CASES · FIELD REPORTS FROM LIVE ENGAGEMENTS
The system, in the field.
Six engagements across manufacturing, distribution, services, and healthcare.
PE-BACKED PRECISION MACHINING · MIDWEST
The CRM said $77M. The real pipeline was $5M.
Rebuilt on the right unit of analysis and reconciled against the ERP, with new logos in target verticals.
$27M
PROGRAM PIPELINE, ERP-RECONCILED
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PE-BACKED FOOD DISTRIBUTION · THREE ENTITIES
The plan budgeted $2.4M of cross-sell. Zero had shipped.
1,778 accounts scored into nine priority tiers, cross-sell live, and a second 12-month term signed.
$35.8M
EXPANSION OPPORTUNITY QUANTIFIED
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PE-BACKED COMMERCIAL LAUNDRY · FOUR PLANTS
From gut feel to governed pipeline.
Six months from baseline to a running system, with marquee hotel wins staged and advancing.
+60%
PIPELINE IN SIX MONTHS
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HEALTHCARE WORKFORCE DEVELOPMENT · NATIONAL
Nine months of stall, engineered out.
Deal-acceleration practice built from real stalled deals, coached by scored evidence instead of anecdote.
127
SCORED SIMULATIONS IN ONE QUARTER
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LMM PE SPONSOR · DEAL ORIGINATION
The sourcing engine, installed.
The same install discipline, pointed at the sponsor’s own deal flow. Owner outreach from a spreadsheet to an operating system.
0 → LIVE
A FUNNEL THE FIRM CAN STEER
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PE-BACKED MECHANICAL SERVICES · $200M+
Cross-sell, installed.
Five sellers to forty across acquired brands. One system underneath all of it, and it held at every step.
5 → 40
SELLERS, ONE SYSTEM
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YOUR BASELINE FIRST
Every one of these started with the same three weeks.
The diagnostic scores your sales system against lower-middle-market benchmarks and names the three moves that matter. $15,000, fixed, and it credits toward your first install.
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