Case Studies

The opportunity

Young business had an opportunity to disrupt a growing segment of the logistics industry but needed experienced support and direction to do so.

The company

Direct-to-consumer sales, customer service, and fulfillment business.

Value creation

• Developed proprietary technology and employed sophisticated analytics to enhance operations and optimize pricing.
• Implemented improved customer service practices inspiring thousands of 5-star reviews, quickly positioning the business as the highest-rated company in the industry.
• Established strategic relationships with key marketing partners.
• Created a performance-based sales program with exceptional people, processes, and technology.

The outcome

Business became an industry leader, servicing thousands of customers monthly, surpassing several entrenched competitors.

The opportunity

Founder built technology and launched business, but wanted to exit business and focus more on family.

The company

Provided mission-critical emergent business services to global food producers.

Value creation

• Closed the transaction quickly and efficiently on agreed-upon terms.
• Founder transitioned out of the business within the desired time frame.
• Recruited and retained a highly-qualified management team responsible for improving operational efficiency and capacity.
• Created a sales and marketing function for the company, built a strong web presence that drove growth through digital optimization, and strengthened customer acquisition processes.
• Improved operations, data acquisition, retention, customer service, and reporting to help customers manage risk and to demonstrate service value delivered by the company.

The outcome

Enabled founder to exit quickly and efficiently with a great return, management team able to grow business and have an ownership stake, investors achieved a good return after selling business again to a larger investment firm.