For a PE owned $450M HVAC service provider, evaluated the synergy potential for merger with a loss making direct competitor to be carved out from a parent. This was an exclusive look. Developed a turnaround plan including a detailed branch rationalization model, a joint branding and advertising program and sourcing leverage. Estimated EBITDA improvement potential, months to turnaround and cash flow model as input to a bidding strategy.
Commercial and operational due diligence of a $200M contract food manufacturer serving military and commercial channels. Assessed and validated growth projections in new product introductions with branded food manufacturer programs. Assessed improvement potential in manufacturing operations. Developed revenue and EBITDA forecasts.
Exclusive Operational Due Diligence on a $200M high growth CO2 distributor. Identified $10M EBITDA improvement potential through field operations improvements, sales force effectiveness and sourcing.
For a PE owned $12B food services distributor implemented a multi-year operational improvements program to improve EBITDA by $60M through standardizing operating practices in DCs, route optimization, increased backhauls and other operational improvements.
For a PE owned $200M retail refrigeration services company with a large field workforce, implemented a comprehensive productivity management program across 2 business units to improve productivity, track construction work progress, improve bidding and manage exceptions. Improved EBITDA by 200 bps which was instrumental in the sale of the company to another PE firm.
Operational Due Diligence, pre-close panning and post-close program management for acquiring and integrating a $50M Mexican specialty manufacturer and moving production to the buyer’s plant in USA.
Operational Due Diligence of a $450M Medical distributor being carved out from a parent company. Identified $8M EBITDA improvement through Sourcing, Private label and supply chain efficiencies.
For a $800M global specialty chemicals manufacturer with significant excess capacity and declining markets, developed a detailed business case and plan to rationalize its manufacturing capacity. Modelled multiple scenarios based on cost/benefits, market and competitive impacts and recommended a best fit scenario for implementation.
For a large transportation equipment manufacturer looking to build technology capabilities, conducted commercial and operational due diligence on the acquisition of a rail and logistics software company. Validated market potential and growth assumptions.
For a Middle Eastern Sovereign Wealth Fund interested in developing aerospace manufacturing capabilities in the country, provided consulting support to sign a Joint Venture agreement with aerospace OEMs to set up a composite manufacturing plant in the country. Modeled the economics of the greenfield operation and technology transfer and provided significant input to the JV set up.
For an upstream oil services company buying and integrating a competitor’s North American business, led the diligence and rapid merger integration. Completed integration in 6 weeks; enabled the large field work force to transition seamlessly to new processes, billing and reporting, leveraging best practices from both companies.
Assisted the government of Canada to evaluate strategic options for a large parcel carrier owned by Canada Post. Developed detailed financial models for commercial and operational synergies for various strategic options including IPO, sale to financial buyers, strategic buyers, etc. Advised on value to stakeholders and recommended actions.
Assisted a PE firm to evaluate the acquisition of a global container and trailer leasing company. Advised on industry trends, competitive positioning and commercial opportunities and risks
Advised a PE firm considering acquisition of a chemicals tank container operator. Advised on industry trends, customer prequirements, global competitive dynamics, threat of low cost entrants, and other strategic issues
For a PE owned global 3PL evaluating the acquisition of niche European forwarder, conducted commercial and strategic assessment of the acquisition and fit with the parent company. Assessed market positioning and operational synergies from the merger
Led multiple projects over years for manufacturing, transportation & distribution companies, e.g.: Improving asset utilization and terminal productivity for a Class 1 railroad, Operational transformation and market alignment of $6B transportation & logistics company, Network optimization for a large automotive OEM, Supply chain design and outsourcing for a $100M CPG manufacturer
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