Proof in Practice

Proven across the
ownership lifecycle.

From multi-business carve-outs to single-platform selections — delivered under deal pressure and on operating timelines alike.

Four global businesses being carved out of a multibillion-dollar parent into a new holding company, shown as separate operating entities established beneath a single corporate structure.
01

Multi-business global carve-out

Private Equity · Manufacturing · 2022–24

Four global businesses carved out of a multibillion-dollar parent into a new holding company — with new business systems live before deal close.

Day-One invoicing across all four · transition within 2% of forecast
An operating business feeding data into a central enterprise data platform, which in turn produces analytics and reporting.
02

A family business becomes a “data company”

Private Family · Services · 2024–Present

A 3-year transformation plan that prioritized analytics over a transaction-system rebuild and guided enterprise data-warehouse selection.

On time and on budget · accelerated a subsequent acquisition
Candidate ERP platforms — Oracle, SAP, Microsoft and others — evaluated through a structured selection process that produces a single validated recommendation.
03

Accelerated ERP selection for PE-owned CPG

Private Equity · Consumer Products · 2023

A $200M manufacturer (targeting $500M) on fragmented legacy systems needed a unified platform recommendation on a tight clock.

Platform selected in 6 weeks · pricing validated pre-signature
Multiple acquired operating companies — offices, warehouses and field-service fleets — connecting into one shared cloud platform that delivers unified reporting and managed-service assurance.
04

ERP + MSP selection for a services roll-up

Private · Field Services · 2025–26

A $140M acquirer with no CIO and no consolidation platform needed core ERP and a company-wide managed-services model.

Company-wide MSP & core ERP selected · ready before exit

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