We serve middle market firms across a variety of industries
- Clients typically $50M – $1B in annual revenue
- We have deep experience in technology (MSP, SaaS, Data Centers, Resellers), healthcare ( pharma, post acute care, SaaS), media/publishing, Business Services, Distribution, Industrial Manufacturing.
- We serve range of ownership models: Founder/Family owned, Private Equity owned, Publicly Traded.
We support a range of situations / business contexts
- Restructuring / turnaround
- Accelerating growth
- Due Diligence- pre acquisition
- Post Merger integration
- Onboarding firm with new ownership group
- Preparation for sale – enhancing results
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:
- Operating due diligence
- Portfolio business diagnostics / Value Creation Planning
- Private equity operations which includes Onboarding Support / M&A Support / Business Optimization / Preparation for Sale
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(Ongoing) Delivered $1M of recurring EBITDA improvement with another $740k of clearly identified potential underway
- Reduced vendor spend via strategic sourcing
- Improved selected areas of price realization, eliminating revenue leakage
Supported numerous initiatives over 4 years, adding over $6M in annual EBIT.
- Strategic Sourcing
- Zero Based Budgeting
- SaaS Net Revenue Retention
(Ongoing) Implemented recurring EBITDA improvement of $2M with another $300-500k of estimated potential in progress.
- Reduced vendor spend by >$1.9M via creative sourcing techniques for network and software
- Delivered $150k of ARR improvement via revenue leakage reduction
(Ongoing) Reduced vendor spend by $3M (overall 30% cost compression). Identified additional $1.5-2M savings potential to be realized over the next 18 months.
(Ongoing) Reduced vendor spend by $1.5M, with another $500k savings potential identified, overall ~25% cost compression.
Reduced vendor spend $1.2M/yr (35% cost compression)- focused on medical supplies. Applied novel sourcing approaches with fragmented supplier base.
Developed capacity supply/demand model for key service line, enabling targeted investment and improved tracking.
Identified $11M+ in annual EBITDA improvements
- $5M Labor cost savings
- $2.7M Vendor spend reduction
- $4M in ARR improvement, via leakage reduction and improved price realization
Completed multiple profit improvement engagements over 5 years, adding $10M/yr EBIT
- Cost Reduction: sourcing, field crew efficiency, design to cost
- Revenue Improvement: spare parts pricing, field support pricing
Reduced vendor spend by $2.3M/yr. Boosted revenue growth by co-designing IT security solution bundle with new vendor.
Reduced vendor spend by $6.8M/yr and increased ARR by $3M via leakage reduction and revised pricing structure. Conducted zero-based budgeting for marketing spend, realigning spend with ROI.
Improvements helped fund business reinvestment and enabled dramatic stock price recovery.
Supported operational turnaround: Returned business to profitability in under 18 months. Improved annual cash flow by $12M and assisted with the sale to a strategic buyer.
Secured sourcing synergies, following merger, of $4.3M – 3X the savings estimate, realized through creative application of leverage- not just relying on additional scale.
Reduced vendor spend $2.2M/yr (35%) and increased ARR by $1.1M via leakage reduction.
Conducted numerous engagements over 6 years, adding over $10M annual EBIT.
- Vendor spend reduction
- Net Revenue Retention
- Zero Based Budgeting
- Organizational productivity
Conducted rapid sourcing project and revenue leakage diagnostic. Secured $370k OPEX and $630k CAPEX savings and identified $1.9M in ARR improvement potential.
Conducted rapid sourcing project- delivering $1.4M of annual EBIT improvement. Work spanned technology, business services, and magazine printing spend categories.
Restructured sourcing agreements for novel drugs, reducing COGS by $1.3M/yr and creating highly scalable cost structure.
Conducted rapid price realization diagnostic and developed new pricing model in under 2 months, adding $1.2M in incremental profit
Completed multiple profit improvement engagements over a 5-year time frame. Focused on debottlenecking operations and selectively lowering outside spend. Added over $25M in EBIT over the period.
Reduced annual spend by $5M: Developed zero-based budget, consolidated office space, lowered IT contract labor expense, and reduced IT Capex expense
Completed global market growth assessment and aligned operating strategy
Evaluated/recommended region-specific vertical integration strategies
Completed end market growth diagnostic and aligned operating strategy
Identified and planned for over $5m in manufacturing labor efficiencies
Completed rapid sourcing diagnostic- identified over $15M of savings and delivered $3M in <6 months.