The case studies below are illustrative examples of the kinds of engagements we take on — the challenge, the work, and the outcome. Figures are representative and anonymized to protect client confidentiality.
Revenue Growth
SaaS Company — $4M ARR
Identified $1.2M in margin leakage. Redesigned revenue architecture and took the client from $4M to $15.2M ARR.
Capital Advisory
Manufacturing Firm — 85 Employees
After two failed prior attempts, closed an $8.5M Series A with a PE firm within 90 days of engagement.
M&A Exit
Multi-Location Retail Brand
Three qualified buyers. Final sale at 6.4x EBITDA after a competitive sale process.
Cash
Flow
Regional Healthcare Services — 12 Locations
Compressed DSO from 92 to 31 days, installed a 13-week rolling cash forecast, and secured a $2M credit facility to eliminate cash crises.
KPI
Dashboards
Fast Casual Restaurant Group — 7 Locations
Built a per-location KPI framework tracking 14 metrics, identified 2 underperforming locations, and reshaped the portfolio for profitability.
Financial Modeling
DTC E-Commerce Brand — $2.8M Revenue
Built a 3-statement model with unit economics and cohort analysis. Founder closed 2 investors from the first pitch deck iteration.
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