PE Sponsor · Add-On Diligence
Independent operating diagnostic on an acquisition target
A sponsor was evaluating an add-on acquisition and needed an outside view on the target's actual operating productivity. The pilot established that a meaningful share of the target's salaried workforce was substantively unaccounted for during business hours.
OutcomeSponsor walked with full clarity
First-Time Searcher · Post-Close
Newly acquired services business tracking below the LBO model
A first-time CEO was six months in and below plan with a board asking pointed questions. The pilot established a clear baseline on labor productivity. The follow-on engagement removed roughly eighteen percent of headcount, automated two administrative workflows, and rebuilt span-of-control across regions.
Outcome+720 bps EBITDA in 9 months
PE-Backed Portfolio Co · Stalled Initiative
Portfolio company with a stalled cost-takeout effort
A sponsor brought us in after a previous cost-reduction effort had failed to land. Pilot, restructure, and ongoing advisory now in month nine. Run-rate EBITDA improvement materially exceeding the sponsor's initial value-creation plan.
OutcomeExceeded sponsor value-creation plan