Case studies

Medical Devices · 2015

$7.1M

Optimization of production flow and inventory at a non-profit tissue bank

Client looking to improve throughput and cost effectiveness to ensure long-term competitiveness. Excessive Work-in-Process and Finished Goods inventory with low fill rate for orders and unsustainable processing costs.

Medical Devices · 2015

$800k

Call center optimization for organ procurement organization

Non-profit providing screening services for 80+ organ procurement organizations (OPOs) across Canada and USA via call center. Mandated by parent organization to reduce costs and improve service levels. Previous assessments had found no actionable opportunities.

Oil & Gas · 2015

$2.6M

Dock and demurrage performance improvement at an oil refinery

Airline-owned refinery on the east coast seeking cost reductions. Demurrage charges (due to extended cargo ship docking) were higher than benchmarks. Most charges were avoidable based on key process opportunities found in diagnostic.

Healthcare · 2016

$3.5M

Rehab-center utilization increase yielding $3.5M annual savings

Set of rehabilitation centers in Northeast USA with low staff utilization. Patient satisfaction was low due to appointment backlogs. Initial diagnostics revealed that patient cancellations were key cause of schedule gaps and underutilization.

Medical Devices · 2016

$42M

SIOP uplift at an ortho device manufacturer ($42M savings)

A manufacturer of orthopedic medical devices globally. Demand planning and inventory practices were not mature, resulting in significant waste and low fill rate. Client required rapid process improvements to prepare for acquisition by top 10 medical devices manufacturer.

Oil & Gas · 2016

$40M+

Full-potential diagnostic identifying $40M in annual refinery benefits

Joint venture between integrated oil major and state-owned upstream oil provider. Top 10 refinery in the world by volume (350k bbl/day). Seeking full-potential assessment on refinery operations and hydrocarbon loss control.

Medical Devices · 2017

$1.5M

Salesforce effectiveness delivering $1.5M profit improvement pre-IPO

Medical devices company specializing in bone stimulator devices and joint relief injections. Spin-off from Fortune 100 orthopedic medical device company. Client looking to extend high growth rate in preparation for Initial Public Offering.

Financial Services · 2017

–73%

Sales-rep development reducing fall-off by 73% at Canadian bank

Leading Canadian Bank experiencing sales fall-off from insurance sales reps ~6 months after reps onboarded. Many reps lacked ability to gain leads and sales outside of immediate network. Client required networking and lead generation training for new sales reps and those with declining performance.

Real Estate · 2017

+300%

Customer-journey optimization and 300% salesforce expansion

Canadian tech-enabled real estate brokerage had recently secured Series A funding. Key growth and operational targets had been set by investor as part of financing. Leadership needed to serve more customers and simplify operations to scale the business effectively.

Real Estate · 2017

–75%

Process automation to reduce admin hours while retaining clients

Newly acquired from sole proprietorship to company scaling-up. Highly manual and required owner input for most processes. Required standardization and automation while maintaining customer satisfaction.

Trades, Home and Personal Services · 2017

4.7

Quality and process improvements boosting ratings from 4.3 to 4.7

Maid Service with staff of 20 was experiencing declining customer satisfaction. Poor satisfaction reduced recurring revenue and low ratings impacted new business. Owner asked for insight as to what could improve service quality.

Financial Services · 2017

$250M

Fund-tracking automation to support growth to 100+ investors

Client had developed a cryptocurrency fund with about 50 investors. Algorithmic crypto trading was converted to USD gains and allocated based on share and referral incentives. Current approach to tracking positions was no longer effective for scale.

Trades, Home and Personal Services · 2018

50+

Market-analysis insights for residential cleaning firm

Residential cleaning company in a suburb of Houston TX looking to expand beyond a two-person team. Required strategic assessment of local market and competition, with ideas to develop new business and gain market share.

Financial Services · 2018

$20M

Labor-productivity gains generating $20M CAD savings at P&C insurer

Client was a major Property and Casualty insurer in Canada. The insurer was the result of a merger completed 5 years prior, with complementary lines of business to gain efficiency and scale. Much of the organization was still operating under two different cultures.

