Sync-Align.
Strategic intelligence, alignment, and execution engine

It's like a McKinsey engagement you can actually use.

PE CFO

I wish I had this two years ago.

PE-Backed CEO

You've built a portco operating system.

PE Talent Partner
Light-weight. Heavy impact.

A strategic engagement you can actually use. In two weeks.

The hard part isn't setting strategy — it's operationalizing it. Most strategy engagements end with a deck nobody runs on Monday morning. Sync-Align uses light-touch surveys and conversations — measured against your goals and investment thesis, not peer benchmarks — together with proprietary IP and AI, to drive better-than-offsite outcomes that are actionable in two weeks. A real operating system with alignment tools you can use to drive the business.

Timeline
2 weeks
Kickoff to priority stack
Delivery
Senior-led
Operators, not analysts
For
Operators & Investors
PE partners, CEOs, CFOs
Diligence·Post-Close·Transformation·Exit Planning·Portfolio Visibility
The Value Creation Engine

Sync-Align Platform Overview

Assess

Surfaces deep internal viewpoints against the individual investment thesis — not "peer benchmarks"

Sync

Facilitated alignment sessions that drive clarity and sync findings

Align

Creates alignment tools to run the business — not a 25-slide deck

8-Pillar OBHA Assessment Scores Eff / Crit
Sponsor & Strategy Alignment
Eff 69
Crit 64
Leadership Effectiveness & Team Health
Eff 73
Crit 62
Growth & Market Position
Eff 52
Crit 69
Finance Governance & Insight
Eff 51
Crit 63
Operational Readiness & Scalability
Eff 66
Crit 70
Execution Roadmap Priority → Clarify → Monitor
Priority
GTM model clarity and team role definition
Disciplined pricing & deal approval process
Customer feedback loop into product & ops
Clarify
Strategic priorities reinforced in decision-making
Leadership accountability across functions
Cultural health & engagement signals
Monitor
Operating cadence & meeting discipline
Retention in critical roles
Financial reporting & governance rhythm
KPI Scorecard Multi-year trajectory
Initiative'25'26'27'28Target
1-1Finance Governance$150M$180M$220M$255M$270M
1-2Commercial Engine$240M$290M$345M$385M$410M
1-3Leadership Alignment65%78%88%90%92%
1-4Platform Acceleration30%45%62%70%75%
1-5Operational Integration18%32%48%55%60%
Top 5 Strengths Highest effectiveness
Operating cadence drives timely decisions & measurable outcomes
82
Retains best people — low unwanted attrition in critical roles
82
Leadership roles & accountability are clear — people know who owns what
81
Priorities clearly communicated & referenced in decision-making
79
Financial discipline & reporting cadence support confident decisions
77
Top 5 Risks High criticality, low effectiveness
GTM model is clearly defined & teams know their role
27
Systematically collected customer feedback visibly shapes builds
35
Disciplined pricing & deal approval consistently followed
23
Priorities clearly communicated & referenced in decision-making
39
Cultural health & employee engagement are strong
39
The Outcome

Exit Deal Metrics

Target trajectory · Illustrative engagement

EBITDA
$25M$60M
+140%
Multiple
8.5x11.0x
+2.5 turns
Enterprise Value
$213M$660M
+210%
IRR / MOIC
28% / 3.1x
Top-quartile
01

Actionable

02

Company-Specific Intel

03

Built for the Exit

04

EBITDA-Friendly Add Back

What kind of magic is this?

Mid-Market CFO
Pick your depth

Three tiers. One engine.

Two weeks from now, your team could be running the system.

Open a 20-minute walkthrough or pull the full one-pager. We'll know within the first conversation whether Sync-Align fits where your portco is right now.

To book an appointment: scott@sync-exec.com · 202.538.1348 · syncexecutivepartners.com

A strategic engagement you can actually use.

Two weeks from kickoff to a priority stack. Tell us about your situation.

Prefer email? Reach us directly at scott@sync-exec.com