Private Equity Support
Given our focus on demonstrable results and incentive alignment, Private Equity funds often retain us to assist them with their value creation initiatives:
Clients
Middle-market companies hire us when performance can't wait.
We work with companies generating $50M–$1B in annual revenue, across a range of ownership structures.
Founder & Family-Owned
Independent businesses
PE-Backed Platforms
Portfolio companies
Publicly Traded
Listed companies
Business situations
Restructuring & Turnaround
Rapid cost reduction and operational stabilization under pressure.
Accelerating Growth
Removing margin drag and operational friction to fund and sustain growth.
Post-Merger Integration
Capturing synergies and aligning operations across combined entities.
Preparation for Sale
Building a cleaner, more profitable story ahead of a transaction.
Sectors we know well
Selected Engagements
Client Results
Hover any card for engagement details. Filter by sector or service type below.
$1.7M/year vendor spend reduction
39% savings from baseline through demand management and pricing levers.
Case Study
$6M+ annual EBIT
4-year partnership spanning strategic sourcing, zero-based budgeting, and SaaS net revenue retention.
Case Study
$2M+ EBITDA improvement
Outside spend categories included janitorial services, medical supplies, and telephony.
$2.4M vendor spend reduction
30%+ compression on addressable spend. Holistic program including sourcing, process optimization, and commercial strategy.
Supply chain transformation program
Contract renegotiation, tariff impact optimization, and strategic sourcing for production and logistics partners.
$1M recurring EBITDA
Plus $740K in additional savings were clearly identified. Vendor spend reduction and revenue leakage elimination.
Case Study
$2.8M recurring EBITDA
$2.3M vendor reduction in network and software. $550K ARR improvement from leakage reduction.
Case Study
$2.7M vendor spend reduction
Reduction in call center costs ($1.9M) and commercial printing costs ($800K).
Case Study
$2.4M vendor spend reduction
25% overall cost compression on categories addressed.
Case Study
$11M+ annual EBITDA
$5M labor savings, $2.7M vendor reduction, $4M ARR improvement via reducing revenue leakage and optimizing pricing.
Case Study
$10M/year EBIT over 5 years
Sourcing, field crew efficiency, design-to-cost, spare parts pricing, and field support pricing.
Case Study
$6.8M vendor reduction & $3M in ARR
ZBB for marketing realigned spend with ROI. Improvements funded reinvestment and drove stock price recovery.
Case Study
$4.3M sourcing synergies
3x the pre-merger estimate. Creative application of leverage beyond scale alone.
Case Study
$10M+ annual EBIT over 6 years
Vendor spend, net revenue retention, ZBB, and organizational productivity.
Case Study
$12M annual cash flow improvement
Returned to profitability in under 18 months. Supported successful sale to strategic buyer.
Case Study
$25M+ EBIT over 5 years
Debottlenecking and selective spend reduction across multiple engagements.
$5M annual spend reduction
ZBB, office space consolidation, IT contract labor reduction, and IT capex.
$1.4M annual EBIT improvement
Technology, business services, and magazine printing — delivered via a rapid sourcing sprint.
$3M delivered in <6 months
Rapid sourcing diagnostic identified $15M+ in savings potential.
$2.3M/yr vendor reduction
Also co-designed new IT security bundle with vendor, boosting revenue growth.
Case Study
- Operating due diligence
- Portfolio business diagnostics and value creation planning
- Private equity operations, which include Onboarding Support, M&A Support, Business Optimization, and Preparation for Sale
