Our Services

  • Results-driven operations partner reducing procurement costs, SG&A, and COGS while accelerating EBITDA growth and supply chain performance.

    • Spend Analytics & Benchmarking: Cleanse and categorize your data into a structured spend cube, then benchmark your pricing against market.

    • Strategic Sourcing: Structure RFP design, supplier market analysis, and competitive bidding across all major spend categories including direct materials, indirect, and logistics.

    • Should-Cost Modeling: Develop a bottoms-up cost models that break supplier pricing into labor, material, overhead, and margin - giving you a defensible anchor before any negotiation begins.

    • Make vs. Buy Analysis: Establish total cost of ownership analysis to determine whether in-house production or external sourcing delivers better economics, with full consideration of quality, capacity, and risk.

    • Contract Review: Identify immediate cost reduction opportunities across supplier agreements and benchmark pricing & terms against market standards for maximum leverage.

    • Supplier Rationalization: Segment your supply base, identify consolidation opportunities, and build tiered supplier strategies that improve pricing and reduce risk.

    • Spec Standardization: Engage with engineering and operations to identify where specs can be rationalized without compromising quality or performance.

    • Working Capital Optimization (DPO): Current-state payment terms audit by supplier, category, and region - benchmarked against market norms. Supplier segmentation by criticality and leverage, and a structured negotiation program to extend terms 15–45 days without damaging critical relationships.

  • Delivering end-to-end logistics and distribution expertise, spanning transportation, warehousing, order fulfillment, and last-mile delivery. Our integrated strategy creates a seamless, high-efficiency supply chain.

    • Freight Audit & Benchmarking: Full rate audit across truckload, LTL, parcel, and intermodal - benchmarked against current market rates by lane, mode, and carrier.

    • Carrier RFP & Contract Negotiation: Lane-level RFP strategy with volume commitment modeling, carrier network right-sizing, and fuel surcharge mechanism negotiation. We build the competitive tension that gets carriers to move, and we stay in the room until the contract is signed.

    • Network & Distribution Optimization: DC footprint and warehouse placement analysis, inventory positioning vs. service level trade-off modeling, and mode shift opportunity identification - intermodal conversion, zone-skip, and consolidation programs.

    • 3PL Evaluation & RFP: Open-book costing, labor rate benchmarking, storage and handling rate analysis, and value-added services unbundling. We run the 3PL market test and build the commercial framework for a new or renegotiated warehousing relationship.

    • Supplier vs. Company Freight Rates: We model the true cost of both routing options - factoring in supplier-embedded freight margins, lost volume leverage, and administrative burden - to determine where taking freight control creates savings and where supplier rates remain competitive.

  • Specialize in procurement-driven M&A value creation, bridging financial due diligence with operational execution. We deliver rapid spend diagnostics, contractual optimization, and proven integration playbooks to capture synergies from direct materials and indirect overhead.

    • Operational Due Diligence: Structured assessment of supply chain concentration, single-source exposure, supplier financial health, and procurement contract risk. We surface the operational risks that financial diligence misses - before they become post-close surprises.

    • Synergy & Dis-Synergy Quantification: We stress-test management's synergy assumptions across procurement, logistics, and operations - separating achievable Day 1 wins from longer-horizon integration plays, and flagging dis-synergies that could erode the investment thesis.

    • Contract Portfolio Evaluation: Review of key supplier and customer contracts for unfavorable terms, auto-renewal traps, change-of-control provisions, and pricing mechanisms that could constrain margin improvement post-acquisition. Renewal leverage assessment included.

    • Cost Structure Benchmarking: Target company spend benchmarked against market across all major categories to quantify the procurement improvement opportunity available to a new owner. The foundation for every value creation conversation with a PE sponsor.

    • 100-Day Value Creation Roadmap: A prioritized, sequenced action plan that takes the engagement from close to execution - with owners, timelines, and P&L impact for every initiative. Ready to present to the board or LP at close.

    • Post-Close Integration Support: Hands-on support for carve-outs, platform integrations, and add-on combinations - supplier consolidation, volume leverage, contract harmonization, and procurement process integration across entities.

  • Our services define how your people, processes, data, and technology should work together to deliver your strategy in the most efficient and scalable way.

    • Organization & Decision Rights: Category manager vs. buyer vs. analyst role design, approval authority matrix, and headcount right-sizing to spend complexity. We assess build vs. borrow vs. outsource for capability gaps and define the org structure that eliminates overlap and accountability gaps.

    • Process & Policy Framework: Source-to-contract process design covering RFx, award, and execution. Procurement policy framework, compliance thresholds, supplier onboarding standards, and contract management lifecycle design - practical enough to be adopted, strong enough to hold.

    • Technology & P2P Roadmap: P2P and eProcurement platform assessment, spend analytics tool selection, ERP integration review, and AI-assisted sourcing tool evaluation. A phased technology roadmap that matches investment to maturity - from quick-win automation to full implementation.

    • Performance & KPI Governance: KPI framework covering savings, compliance, cycle time, and supplier on-time delivery. Category scorecard design, executive reporting cadence, and savings tracking methodology with finance sign-off process built in.

    • Category Management Design: Category strategy templates, market intelligence processes, and annual category planning frameworks that build internal capability and reduce long-term dependence on outside advisors. Designed to be owned by your team.

    • Maturity Assessment & Roadmap: Rapid procurement maturity assessment across all five dimensions - organization, process, technology, data, and governance - with a prioritized improvement roadmap and business case for each initiative.

  • Skill-based training equips teams with practical tools to analyze data, identify opportunities, and make better decisions. For data analytics and supplier negotiations, it builds the capabilities needed to turn insights into stronger commercial outcomes, improved terms, and measurable savings.

    • Strategic Sourcing & RFP Management: End-to-end sourcing process training - from spend analysis and market assessment through RFP design, supplier evaluation, and contract execution. Participants leave with a sourcing toolkit they can apply immediately to live categories.

    • Negotiation Skills & Supplier Conversations: Practical negotiation frameworks, supplier psychology, objection handling, and deal structuring for procurement professionals. We role-play real supplier conversations and debrief on tactics that work in the mid-market context.

    • Category Management Fundamentals: How to own a category - market analysis, supplier segmentation, competitive dynamics, total cost modeling, and category strategy development. Designed for buyers moving into category manager roles.

    • Spend Analytics & Data Interpretation: How to extract, clean, and analyze procurement data - spend cube construction, supplier Pareto analysis, contract coverage mapping, and savings opportunity identification. Practical Excel and data tool skills included.

    • Supplier Relationship Management: Tiering your supply base, running supplier reviews, managing performance scorecards, and building the strategic supplier relationships that drive preferential pricing, capacity access, and innovation.