How we help
Our Commitment
Wolfstone Advisory supports business founders and leaders preparing for and operating under private equity ownership.
With over 25 years' experience advising on private equity transactions and leading portfolio companies, Wolfstone Advisory provides independent advice to those navigating this rewarding but challenging space.
Our Services
Investment readiness
Positioning your business for success
Long before you're ready to appoint M&A advisers, we will help you build a compelling investment narrative informed by a deep understanding of what PE investors look for. We ensure you have a clear roadmap to investment readiness and will work with you to strengthen key areas that investors will scrutinise.
Securing Investment
Navigating the process and preparing for Investors
We will provide you with an independent voice throughout the investment process, alongside your M&A and other advisers. Crucially, we will help you prepare for life after completion, ensuring that you have a deliverable plan and are ready to build investor confidence from day one.
Post investment
transition
Ensuring you succeed
Investment brings new dynamics, additional scrutiny and demands, and an imperative to deliver on your plan. We will help you adapt positively to this challenge, supporting you in getting off to a strong start, reacting to new pressures and proving that you are the right person to lead the business through to a successful exit.
Ongoing support
Accelerating your plans
We also offer direct help in accelerating the delivery of your value creation plan, through ongoing advice that gives you the confidence to act. Our fractional support and access to subject matter experts in our wider network will improve your execution capability, particularly in areas such as Data & AI, M&A, go-to-market strategy and operational efficiency.
Our Experience
25+
Years working with Private Equity
10
Years in portfolio companies
50+
Mergers, Acquisitions and Disposals
100+
Portfolio company board meetings
Our Approach
1
Independent advice
Our sole focus is to help you succeed as a founder and leader in the world of private equity, through independent support and advice.
2
Situational awareness
We have been in your position, and bring all our experience of leadership success and failure in private equity to help you get it right first time.
3
Addition not replacement
We do not replace investor appointed Chairs, Operating Partners and Value Creation teams. We complement these relationships, ensuring you get the best from them and enabling you to execute with confidence and go faster.
4
Flexible model
Our model is simple and flexible. You get the level of support you need, only when you need it.
CEO & Founder, Training, Italy
"I have always known you as the CEO who asked the right questions, and am happy to be one of your clients"
PE Operating Partner
"This is certainly filling a gap in the market and will make a huge difference"
Managing Partner, PE fund
"A fantastic offering that will add a lot of value to first time PE-backed CEOs"
Founder, Health & Fitness, Portugal
"I truly appreciate the great advice you have given me over the years. I am sure others will benefit greatly from your advice, especially those in PE-backed companies given the pace and pressure"
CEO, PE-backed, Logistics
"You have been a great support to me in my first year"
CEO, PE-backed,
Fintech
The insights and context you bring to the table help me every time we speak, without exception"
Our Partners
