What are the responsibilities and job description for the Associate - Portfolio Transformation Group position at Revelstoke Capital Partners?
About Revelstoke Capital Partners:
Revelstoke is a private equity firm formed by experienced investors who focus on building industry-leading companies in the healthcare services and healthcare technology sectors. Revelstoke partners with entrepreneurs and management teams to execute on a disciplined organic and acquisition growth strategy as it strives to build exceptional companies. Revelstoke is based in Denver, Colorado and has approximately $5.1 billion of assets under management. Since the firm’s inception in 2013, Revelstoke has completed 191 acquisitions, which includes 28 platform companies and 163 add-on acquisitions. For more information, visit www.revelstokecapital.com.
About the Portfolio Transformation Group:
The Firm’s Portfolio Transformation Group “PTG” was formed in 2019 with the mandate to optimize and accelerate value creation opportunities across the Revelstoke portfolio. PTG is an entrepreneurial, internal, specialized team to Revelstoke and its portfolio companies that provides interim leverage and project-based work by implementing value creation initiatives and analytics across strategy, operational and human capital priorities.
PTG is highly focused on positioning the Revelstoke portfolio companies for scalability and ambitious growth goals. PTG collaborates and integrates with both the Deal Team and Management across each platform to assist management in supporting and implementing key value creation initiatives. Overall, PTG leverages their consulting toolkits and backgrounds in the day-to-day execution of the portfolio company work. This opportunity provides true hands-on and tangible experience to understand the mechanics of running and scaling businesses, and overall putting in the right capabilities for growth and execution.
PTG core focus areas include i) strategy and value creation roadmapping; ii) human capital diagnostic and organizational design; iii) same store sales performance and monitoring; iv) M&A planning and execution; v) de novo planning and execution; vi) clinical and corporate infrastructure building and support; and vii) robust data, analytics and insights across all the aforementioned.
Responsibilities include, but are not limited to:
- Lead dedicated projects across Revelstoke’s portfolio companies and help support performance monitoring and strategy planning initiatives within Revelstoke itself.
- Support multiple projects at a time, and interface directly with executive leadership at portfolio companies to collect data, develop and present client-facing materials, and provide overall process management and meeting facilitation.
- Collaborate cross functionally with other members of all levels within the Portfolio Transformation Group, Revelstoke’s Deal Teams, and leadership across each portfolio company spanning the VP, SVP and C-Suite levels.
- Projects will be wide ranging, including diligence process management, 100-day planning and onboarding, strategic planning and refresh sessions, market study development, process improvements (i.e., Revenue Cycle, Payor Contracting, etc.), organizational design (i.e., executive, and middle management), integration planning and facilitation, synergy planning and tracking, and culture surveys and diagnostics. See the PTG service offering diagram above for additional project types.
- Develop financial and operational models and KPI reporting packages. Own the models from assumptions to output.
- Create supporting content and presentations in PowerPoint, including visualizations and storyboarding.
- Use a range of analytical tools and approaches, such as PowerBI, Tableau, Altyrex, SQL, and consumer surveys.
- Support Revelstoke Leadership Series initiatives, which bring together leaders across the portfolio to facilitate the sharing of best practices and networking opportunities.
- Support the development of PTG internal resources, including maturity models, KPI tools, value creation plan trackers, and a case resource library.
Qualifications:
- Bachelor’s Degree required, strong undergraduate academic and professional performance
- 2 years of experience in management consulting, or a similar PE operations role
- Experience in deal-driven environments: M&A planning and execution / integration is preferred
- Strong analytic skills, including ability to work with large data sets. Expert knowledge of Excel is required.
- Experience with advanced analytics tools (e.g., Tableau, PowerBI) and programming / relational database management (e.g., SQL) strongly preferred.
- Exposure to healthcare a plus, not a requirement. Keen interest in working with healthcare services businesses strongly preferred.
- Proven ability to build team dynamics that are based on trust
- Sound business judgement while being open minded and a critical thinker
- Entrepreneurial and agile in way of working
- Must be currently based in Denver, CO or able to relocate to Denver, CO