Client Testimonials
Decades of Fortune 100 experience, now focused entirely on the middle market.
Our team brings McKinsey and BCG backgrounds alongside real operational leadership. We are not analysts or generalists. We are practitioners who embed with your team and stay until the results show up in your financials.
Founded 2005 · 20+ years in operation
McKinsey & BCG backgrounds
Big Three consulting pedigree across the full partnership
Embedded, not external
We work alongside your team, not from a distance or in periodic check-ins
Results-based fees
Fees at risk from day one. Our incentives are aligned with yours.
Senior-led execution
Partners lead the work, not analysts supervised from a distance
We Deliver
Incremental value at multiples of our fees, with fees at risk.
We Are Direct
We don't just advise. We do. Results validated by client CFOs.
We Are Experienced
Top-tier consulting and operational leadership. Not lifelong consultants.
We Are Proven
Customized methodology per client. Not one prescribed framework.
We Are Focused
Hypothesis-driven problem solving targeted at the highest-impact issues.
Services
Three practice areas. Embedded execution. Built for companies that need to move fast.
Strategic Sourcing
We embed alongside your team to reduce third-party spend by an average of 24% across every major cost category. We own the execution, not just the analysis. Fees at risk.
Learn more →Performance Improvement
We build zero-based budgets and cost structures that hold up to scrutiny — working alongside your managers to expose hidden slack and realign investment priorities.
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Revenue Leakage Recovery
We diagnose and recover lost revenue — from pricing gaps to contract leakage to NRR erosion. Low disruption risk. Changes that stick. Results you can take to the board.
Learn more →Clients
middle-market business
- We work with middle-market businesses across industries, typically $50M to $500M in annual revenue, including PE-backed, founder-led, and family-owned companies.
- We support both high-performing firms looking to sustain and extend their advantage and companies that need to move quickly to restore profitability.
Private Equity Funds
- We partner with middle-market focused private equity funds throughout the hold cycle.
- We support organic value creation initiatives as well as M&A activity, including add-on due diligence and post-merger integration.
Recent Insights
Thought leadership for CFOs and PE operating partners
Insights Article
SG&A Procurement in the AI Era
AI is reshaping SG&A costs for mid-market and PE-backed companies. Capturing the opportunity requires procurement discipline, not just tools.
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Insights Article
The Growth Tax: Why Growth-Stage Companies Overpay for Their Tech Stack
As companies scale from Series A through Series C, vendor contracts priced for an earlier, smaller business quietly drain margin.
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Insights Article
Healthcare Procurement Transformation: What It Is, Why It Fails, and How Mid-Market Operators Get It Right
A guide for CFOs and PE operating partners at mid-market healthcare companies navigating procurement transformation.
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