Client Results

Value, stated in numbers.

Engagements are anonymized at client request. The figures are not.

Government

A municipal portfolio carrying two decades of deferred decisions.

Client Challenge

A regional government operated 84 facilities with fragmented maintenance records, unbenchmarked utility contracts and no consolidated capital plan.

Discovery Process

Twelve-week diagnostic across asset condition, energy consumption, procurement terms and insurance placement.

Implementation Strategy

Sequenced capital plan, renegotiated energy and service agreements, and a centralized asset management standard implemented alongside internal leadership.

Financial Opportunity Identified

$34.6M in identified five-year opportunity

Annual operating cost reduction
18%
Energy spend reduction
23%
Deferred maintenance retired
$11.2M

Council approved a fully funded ten-year capital program without a tax increase.

Manufacturing

A profitable manufacturer with margin hiding in plain sight.

Client Challenge

Growth outpaced operating discipline across four plants; throughput varied by 31% between comparable lines.

Discovery Process

Line-level performance analysis, procurement audit and downtime attribution across 18 months of production data.

Implementation Strategy

Standardized production practice from the highest-performing plant, restructured supplier terms and installed weekly performance governance.

Financial Opportunity Identified

$21.4M in annualized margin opportunity

Throughput improvement
+27%
Unplanned downtime
-41%
EBITDA improvement
$14.8M

Enterprise value increased materially ahead of a recapitalization.

Commercial Real Estate

An institutional owner underwriting the wrong risk.

Client Challenge

A 6.2M sq ft portfolio faced rising insurance premiums, inconsistent vendor performance and unclear capital priorities.

Discovery Process

Portfolio-wide risk review, insurance placement analysis and vendor benchmarking against market terms.

Implementation Strategy

Restructured insurance program, consolidated vendor contracts and implemented a risk-weighted capital allocation model.

Financial Opportunity Identified

$9.8M in identified annual opportunity

Insurance premium reduction
22%
Operating expense reduction
$4.1M
NOI improvement
+9.4%

Portfolio valuation improved on stabilized net operating income.

What would a validated assessment reveal in your organization?

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