A $300M industrial manufacturer
Rebuilding margin at a mid-market industrial manufacturer
Expanded EBITDA margin by 320 basis points in 18 months.
320 bpsEBITDA margin expansion
$22MAnnualized cost out
18 moTo full run-rate
Strategy that earns its keep.
Operations that prove it.
A boutique strategy & operations consultancy for mid-market and PE-backed companies. Senior partners diagnose, design, deliver — and stay until the value lands.
Ex-MBB & Big-4 partners Senior people do the work We implement, not just advise
What’s the challenge?Capability matrix
Select a challenge — see how we’d approach it and the impact we’ve delivered.
Find profitable, defensible growth — and a plan your team can actually run.
We pressure-test where the real growth is — by segment, geography, and adjacency — size each opportunity with hard data, and build a costed, sequenced roadmap your leadership team aligns behind. No 200-slide deck; a decision and a path.
22%revenue growth in two years — mid-market SaaS, after entering two adjacent segments
Representative, illustrative impact — not a guarantee of results.
$0.0B
Measurable value captured
across 240+ engagements
0+
Engagements delivered
since 2011
0
Years in practice
founded 2011
0%
Repeat & referral work
clients who come back
0
Industries served
mid-market & PE
0%
Partner-led teams
no junior hand-offs
Ex-MBB & Big-4 partnersMcKinsey · Bain · BCG · Deloitte alumni
Senior people do the workNo bait-and-switch staffing
We implement, not just adviseEmbedded until value lands
Capabilities
All capabilities →Six practices. One capability matrix.
Each practice leads with your outcome, not our activity — and carries the impact we’ve delivered.
Our approach
The Compass Method™ — step through it.
Diagnose → Design → Deliver → Sustain. The last phase is the one most firms skip — and the reason our results last.
Phase 1 of 43–6 weeks
Diagnose — find the real problem
Most engagements start with the wrong problem. We don’t. We combine hard data with frontline interviews to separate symptom from cause, size the prize, and get the leadership team aligned on one fact base before a single recommendation is made.
- 01Data & financial baselining
- 02Frontline & leadership interviews
- 03Opportunity sizing
- 04Single source of truth
You getA quantified diagnosis and a fact base leadership agrees on
Our impact
All case studies →Results we can put a number to.
Anonymized engagements, real outcomes — challenge, approach, and the measurable result.
A mid-market B2B SaaS company
A growth strategy that unlocked two adjacent segments
Grew revenue 22% in two years by entering two adjacent segments.
22%Revenue growth
2New segments entered
2 yrTo full ramp
A $500M distribution business
Turning around on-time delivery at a national distributor
Lifted on-time delivery from 82% to 96% in six months.
96%On-time delivery
+14 ptsService-level gain
6 moTo target
Illustrative results — not a guarantee of future outcomes.
Industries
Explore industries →Where we go deep.
Eight sectors across the mid-market and private equity — chosen for fit, not breadth.
Industrials & Manufacturing
Cost, capacity, and growth for manufacturers, distributors, and industrial-services firms.
Consumer & Retail
Growth, pricing, and supply chain for consumer-products and retail businesses.
Healthcare & Life Sciences
Operating models and operational performance for providers, payers, and life-sciences firms.
Financial Services
Efficiency, operating model, and digital for banks, insurers, and asset managers.
Technology, Media & Telecom
Growth strategy and scaling discipline for software, media, and telecom businesses.
Business & Professional Services
Margin, organization, and growth for B2B and professional-services firms.
Private Equity & Portfolio
Diligence and value creation across the deal lifecycle, for sponsors and portfolio companies.
Energy & Industrial Services
Performance, cost, and transition strategy for energy and industrial-services firms.
Insights
The research library →How we think.
Research and points of view on the problems we’re asked to solve.
From Pilot to P&L: Why Most Enterprise AI Stalls — and What the 20% Do Differently
Four out of five enterprise AI initiatives never reach the P&L. The difference between the ones that do and the ones that don’t has almost nothing to do with the model.
May 20269 min read
The Mid-Market Margin Playbook: Five Cost Levers That Don’t Break the Business
Cost programs fail when they cut muscle along with fat. Here are five structural levers that expand margin without starving the growth you’ll need next year.
Apr 20267 min read
Operating Model First, Org Chart Second: Redesigning for Speed
Reorgs that start with the org chart almost always fade. The ones that last start somewhere else entirely.
Apr 20265 min read
Recognition
Quietly well-regarded.
2025Forbes America’s Best Management Consulting Firms
Recognized in Operations & Strategy
2024Vault Boutique Consulting — Top 25
Mid-market strategy & operations
2023Consulting Magazine — Boutique of the Year (Finalist)
Operations & performance improvement
Awards and recognition shown are illustrative for this template.
Start a conversation
Tell us the challenge. We’ll tell you how we’d approach it.
A confidential, no-pressure conversation with a partner — not a pitch. We’ll listen, share how we’d think about it, and propose a scope and fixed fee only if there’s a fit.