Financial Services · 2018

$2.5M

Operations bootcamp adding $2.5M profit for an Indonesian insurer

Indonesian division of a top-10 global insurer experiencing extreme growth. Expense ratio remained high due to growing labor force and low productivity. Leadership required the development of a continuous improvement mindset in the Project Management Office and in front-line supervisors.

Medical Devices · 2018

$40M

Reducing inventory waste with targeted S&OP design

Non-profit allograft tissue bank making skin grafts, bone putties and other products. Preparing to partner with a major sports medicine company. Conducting a competitive analysis to reduce costs and improve inventory / fill rate.

Aviation · 2018

$2.2M

Fuel management playbook finding $2.2M for a major US airline

Major US Airline was seeking improvements to fuel management system following consortium member changes. Reconciliation process lacked several key best-practice steps and resulted in significant misallocations. Client requested assessment of end-to-end process.

Healthcare · 2018

$2.4M

Operating room optimization: $2.4M profit for surgery center

Multi-site surgery center had low operating room utilization at its largest site. Problem was made complex by a variety of operating and political factors. A two-week diagnostic was conducted in advance of the project to better understand causes and opportunities.

Financial Services · 2018

4 yr

Automated bookkeeping system design for a real estate investor

Savvy real estate investor had incorporated a Canadian Corporation to purchase rental properties and test business ideas. Had basic knowledge of bookkeeping and record keeping but did not want to pay for QuickBooks software or similar. Needed a basic bookkeeping setup without monthly fees.

Technology · 2018

20%

Dynamic league modeling tool design for a video game developer

Founder had created a multi-team online game and had developed a league to further increase audience. Matches and teams needed to be scheduled in advance for both regular season and tournaments. A short-term flexible model was required, which would enable transfer of logic into game development.

Trades, Home and Personal Services · 2018

Workout performance tracking system for a fitness coach

Fitness coach was tracking client weightlifting (maximum weight and reps). Wanted a file to log all workout sessions and to display personal bests. File would update automatically as personal records were increased.

Real Estate · 2008

97%

Ops leadership doubling profitability for a self-storage facility

Self-Storage facility established in 1997 required temporary operations support. Fractional COO / GM services were established but it was clear that the company was lacking in management systems. Project work was required to facilitate management and continuous improvement.

Financial Services · 2019

$2.7M

Throughput roadmap saving $2.7M for a global insurance joint venture

Indonesian joint venture subsidiary of a top global insurer, seeking productivity improvement to manage growth. Referral from a previous Indonesian insurance client. Diagnostic performed over 5 weeks with focus on underwriting, claims, telemarketing and customer service.

Technology · 2019

Lead-to-transaction tracking tool for a digital marketing agency

Digital Marketing Agency in a stage of growth from successful marketing campaigns. As the client list was growing, the company needed to match revenues to client to avoid double prospecting. A streamlined tracker of campaign-generated transactions would enable marketing analytics as well.

Oil & Gas · 2019

$8.6M

Hydrocarbon loss controls saving $8.6M for a US oil refinery

530,000 bpd refinery. Work was part of a multi-site implementation of hydrocarbon loss control. Required site-specific setup of new processes and systems with corporate oversight and guidance.

Automotive, Watercraft and Powersports · 2019

10 min

Sales automation tool reducing admin for a luxury boat dealer

Luxury towboat dealer and watersports outfitter was seeking an automated ordering form for boat sales. The app would be used by salespeople in short term and could facilitate customer direct-ordering or online quotations in long term.

Construction · 2019

Account reconciliation automation for a custom home builder

Property Manager and Custom Home Builder in California needed an easier process to reconcile customer accounts each month. Transactions included receiving rent, maintenance, platform fees, and proceeds remitted to property owners. Finance team used QuickBooks.

Food and Beverage · 2025

–7%

Supply chain org redesign saving 7% labor for a pet products firm

A leading U.S.-based pet products company sought to design a future-state supply chain organization to support expected growth and maturity. The goal was to enhance clarity, optimize workload, and improve organizational capability while managing labor costs.

