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How We Do It

Our offerings are customized to each client; we deliver solutions that drive value, unlock insights, and create efficiency. We work with our clients to unlock growth, transformation, and groundbreaking strategies in the industrial technology space.

Diligence

Granular market scans, commercial and operational assessments, providing a clear-eyed view of whether a target delivers on its thesis.

Transaction Support

End-to-end support through carveouts, take-privates, and buy-outs, from deal structure through Day 1 readiness.

Advisory

Strategy, portfolio optimization, and growth mandates, grounded in operator experience rather than frameworks.

Transaction Services

Revenue, cost, and cash transformations, with the organizational capability to sustain results long after we leave.
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AI Driven value creation for industrials. Built for industrial P&Ls, measured in EBITDA.

Diligence

We bring industrial operator depth to every diligence engagement - granular market scanning, hands-on operational assessment, and a clear-eyed view of whether a target can deliver on its thesis.

Case Study
Semiconductors: Investment Diligence and Target Identification for Top-10 Global PE Firm
HOW WE CAN HELP
Investment Thesis & Market Scan
  • Investment thesis development
  • Granular market scan at micro-vertical level
  • Target identification & prioritization
  • Competitive landscape mapping
  • Adjacency & white-space evaluation
Commercial Diligence
  • Revenue quality & customer concentration
  • Pricing power assessment
  • Channel & go-to-market evaluation
  • Win/loss & competitive positioning
  • End-market growth & cyclicality
Operational Diligence
  • Manufacturing & supply chain assessment
  • Cost structure benchmarking
  • Capacity & capex analysis
  • Management & org evaluation
  • Working capital deep-dive
Value Creation & Synergy Assessment
  • Synergy identification & sizing
  • Value bridge development
  • 6-12-18 months plan of record
  • Standalone value creation plan

Transaction Support

End-to-end support through complex transactions. We support you from deal structure through Day 1 readiness and standalone value creation. We have run carve-outs, take-privates, and buy-outs that others walk away from.

Case Study
Electrical T&D equipment - Carve-out and 3x Strategic exit
in their words
Tom Ferguson, CEO of AZZ on the Avail story
HOW WE CAN HELP
Carve-out Support
  • Financial separation & value bridge
  • Organization & operating model design
  • TSA design & exit management
  • Day 1 readiness
  • Standalone value creation plan
Transaction Management
  • In-house M&A and corporate development support
  • Transaction negotiations — purchase agreements & TSAs
  • Diligence-in-a-box
  • Buy-out design and landing
  • Synergy initiatives implementation

Advisory

We work with industrial companies and investors at the strategy layer, during portfolio review, as a standalone growth mandate, or at moments of inflection. Our advice is grounded in operator experience, not frameworks.

Case Study
Semiconductors: Investment Diligence and Target Identification for Top-10 Global PE Firm
HOW WE CAN HELP
Growth Strategy
  • Organic growth strategy
  • Market entry & expansion
  • Adjacency & new vertical evaluation
  • Inorganic growth (M&A, JV, partnerships)
  • Commercial model design
Portfolio Optimization
  • Portfolio review & business unit prioritization
  • Vendor due diligence (VDD) for exit
  • Asset repositioning
  • Capital allocation strategy
  • Value bridge development
Corporate Strategy
  • Long-range strategic planning
  • Business model assessment
  • Competitive response strategy
  • Sector & macro trend integration
  • Board & management advisory

Transformation Services

We change the direction of industrial businesses to achieve extraordinary results - across revenue, cost, and cash. And we build the organizational capability to sustain those results long after we leave.

Case Study
Aviation GSE: End-to-end Transformation and 2,000 BPS Margin Improvement
Case Study
Speciality Industrial Equipment - SIOP-let Transformation and on Time Delivery  
HOW WE CAN HELP
Revenue Transformation
  • Revenue strategy
  • Sales war room
  • Pricing optimization
  • Aftermarket growth & entitlement
  • New business building
  • Go-to-market & omnichannel
Cost Transformation
  • Procurement & sourcing strategy
  • Lean manufacturing
  • Supply chain & logistics costs
  • Throughput & ops optimization
  • Footprint rationalization
  • Headcount rightsizing
Cash & Balance Sheet
  • Cash-to-cash cycle optimization
  • NWC free-up
  • Inventory optimization
  • Customer & supplier payment terms
  • Fixed asset lease-back
MAKING IT STICK — SUSTAINING TRANSFORMATION
People & Organization
  • Organization design
  • Learning & development workshops
  • Incentive design
  • Org health assessment
Transformation Office
  • Financial performance transparency
  • Granular KPI monitoring
  • Cash management
  • Program governance

We go beyond deploying AI projects. We install an AI capability that compounds; anchored in specific P&L value drivers, integrated with your existing ERP, MES, and CRM systems, and owned by your team.

HOW WE CAN HELP
Transparency & Decision-Making Tools
  • P&L bridge and market map
  • Pricer tool: systematic, targeted, and rigorous pricing process for industrials
  • Spend cube and parts availability
  • Aftermarket entitlement tool
  • Quad system: detailed monitoring and impactful decision-making, customized to company context
Quad Tool

Our Quad System allows for detailed monitoring and impactful decision-making capabilities. Our team customizes your system based on the company-specific context.

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Pricer tool

Our Pricer Tool is designed for industrial companies to price products to ensure margins are not left on the table. Our team works to identify key pricing drivers for a systematic, targeted, and rigorous pricing process.

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Efficiency & Implementation
  • Digital & AI/ML-based tools (e.g. product configurators, vision-based quality)
  • Digital quote-to-order systems
  • End-to-end implementation:  design, development, deployment, and maintenance
  • Change management and workflow adoption
  • Works with existing ERP, MES, CRM, and IoT infrastructure
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