Client Problem:

A family-owned business used a strategic planning session to identify operational issues and jumpstart a turnaround. FamilyCo, one of the oldest family businesses in America, acquired ValveCo, a leading designer in the industrial water/wastewater market. Shortly after the acquisition, ValveCo started missing revenue and EBITDA targets, losing market share, and experiencing declining customer satisfaction.

Triton Leadership Group (TLG) Actions:

  • Conducted a multi-day strategic planning workshop.
  • Provided an unconstrained view of the root causes of operational challenges.
  • Offered recommendations to resolve issues and improve performance.

Outcome

  • Recaptured lost market share.
  • Improved customer satisfaction to pre-acquisition levels.
  • Revenue and EBITDA returned to anticipated levels.

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