About Portfolio Transform

We're Not Consultants. We're Operators.

Built by former portfolio company COOs who got tired of watching great companies fail due to operational gaps. We created the playbook we wish we'd had.

The Origin Story

After running operations for multiple PE-backed companies, I noticed a pattern: every portfolio had the same operational gaps, but no systematic way to fix them.

Consultants would come in, deliver a 200-page deck, and leave. The real work of transformation would fall on overwhelmed teams without the expertise to execute.

So I built what I wished existed: a systematic approach to operational excellence, delivered by people who've actually done it, with incentives aligned through equity.

Today, we're transforming portfolios by becoming the operational leadership these companies need, not the consultants they don't.

Daniel Harding

Founder & CEO

Former COO of 3 PE-backed companies. Led operational transformations resulting in $500M+ in exits.

Operational Excellence
M&A Integration
Turnarounds

Our Journey

From operator to operational transformation partner

15

First Turnaround

Joined struggling SaaS company as COO, achieved profitability in 6 months

17

First Exit

Led operational transformation resulting in 4.5x return for PE firm

19

Pattern Recognition

Realized the same operational gaps existed across portfolio companies

21

Methodology Development

Codified learnings into systematic 10-level maturity framework

23

Portfolio Transform Launch

Launched COO-as-a-Service model to scale impact across portfolios

24

27 Companies & Growing

Expanding team to meet demand from PE firms globally

Our Values

What drives us every day

Results Over Theory

We've been in the trenches. Every framework we use has been battle-tested in real companies.

True Partnership

We don't advise from the sidelines. We roll up our sleeves and do the work alongside you.

Systematic Innovation

We combine proven playbooks with creative problem-solving for each unique situation.

Data-Driven Decisions

Every recommendation is backed by data. We measure everything and adjust quickly.

Our Impact

Results speak louder than promises

$450M+

Portfolio Value Managed

27

Companies Transformed

3.7x

Average EBITDA Growth

92%

Successful Exits

Recognition

PE Operator of the Year

2023 Industry Awards

Top Value Creation Partner

PE Hub Recognition

Fastest Growing Advisory

Inc 5000

Let's Build Something Great Together

Ready to unlock the full potential of your portfolio companies?