Our better value guarantee
Better quality.
Better price.
Better outcomes.
We believe excellence should be efficient, not expensive. Our Better Value approach delivers the quality and precision of enterprise consulting with the agility and partnership of a boutique firm. You get enterprise rigor, boutique precision, and proven results.
Services across the transaction lifecycle
Pre-LOI
Red Flag Review
Transaction
Due Diligence,
Risk Analysis
Post-close
Cost Savings,
Portfolio Advisor
Pre-sale
Exit Readiness
Due Diligence
Supply chain risk and opportunity, priced, before you close. For sponsors, family offices, and independent sponsors in a live process, and the diligence firms and banks advising them. Two outputs: a risk list with a dollar range and likelihood on every item, and a savings pipeline with a confidence level on every line.
Red Flag Review
Desk review of the CIM and data room plus management calls, before the LOI. Identifies anything in supply chain, procurement, logistics, or inventory that should change the price or kill the deal.
Operations Due Diligence
The supply chain workstream of confirmatory diligence: cost of goods and freight against benchmarks, inventory quality and working capital, capacity and fulfillment, and whether the operations team can run the plan. Diligence report and savings pipeline.
Risk Analysis
Supplier concentration and contract risk, tariff and trade exposure, single points of failure, and continuity. A risk list with a dollar range and likelihood on every item, for the investment committee and the lender.
Value Creation
EBITDA and cash from the supply chain, during the hold. For owners of lower middle market and middle market companies, from the day the deal closes through the sale. Contracted savings on the EBITDA bridge, cash released from working capital, and a supply chain story that holds up when the next buyer runs diligence on you.
Cost Savings
Spend cube, supplier and contract inventory, freight and logistics benchmarks, working capital review, and a sequenced 180-day plan. We run the top negotiations and the freight bid and stand up the savings tracker the board sees.
Portfolio Advisor
For funds and family offices with several portfolio companies. Quarterly operating reviews, portfolio-wide supplier and freight benchmarking, on-call for any supply chain problem, first look at any new deal.
Exit Readiness
Twelve to eighteen months before sale. Documented supplier contracts, inventory accuracy, cost and freight benchmarks, and a credible savings roadmap the buyer can price in.