Creating Value Together

The centerpiece of Excellere’s investment strategy is the Value Creation Process, our proven system of proprietary tools, procedures, and resources. It provides companies with a roadmap to industry leadership by building a foundation that supports extraordinary organic growth and strategic acquisitions.

Transforming Entrepreneurial Companies

In addition to offering industry experience to leadership teams, Excellere deploys a proven, process-based investment strategy driven by our Value Creation Model. This model includes proprietary tools and resources used to design roadmaps toward industry leadership, build foundations to support extraordinary organic growth, and enable customer-focused strategic acquisitions. Our ability to successfully transform companies with our Value Creation Process is rooted in three key areas.

Leadership

We empower the entrepreneur with an exceptional leadership team, organizational structure and corporate culture that fosters their vision.

Process

Excellere supports the refinement of all internal and external processes to enhance productivity and drive consistency through operational excellence.

Technology

We invest in technology and clinical solutions for real-time business intelligence, effective managerial oversight and better decision making.

Proven Value-Creation Model

 OPERATIONAL EXCELLENCEDIFFERENTIATED CUSTOMER VALUE PROPOSITIONEXTRAORDINARY AND PREDICTABLE GROWTH

SUPPORT
Growth Resources

  Resources
Project Expert Network to provided initiative-based outcomes that drive operational improvements

GROWTH
3-5x in 3 years

Organic Growth
Expansion of products, services and capabilities: focus on winning new business and customers
Add-On Acquisitions
Accelerate strategic objectives by acquiring companies that bring more value to the customer and provide economies of scale

FOUNDATION
Scalability

People
An experienced leadership team and scalable organizational structure to support an accelerated growth strategy
Processes
Improve internal/external processes to enhance productivity, training and reduce operating costs
Systems
Utilize a robust technology solutions for real-time business intelligence (Financial HR, CRM, Compliance, etc.) excellence.

Value Creation Process

SHARING THE VISION
Excellere’s Value Creation Process supports entrepreneurs and leadership teams as they transform their companies to drive strong growth and achieve outstanding returns for all shareholders.

STEP 1
Current State Assessment

  • Voice of the customer
  • Third-party diligence
  • Investment thesis review
  • Commercial process map

STEP 2
Short-Range Planning and Execution

  • Organizational scalability
  • Quality and compliance
  • Organic growth acceleration
  • Strategic technology investments

STEP 3
Long-Range Planning and Execution

  • Value proposition enhancement
  • Competitive differentiation
  • Expanding addressable market
  • Exit planning

STEP 4
Continuous Improvement

  • Highly functioning commercial engine
  • Operational excellence
  • Employer of choice
  • Innovator/solutions partner