Food and Beverage · 2025

$4M

Operational assessment finding $4M for a pet products leader

In 2025, a leading U.S. pet products company aimed to consolidate volume into its flagship plant, which faced low OEE (48%), high turnover, weak problem-solving, and planning gaps, requiring a rapid operational assessment to unlock value and stabilize performance.

Private Equity · 2022

$10M

Procurement and construction optimization for $10M profit add

A private equity owner of a 50-store barbecue restaurant chain faced margin pressure and construction delays amid rapid expansion. Pandemic-related supply chain disruptions had extended new store build timelines from 120 to over 160 days, while rising material and food costs were eroding profitability.

Food and Beverage · 2025 · Full study

$4.5M

Product lifecycle management transformation for a pet food producer

A PE-backed pet food producer had been losing market share and revenue for multiple years, undermining exit plans and extending the holding period. High volume of product portfolio updates had exposed significant challenges in Product Lifecycle Management, particularly for transitions and exits. The company was experiencing an estimated $4.5M in annual write-offs associated with PLM, and lacked a clear, documented process and accountabilities.

Healthcare · 2015

3,000

Paramedical service expansion to reduce low-acuity 911 calls

Partnership of three regional paramedical services seeking better labour utilization to match needs of population. Community Paramedicine had been suggested by regional health groups as an option to benefit other health providers.

Healthcare · 2016

Dental-plan integration across merged provincial programs

Provincial, publicly-funded dental plans were merging into a unified coverage service. Service would provide coverage to children and low-income adults, with the intention of no gaps or overlaps. Merger required significant systems and data integration which needed to be managed effectively.

Professional Services · 2016

53%

Market-expansion and efficiency gains at executive search firm

National Executive Search firm sought to expand business verticals and market share. Most partners had semi-retired leaving one partner with limited bandwidth for business development. A simple and scalable strategy was needed for outreach to grow business and justify onboarding full-time support.

Aviation · 2016

$874k

Fuel-receipt controls driving $874k savings for airline consortium

Top 3 airport hub servicing over 2,500 flights per day. 50+ airline consortium and fuel committee overseeing third-party fuel services vendor and 3 fuel suppliers. Jet fuel write-offs against all airlines as a result of poor hydrocarbon receiving and accounting practices.

Aviation · 2016

$2.1M

Temperature-based reconciliation delivering up to $2.1M savings

Non-hub airport in tourism-heavy city, servicing both commercial and private flights. Large temperature swings in JET A created significant variability in conversion from dispersed pounds to net standard volume (barrels, $). Airline flight schedules led to significant differences in effective cost of fuel.

Aviation · 2016

$180k

Fueling-process visibility and $180k annual savings at hub-city airport

Alternate airport in major hub city serving two carriers. Considered "best practice" airport location and testing ground for other operations. Top 4 airline seeking full potential assessment of fueling process and opportunities.

Construction · 2019

14%

Sales process definition & tracking for a construction wholesaler

Construction products wholesaler had set a $1M sales target for the year (+27%). Owner recognized the need to develop improved systems for business development. Systems would be piloted in a spreadsheet as a low-cost alternative to a CRM system.

Real Estate · 2019

Financial feasibility modeling for a real estate brokerage

Brokerage in South Florida was considering a spin-off business unit and needed analysis to determine feasibility. Financial models would need to be dynamic such that they could be used as information came available or in negotiations.

Real Estate · 2020

Investment ROI snapshot automation for a real estate group

Investment group specializing in single-family homes for rental and refinancing. Provided capital and guidance for amateur investors. Needed a one-page investment snapshot to show cashflow and ROI for target houses that could be filled by investor as part of a proposal.

Financial Services · 2020

30%

Mortgage calculator suite design for an online wealth service

Online savings and wealth creation service was building a suite of free tools for prospective clients. Several mortgage calculators were required for their higher-end customers. Scope included five mortgage calculation tools.

Medical Devices · 2020

$2B

Asset audit scheduling system for a global medical device firm

A top orthopedics medical device manufacturer held inventory as consignment in hospitals across the country. Changes to financial reporting requirements resulted in the need for comprehensive auditing of consignment stock.

