Impact | Cobalt Value Partners

Core expertise

Growth Acceleration & Commercial Value Creation

Diagnosing why growth has stalled and rebuilding the commercial engine through pricing, GTM, channel, retention and portfolio choices. The work starts with the value pool and continues through implementation and capability building.

M&A, Carve-Out & Post-Merger Integration

End-to-end M&A value creation, from commercial diligence and buy-and-build strategy through Day 1 readiness, carve-out execution, synergy capture and IMO-led integration. The focus is not completion of the process but delivery of the deal thesis.

Value-Creation Execution & Operating Model

Building the management system that converts ambition into results: named owners, initiative-to-P&L tracking, operating cadence, decision rights, organisational redesign and targeted performance improvement. Mandates are measured by movement in the business, not completion of a workplan.

How we work

Technology & AI

Applied selectively where technology changes the economics or execution capability of the asset. Typical areas include pricing, sales effectiveness, customer retention, forecasting and workflow redesign. AI is treated as a value-creation lever, not a separate technology programme.

Execution System & Transformation Leadership

The operating cadence and delivery backbone that turns board commitments into business results: initiative architecture, ownership, value tracking, dependencies, intervention thresholds and executive decision-making.

Operating Partner & Embedded Leadership

When the situation requires direct accountability, Markus works alongside the sponsor and management team or directly in the seat, including as Operating Partner, Chief Transformation Officer, CEO or divisional CEO/MD. The role is to accelerate execution, not create a parallel advisory structure.

Selected impact

Automotive

Pan-Asian Post-Merger Integration

Automotive Group, APAC

~$50M synergies delivered, 25% above original target

Full integration completed in 7 months

IMO-led programme with cross-functional accountability

Industrial

APAC Cost Optimisation Programme

Global Industrial Manufacturer, Asia Pacific

$110M run-rate savings identified and tracked

SG&A reduced by 22%; fixed cost base down 28%

Restructuring across 8 markets in 14 months

Technology · B2B SaaS

GTM & SaaS Business Transformation

PE-backed B2B Tech Platform

Customer churn reduced by 35%

Net new ARR up 24% year-on-year

LTV improved by 20%; GTM motion rebuilt from the ground up

Services · Outsourcing

Pricing & Margin Recovery

Global Outsourcing Services Provider

>$80M annualised margin improvement

Gross margin expanded by 370 basis points

Pricing architecture rebuilt across 12 service lines

Consumer · CPG

D2C Growth Strategy

Multinational Consumer Goods Company

D2C revenue share grew from 10% to 21%

Customer acquisition cost reduced by 18%

EBITDA margin expanded by 250 basis points

Food & Tech · B2B2C

CEO-led Carve-Out, Scale-Up and Restructuring

B2B2C Workplace Food Platform

Built and led a standalone organisation of approximately 200 people

Grew the national network from roughly 60 to more than 600 points of sale, serving over 500 B2B customers during the mandate

Kept the business operating throughout the restructuring and supported its transfer to two strategic buyers

Nearly two decades turning growth and transformation plans into measurable enterprise value.