On every engagement, you get a dedicated PM who owns the project from kickoff to close, a live Smartsheet dashboard for real-time visibility, weekly status calls, and a board-ready close-out when the work is done.

Questions PE Firms Ask Before Engaging
Consultants advise. We execute. We manage the project itself. We don’t deliver a report and hand it off — we own the project plan, run the meetings, hold workstream leads accountable, and drive everything to a clean close. Our deliverable is a completed project with board-ready documentation, not a slide deck with recommendations.
No. We sit alongside the internal team and the subject matter experts already engaged. We provide the project leadership structure they don’t have — the plan, the coordination, the reporting — so your people can focus on doing their jobs instead of managing the project itself.
The earlier, the better. Ideally before a deal closes so we can develop the 100-day plan pre-signing and be ready to execute from Day One. That said, we’re also brought in mid-integration to diagnose what’s stalled and get things back on track, or pre-launch on technology and process projects.
Yes. The retainer model is built for this — we’re an on-call execution resource across your portfolio, available when the next project starts without the overhead of a full-time hire at every portco.
Don't wait until you're in the thick of it. The best time to bring in PM support is before Day 1 — when there's still time to plan.
Copyright © 2026 Synergy Execution Associates - All Rights Reserved.
Execution Leadership for PE-Backed Companies
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.