CIM Review
Providing financial and operational analysis, organizational effectiveness assessment, strategic alignment review, upside business case hypotheses generation, competitive benchmarking, risks and mitigation identification, implementation assessment
Operational Due Diligence
Assessing current state of core people, process, technology, and digital components of the business, site visits & evaluation, LEAN capabilities & maturity assessment, organizational structure & census review, financial analysis & benchmarking, executive & key staff interviews & evaluations, future state & upside scenario generation, risk & mitigation identification, business case creation & investment thesis refinement (EBITDA, cash flow, operations, and organizational impacts)
Pre-Close & Day 1 Planning
Planning and readiness planning for Post-Close and Day 1 priorities; 100-day plan, critical workstream definition & prioritization, synergy target & key performance indicator definition, business case tracking, and organizational change readiness
100-Day Sprint
Enabling client team mobilization, quick hit implementation, accelerated LEAN implementation for critical processes, execution of initial organizational changes, business case & key performance indicator tracking
Business Transformation
Leading core operational improvement & LEAN transformation implementation, digital acceleration, organizational consolidation & shared service implementation, supply chain & vendor optimization, organizational optimization & rationalization, management control, and reporting
Exit Strategy
Identifying additional upside and external growth opportunities to increase portfolio company value post-exit