Post-Close Organization Review to Accelerate Growth

CLIENT: Private Equity Backed Leading Service Provider in the Industrial Services Industry

Challenge:

• Investor sought a scalable growth strategy to empower the leadership team to drive expansion, streamline operations, address organizational gaps, and preserve core cultural values while increasing revenue.
• Growth was hindered by fragmented operations, outdated systems, inconsistent customer experience, and a limited M&A approach.
• Critical leadership gaps, talent shortages, and a lean operating model strained resources and limited capabilities.
• Rapid national expansion required scalable infrastructure, centralized shared services, and a focus on unifying company values while respecting site identities.

 

Actions:

• Conducted a post-close organization review (VCP Accelerator©) with a foundational scorecard, using leadership reviews, organizational surveys, and stakeholder interviews to inform the assessment.
• Provided scorecard assessment, key findings, and prioritized recommendations, including a four-quarter action plan focused on operations, finance, customer experience, and talent.
• Recommended hiring for key roles (CFO, COO, VP IT, VP HR) to fill leadership gaps and drive efficiency.
• Proposed initiatives to strengthen finance functionality, evolve M&A approach, enhance customer satisfaction, and implement robust talent management practices.

 

Impact:

• Established organization roadmap to achieve 2-2.5x revenue goals with >20% EBITDA margins.
• Surfaced hidden business and leadership scaling opportunities with clear actions to address.
• Launched organization health assessment to ensure laser focus on site-specific and functional group challenges.
• Identified attrition risk of critical leaders with concrete actions to build bench strength and mitigate continuity concerns.
• Designed fit-for-purpose recommendations to build a higher-performing leadership team and critical talent investments.