Expertise

Where portfolio value hides, and how we get it out.

From commercial strategy to the deal itself: one method throughout. Start from the company's own data, quantify the prize, build the instrument, embed the cadence.

01 · Commercial Strategy

Strategy that ownership can act on.

We build commercial strategies for boards and chairmen: where demand is moving, where the business is exposed, and which levers change the trajectory. Grounded in the order book, not opinion.

Strategy reviews

Market context, intake and revenue trajectory, and the strategic response, delivered as a chairman-ready narrative with the evidence behind every claim.

Concentration & diversification

Customer and segment concentration diagnosed honestly, with diversification strategies across business models, end markets, and account tiers.

Business development performance

Pipeline, new-account generation, and key-account tracking turned into a management instrument, so growth investment is judged on evidence.

Budgeting & forecasting

Annual budgets, mid-year reforecasts, and actual-to-budget cadences that connect the commercial plan to what the board sees.

Key accounts

Group-wide views of the accounts that matter, across units and regions, so the biggest relationships are managed as group assets.

Execution planning

Strategy translated into named actions, owners, and weekly metrics, because a strategy without a cadence is a document.

02 · Pricing & Margin

Pricing is the steepest lever in the portfolio.

In fragmented industrial markets with sprawling SKU ranges, high part churn, and no single dominant negotiation, nobody can price by habit. That's exactly where systematic, data-driven pricing pays most.

Price dispersion & leakage

Same part, different customers, wildly different prices. We map the dispersion, quantify the leakage, and separate deliberate positioning from drift.

Customer tiering

Tiering by workstream with margins attached, driving differentiated pricing action, protection for strategic accounts, and exits from chronically low-margin business.

Point-of-quote tooling

Pricing matrices, complexity scoring, and auto-costing tools in the seller's hands at the moment of quote, so the policy executes itself, every line, every day.

Pass-through & tariffs

Are input costs and tariffs actually reaching price? We measure pass-through at line level, by product group and month, and fix the gaps.

Quote win/loss analytics

Win rate by deal size, segment, and customer tier from CRM data, showing where the sweet spot is and which moves lift the win rate.

Price & cost tracking

Core-part baskets tracked over time, keeping price discipline visible long after the project ends.

03 · Market Research & Insight

The outside view, made decision-ready.

Boards don't need another report. They need to know what the market is doing to the plan, and what to do about it. We research markets the way we analyze companies: for the decision at the end.

Market updates

End-market monitoring for board and strategy packs: energy, infrastructure, industrial demand, and what it means for intake.

Thematic research

Deep dives on the forces reshaping demand, from capital-spending cycles to trade policy, with an explicit read on portfolio exposure.

From insight to action

Every research product ends the same way: what this means for pricing, capacity, inventory, or the plan.

04 · M&A & Commercial Due Diligence

See the target the way you'll own it.

We support acquisitions from first look through integration: reading the CIM critically, testing the commercial story in the target's own data, and sizing the synergies you'd actually have to deliver.

Target insight

Revenue and margin trends, customer concentration, product mix, and operational signals, rebuilt from the target's data rather than taken from the deck.

Synergy & overlap analysis

Customer overlap, cross-sell potential, product-range fit, and footprint synergies, sized honestly enough to survive the first year of ownership.

Customer referencing

Structured customer evidence on the target's real market position, before the price is agreed.

Growth thesis

The post-close commercial plan: which segments, which accounts, which capabilities, and in what order.

Integration playbooks

The commercial integration agenda, from unified go-to-market to shared inventory and distribution.

Deal-ready analytics

Sales-cube models and supporting analyses built to answer the deal team's next question, fast.

05 · Supply Chain & Inventory

Inventory is capital. Coverage is the lever.

We classify every SKU by demand frequency and value, quarantine what can't be sized accurately, and compute min/max levels where service coverage, not habit, decides how much capital sits on the shelf.

Demand classification

Runners, repeaters, strangers, one-offs, classified over a multi-year demand history with a recency overlay. The primary decision: is this part worth holding at all?

Policy matrix & sizing

Service level set jointly by frequency and revenue class; min/max computed per SKU from demand, lead time, and coverage. Accuracy first, with no guessed inputs.

Capital release

The output is a dial, not a dogma: the same model at different service standards shows exactly what each point of availability costs in cash.

06 · Operations

Make operational cost visible, then manage it weekly.

Margin shortfall is not one problem. Some of it is operational failure, some of it is commercial choice. We build the KPIs that tell them apart, and the cadence that drives them down.

Cost of poor quality

ERP cost-mix fingerprinting that separates genuine operational cost problems from pricing decisions, producing a KPI operations can own and improve.

Policy deployment

X-Matrix and bowling-chart systems that connect annual objectives to weekly metrics and named owners.

Operating cadence

Weekly scorecards covering orders, output, margin, cash, and working capital: one page, current, and trusted by the chairman.

07 · Data & Analytics

One data layer. One version of the truth.

Multi-unit industrial groups usually run multiple ERPs, currencies, and part-numbering schemes. We build the normalized layer that puts every order, invoice, and quote in one place: the foundation everything else stands on.

Cross-BU data platform

Sales, intake, quoting, and next, inventory and purchasing, synced from every unit into a single analytical platform built for group scale.

CRM implementation & hygiene

Pipeline built on clean records: deduplication, shared glossaries, and definitions the sales team actually follows.

KPI architecture

Metrics with written definitions, reconciled to the ledger. When the board, the units, and the deal team see the same number, decisions accelerate.

08 · AI & Automation

AI where it pays. Nowhere it doesn't.

We apply AI to the work that burns skilled hours, from quotation and estimation to reporting and analysis, and measure the return in hours saved and margin captured, not demos.

AI-assisted quoting

Quotation engines that price industrial volumes on policy, returning the commercial team's most skilled hours to selling.

Reporting automation

Board packs, scorecards, and dashboards produced from live data on a repeatable pipeline: faster, cheaper, and more consistent than manual builds.

Analysis at depth

AI-accelerated analytics that examine every line, every SKU, every quote: the completeness that turns anecdotes into evidence.

09 · Board & Exit Readiness

Turn operational progress into an equity story.

The same work that lands value now must also read as a repeatable, scalable operating model a buyer can underwrite and apply across a wider platform. We write it that way from day one.

Board reporting

Data sections and board packs with verified figures, clean narrative logic, and no number that can't survive a diligence question.

Value-creation narrative

Near-term benefits landing now, and long-term benefits from a system that compounds, framed so the board reads the subtext without it being written.

Chairman-level cadence

Weekly and monthly reporting that keeps ownership close to the operational truth between board meetings.

Which lever is biggest in your portfolio?

Send us one business and one question. We'll tell you where we'd look first.

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