Private Equity
CreatePortfolio Leveragebefore vendor waste compounds across PortCos
CASt installs a standardized operating model for vendor, contract, and architecture spend across the portfolio, with cross-PortCo benchmarking and Finance-validated EBITDA measurement for operating teams and their LPs.
Cross-portfolio
Shared benchmarks across PortCos
Repeatable
Same operating model at each site
LP-ready
Finance-validated EBITDA proof
Portfolio value levers
Four value creation levers that compound across the portfolio.
Cross-portfolio benchmarking
Shared pricing benchmarks across PortCos create leverage that no single company can build on its own.
Repeatable PortCo deployment
A consistent operating model that scales across companies without custom work at each site.
Evidence-backed EBITDA impact
Finance-validated savings baselines and proof packs built for the LP narrative and portfolio review.
Operator-safe governance
Local teams retain approval rights and control. CASt handles the execution load and transitions out.
What PE teams are solving
Four problems that block portfolio-wide vendor value creation.
Vendor contracts auto-renew without portfolio leverage
Each PortCo negotiates alone, at vendor-favorable terms, without the scale and benchmarks the portfolio could provide.
Savings claims can't survive LP scrutiny
Without baselines, billing proof, and Finance sign-off, value creation claims are informal estimates, not a defensible investment narrative.
Governance doesn't transfer with the PortCo
When CASt or any advisor departs, the function, data, and reporting cadence must remain, or the EBITDA impact erodes.
Operating teams resist external vendor programs
PortCo operators push back when governance looks like oversight. Adoption requires clear approval models and local ownership.
Outcome patterns
What the best PE deployments produce.
Portfolio pattern
Cross-portfolio leverage increases when the operating model is standardized.
Using common benchmarks, renewal discipline, and PortCo reporting standards creates a repeatable value-creation motion.
Operating team pattern
PortCo adoption improves when CASt is positioned as execution support, not oversight.
The strongest deployments clarify approvals, local ownership, and what remains with the PortCo after transition.
Measurement pattern
EBITDA impact is easier to defend when value is tracked per PortCo with evidence.
Portfolio teams need more than savings claims. They need baselines, proofs, and consistent reporting standards.
Engagement model
How CASt deploys at each PortCo.
Baseline the landscape
Collect contracts, spend context, ownership, renewal terms, and exceptions into one clean, governed view of the vendor environment.
Activate governance
Put notice windows, decision gates, owner accountability, and evidence-backed updates on a disciplined operating cadence.
Execute the actions
Run pricing negotiations, rationalization, and modernization actions using usage data, leverage points, and market benchmarks.
Transition the function
Hand back the data, governance rhythm, and reporting structure to the client team with optional ongoing CASt support.
Operator confidence
Why PortCo teams adopt the program instead of resisting it.
Operator buy-in is not optional. It determines whether the governance model sticks after CASt transitions out.
CASt is positioned as execution support, not vendor oversight or cost-cutting pressure
Local teams retain approval rights on material vendor actions throughout the engagement
The governance model is designed to be handed off, not dependent on ongoing CASt involvement
Vendor-neutral by design
No vendor commissions, kickbacks, referral fees, or revenue shares. CASt is compensated by clients only, which means every recommendation is free of conflict.
Start with one PortCo
A working session covers the fastest value lever in your current portfolio.
Discuss PortCo prioritization, deployment sequencing, benchmark availability, and what EBITDA measurement your LP narrative will require.