Profitability, Accelerated
Mid-market companies are often leaving 20 to 30% of their profitability on the table. We find it, capture it, and lock it in. And do this quickly.
Outside Spend Reduction
- Your vendors are charging you more than they should.
- We compress outside spend by 20 to 25% on average through strategic sourcing, applying microeconomic principles and advanced negotiation techniques that traditional procurement consultants rarely use.
- We can run the entire process for you or build the capability inside your team. Either way, the savings are real, measurable, and permanent.
Pricing Optimization
- Most companies have 2 to 5 points of gross margin hiding in plain sight, lost to revenue leakage, undisciplined discounting, and pricing architectures that haven’t kept pace with the business.
- We identify the highest-impact opportunities first and help you capture them quickly, with minimal disruption to the sales org.
Net Revenue Retention
- Churn and weak cross-sell are silent margin killers.
- We run a fact-based diagnostic, identify the highest-leverage retention and expansion opportunities, and work directly with your Sales Ops team and CRO to pilot, measure, and scale.
- Clients typically see a 5 to 15 point improvement in net revenue retention.
Turnaround and Restructure Support Services
Turnaround situations reward speed and penalize indecision. We deliver rapid, fact-based diagnostics that clarify the path forward, and we can step directly into your leadership team to accelerate execution.
- Our organizational productivity analysis is bottom-up and driver-based, not benchmark-driven. That means faster buy-in and fewer arbitrary cuts that damage the business.
- We move quickly on outside spend reduction with minimal oversight required, freeing leadership to focus on strategic priorities while we deliver low-risk earnings improvement.
- Our operating backgrounds let us cut through complexity, prioritize ruthlessly, and drive focus on the levers that actually move the needle.
Mergers & acquisitions and post-merger integration Support
The deal is just the beginning. We support screening and due diligence through close, then drive the hard work of value realization on the other side.
- Our synergy targets are built bottom-up and driver-based, not pulled from benchmarks. That means figures leadership can actually stand behind, and savings that get realized rather than written off.
- We execute with minimal oversight, freeing your leadership team to focus on the organizational and cultural integration that determines whether the deal actually succeeds.
Private Equity Fund support
We support Private Equity funds throughout the portfolio company lifecycle:
Target Scanning / Due Diligence
Onboarding
Ongoing Operational Improvements / M&A
Preparation for Sale
Target Scanning / Due Diligence
Due Diligence and Value Creation Planning
- Opportunity sizing and risk assessment
- Initial value creation roadmap
Onboarding
~1 year
Instill Zero-Based Planning
- Zero-Based Budgeting in key areas
- Finance follow-up plan
Refine Value Creation Plan
- Prioritize outside spend targets
- Prioritize revenue levers (price, churn, cross-sell)
Ongoing Operational Improvements / M&A
3–4 years
Profit-Improvement Initiatives
- Outside spend reduction
- Net revenue retention
M&A Integration Support
- Synergy capture planning
- PMO and synergy realization tracking
Preparation for Sale
~1 year
Rapid Profit Improvement
- Price leakage elimination
- Tactical discounting review
- Outside spend reduction