Case Studies

Financial operations stabilization for a $250M spa manufacturer – Built up the accounting, finance and FP&A roles and created financial tools to run the business from day to day to annual budget.

Turnaround and value creation plan for a $48M land survey service – Established and executed a Value Creation Plan that increased revenue by 28% and EBITDA by 48%.

Integration PMO & profitability modeling for a tree services company – Successfully integrated three residential businesses into the company’s platform, leading to an $350k increase in revenue, and $53k EBITDA increase.

Bankruptcy compensation consultant for a $10B automotive company – Provided a legally-defensible, precedent-backed, financially-sound, and socially-equitable recommendations.

Financial operations stabilization for a $725M chemical manufacturer – Used root cause analysis to improve many facets of the business including AR, IT,  and future state of the integrated business.

SIOP & S&OE solution design for a $450M chemical manufacturer – Developed a 90-point action plan as part of the roadmap to address planning issues for the S&OE time frame and the S&OP time frame.

Supply chain optimization for a $119M consumer health products manufacturer – Completed supplier negotiations to execute an annualized savings of $4.3M and a ROI of 5.9×2.

Enterprise solution design for a $120M professional services company – Identified quick wins executable in one quarter and scoped and quantified five key strategies to execute within 12 Months.

Inventory and warehouse organization for a recycling company – Organized spare parts inventory and prepared spare parts inventory data to be uploaded into the new CMM system.

Pre-close diligence and post integration for an $850M software & IT company – Stood up a PMO to manage the integration of 15 separate work streams across both businesses.