Palatine has designed a useful methodology in its Value Creation Plan (VCP), a tool that is collaboratively used by Palatine and the management team from the outset of an investment. The VCP provides an ongoing, transparent and measurable set of deliverables. When running a fast growing business day to day, this helps bring focus and accountability at board level.
Ian Darby– Executive Chairman
Wren Sterling and John Charcol
Value Creation Plan
Ongoing, year round board agenda tool
Measurable set of deliverables
Collaborative focus on priorities
Effective Board action plan
Our approach to every investment is underpinned by our value creation plan. The VCP is a road map that details key profit activities, milestones and develops key metrics and dashboards for tracking performance. The VCP is used as an ongoing part of the board agenda.
Post Deal Involvement
Board input & effectiveness
We partner with management teams to help refine and deliver the plan through providing access to a wide range of strategic support.
Digitisation / IT
We provide access to specialist resources that help to identify and support opportunities for continuous operational improvement.
Network of Contacts
We manage an extensive network of senior executives who have significant experience in leading successful businesses across a range of industries.
We align these executives to the relevant investee company to provide guidance, insight and support. A member of our network will often join the board in a non-executive director or chairman capacity. These leaders have experience across a broad spectrum including; sector expertise, international expansion, digitisation, human capital planning, acquisitions and integration. We draw upon this expertise to meet the needs of the team and key growth drivers of the business.
We believe sustainable growth within a business cannot be achieved without considering environmental, social and governance (ESG) issues. We adopt a holistic approach to ESG and it forms part of the board agenda on an ongoing basis.