Recent Engagements

PE sponsor evaluating acquisition of a vertical SaaS business serving logistics operators.

Conducted market sizing, competitive positioning analysis, and customer reference program across 24 interviews.

Confirmed 3x addressable market headroom; identified data network effect as primary competitive moat; deal proceeded at original valuation.

Mid-market PE firm assessing QSR supply chain consolidation platform.

Mapped channel concentration dynamics and assessed management's growth assumptions against primary research.

Identified single-customer revenue concentration risk; recommended ~15% valuation adjustment; client renegotiated terms pre-close.

Fortune 500 industrial manufacturer exploring adjacent market entry across three candidate segments.

Bottom-up sizing of all three adjacencies, competitive dynamics mapping, and channel strategy assessment.

Sized $800M addressable opportunity across two segments; recommended phased entry via distribution channel; initiative approved at next capital allocation review.

PE-backed environmental services platform, newly acquired, needing 100-day plan and PMO infrastructure.

Built value creation agenda with management team, designed KPI framework, established biweekly operating review cadence.

PMO operational from Day 1; supported 4 bolt-on integrations over 18-month hold; platform exited at 2.8x MOIC.

PE sponsor preparing strategic narrative for sale process of industrial technology platform.

Developed buyer-ready commercial story, prepared management for buyer due diligence, supported process across 12 bidder conversations.

Competitive process; final buyer cited commercial story clarity as a factor in bid confidence.

Post-merger integration of two regional consumer brands under a single national platform.

Led commercial workstream including unified GTM strategy, pricing alignment, and key account transition.

Unified commercial structure operational within 90 days of close; no key account attrition during transition.