It feels different to work with us, because it is.

 

We are at the intersection of operating experience and subject matter expertise and provide practical solutions that drive value. 

Case Studies

Operational Turnaround for a Manufacturing Firm

Faced with imminent bankruptcy, a manufacturing firm achieved profitability and regained market share.

  • Conducted a multi-day strategic planning workshop to identify operational challenges.
  • Developed and implemented a turnaround plan focused on market share recapture.
  • Improved customer satisfaction to pre-acquisition levels, stabilizing revenue and EBITDA.

Post-Acquisition Value Recovery

A PE firm saved $4 million in post-acquisition settlement through expert negotiation.

  • Reviewed and recalculated the working capital settlement, identifying significant errors.
  • Led the dispute and negotiation process with the seller.
  • Achieved a settlement that saved the PE firm $4 million.

Financial Stabilization for a Portfolio Company

A portfolio company with cash flow issues stabilized operations and doubled EBITDA.

  • Helped find the appropriate, experienced CFO who would help lead the company forward.

  • Co-led recovery plan focused on growth, G&A reduction, and cultural change.

  • Executed strategic planning, resulting in a 16% sales increase and doubled EBITDA.

Understanding Real Costs to Improve Competitiveness

A company improved its bidding process and sales by accurately assessing product costs.

  • Performed an in-depth analysis of direct and indirect costs.
  • Developed a cost allocation model and transitioned it to the finance organization.
  • Enabled the client to adjust bid prices, resulting in increased sales and maintained margins.

Process Optimization for a Family-Owned Business

A family-owned business improved productivity and reduced operational costs through process improvements.

  • Analyzed and revised finance operations to streamline processes.
  • Automated commission and rebate calculations to reduce errors.
  • Enhanced relationships with distributors, boosting overall sales performance.

Due Diligence and Investment Protection

 PE firm avoided a bad investment by uncovering critical issues during due diligence.

  • Conducted detailed reviews of financial health, cash flow, and internal controls.
  • Identified undisclosed liabilities and significant financial risks.
  • Advised the PE firm to withdraw the offer, preventing a potential loss.

Carve-Out and Restructuring

A carved-out business successfully transitioned to a standalone portfolio company with a new CFO.

  • Implemented integrated cash flow and debt covenant forecasting processes.
  • Performed a detailed assessment of finance organization capabilities.
  • Replaced the CFO and ensured the business operated effectively as a standalone entity.

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