Medical Devices · 2020

$250M

S&OP redesign saving $250M inventory for a medical device firm

A top-10 global medical device company faced chronic backorders, excess inventory, and underutilized capital, leading to delayed product availability. The company aimed to improve inventory efficiency, reduce labor waste, and strengthen supply chain operations.

Industrial Components and Heavy Equipment · 2020

2 yr

Delivery routing optimization for an agricultural equipment dealer

Agricultural supplies and equipment dealer developing a tractor parts delivery program for dispersed customer base. Delivery program would provide parts on certain days and times across the state. Client required a process and system to facilitate the program at minimal cost.

Industrial Components and Heavy Equipment · 2022

100+

Service scheduling system design for an agricultural dealer

Agricultural equipment dealer expanding into on-site maintenance services needed a system to schedule repairs, provide client updates, and manage visibility across 100+ pieces of equipment.

Healthcare · 2020

2 wk

Compound cost & pricing database for an osteopathic clinic

Osteopathic clinic providing custom pharmaceuticals direct to patient base. Client required analysis to determine total cost of compounds produced for pricing and margin purposes. One-time analysis would facilitate ongoing updates and new compounds.

Financial Services · 2020

1000+

Client progress tracking system for a personal finance coach

Coach worked with several clients at once and required tracking of each one. While some apps and other tools were useful, a higher degree of customization was needed. Scope would convert outputs from a popular personal finance app and allow personalized projections.

Trades, Home and Personal Services · 2020

8%

Margin calculator & pricing tool for an HVAC service provider

HVAC Service Provider was experiencing increasing costs for materials and labor. To maintain profitability of installs and services, an analysis of fair profit margins and prices was needed. Margin calculation tools would also reduce variability between estimators when quoting similar jobs.

Trades, Home and Personal Services · 2020

88%

Inventory management system design for a chimney service firm

Chimney specialist had expanded in previous two years. Client had no inventory management system or processes and COVID-19 supply chain issues were exacerbating over-purchase and stockout issues.

Food and Beverage · 2020

–30%

Inventory planning reducing shrinkage for a meal kit delivery firm

Food delivery company that supplied perishable meal kits to 2000+ grocery locations. National grocery chain imposed strict SLAs (Service Level Agreements) despite demand variability and fast expiry. Client needed an inventory planning model to minimize expired product and meet SLAs.

Community Organizations · 2020

+11%

Strategic plan development for a social impact non-profit

International, multi-chapter social impact movement for individuals aged 20-39 developing strategic plans for next five years. Strategic Assessment would consider maximum value delivery to members and community while maintaining competitive positioning as a leading organization.

Mining · 2020

$29M

Zero-based labor review saving $29M for a global mining company

Global Nickel Producer with underground mine losing over $300,000 per day. Initiatives to increase production were underway but struggling to produce estimated results quickly. Immediate reductions to fixed costs were needed to drive near-term profitability.

Mining · 2020

$60M

Regional org redesign saving $60M for a global mining company

A successful labor reduction program was expanded from a single mine to regional operations, with the objective of optimizing support functions and reducing labor costs for a global mining company while maintaining operational performance.

Mining · 2021

$40M

Surface plants redesign saving $40M for a global mining company

In 2021, a global mining company aimed to expand a successful single-mine labor reduction program across the region. The objective was to improve efficiency in operations and maintenance while reducing labor costs sustainably.

Technology · 2021

10 hr

Currency reconciliation automation for a mobile game developer

Developer of a strategy game app had launched and was quickly gaining traction globally. Paid downloads and additional content were generating revenue across many geographies and currencies. Client needed real-time currency exchange info to audit purchases and financials.

Trades, Home and Personal Services · 2021

1 wk

Revenue budgeting & tracking tool for a medical aesthetics coach

Med Spa coaching program required budgeting and tracking file for clients. File was developed in under a week with minimal revisions.

