M&A – Value-Creation Planning and Execution – Impact Point Co

Value-Creation Planning and Execution for Middle-Market Companies

At IPC, we partner with PE firms to create and execute comprehensive value-creation plans that drive sustainable growth and profitability for your portfolio companies.

Our team works closely with your leadership to identify key growth levers, optimize operational efficiencies, and enhance financial performance.

Through a hands-on, data-driven approach, we craft tailored strategies that align with your firm’s objectives, ensuring measurable impact across the entire portfolio.

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Benefits of the Value-Creation Planning and Execution

Ensures Alignment: Our approach ensures alignment across all stakeholders during the critical phases.

A Complete Plan: Fully baked 100-day plans with resourcing are ready for each value-creation initiative.

How IPC Works with Your Teams

Collaboration That Yields Results: IPC teams collaborate with deal teams, operating partners, and the management team from the diligence phase to close in developing the value-creation plan and quantifiable benefits.

Chad Stacey

Partner

Chad Stacey is one of the founding partners of Impact Point Co., and leads the firm’s M&A Services group. Based out of New York, Chad has 16+ years of experience in providing professional services to clients from the PE middle market through to Fortune 100 companies. His experience includes merger integration planning & execution, synergy assessments, carve-out support, cost efficiency and working capital optimization. Chad tailors Impact Point’s M&A services methodologies to each client, and his expertise spans many industries including technology, telco, industrials, healthcare, consumer products, and pharmaceuticals.

Chad also serves as the Program Director for the US M&A Executives Council for The Conference Board, a not-for-profit think tank composed of M&A leaders from the world’s largest acquirers.

Prior to founding Impact Point, Chad previously worked within Alvarez and Marsal’s Private Equity Performance Improvement group, primarily focused on supporting PE Portcos in the middle market to execute their portfolio investment strategies. Chad led programs including merger integration, carve-outs, cost take-out and other performance improvement initiatives. Prior to A&M, he worked with EY in London, UK and Perth, Australia, where he delivered transaction advisory services, due diligence and working capital optimization for both Private Equity portcos and public companies. His qualifications include a BCom from Curtin University in Western Australia, and his postgraduate qualifications include a GradDip in Applied Finance from the Financial Services Institute of Australasia (FINSIA), and he is a qualified CA (Institute of Chartered Accountants, Australia and New Zealand).