Unlocking Portfolio Value

Value creation for private equity portfolios, found in the data and captured on the ground.

Marso Solutions is a boutique consulting firm. From commercial strategy and pricing to supply chain, operations, and the deal itself, we work inside portfolio companies to turn their own data into pricing power, released capital, and operating discipline. Value that lands within the hold period, and a story that holds up at exit.

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The P&Lmargin captured through pricing discipline and operational cost visibility
The balance sheetcash released from inventory and working capital, with service protected
The operating rhythmweekly cadences and instruments that keep value landing after we leave
The exita value-creation story a buyer can underwrite
What we do

Nine levers. One objective: enterprise value.

From commercial strategy to the deal itself. Every engagement starts from the company's own data and ends in the P&L, the balance sheet, or the boardroom.

Commercial Strategy

Strategy reviews for boards and chairmen: market trajectory, customer concentration, diversification, business development performance, and budget-to-plan discipline.

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Pricing & Margin

Price dispersion, leakage, pass-through and tariff impact; customer tiering; win/loss; pricing tools at the point of quote. Price is the steepest lever on enterprise value.

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Market Research & Insight

End-market monitoring and thematic research, from capital-spending cycles to trade policy, always ending in what it means for the plan.

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M&A & Due Diligence

Commercial diligence from the target's own data: revenue and margin quality, customer overlap, synergy sizing, referencing, and the post-close growth thesis.

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Supply Chain & Inventory

SKU-level demand classification and min/max sizing that make service coverage a deliberate capital lever, releasing cash without breaking delivery promises.

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Operations

Cost-of-poor-quality quantification, policy deployment, and weekly operating cadences that separate operational failure from commercial choice.

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Data & Analytics

A normalized data layer across business units and ERPs: every order, invoice, and quote in one place, with KPI definitions the whole group trusts.

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AI & Automation

Pragmatic AI where it pays: quotation and estimation, reporting automation, and analysis at a speed and depth manual teams can't match.

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Board & Exit Readiness

Board packs, equity stories, and chairman-level reporting that turn operational progress into a value-creation narrative a buyer can underwrite.

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How we work

Diagnose. Build. Embed.

01 · DIAGNOSE

Weeks, not months

We work from your systems as they are: ERP extracts, CRM exports, spreadsheets. Within weeks you have a quantified opportunity, the evidence behind it, and a recommendation you can act on.

02 · BUILD

Tools in the workflow

Pricing matrices at the point of quote. Inventory policies procurement can run. KPIs with defensible definitions. Not slideware, but instruments the team uses daily.

03 · EMBED

A cadence that compounds

Weekly scorecards, monthly reviews, board-ready reporting. The value keeps landing after we leave, and the discipline itself becomes part of the equity story.

Why Marso

Built for the hold period.

Senior only

The person who scopes the work does the work. No leverage pyramid, no hand-offs, no junior teams learning on your portfolio.

Data-native

We don't commission studies. We open the ERP. Findings are reconciled to the general ledger and stand up to diligence.

Exit-aware

Every workstream is framed twice: value that lands now, and a repeatable operating system that compounds value into the sale process.

Margin is sitting in your portfolio's data.

A first conversation costs an hour. A first diagnostic takes weeks. Both are usually worth it.

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