers. Our investment professionals build deep relationships with portfolio companies that engender collaboration, transparency, and communication.
Strategy
Before a transaction even closes, Clearlake considers an investment’s exit as a critical factor in the investment thesis. Post-closing, Clearlake partners with management and its Executive Council to refine strategies into detailed plans to be implemented over the life of an investment. We work with management to formulate and implement new value enhancement strategies as the business evolves.
Clearlake aims to leverage our sector specific experience and O.P.S.® framework to drive value at our portfolio companies and realize our investment theses.
Once an investment is made, the Clearlake team, together with portfolio company management, strives to continue refining our understanding of the business, including detailed product roadmap reviews, sales pipeline and backlog analyses, operating expense budget construction, working capital and cash flow management, accounting methodologies, human resources, and compensations matters, and information technology issues, among other items, in order to formulate and implement value enhancement strategies.
