Case Studies

A selection of case studies highlighting successful ownership transitions and operational transformations led by our team members

Manufacturing Company Case Study

Before

The manufacturing company was facing rising production costs, inefficient operations, and aging equipment. These challenges resulted in shrinking margins, slower output, and difficulty keeping pace with customer demand. The owner was considering a sale but lacked the resources to stabilize and modernize the business.

After

Following the ownership transition, a comprehensive transformation program was implemented. Equipment upgrades, automation of key production processes, and supply chain optimization reduced inefficiencies and lowered costs. As a result, production capacity increased significantly, allowing the business to meet demand and improve profitability under long-term ownership.

Production Efficiency 35%
Operational Costs Reduced 35%
Profit Margins Increased 40%

Healthcare Services Company Case Study

Before
The healthcare services provider was dealing with outdated systems, increasing compliance complexity, and operational inefficiencies. Despite strong market demand, the owner struggled to scale operations, improve service quality, or unlock the business’s full earnings potential.

After
After the ownership change, the company underwent a structured operational overhaul. Updated compliance frameworks were implemented, patient records were digitized, and administrative processes streamlined. These improvements enhanced service quality, strengthened regulatory alignment, and materially increased profitability, positioning the business for sustainable long-term operation.

Compliance Efficiency 100%
Operational Costs Reduced 35%
Profitability Increased 60%

Retail Company Case Study

Before
The retail business was experiencing declining sales and ineffective inventory management. Outdated systems and the absence of a clear e-commerce strategy led to lost market share. The owner wanted to sell the business but recognized that operational weaknesses were limiting its valuation.

After
As part of the ownership transition, a full business transformation was executed. Modern inventory systems were introduced, and an integrated e-commerce platform was launched. Improved operations and a stronger digital presence increased profitability and expanded market reach, enabling the business to compete effectively under new ownership.

Sales Growth 40%
Online Sales Contribution 35%
Improved Profit Margins 30%

Construction Company Case Study

Before
The business was facing increasing competitive pressure in a challenging market. Outdated project management practices and operational inefficiencies were impacting profitability. The owner recognized the company’s potential but was seeking a successor who could take over ownership and modernize operations.

After
Following the ownership transition, a structured operational plan was implemented to strengthen performance. Updated project management practices, digital tools, and clearer workflows were introduced. A detailed review of costs and contracts improved efficiency and margins, positioning the business for long-term stability under new ownership.

Revenue Growth 50%
EBITDA Improvement 70%
Asset Base Expansion 100%+