The examples below highlight how we evaluate situations, structure diligence, and execute value-creation plans.
Situation: Founder transition and succession planning.
Thesis: Fragmented niche with recurring revenue and pricing headroom.
Diligence: 20+ customer calls, SKU-level margin analysis, and route density study.
Plan: Pricing program, technician utilization, and tuck-in M&A pipeline.
Outcome: Stabilized churn, expanded EBITDA margins, and completed first add-on.
Situation: Corporate divestiture with stranded costs.
Diligence: TSA mapping, working capital diagnostics, and supplier renegotiation plan.
Plan: Stand-up finance, procurement savings, and salesforce rebuild.
Outcome: Qualitative and compliance-appropriate operating improvements.
Case studies are anonymized and illustrative. They are provided to describe process and do not represent all investments or expected future results.
