Quantum Strategic Advisors | Newton, MA

NEWS & INSIGHTS

We have completed 50+ engagements and advised on $12B+ of deal value and $225M+ of EBITDA improvements.

For a PE Platform acquisition, Quantum conducted an ODD of an aerospace and defense composites products business with multiple manufacturing plants in North America, being carved out from a Parent.  Quantum conducted site visits to all the manufacturing plants, and assessed manufacturing, supply chain, procurement, and other operating capabilities at each of the manufacturing plants.  Quantum developed potential EBITDA improvements that  included footprint consolidations, product moves and operating efficiencies.  Quantum also estimated inventory reduction potential.

For a PE add on acquisition in Aerospace & Defense manufacturing, Quantum completed a relocation review.  The target had plans to relocate its manufacturing location to a new site.  Quantum’s role was to assess the feasibility and risks in the relocation related to customer qualifications, equipment move planning for CNC machines, inventory and production planning, impact on customer lead times and other operational issues.  Quantum developed recommendations and a detailed one time cost schedule for the relocation.

For a PE portfolio company that designs and manufactures Defense and Space micro-electronics / radios Quantum completed the ODD and Carve out planning of an add on acquisition that specialized in high performance radios.  Quantum assessed the target’s functional maturity in Engineering, Manufacturing and Supply chain.  Quantum assessed the available growth capacity and profiled the key opportunities and risks.  Subsequent to the diligence, Quantum led the buyer’s team in a comprehensive carveout planning of the target from its parent company.  The carve out plan covered all functions (Finance, HR, Procurement, IT, Marketing, Communications, etc.) and also developed the TSA requirements by function.

Quantum has been engaged to lead the operations integration of a large industrial add on.  Quantum will work with the Client’s teams to lead integration of manufacturing plants, distribution network and supply chain functions and deliver the synergies identified in diligence.

For a PE industrial/A&D manufacturing portfolio company with multiple plants in the USA, Quantum conducted operational diligence and synergy assessment of an add-on acquisitions with plants in AZ and Mexico (maquiladora).  Quantum’s operational diligence focused on manufacturing, procurement and supply chain processes at both plants.  We also quantified cost synergies in moving several products from the buyer’s US plants to the Mexico plant.

For a PE owned B2B AI Text Analytics platform, Quantum developed the pricing strategy and pricing model that incorporates the significant complexities of the platform.  Quantum worked with the client team to review past deals, understand customer value drivers, develop unitization metrics and assisted the client to build a ROM (Rough Order of Magnitude) pricing model for quotes.  Quantum also recommended best practices for commercial effectiveness to enable the company to be more market responsive.

For a PE industrial portfolio company (manufacturing and distribution), Quantum conducted an Operational Due Diligence and detailed synergy modeling for a large add-on acquisition.  Synergies included consolidation of manufacturing plants, channels and distribution centers, SKU rationalization and organizational integration.  Quantum developed synergy estimates, one time costs estimates and an integration plan

For a PE owned Defense and Space electronics company, Quantum conducted an add-on assessment of a highly engineering focused signals intelligence company.  The assessment focused on product and technology road map integration, Engineering overlap and synergies, and operations consolidation.

For a PE owned aerospace and defense focused microelectronics company, Quantum conducted Operational Due Diligence of a carve out acquisition of the power converters business of a global semiconductor company.  Quantum assessed operations, processes, and efficiencies at 2 of the target’s North American plants and identified operational synergies in the integration.  Quantum also developed an operations integration approach, a go-forward operations strategy, the end-state operating economics and integration timeline.

For a PE owned Aerospace and Defense focused microelectronics company, Quantum conducted Operational Due Diligence of an add-on space microelectronics company.  Quantum assessed the maturity and scalability of operating processes across Engineering, Manufacturing, Procurement, Supply chain and Go-to-market, and developed an integration approach.  Quantum also assessed in detail, inventory positions of critical components to meet order backlogs.

Quantum has been retained to lead the add-on integration of a UK based truck accessories company with the US based acquirer and its operations in UK.  The integration involves 2 manufacturing and 2 distribution sites in the UK.  Quantum will lead the PMO and also lead operational improvement workstreams in purchasing, in-sourcing, capacity planning, lead time reduction and other areas.  Quantum will also oversee ERP implementation and provide operational inputs to ERP team.

