How I Work
A structured, no-nonsense approach to operational improvement that respects your timeline, your team, and your investment thesis.
Engagement Model
1. Discovery & Scoping
We start with a focused conversation to understand your situation: the portfolio company, the investment thesis, the operational challenges, and the desired outcomes. No generic proposals — every engagement is scoped to your specific needs.
2. Rapid Assessment
On-site operational assessment typically completed in 1–2 weeks. I walk the floor, talk to operators, review data, and map the value chain. Deliverable: a prioritized roadmap of improvement opportunities with estimated financial impact.
3. Implementation
Hands-on execution of the improvement plan. I work alongside your team — not from a conference room. This is where the real value is created: changing processes, building capabilities, and driving measurable results.
4. Sustainment & Handoff
Every improvement needs to stick after I leave. I build standard work, train your team, establish KPIs, and create management routines that ensure the gains are permanent. You keep the playbook.
What Makes This Different
No Slide Decks
I deliver results, not presentations. While I provide clear documentation and reporting, the focus is always on implementation and measurable outcomes.
Embedded, Not External
I work on the shop floor and in the operations meetings, not from a satellite office. Your team sees me as a partner, not an outsider passing judgment.
PE-Aligned Timelines
I understand that hold periods create urgency. Engagements are designed to show results in weeks, not quarters. Quick wins build credibility for larger initiatives.
Knowledge Transfer
The goal is to make your operations team more capable, not to create dependency. I build internal capability so improvements continue after the engagement ends.
Typical Engagement Formats
Operational Assessment
1–2 weeks on-site. Comprehensive review of manufacturing and supply chain operations with prioritized improvement roadmap and financial projections.
Improvement Sprint
4–12 weeks on-site. Focused implementation of high-impact improvements. Ideal for addressing specific operational bottlenecks or preparing for exit.
Transformation Program
3–6 months. Comprehensive operational overhaul covering multiple workstreams. Suited for post-acquisition integration or full lean transformation.
Advisory Retainer
Ongoing strategic support for PE operating partners. Monthly cadence with on-site visits as needed. Portfolio-wide operational oversight and guidance.
Let's scope your engagement
Every situation is different. A quick conversation will help us determine the right format and timeline for your needs.
Get in Touch