About Us

Why Clients Work With Us

We build value, clarity, accountability, and stability by maximizing clients’ current assets – systems, people, and data.

Our work positions companies for reduced operational risk and higher profits.

TRUST

  • Listen, learn and synthesize organizational intelligence
  • Engage with leadership to establish open lines of communication and trust
  • Distinguish symptoms from problems
  • Deliver quick wins early
  • Listen to the “voice of the business” — stated and unstated requirements, risks, and assumptions based on current employee perspectives
  • Validate organizational intelligence — facilitated cross-functional meetings
  • Maximize the value of people & systems — efficiency, revenue & profitability
  • Create a strong foundation for AI integration to optimize processes

COLLABORATION

EXPERIENCED-BASED INTUITION

  • Our work spans 30+ years, 170+ companies, in 6 countries and reverse engineered 20,000+ reports
  • Tune in to businesses’ needs by analyzing operations, people, and financial data to facilitate strategic, informed decisions quickly
  • Quantify the changes in terms of increases in enterprise value

Our work prepares companies for growth, investment and/or transition.

We are operations experts helping companies figure “it” out and do “it” better … based on intuition and experience built from:

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Areas of Expertise

Operational and
Technological

Refine existing or implement proposed data systems, technology and reporting to maximize efficiency and communication

Financial
Acumen

Deep experience working with complex, multi-faceted businesses to validate and streamline sources and uses

Change
Management

Lead internal teams and stakeholders in identification and collaborative resolution of issues and problems, garnering support for adoption

A Culture of
Trust

Decades of helping business owners and portfolio clients of private equity firms establish a cohesive, collaborative, and accountable problem-solving cultures

Client Industries

  • Manufacturing
  • Distribution and Dropship Distribution
  • Engineering Sales and Service
  • Pharmaceutical
  • Consumer Packaged Goods (CPG)
  • Financial Services
  • Heavy Industrial
  • Light Industrial and Metal Fabrication
  • Oil and Gas
  • Bio Medical Engineering & Manufacturing
  • International Manufacturing and Distribution
  • Automotive
  • Food and Beverage
  • Professional Services

Company Examples

  • Petroleum Industry-Engineering Mfg. Rep Dropship Distribution
  • Bio Medical Engineering & Manufacturer
  • International Specialty Label & Packaging Manufacturer
  • OEM Automotive Parts Manufacturers
  • Various Professional Services Companies (Fin. Services)
  • Industrial Parts Manufacturers
  • International Battery and Micro Processing Company
  • International Fortune 50 Beverage Company
  • Ammunition Manufacturing and Sales Organization
  • Roofing Supply Company
  • National Meat Processing Company
  • Custom Metal Fabrication Company