Quantum has completed the ODD, synergy assessment and integration planning for the acquisition of a UK based truck accessories company, by a US based market leader in the same space.  The US based platform company has a small footprint in the UK.

Quantum’s synergy assessment focused on identifying and quantifying the synergies in procurement, organization, after market distribution operations, footprint and other areas.  Quantum also assessed the opportunity to implement production automation at 2 of the UK manufacturing locations, based on the US plant’s operating model.

Quantum developed a detailed integration plan for the 2 companies to cover all the above opportunities.

Quantum has completed ODD of a new platform investment by a PE company in a manufacturer of complex machined components for thermal management of electronic systems used in aerospace and defense.

Quantum assessed operations, capabilities, capacity, utilization, fulfillment processes, inventory, labor, safety and other areas at 2 manufacturing locations and developed EBITDA improvement opportunities.

For a PE Platform investment, Quantum conducted ODD of an engineering-driven mid-market manufacturer of Software Defined Radios and RF Sensing technologies for aerospace, defense and commercial markets.  Quantum assessed the engineering, product development, supplier management, manufacturing, knowledge management, HR and other processes to identify improvement potential and risk mitigation.  Quantum estimated the EBITDA improvement potential and investments required for growth and scaling.

Quantum completed an ODD and add on assessment for a microelectronics company that included die fabrication, wafer processing and packages for Hi-Rel markets. Quantum assessed maturity of operational processes, potential for EBITDA improvements and potential operational risks.

Quantum completed the ODD for an add-on microelectronics company with 2 plant locations, providing substrate technologies and packaging solutions. Quantum assessed maturity of operational processes, opportunities for EBITDA improvements and potential operational risks.

Quantum will be one of the sponsors of the PEI event in New York on October 20 and 21, and be a host for the reception on October 19th. We look forward to welcoming and meeting all the attendees.

Quantum published 2 articles for the event:

1. Doing More with Less – Consolidating Footprint for Sustainable EBITDA Growth
2. Green is Good – Now!, a Primer on the Coming Green Imperative for PE Firms

You can download the articles here:

Doing more with less

Green is Good – Now!

Quantum published 2 articles (Points of View):

1. Doing More with Less – Consolidating Footprint for Sustainable EBITDA Growth
2. Green is Good – Now!, a Primer on the Coming Green Imperative for PE Firms

You can download the articles here:

Doing more with less

Green is Good – Now!

For a North American glass fabricator, Quantum led an operational turnaround program at  one of its highly automated manufacturing plants.  Quantum worked closely with the plant team to develop a comprehensive program that addressed all of the operating processes from purchasing to customer service.  Quantum coached the plant team through the implementation, and helped to achieve significant improvements in On Time In Full (OTIF %), reduction in scrap, increase in throughput, setting the plant on the path to improved profitability.

For a PE owned semi-conductor processing company, Quantum completed operational diligence and add on assessment of another semi-conductor value added distributor.  Quantum compared operating practices across both companies and conducted detailed gross margin analysis of the target’s products and services.  Quantum developed an integration framework and EBITDA savings from operational consolidation.

For a PE owned semi-conductor processing company, Quantum completed an assessment of a potential add on acquisition of a competitor with 3 manufacturing plants.   Quantum conducted a detailed assessment of each of the processing plants, and developed an integration framework and EBITDA savings estimates from integrating the operations of the 2 companies.

For a PE company considering a platform investment in an electrical component manufacturer with 2 manufacturing locations and a complex global supply chain, Quantum conducted an Operations Due Diligence and supply chain risk assessment.  The site visits were conducted observing strict Covid-19 protocols.  Quantum developed an assessment of manufacturing and operating processes, ability to support growth and risks in the supply chain.

For a PE owned fiber and cable connectivity manufacturing company operating in aerospace and defense verticals, Quantum has completed operational synergy assessment of an add on acquisition in an adjacent space.  Quantum assessed the operating processes at the target, identified opportunities for EBITDA improvements and developed a post-close operating agenda for the target.

Quantum has been retained by a PE portfolio company in aerospace electronics manufacturing services to lead the acquisition integration of a global semi conductor services company.  Quantum will lead the PMO to integrate manufacturing and back office.  Work includes detailed planning and implementation of a North American plant closure of the target company and moving production 2 other plants of the acquiring company.

