What we do
Diligence support
Indirect spend, payments, fleet and finance-function levers sized before close.
100-day cost plans
A spend baseline and first sourcing waves launched in the first quarter of ownership.
Cross-portfolio programs
Fuel, fleet, wireless, payments and software aggregated across portfolio companies.
Buy-and-build playbooks
Standard finance and supplier onboarding for every add-on.
Synergy capture
Integration synergies tracked to signed contracts and the GL.
Sponsor reporting
Monthly value creation reporting in your operating partners’ format.
How it works
From data to signed contracts to realized savings.
- BaselineAP, card and contract data cleansed and classified by supplier and category.
- PrioritizeOpportunities sized against benchmarks and ranked by value and speed.
- NegotiateSourcing events and supplier negotiations run by our team.
- ImplementNew contracts, programs, processes and systems rolled out.
- TrackSavings reported monthly from identified to contracted to realized.
Related results
One finance operating model across 32 acquired HVAC companies
$1.7M annual vehicle-lease savings, a national HVAC parts program and Ramp rolled out platform-wide.
Indirect spend taken apart, category by category
Seven-figure vehicle-lease savings, waste consolidation and a renegotiated wireless contract.
Common questions
How is this different from a procurement firm?
We cover finance operations and systems as well as sourcing, so savings are implemented in the processes and tools that keep them.
Do you work on contingency?
Engagements are scoped and priced phase by phase before work starts. We’ll discuss the structure that fits your situation.
Can you start before close?
Yes — we can size cost and finance levers during diligence under the sponsor’s NDA.
Start with a four-week Portfolio Spend Diagnostic.
A ranked, sized list of cost and cash opportunities for one portfolio company, and a plan to capture them.