Client Testimonials
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.
Services
We assist with both tactical and rapid performance improvements, enabling transformational change.
Outside Spend Reduction
We deliver an average 24% reduction in third-party spend. We embed as an internal procurement team, work alongside your team, or serve in a coaching capacity. Fees at risk.
Zero-Based Budgeting
We build driver-based budgets working alongside your managers to expose hidden slack, realign investment priorities, and produce a cost structure that holds up to scrutiny.
Revenue Improvement
We lift top-line performance with low disruption risk. From surgical pricing adjustments to full NRR programs, we diagnose revenue leakage and implement changes that stick.
M&A Support: Post-Merger Integration & Synergy Realization
We support screening and diligence, then stay after close to drive synergy capture. Estimates are grounded, timelines are owned, and results are tracked.
About us
We DeliverWe measure ourselves by our clients’ return on consulting. We deliver incremental value at multiples of our fees, and we put fees at risk to align our incentives with those of our clients.
We are directWe don’t just advise. We do. Our deliverable is tangible value creation, validated by client CFOs.
We are experiencedWe all have top-tier consulting experience and operational leadership experience; we are not lifelong consultants or new graduates.
We are provenWe apply proven methodologies but customize our approach for each client; we are not prescriptive in approach and do not specialize in one specific framework.
We are focusedWe apply hypothesis-driven problem solving, letting us focus more deeply on the most critical issues, which enables our results and client ROI.
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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