Mining · 2021

2 wk

Safety incident reporting system for a junior gold mining firm

A junior gold mining company expanding operations across Eastern Europe, Canada, and the U.S. faced inconsistent safety incident reporting due to increased staffing and contractor hours. The company sought to improve reporting accuracy, staff accountability, and enable follow-on analytics.

Mining · 2021

Improving drilling productivity through data-driven analysis

Junior Gold Miner faced declining drilling productivity and rising costs across multiple regions and contractors. The company sought a structured approach to identify performance gaps and focus on the most significant drivers of cost and efficiency.

Mining · 2022

Operational readiness & governance for an open-pit iron ore mine

An open-pit iron ore mine faced challenges meeting tonnage targets due to limited availability of critical equipment. The operation required a rapid baseline of performance and governance framework to support near-term stabilization and longer-term improvement efforts.

Mining · 2022

+10%

Maintenance supervision coaching for an open-pit iron ore mine

Iron Ore Open Pit Mine struggling with availability of Drills and Shovels. Low availability was leading to missed production for several years. Initial diagnostics concluded that main causes were due to poor coordination of people and parts for each work order.

Mining · 2022

+24%

Reliability improvement initiatives for an open-pit iron ore mine

An open-pit iron ore mine was experiencing production shortfalls due to low availability of critical equipment, including drills, shovels, and haul trucks. The operation required targeted reliability improvements to stabilize equipment performance and support tonnage targets.

Professional Services · 2022

93%

Process improvement training modules for new consulting firm

Aspiring consulting firm had developed scale to hire frequent contractors at a junior level. Contractors would need to be trained in common process improvement methodologies for near-immediate value creation to clients. Firm had no training materials developed and lacked bandwidth.

Food and Beverage · 2022

$10M

Procurement and construction optimization for 50-store BBQ chain

50-store barbecue restaurant chain was rapidly expanding through 2025. Timelines of new location construction had increased from 120 days to over 160. Supply chain was affecting procurement of construction materials, restaurant supplies and food, especially protein.

Industrial Components and Heavy Equipment · 2022

$25M

Operational due diligence: $25M profit add for valve distributor

Private Equity client had offered to purchase company and was seeking due diligence. Distributor had national reach through acquisitions of 8+ subsidiaries over 5 years, but subsidiaries not integrated.

Financial Services · 2023

Risk-return modeling and launch support for home equity lender

Home Equity lender specializing in debt consolidation loans. Launching a new hybrid loan product to be backed by outside investors. Required analysis of the Canadian housing market and business model to optimize pitch for funding.

Financial Services · 2023

1 wk

Automated retirement planning tool for a financial advisor

Financial advisor specializing in retirement planning. Had expanded client base and needed more efficient ways of serving clients. Requested automated retirement planning tool that was linked to financial market data and could be updated by clients rather than by financial advisors.

Real Estate · 2019

+14%

Operations automation & scaling for a self-storage facility

Self Storage Business founded through conversion of city maintenance facility. Small scale of business forced a need for maximum revenue generation with minimal labor. Offsite management and increasing competition during period of low interest rates created additional complexity.

Professional Services · 2023

10

Case workflow management system for an employment law firm

Employment law firm in New York City suburb had trouble managing workflow of cases. High growth of cases had led to backlog at key steps, and lack of prioritization was impacting revenue collected.

Community Organizations · 2023

93%

Financial curriculum development for a private education firm

Private education company developing courses for children and teens in business, science and other subjects for career exploration and life skills. Sought expertise in financial concepts and curriculum design to develop a new course in advanced business concepts (for teens and young adults).

Medical Devices · 2023

+53%

Inventory and production tracking for a microbe manufacturer

Company manufactured microbials, probiotics, and other beneficial organisms. Quality team was looking to track material inflows and production batches. Tracking would tie into quality and performance KPIs, forward looking forecast and material purchasing needs.

Trades, Home and Personal Services · 2023

Commission reconciliation tool for a yoga content creator

Large yoga content creator and training school experiencing high growth in subscriptions and revenue. Teachers were paid on varying commissions by product / class type resulting in confusion and inaccurate financials. Company required reconciliation file for purchases and commissions.

