How does Radosevich Advisory Group work with private equity sponsors and portfolio companies?
We install production AI inside portfolio companies and frame the work the way an investment committee expects to see it, in EBITDA and value creation terms. The relationship usually starts with a short portfolio diligence on one company, then grows into a value creation program and, over time, a sponsor advisory relationship across the portfolio. Built by a former private equity operator who speaks the language of the deal.
A partner who already speaks your language
You need an AI partner who can move from pilot to EBITDA without needing a translation layer. Hold-period economics, value creation theses, and quarterly LP reporting are part of the conversation from day one, because our team includes former private equity operator experience from NHK Capital Partners. That means fewer pitch meetings, faster board alignment, and work that is framed in the metrics your sponsors and investors already care about.
Three engagement modes
Portfolio diligence
On a target or a held company, ending in an investment committee grade memo.
Value creation program
Ships production agents inside a portfolio company against a specific thesis, with quarterly reporting.
Sponsor advisory relationship
Brings the same discipline across multiple companies in the portfolio.
How AI moves the value creation plan
- Revenue acceleration from recovered top-of-funnel volume.
- Cost compression from absorbed repetitive labor.
- Margin expansion from error reduction and better mix.
- Multiple expansion, because documented AI maturity is a value driver at exit.
Post-acquisition operating cadence
Most portfolio companies do not fail on strategy. They stall because the value creation plan lives on paper, nobody owns operational professionalization, and forecasting is unreliable enough that the board cannot plan with confidence. The work below is what we install to close that gap.
- Post-acquisition integration management, so the first two quarters are not spent deciding who owns what.
- Board-ready KPI dashboards with a fixed reporting cadence.
- Value creation plan execution broken into 30, 60, and 90 day milestones.
- Standardized operating cadence across companies in the portfolio, adapted to each context rather than copied.
- Revenue attribution and forecast integrity, including KPI definitions and stage exit criteria.
- Team assessment and organizational design where the operating plan needs people it does not have yet.
For operating partners
Andrew sends a quarterly Sponsor Note, a short letter on AI value creation patterns observed in real portfolio work. It is written peer to peer, not as marketing. Ask to be added to the list.
Common questions
Do you work directly with the sponsor or the portfolio company?
Both. The sponsor often introduces us and the portfolio company runs the engagement.
Do you work with operating partners?
Yes. We frequently work alongside operating partners, supplying the execution capacity to implement the value creation plan they have already defined.
How do you measure impact?
In the terms the investment committee uses, including EBITDA impact and contribution to the value creation plan.
How quickly can you produce board-ready reporting?
Typically within 30 days. We define the KPIs, build the dashboard, and set the reporting cadence so the first board meeting after engagement has real data behind it.
Can you work across several companies?
Yes, through a sponsor advisory relationship.
How fast can diligence run?
A portfolio diligence typically runs two to three weeks.
How We Work
The four phase system behind every engagement: Audit, Architect, Install, Govern.
For Operators
Mid-market companies that want AI installed and measured.
About
The principals behind Radosevich Advisory Group and the experience they bring.
Track Record
What the people behind Radosevich Advisory Group have actually done.
What should a PE sponsor ask in AI due diligence?
The questions a PE sponsor should ask before assigning value to AI: earnings evidence, data rights, vendor control, error handling, and who owns the post-close plan.
How does AI move EBITDA in a lower-middle-market portco?
How AI reaches EBITDA in a lower-middle-market portfolio company, with a worked example net of operating costs.