Track Record
Outcomes, not activity.
Selected engagements, described without client names by agreement with sponsors. Situations are blinded; the numbers are real. Typical outcomes across engagements: 2–10 pts EBITDA.
Embedded CCO · Industrial Services
~22% revenue growth in 12 months
- Situation
- A PE-backed industrial-services buy-and-build integrating three acquisitions, with commercial teams still running as separate companies.
- Intervention
- Embedded CCO mandate with direct P&L ownership: one commercial organization, one pricing architecture, one pipeline discipline across the combined platform.
- Outcome
- ~22% revenue growth in 12 months across the integrated platform.
Interim CRO · Multi-Site Services
~4 pts margin expansion on a ~$62M-revenue P&L
- Situation
- A PE-backed multi-site services platform with healthy top-line growth and flat-to-declining margins.
- Intervention
- Interim CRO mandate: pricing realization program, cost-to-serve reset, and site-level variance discipline across the network.
- Outcome
- ~4 pts margin expansion on a ~$62M-revenue P&L.
Quote-to-Cash · Platform-Wide
Quote cycles compressed from 5–10 days to 24–72 hours
- Situation
- A multi-site platform losing bids to faster competitors and margin to mispriced jobs — quoting ran on spreadsheets and institutional memory.
- Intervention
- Designed and rolled out a platform-wide quote-to-order system: standardized costing, approval thresholds, and cycle-time tracking.
- Outcome
- Quote cycles compressed from 5–10 days to 24–72 hours; negative-variance jobs cut.
Capital Efficiency · Multiple Companies
Working-capital gains self-funded the transformation
- Situation
- Portfolio companies with credible transformation plans and no appetite for incremental sponsor capital to fund them.
- Intervention
- Capital-efficiency playbook: cash conversion cycle compression through receivables discipline, inventory rationalization, and payment-terms architecture.
- Outcome
- Working-capital gains self-funded transformation in multiple portfolio companies.
Figures are approximate and presented at the level of precision cleared for public use. Detail available in conversation, subject to confidentiality obligations.