Northbrook Industrial — 11-week operating turnaround
A 240-person specialty-chemicals manufacturer was missing quarterly forecasts six quarters running. We rebuilt the S&OP cadence, the forecasting model, and the leadership team's weekly rhythm.
Cedar Lane Software — 4-week strategy reset
A bootstrapped vertical-SaaS at $12M ARR needed to decide whether to raise, sell, or stay private. We built three scenarios with the founders and helped them choose the third — with a clear plan.
Westhart Capital — 100-day plan, two portfolio cos
Embedded with the operating team at a lower-middle-market PE fund for two consecutive 100-day plans. Restructured the leadership shape at both portfolio companies and aligned the comp plans to the value-creation thesis.
Helio Botanicals — 26 months of monthly advisory
A DTC supplements brand grew from $3M to $18M ARR over the engagement. We held the CEO seat alongside the founder for two structured calls a month, plus async.
Avalon Logistics — pricing & segmentation reset
A regional freight broker had drifted into 47 customer segments with bespoke pricing for each. We collapsed it to 6 tiers, retrained the sales team, and rebuilt the quoting tool.
Greenline Bio — leadership team restructure
A 90-person biotech CRO had three leadership functions reporting into the founder. We helped the founder hire a COO and reshape the leadership cadence over a 12-week engagement.