Key Results
  • $20M in additional lender funding secured.
  • Identified $15M+ EBITDA improvements through zero-based budgeting.
  • Extended runway to negotiate additional liquidity, preventing bankruptcy.
SITUATION
  • Clients faced liquidity issues, forecasting cash generation that failed to materialize.
  • Revolver was fully drawn; client suspected cash shortfall..
  • EBITDA margin of 5% was below comparables, and SG&A increased by $14M since 2019.
  • Limited synergies implemented from acquisitions, poor visibility of the business.
What We Did
  • Developed a cash flow forecast revealing $20M in cash needs.
  • Identified liquidity gaps and created initiatives to avoid bankruptcy.
  • Delivered a 3-statement model, zero-based budget, and $15M+ EBITDA improvements.
Key Results
  • Delivered a consolidated tool with real-time updates.
  • Discovered untracked disbursements, saving operational costs.
  • Enhanced M&A ability with clear cash balance visibility.
SITUATION
  • Clients had limited insight into cash balances and trends across multiple jurisdictions.
  • Poor process design and varying methodologies hindered cash flow forecasting.
What We Did
  • Developed a consolidated cash management tool for 6 international units.
  • Provided weekly granularity of receipts and disbursements, improving forecasting for M&A.
Key Results
  • Achieved cost synergies (15% of Opex) and revenue synergies (15% of Target revenue).
  • Realized significant operational cost savings and drove revenue growth.
  • Positioned the company for long-term success with a cohesive integration plan.
SITUATION
  • The environmental remediation company contemplated a significant acquisition, with high-potential for synerges and post-merger integration support.
What We Did
  • Developed a synergy tracker and integrated cost/revenue synergies into the post-merger integration plan.
  • Launched the IMO and managed cross-functional workstreams for integration.
Key Results
  • Integrated 5+ acquisitions with improved execution and efficiency.
  • Delivered a detailed playbook to standardize future integrations.
  • Provided actionable insights through ongoing workstream monitoring and business review meetings.
SITUATION
  • Large public gaming company needing support with multiple acquisitions and integration efforts
What We Did
  • Launched Integration Management Office, developed a bespoke dashboard suite, and rolled out an integration playbook for acquisitions.
  • Led IMO for multiple acquisitions and provided ongoing support to lead progress across 20+ workstreams.
Key Results
  • Reduced project delays by clarifying accountability.
  • Identified and implemented cost-saving measures that reduced construction-related expenses by 15%.
  • Increased operational efficiency, ensuring future projects ran on time and under budget.
SITUATION
  • HVAC and Plumbing company in Construction Services.
  • Facing escalating costs and delays due to inefficiencies in HVAC and plumbing construction projects.
  • Lack of accountability across teams leading to a backlog of issues and operational delays.
What We Did
  • Conducted a comprehensive review of Work in Progress (WIP).
  • Identified key issues contributing to project delays.
  • Streamlined project management processes and redefined roles for better accountability.
  • Implemented a more efficient workflow for better coordination among teams.
Key Results
  • Reduced unplanned downtime by 18%.
  • Improved cash flow by streamlining the debt schedule and reducing financial errors.
  • Delivered actionable insights that enabled the client to independently implement future operational improvements.
SITUATION
  • Industrial pipe manufacturer and rehabilitation service provider in the energy sector.
  • Struggling with inefficiencies in maintenance schedules and a disorganized debt schedule.
  • Resulting in unplanned downtime and delayed payments, impacting overall operations.
What We Did
  • Performed an ad-hoc maintenance analysis to identify inefficiencies.
  • Reorganized the client’s debt schedule, improving financial transparency and streamlining payment processes.
  • Recommended operational improvements based on insights gathered from the analysis.
Key Results
  • Reduced project costs by 12% through optimized maintenance practices.
  • Increased project efficiency, reducing average project timelines by 10%.
  • Enhanced cross-department collaboration, leading to smoother project execution and delivery.
SITUATION
  • Specializing in environmental services and heavy equipment.
  • Experiencing operational inefficiencies and challenges managing large-scale projects.
  • Needed to streamline processes to reduce costs and improve project timelines.
What We Did
  • Conducted a thorough process review to optimize maintenance schedules.
  • Identified inefficiencies and recommended cost-saving solutions through improved operational processes.
  • Proposed changes to project management workflows to enhance overall efficiency.
Key Results
  • Made weekly forecasts more accurate by tying them to real job schedules.
  • Helped the team see further ahead, beyond the typical 6–9 month pipeline.
  • Took manual work off their plate so they could focus on what really grows their business.
SITUATION
  • A PE-backed energy services firm struggled to forecast revenue with any real precision.
  • Updating reports took too much time, leaving little room for strategy.
  • Leadership couldn’t see what was coming, near-term or long-term.
What We Did
  • Rebuilt the forecasting model using real-time scheduling, pipeline, and historical data.
  • Automated key reporting tasks to cut down time spent on manual updates.
  • Shifted the entire forecast process to the cloud for easier access and faster insights.