Trades, Home and Personal Services · 2024

Financial dashboard development for online yoga training school

A large yoga content creator and training platform required improved financial visibility to monitor profitability and major expenses while maintaining alignment with existing reports. The organization needed a more integrated and scalable dashboard to support ongoing management and performance tracking.

Real Estate · 2023

+22%

Predictive pricing model design for a property manager

Property Manager managing over 100 residential units. Conducted extensive market research upon turnover, based on available inventory and viewing comparable properties. Required a simplified, data-driven approach that would use current and historical comparables to set asking rent.

Chemicals, Plastics and Packaging · 2023

$1.5M

Ops diagnostic yielding $1.5M EBITDA adds for plastics producer

Gas can manufacturer (blow mold HDPE) owned by Private Equity Firm seeking exit. Plant needed to create capacity to meet additional volume demands of any buyer. Scope included production efficiencies and other cost saving opportunities.

Food and Beverage · 2023

$9M

Production & logistics audit for a soft drink joint venture

South American Joint Venture of a well-known soft drinks producer seeking opportunities to improve production and distribution costs. Required an independent audit to complement internal initiatives completed over the previous year.

Automotive, Watercraft and Powersports · 2023

$8.2M

Lean transformation adding $8.2M for a transport systems firm

Leading manufacturer of truck bodies looking to streamline production for reduced costs and better customer service. Anticipated significant market correction and required external support to prepare for tighter margin, low volume. Requested an end-to-end diagnostic (order to delivery).

Financial Services · 2023

+24%

Automation tools to increase AUM at a family wealth office

Family-based wealth management office had increased AUM and client base in previous 2 yrs. During stock- and bond-market downturns of 2023 the administrative and meeting burden of clients also grew.

Mining · 2023

Global logistics network strategy for a potash mining leader

A global leader in potash mining (6 mines) and exporting had experienced high growth in developing markets (e.g. Asia). At the same time, significant developments were being made to Canadian / USA rail and port infrastructure.

Financial Services · 2023

35+

Process mapping & standardization for an investment firm

Real estate investment management firm with a team of 9 long-standing individuals and minimal documentation. Key team member health issues demonstrated need for documentation and continuity. Required procedures to be assessed, standardized, and documented through external support.

Chemicals, Plastics and Packaging · 2023

$50M

Spend & ops review adding $50M profit for a liner manufacturer

A global producer of release liners who was experiencing profitability issues following a sharp drop in demand post COVID-19. The private equity sponsor required EBITDA to increase from 12 to 20% to exit their position and had already been delayed by two years.

Construction · 2023

$5M

Procurement diagnostics finding $5M for a roofing company

A leading commercial roofing and waterproofing company was facing profitability pressures from its lender. Job revenue was based on competitive bids so profitability was impacted by material margins. The lender requested a procurement effectiveness review.

Food and Beverage · 2023

$14M

Supply chain review yielding $14M for a restaurant chain

A 800-store drive-thru restaurant chain was experiencing financial challenges due to changing consumer preferences. Previous attempts to reduce food and distribution costs were met with challenges due to heavily franchised network.

Chemicals, Plastics and Packaging · 2024

$7M

Strategic sourcing saving 5% spend for an adhesives producer

Manufacturer of specialty tapes, films and adhesive products is owned by Private Equity firm. The owner is seeking refinancing and required significant cost-savings initiatives to improve risk profile. Procurement savings suspected to be highest value for effort.

Chemicals, Plastics and Packaging · 2024

$11M

Logistics & spend review finding $11M for a sterile manufacturer

A sterile products manufacturer sought to improve profitability by reducing procurement and logistics costs. The company required a focused assessment to identify actionable opportunities across sourcing, contracts, and freight practices.

Oil & Gas · 2024

$26M

MRO & logistics review finding $26M for a drilling contractor

In 2024, an oil and gas drilling contractor sought to improve unit profitability while reducing its rig count in response to market price fluctuations. The company aimed to capture savings within its $308M MRO and services spend and $33M logistics cost base.

