OPERATIONAL VALUE CREATION FOR LOWER-MIDDLE-MARKET & FAITH-DRIVEN PRIVATE EQUITY
Equipping Portfolio Leadership to
Scale EBITDA 2X to 4X
Without Layoffs or Massive CapEx
We serve as a strategic operational catalyst for PE sponsors and portfolio executives; providing pre-acquisition due diligence and post-close execution to unlock trapped capacity, stabilize supply chains, and expand valuation multipliers.
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120 Days: Average timeline to unlock 200–400 bps in EBITDA margin.
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Zero Headcount Drag: Scale throughput using existing plant-floor teams before any hiring.
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Self-Sustaining: Upskill portfolio leadership to eliminate key-man dependency.
Pre-Acquisition Operational Due Diligence: Reveal Trapped Value Before Close
Identify Hidden EBITDA Upside & Supply Chain Bottlenecks Prior to Deal Closing
Traditional financial due diligence tells you what a target company has done; our operational due diligence reveals what it can do.
Before you finalize your LOI or close on a platform acquisition, our team conducts targeted capacity and material-flow evaluations to pinpoint exact line-item profit expansion opportunities.
Core Due Diligence Deliverables:
Trapped Capacity Audit
→ Identify hidden plant capacity,
→ Supply chain vulnerabilities
→ Post-close EBITDA Expansion
Opportunities prior to Deal Closing
We evaluate constraint nodes (laser cutting, brake bending, paint lines, assembly) to calculate true maximum throughput without adding capital equipment.
Supply Chain & DDOM Resiliency Audit
→ Evaluate raw material buffers,
→ Single-source vendor exposures,
→ Working capital tied up in inventory
We determine if the target's supply chain can support your 3-to-5-year growth thesis.
Key-Man Dependency & Systemization Assessment
Assess whether daily plant performance relies on tribal knowledge or repeatable SOPs
Quantifying key-man risks that impact your acquisition valuation multiplier.
Post-Acquisition Acceleration:
Unlock 200–400 bps in EBITDA Margin
Within the First 120 Days
Once the deal closes, execution speed is paramount. We do not submit heavy academic reports and walk away; we act as operational catalysts alongside your portfolio company leadership to execute rapid tactical sprints.
Deploy our proprietary Roadmap to Efficacy™ and Chain of Solutions™ to unlock 200–400 bps in EBITDA margin within the first 120 days without expanding fixed overhead.
The 120-Day EBITDA Execution Phases:
Phase & Timeline
Phase 1: Days 1–14
Onsite Efficacy Diagnostic
(Constraint Identification & Planning)
Phase 2: Days 15–90
Rapid Tactical Improvements
(Chain of Solutions™ Sprints)
Phase 3: Days 91–120
Ensuring Sustainability
(Systemization & Upskilling)
Primary Focus & Action
Deploy Onsite Efficacy Diagnostic to map primary shop-floor and supply chain bottlenecks.
Implement Lean quick hits, TOC pull-scheduling & buffers, reduce defects, downtime & delays, & visual huddles.
Establish DDOM inventory buffers, Leader Standard Work and cross-train frontline teams to lock in gains.
Financial & Portfolio Outcome
Executive consensus on the single constraint choking $1M+ in throughput & top priorities.
Immediate reduction in WIP/yard inventory and overtime; line throughput increases 20%–40%.
Fixed overhead stays flat as volume scales, automatically expanding EBITDA margin.
Scaling Enterprise Value Through Resource Stewardship,
Not Headcount Reductions
For faith-driven investors and legacy-minded founders, how profit is created matters as much as how much profit is created. Traditional PE playbooks often default to aggressive headcount cuts and asset-stripping, damaging company culture and long-term operating health.
We provide a better way anchored in Kingdom stewardship. We increase profit by eliminating process waste, removing shop-floor friction, and multiplying the capability of existing teams.
We respect the founder's legacy. Our hands-on team embeds directly into portfolio companies, establishing visual metrics, DDOM supply chain buffers, and leadership huddles that build self-sustaining operations.
The Stewardship Commitment:
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No Forced Headcount Reductions: We double operating profit by utilizing existing resources better; never by downsizing frontline workers.
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Talent Multiplication: We train and upskill portfolio employees so that 1 empowered steward worker provides the operational value of 5 traditional workers in friction-heavy competitors.
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Valuation Multiplier Growth: Systemizing operations reduces key-man dependency and builds a self-sustaining business and addressing other strategic levers, directly driving top-tier valuation exit multipliers.
Five Direct Levers to Expand Portfolio Cash Flow & Valuation
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Constraint Utilization → Increase revenue and EBITDA while eliminating OTIF penalties.
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Margin Expansion → Reduce scrap, rework, expedite fees, and overtime.
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Working Capital → Release cash tied up in excess WIP and yard stock
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Overhead Avoidance → Scale revenue 2X-4X without linear admin hiring or infrastructure CapEx
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Valuation Multiplier → Address key-man dependency and other multiplier levers for higher valuation
DE-RISKED ENGAGEMENT MODEL FOR PE SPONSORS
Low-Risk Entry Leading to Guaranteed Value Creation
We align our incentives with your portfolio returns.
Our pricing architecture is built on a direct ROI model; typically priced at 10% of the estimated annualized impact on profit, ensuring the engagement delivers a minimum 10X return on investment.
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Interactive Assessment Scorecard
FREE
12-Question diagnostic to screen target/portfolio capacity risk
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Onsite Efficacy Diagnostic
$25K - $50K
We implement proven systems to improve performance & profitability
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Roadmap to Efficacy™ Implementation
Full execution oversight tied to ~10% of annualized EBITDA impact
