Services
Private Equity Consulting
Convert operating levers into EBITDA, cash, and a stronger exit.
Our consultants work alongside your team to drive success through continuous improvement systems – we fix the issues and standardize the work to deliver measurable gains. The result: increased EBITDA, scalable processes and increased free cash flow.
Proven Expertise in Driving Portfolio Value Creation
We partner with leadership to turn challenges into results—from operational to business challenges. From diligence through exit, our teams build and execute 100-day plans, unlock cash, and implement improvements that compound. The result: EBITDA lift, faster cash conversion, and durable operating discipline.
Empowering Your Business with Tailored, Results-Driven Solutions
Every portfolio company has a different mix of constraints and opportunity. We right-size the work to speed value without burning the team.
Our Private Equity Philosophy
Find
Fix
Sustain
Service Offerings
Operational Excellence
Acquisitions & Integrations
Program & Project management
Supply Chain Management
Leadership & Change Management
Private Equity Consulting Case Studies
Private Equity: Facility Start-Up for Carve-Out Company
Overview
A private equity firm acquired a non-strategic division from a larger company and needed to rapidly stand up a new, independent operation. The acquired business had its own leadership and sales team but was heavily dependent on the parent company’s infrastructure.
Challenge
No physical manufacturing space or production setup post-acquisition
Tight 12–16 month window to begin production of goods and services
New leadership team lacked experience building standalone operations
Need to establish operational standards and workforce leadership from scratch
Solution
Partnered with leadership to select and lay out a new facility
Developed and trained standard work for pick and pack cells
Designed and coached visual daily management practices
Implemented a “lite” warehouse management system
Provided leadership over pick, pack, and ship cells
Coached and mentored the new Plant Manager in their first leadership role
Results
Fully operational facility established on schedule
Leadership team trained in standard operations and daily management
New workforce brought online with clear structure and support
Standalone operation stabilized with foundational systems in place
Private Equity: Doubling Capacity in a Family-Owned Business
Overview
A private equity firm acquired a family-owned manufacturer known for its product quality. While quality was strong, the business lacked the operational systems needed to scale efficiently and meet new performance expectations.
Challenge
Required to double production capacity without adding people or equipment
Needed to significantly reduce lead times and overtime
No standardized systems in place for scheduling or shop floor control
Solution
Conducted a quote-to-cash analysis to assess current state
Phased implementation of improvement activities across operations
Introduced scheduling discipline and manufacturing standard work
Applied point-of-use material strategies
Implemented a visual shop floor management system
Led a blend of kaizen events, tactical projects, and “just do its” alongside client teams
Results
Doubled production capacity with existing resources
Reduced product lead time by 80%
Cut overtime from over 25% to under 5%
Increased productivity by 56%
Private Equity: Facility Expansion Reduced by 40% Using 3P
Overview
A private equity–owned manufacturing company producing high-performance hydraulic hoses and precision gaskets for industrial, MRO, and OEM applications was preparing for expansion following a recent acquisition.
Challenge
PE firm had acquired a long-standing, family-owned business to fill a strategic geographic gap
Existing facility was insufficient to support increased production and logistics needs
Original architectural plans proposed a building size larger than necessary
Required a second opinion to validate scope before investing in design and permitting
Solution
Applied CBS’s 3P (Production Preparation Process) methodology
Partnered with site leadership to analyze current and projected product volumes
Designed optimized flow cells and spatial layout based on volume segmentation
Built a 3D layout model to visualize material movement and right-size the footprint
Results
Reduced proposed building size by 40%, cutting unnecessary construction costs
Shortened the architectural design cycle with a validated 3D model
Accelerated project readiness and avoided overbuilding
Frequently Asked Questions
Yes. We support diligence with quick-turn diagnostics and a path to the first 100 days.
We deploy professionals with at least 15 years of related industry experience.
We tie every action to KPIs (EBITDA, cash, OTD, OEE, etc.) and report progress at regular intervals.
Private Equity Consulting Insights
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Balancing Honesty and Optics: Ethical Considerations When Selling Your Business
As the owner of a successful manufacturing company, John had poured his heart and soul into building the business over the past two decades.…
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The 3 Crucial Steps to Fast, Efficient Operational Due Diligence
In Part 1 of this two-part series, we examined just how important it is to every level of your business to ensure your operational…
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