For a PE portfolio company that manufactures and distributes pipe fittings and connections, Quantum conducted an Operational Due Diligence and synergy modeling for the potential acquisition of a competitor.  Synergies included consolidation of manufacturing plants, foundries, channels and distribution centers, SKU rationalization and organizational integration.  Quantum developed synergy estimates, one time costs estimates and an integration plan.

For a PE portfolio company, Quantum has been retained to lead operational excellence at its North American chemical packaging and bottling facility.  The site was used to consolidate multiple locations and install new bottling lines.  Quantum will now work with the plant team to improve throughput, order fulfillment and broader operational performance

For a PE portfolio company in aerospace micro electronics considering an add-on acquisition of a significantly larger, high reliability global semi conductor components supplier, Quantum conducted ODD and operational synergy assessment.  The work included assessment of manufacturing and supply chain capabilities across multiple plants, and developing the integrated manufacturing strategy, which included various production moves.  Quantum developed the synergies and one time costs in operational and organizational integration.  Quantum has been retained to lead the post-close implementation.

For a recently acquired fast-growing PE portfolio company, Quantum has completed a detailed post-close operations assessment. Quantum identified transformative changes in business model, processes and systems, to enable the business to scale to 2X in a few years. The changes include service level definitions, sales processes, SOIP and inventory levels, operations scheduling, assembly capacity enhancements, WMS and SCM software, network structure changes, etc.

Quantum will lead an implementation program to assist the Management team through these changes.

For a PE portfolio company in aerospace & defense, evaluating an add-on acquisition, Quantum has completed operational diligence and add-on synergy assessment of a component manufacturer and repair service provider. Quantum worked closely with the client’s team to identify and assess specific synergy opportunities in manufacturing including production consolidation, sourcing, organization and SG&A. Quantum developed the synergy estimates, one time costs and an integration implementation plan.

Quantum Strategic Advisors has been engaged by a PE portfolio company to lead the integration of 4 add-on acquisitions(+1 pending) closed in a 12-month period. Quantum will work collaboratively with all the entities, lead the integration PMO, and also lead specific integration tasks.

Quantum Strategic Advisors has completed the development of the North American footprint strategy for a global chemicals company. The Quantum team was asked to assess if footprint consolidation was possible. The Quantum team worked collaboratively with the client to assess demand and capacity by various chemistries at the reactor level at each plant, under various business scenarios.

Quantum developed several footprint scenarios that evaluated capital investments, reactor utilizations, tolling considerations, tank capacities, infrastructure investments, operating costs, freight considerations, regulatory considerations and customer impact. Quantum calculated CapEx, OpEX and ROI under each scenario, and a recommended path forward.

For a PE client, Quantum conducted a rapid Phase 1 assessment of a mid-market automotive after-market parts manufacturer. Quantum conducted site visits, data analysis and management discussions to assess the maturity and scalability of operating practices, network capacity and operating costs.

For a PE client, Quantum conducted a detailed carve out operational assessment of a global blow molding machinery manufacturing and after market parts distribution operations. Specifically the assessment focused on relocating assembly and parts distribution from the parent company to one of the carved out sites. Quantum conducted a detailed review of the assembly operations and supply chain, assessed the feasibility and risks in the carve out, developed the operating costs for the NewCo, developed site lay outs for the new assembly and distribution operations, an implementation plan and estimates for one-time costs. Quantum’s expertise in manufacturing and distribution was recognized by the PE clients and the NewCo Management team.

For a PE client Quantum completed the ODD of a highly engineered electrical components manufacturer in the aerospace and medical devices markets. The company had grown through acquisitions and had 8 locations in the US, Mexico and Canada. Quantum conducted an assessment of operational practices, potential for EBITDA improvements and the feasibility and business case for manufacturing footprint consolidation

Quantum Strategic Advisors has been advising a publicly traded chemicals / polymers company to manage the integration of 2 of its largest North American manufacturing sites. Quantum has completed program development for the integration and also an operational effectiveness agenda for the receiving plant. Quantum has now been retained to lead the PMO for the integration.