Chemicals, Plastics and Packaging · 2024

$40M

Ops standardization adding $40M value for a packaging producer

A flexible packaging producer had failed to standardize operations among 8 sites and multiple add-on acquisitions. The private equity sponsor required standardization and process redesign to enable further growth and profitability.

Power and Utilities · 2024

$4M

Supply chain redesign saving $4M at a nuclear power plant

In 2024, one of the world's largest nuclear power plants sought to reduce its maintenance backlog by improving supply chain lead times. We aimed to improve efficiency across its cross-functional procurement process, with operations, maintenance, engineering, quality, and other key departments.

Power and Utilities · 2025

$50M

Strategic sourcing saving $50M annually for a nuclear plant

In 2025, one of the world's largest nuclear power plants sought to reduce its maintenance work backlog by streamlining supply chain lead times. Previous work to reduce over-specification was successful and broader process redesign was required.

Professional Services · 2016

Optimization & integration programs for public health agencies

We supported two publicly funded health organizations in Canada. One engagement optimized paramedical services to expand preventative care and reduce non-urgent emergency calls, while the other merged provincial dental programs into a unified, compliant service.

Oil & Gas · 2016

$4M

Fuel management controls saving $4M for an airport service firm

A major U.S. airport fuel services provider supporting multiple airline consortiums across four airports faced inconsistencies in measurement, fuel handling, and accounting. These gaps required improved controls and standardization.

Chemicals, Plastics and Packaging · 2023

$1.5M

Post-merger ops diagnostic finding $1.5M for a plastics firm

A large blow-molded plastics company integrated an add-on acquisition that needed to expand capacity to meet buyer demand while uncovering cost efficiencies. The project aimed to optimize plant performance and support strategic operational goals.

Private Equity · 2023

$1.5M

Operational diagnostic finding $1.5M for a PE-backed producer

In 2023, a private equity owner prepared a blow-molded plastics plant add-on acquisition that needed the plant to increase capacity for anticipated buyer demand while identifying operational efficiencies and cost-saving opportunities.

Chemicals, Plastics and Packaging · 2023

$1.5M

Unlocking Capacity and Value for Plastics Plant Acquisition

In 2023, a private equity owner preparing to exit a blow-molded plastics acquisition needed the plant to increase capacity for anticipated buyer demand while identifying operational efficiencies and cost-saving opportunities.

Private Equity · 2023

$50M

EBITDA improvement identifying $50M for a PE-owned manufacturer

Private equity firm turned to our team to assess supply chain challenges across a release liner manufacturer's multi-site operations. The objective was to uncover cost-saving and operational improvement opportunities to support an exit strategy delayed by post-COVID margin pressure.

Private Equity · 2023

$5M

Procurement diligence identifying $5M for a private credit firm

Private equity sponsors engaged our team to evaluate and improve supply chain and logistics operations across portfolio companies. Each faced cost pressures, fragmented networks, and operational misalignment, requiring fact-based diagnostics to uncover value creation opportunities.

Private Equity · 2023

$14M

Supply chain diligence identifying $14M for a private credit firm

A private credit firm sought to assess and stabilize the performance of an 800-store drive-through restaurant chain facing margin pressure from changing consumer preferences and rising costs. The lender required confidence that procurement and distribution costs could be reduced to protect profitability.

Private Equity · 2024

$3M

Sourcing diagnostic identifying $3M for a PE-backed manufacturer

A private equity firm sought to improve EBITDA and margins for a specialty adhesives manufacturer facing continued supplier price increases. The objective was to strengthen profitability and support the firm's investment goals through targeted sourcing and cost optimization initiatives.

Private Equity · 2025

$30M

Operational due diligence finding $30M for a private equity firm

A private equity firm assessed a valve and pipe distributor for acquisition, focusing on supply chain performance to uncover margin, freight, and network optimization opportunities. Findings revealed $20–30M in potential annual value creation, supporting the decision to move forward with the purchase.

Private Equity · 2024

$40M

Operations due diligence finding $40M for a private equity firm

Private equity firm conducting diligence on a flexible packaging company to identify operational gaps across its portfolio of sites. Goal was to centralize key functions, standardize operations, and enhance performance management to support investment objectives.