Services
Senior-led consulting and execution support for PE operating partners and portfolio-company leaders who need measurable progress across finance, pricing, cash, integration, and BI.
Where We Help
Senior-led and scoped to the value creation planIntegration & Operating Discipline
Designing integration governance that drives measurable synergy realization and enforces functional accountability across the operating model.
Typical Engagement Work
- Synergy realization tracking across platform companies and add-ons.
- Shared services consolidation roadmap.
- Steering committee cadence and accountability matrix.
Representative Work Products
- analyticsSynergy Realization Tracker (Weekly Pulse + Baseline Variance)
- timerOperating Rhythm (SteerCo Cadence + Escalation Paths)
- account_treeAuthority Matrix (Role-Based Thresholds & Approvals)
- Diagnostics & Due Diligencefiber_manual_record
- Post-Merger Integrationfiber_manual_record
- Governance-Enabled Techfiber_manual_record
Pricing Governance & Revenue Design
Installing pricing governance systems that enforce margin discipline across commercial operating layers.
Typical Engagement Work
- Regional pricing dispersion analysis to isolate variance drivers.
- Discount authority matrix with governance thresholds.
- Price-volume-mix bridge with a weekly executive review cadence.
Representative Work Products
- bar_chartPrice Dispersion Model (SKU-Level Margin vs Volume)
- trending_upPVM Bridge Waterfall (Price/Volume/Mix Drivers)
- monitoringDiscount Governance (Deal Desk Exception Rules)
- Pricing Dispersion Analysisfiber_manual_record
- Commercial Governancefiber_manual_record
- Churn Reduction Programsfiber_manual_record
Enterprise Finance & KPI Systems
Implementing enterprise financial control systems that connect operational data to executive reporting.
Typical Engagement Work
- 13-week rolling cash flow model for executive and board reporting.
- Monthly close process redesign across business units.
- Enterprise KPI cascade (Board → CXO → Functional).
Representative Work Products
- pie_chartBoard-to-Function KPI Cascade (Enterprise Value Model)
- deployed_codeBoard Reporting Blueprint (Automated Data Feeds)
- analyticsPerformance Variance Diagnostic (Monthly LTM Review)
- Advanced FP&A Systemsfiber_manual_record
- KPI Design & Reportingfiber_manual_record
- Working Capital Optimizationfiber_manual_record
Enterprise BI & Data Governance
Standardizing the semantic layer and BI control environment to improve data quality, reconciliation, and executive reporting confidence.
Typical Engagement Work
- Semantic layer and shared metric logic.
- Enterprise KPI definitions and metric ownership (RACI).
- Board reporting workflow with CFO variance bounds.
Representative Work Products
- policyMaster KPI Dictionary & RACI
- schemaData Lineage Map (Source TRD)
- insightsAutomated Board Variance Pack
- Dashboard Governancefiber_manual_record
- Data Quality Controlsfiber_manual_record
- Reconciliation Cadencefiber_manual_record
Public Tool
Evaluating an acquisition?
Use the SMB Deal Quality Snapshot to normalize EBITDA, pressure-test add-backs, and identify preliminary diligence questions before submitting an LOI.
Representative Work Products
Representative Artifacts
Examples of reporting and governance frameworks used to structure engagement delivery.
Pillar 01
Integration & Operating Discipline
SG&A Synergy Heatmap
Functional rollup mapping duplicate headcount with associated realization SLAs.
Weekly Pulse Report
SteerCo escalation paths, workstream velocity, and issue triage.
Execution Map
Gated control checkpoints across mobilization and operational rollout.
Pillar 02
Pricing Governance & Revenue Design
Price-Volume-Mix Bridge
LTM variance modeling to isolate pure price impact vs. inherited volume shifts.
Discount Authority Matrix
Role-based threshold bounds, Deal Desk triggers, and approval escalations.
Price Dispersion Map
SKU-level and customer-level clustering to identify gross margin leakage.
Pillar 03
Enterprise Finance & KPI Systems
EBITDA Normalization Bridge
Rigorous separation of recurring operations from one-time integration costs.
KPI Cascade Framework
Linking enterprise value models down to functional operating metrics.
Working Capital Velocity
DSO, DPO, and DIO monthly trend monitoring linked to 13-week cash models.
Pillar 04
Enterprise BI & Data Governance
Metric Dictionary (RACI)
Master definitions and executive ownership assignments for all core KPIs.
Source-to-Metric Lineage
Technical requirement documents mapping raw data fields to executive dashboards.
Monthly Board Pack
Automated variance narrative checklists with CFO verification gates.
Selected Engagements
Anonymized examples of senior-led engagement work.
| Workstream | Challenge / Environment | Representative Result |
|---|---|---|
| Finance and Cash | Mid-market manufacturing turnaround Urgent liquidity crisis requiring immediate financial control visibility and cost structure governance. | trending_upClearer liquidity and cost accountability |
| Revenue Governance | SaaS portfolio pricing strategy Harmonizing global pricing structures across newly acquired entities to mitigate revenue leakage and churn. | trending_upMore consistent pricing and exception control |
| Data Governance | Semantic Layer Standardization Fragmented data logic delaying executive review cycles; instituted single-source RACI and automated exception reporting. | admin_panel_settingsAligned KPI definitions and reporting ownership |