We create bespoke industry strategies
Industrials
Experience leading more than 100 commercial diligence engagements on industrial platforms and driving growth at top tier industrial PE backed companies and a highly successful large institutional fund in Houston, TX.
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Select Case Studies:
Leading Utility Lift Manufacturer
3 Year Growth & Value Creation Plan
Problem: The company needed an integrated strategic growth plan that prioritized potential growth paths with a roadmap and detailed initiative plan to achieve its goals.
Action: Developed strategy to forward integrate into distribution via M&A to allow the company more control over go-to-market strategy & sales.
Result: Completed 9 acquisitions to enter new markets and geographies and more than triple EBITDA driving a near 5.0x return for the private equity sponsor.
Global Trailer Axle Manufacturer
5 Year Transformative Growth Plan
Problem: The company needed a transformative strategic growth plan to more than triple in size, expand internationally, and into adjacent products & end markets.
Action: Developed an integrated growth roadmap to aggressively expand with M&A based on extensive market mapping work.
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Result: The company became the #1 global engineered manufacturer of running gear (axles, chassis, & other components) for trailers, RVs, and other towable equipment.
Construction Supplies Distributor
M&A roll-up to gain benefits of scale
Problem: The company needed a growth plan to rapidly expand geographically in the most attractive geographies and construction supplies categories.
Action: Developed an M&A strategy to capitalize on product sales and procurement synergies through M&A and expand margins w scale.
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Result: The company completed 19 add-on acquisitions over a 4 year period, and grew from 39 to 130 branches before exiting to a larger strategic in a multi-billion dollar exit.
B2B Software & Services
Experience leading dozens of due diligence engagements and evaluating growth strategies for multiple software and services platforms and several portfolio companies of a leading Houston, TX private equity firm.
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Select Case Studies:
Construction Software Platform
Product Roadmap Strategy
Problem: A private equity firm needed to develop a differentiated thesis in the crowded construction management software space.
Action: Developed a differentiated strategy to fill a gap in the market for financial project management solutions in the construction industry for middle market customers.
Result: Management team and sponsor aligned on a product roadmap where additional product functionality could be bought or built to build a unique platform in the industry.
Fleet Vehicle Safety Solutions
Transformative Integrated Solution Strategy
Problem: The company needed to transform its strategy from a manufacturer of safety components for specific vehicles into a solution provider across the specialty vehicle market.
Action: In two months, in partnership with the CEO, led an extensive evaluation of 20+ fleet markets, and evaluated customer receptivity to an integrated solution.
Result: The company became the #1 global fleet safety solution provider globally for fleet vehicles and has successfully exited to new sponsors twice in six years.
Logistics Management Software
Market Driven Product Strategy
Problem: A private equity backed logistics software provider needed to validate that its technology development and product strategy provided a clear value to customers.
Action: Led an extensive market study across a robust sample of customers and non-customers, customer types and sizes, and validated the thesis on product/market fit.
Result: The company completed several acquisitions to enhance product functionality and also continued to develop the product internally which resulted in improved win rates.
Healthcare Software and Services
Experience leading dozens of due diligence engagements and evaluating growth strategies for multiple healthcare software and services platforms for top tier healthcare focused private equity funds.
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Select Case Studies:
Healthcare Compliance Software
Industry Due Diligence
Problem: A private equity firm needed to diligence the competitive position and right to win of a small, but rapidly growing GRC healthcare software business.
Action: Executed a robust market survey and full diligence of the market size, customer segmentation, growth trajectory and the competitive dynamics in the GRC market and developed a product adjacency strategy.
Result: The private equity firm developed the conviction to submit a competitive LOI.
Payer Services and Software
Targeted theme development effort
Problem: A private equity firm needed a specific thesis to find an attractive segment of the payer services and software space to build a high value platform to take advantage of emerging trends.
Action: Led a robust research effort to identify specific technology areas that are highest ROI and specific payer customer segments to target with a focused go-to-market strategy, along with a platform M&A search.
Result: The private equity firm developed conviction in the space continues to actively pursue targets in the theme.
Revenue Cycle Management
Market and Customer Driven Product Strategy
Problem: In advance of an potential exit, a PE backed RCM business needed visibility into the next stage of growth and to validate the most attractive new markets and services.
Action: Led an extensive strategic market study and outlined a set of compelling growth opportunities and markets to pursue.
Result: The company continues to execute against the strategy, is accelerating both revenue and profitability, and is well positioned for a strong exit.
Consumer & Retail
Experience evaluating multiple leading consumer brands and B2B2C businesses in due diligence that have become highly successful private equity investments.
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Select Case Studies:
Manufacturer of HDPE Lumber
Rapid Commercial Diligence
Problem: A private equity firm needed to attempt to preempt a process for a high growth, attractive manufacturing asset selling through B2BC channels.
Action: Executed a 3 week diligence effort and conducted over 40 market interviews to gain conviction in market growth, the health of the channel, the unique innovation capability of the business, and its growth opportunities.
Result: The PE firm developed the conviction to preempt the process and won an auction based on its vision for the business despite a strategic having a higher valuation.
Top Brand of ZTR Lawnmowers
Conviction in a Strong Consumer Brand
Problem: A private equity firm was evaluating its first consumer products deal and needed a high level of conviction on brand strength, cyclicality, and the durability of market growth.
Action: Led a robust commercial diligence effort that validated the strength of the brand and opportunities to leverage it to drive accelerated growth in new geographies and with new products.
Result: The private equity firm developed conviction to pay the highest entry multiple in its history, and the deal became a highly successful investment outcome in a recent fund.
Automotive Dealership Software
Growth Roadmap and Strategy
Problem: A PE backed automotive software business needed a strategic roadmap to expand its product into a platform sales enablement solution for automotive dealerships.
Action: Developed a 3 year strategic growth plan backed on market intelligence. The product strategy followed the consumer through the full lifecycle of a used vehicle starting with a trade-in valuation solution.
Result: The company completed several add-on acquisitions, expanding product functionality which increased customer stickiness, driving organic growth & profitability.