for operating partners
When your portfolio company has an inventory or service problem, I'm here to help. Based in Northeast Ohio. Available on-site anywhere in the United States.
Fixed-scope, fixed-fee sprints for PE-backed manufacturers and distributors. $50M to $350M. 3:1 guaranteed ROI
PROVEN TRACK RECORD ACROSS 20+ PE PORTFOLIO COMPANIES
CASE STUDY: SUPPLEMENT MANUFACTURER, PE OWNED, $150M
PE Context
Post-acquisition. The Operating Partner identified inventory growth and declining fill rates as a threat to the value creation plan. Internal management had tried to address it, but lacked a structured approach.
The Situation
Historically high fill rates were crashing and inventory was growing rapidly.
What Was Found
Planning couldn't communicate with sales and overforecasted the wrong mix.
The Results
$4.2M cash freed from inventory
+9 points fill rate improvement
6 months embedded with the team from assessment through execution
'Mike's hands-on approach focused on coaching our team through implementation, not just delivering slides."
- Travis D., Operating Partner, Lion Equity
WHAT WE DELIVER: FOUR MEASURABLE OUTCOMES
Cash Release
Release working capital to improve debt-to-EBITDA and strengthen covenant compliance. Typical range: 5% to 20% freed from raw material and finished goods inventory.
Fill Rate Recovery
Stabilize product availability so customer retention stops being a board meeting topic. Target: fill rates above 95% on top SKUs.
S&OP Maturity
Install a cross-functional planning discipline that connects demand, supply, and financial plans. Gives your management team a repeatable process they can run without outside help.
EBITDA Improvement
Turn operational gains into bottom-line results that improve valuation at exit. Board-ready deliverables that document the before and after.
Proven across precision machining, aerospace, chemicals, plastics, cosmetics, and consumer products.
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