The integration program includes significant capital investments, new capabilities development, product qualifications and managing the production transition in an accelerated timeline. Quantum will be working with a large client team to facilitate and manage the integration

Quantum Strategic Advisors has completed the operational due diligence and synergy assessment for a high reliability space components manufacturer. The ODD was focused on assessing the target’s operational capabilities to sustain growth in 3 distinct product groups. The Quantum team assessed manufacturing capacity and constraints, order fulfillment processes, new product development processes, knowledge capture and documentation, human resources, IT systems, etc. The team identified key investments and priority initiatives to sustain growth.

Quantum Strategic Advisors has completed ODD for a PE client considering acquisition of a leading high reliability components manufacturer with 5 manufacturing sites in the US. Quantum assessed the potential for EBITDA improvements through operational initiatives including – footprint rationalization, product consolidation, sourcing, productivity improvements and pricing. Quantum also outlined platform investments to support continued acquisitive growth.

Quantum Strategic Advisors has completed a detailed assessment of operations at a mid-sized aerospace electronics manufacturer, in order to identify potential for reduction in order to ship cycle times. Quantum collected detailed process data using templates, conducted process observations and analysis to identify key issues affecting cycle times and recommend solutions for implementation.

Quantum Strategic Advisors has been retained to provide Program Management for the integration of 2 mid-market chemicals companies in the polymer space. The scope of work will include commercial / technology integration, manufacturing footprint consolidation, strategic sourcing, and support for various operational / business initiatives.

Quantum Strategic Advisors has completed a detailed synergy assessment and integration planning exercise for a PE portfolio company add on acquisition in the Polymer space. The Quantum team worked closely with the buyer and the target for a bottom up assessment of synergies in Commercial, manufacturing, Sourcing, Supply Chain and G&A. The synergies included consolidation of manufacturing footprint, extensive sourcing / in-sourcing opportunities and cross-selling.

The manufacturing consolidation scenario was developed through a reactor level modeling of chemistry, batch sizes, utilization and capacity. Sourcing synergies were developed through extensive workshops. The team developed a detailed implementation plan and a detailed estimate of one time costs for the manufacturing consolidation.

For a middle market PE firm, Quantum conducted operational assessments of 3 highly specialized aerospace electronics companies. For each target, Quantum assessed the stand alone improvement opportunities in manufacturing, supply chain, organization and G&A. We also assessed potential synergies in a roll up scenario integrating with other targets under consideration.

Quantum Strategic Advisors has completed the operational diligence and pre-close planning for the acquisition and integration of a space electronics manufacturer by a $3 Billion aerospace components manufacturer.  The Quantum team developed a detailed integration plan to combine manufacturing locations, business systems and organization.  Quantum has been retained to lead the integration post-close.

Quantum Strategic Advisors has completed a detailed diligence for the acquisition of a global <$1 Billion chemical company by a similar sized competitor.  Quantum acted as a trusted adviser to the buyer’s Executive team, managed other diligence providers, and guided the effort in assessment of opportunities and risks in global manufacturing, sourcing, organization, SG&A and commercial integration.

Quantum Strategic Advisors has completed operational due diligence and synergy assessment for a publicly traded chemical company in its bid to acquire a global specialty chemicals company in coatings. The Quantum team worked closely with the bidder’s management team to assess synergies in manufacturing, sourcing, supply chain and G&A.

Quantum Strategic Advisors has been retained to lead the operational synergies assessment in the potential merger of equals of 2 global chemical companies. The confidential deal is currently in the pre-LOI stage, and further details of our work will be published if and when the transaction becomes public.

Quantum Strategic Advisors has completed the Operational Due Diligence for a PE owned medical devices manufacturer and distributor evaluating an add on acquisition of a global medical device manufacturer. The transaction is expected to close in June 2016. The Quantum team worked closely with the platform company and identified EBITDA improvement opportunities in manufacturing, sourcing, supply chain and G&A.

The PE firm was very satisfied with the quality and timeliness of the work. “Thanks for the hard work–Your analysis was key in helping us gain comfort on the deal”, said the PE Principal who led the transaction.

Quantum Anniversary

2016 - 2024. Quantum Strategic Advisors is celebrating 8 years of delivering client value.

Over 50 Completed Engagements

Advised on $12B+ of deal value.  $225M+ of EBITDA Improvements