Strategy & portfolio value creation
We help investors and portfolio companies unlock sustainable growth by aligning business strategy, value levers, and tech-enabled operational execution across the investment lifecycle to deliver measurable EBITDA impact and multiple expansion.
Value creation that bridges strategy and execution
Many transactions begin with compelling strategic logic but fall short on execution, leading to diluted returns and delayed exit readiness. In today's market, technology capabilities, data intelligence, and AI implementation have become the most significant differentiators in portfolio company performance and valuation.
OMMAX's integrated approach combines strategic business acumen with deep tech expertise to identify untapped growth opportunities, develop clear value narratives, and implement data-driven operating models that deliver sustainable results. We help investors, founders, and portfolio companies bridge strategy and execution with speed, creating fundamental technology infrastructure improvements, proprietary data assets, and scalable AI applications that drive EBITDA impact and multiple expansion from deal closing through successful exit.
Core levers of strategic growth and tech-enabled value creation
Investment and strategy development
We offer comprehensive strategic planning that defines value creation pathways, aligns deal teams with management, and identifies commercial growth opportunities, market priorities, and go-to-market improvements.
Tech stack assessment and optimization
We provide evaluation and enhancement of technology infrastructure to eliminate technical debt, improve scalability, and drive operational efficiencies through automation opportunities that deliver measurable EBITDA impact.
Data asset monetization and AI implementation
We deliver development of proprietary data assets and AI solution implementation that creates defensible market positions, unlocks revenue streams, and builds autonomous systems reducing operational costs.
Operational excellence and digital enablement
We provide optimization of key functions from sales to HR for enhanced performance and scalability, implementing tech-enabled initiatives that expand markets and create scalable revenue models delivering measurable growth.
Talent and capability building
We offer development of tech, data, and AI expertise within portfolio companies, including leadership development, technical training, and organizational design that creates lasting competitive advantages.
Exit strategy and value maximization
We provide strategic narrative shaping and tech capability enhancement pre-exit to strengthen equity stories, demonstrate growth potential, and secure premium valuations through compelling data positioning.
Driving strategic clarity from day one to exit
Talk to our porftolio & strategy value creation experts!
Dr. Stefan Sambol
Founding Partner
Isabella Calderon Hoyos
Partner Transaction Advisory & Strategy
Konstantin Kugler
Partner Transaction Advisory & Strategy
Max Kneissl
Partner Transaction Advisory & Strategy
Everything you need to know about strategy & portfolio value creation
Value creation is the process of identifying, planning, and executing changes that increase enterprise value post-investment through commercial growth, tech optimization, data monetization, and operational improvements. Ideally, it should begin during due diligence to identify opportunities before acquisition, ensuring faster activation post-close and alignment with exit goals.
We combine high-level strategic thinking with tech-enabled execution and digital expertise. Our work integrates commercial strategy with data assets, AI implementation, and technology infrastructure improvements. We're built for deal-timed, insight-rich delivery that's always grounded in measurable EBITDA outcomes and multiple expansion.
Companies at any digital maturity level can benefit. For digital laggards, we focus on foundational infrastructure and quick-win automation opportunities. For advanced companies, we implement sophisticated AI solutions, data monetization strategies, and advanced analytics that create defensible competitive advantages and sustainable value creation.
We track both operational KPIs (revenue growth, margin improvement, customer acquisition costs) and strategic value drivers (proprietary data assets, AI implementation, digital ecosystem maturity) that directly influence EBITDA and exit multiples. Our methodology positions these capabilities as fundamental value creation levers, not just support functions.
We work with both investors and management teams, including founder-led businesses preparing for growth rounds, corporates planning carve-outs, and PE-backed portfolio companies at any stage of the investment lifecycle. Our approach adapts to different ownership structures while maintaining focus on measurable value creation.
We're built for agile deployment and can mobilize tailored teams within days. Our value creation roadmaps prioritize initiatives based on implementation complexity, time-to-value, and alignment with exit windows, ensuring the most impactful improvements are completed before potential sale processes while maintaining operational continuity.
