NextLevel partners with you to:

  • Increase the enterprise value of your portfolio companies
  • Realize higher valuations on exit

Our proven, vetted operating executives get it: successfully building enterprise value for our clients through highly strategic, on-demand engagements.

Bring the heat with NextLevel

What to expect

A focused, agreed-upon, goal-oriented approach with frequent status updates and effective communication.

Proven, vetted operational executives with strong track records and relevant experience.

A professional services firm providing collective best thinking and relationships, resources on demand (individuals or teams), and oversight to ensure effective tracking against objectives and satisfaction.

Our approach

Discovery to ensure understanding of goals, challenges, and priorities.

Upfront agreement on objectives, timeframe, and engagement structure.

Upfront agreement on communication goals, including frequency and style of regular status reporting.

Management oversight throughout the course of the engagement with a focus on achievement of stated goals.

Need to blaze a path?

LET’S TALK

Looking for been there, done that?

Our professional services firm model provides private equity firms and their portfolio companies with solutions delivered by experienced operational executives who perform many functions and services including:

Interim Executive Leadership & Controllership Services

We manage all or part of the CEO, CHRO, COO, CFO, CIO or CMO function in an interim role or as a leadership support function for key projects or initiatives.

Interim-to-Perm Solutions

We deliver immediate impact. As you gauge the “fit” of our interim executive, there is the option of converting to a permanent hire.

Scalability

We assess financial, operational, and technology readiness for scale. We also complement your leadership and management teams during periods of high growth and stretched capabilities.

Operational Improvements

We effectively execute strategic initiatives, including: operational, profit, and cashflow improvements; risk management; recapitalizations; and KPI and financial systems implementations and adoption.

M&A Leadership or Support

We define and execute strategies for M&A and strategic partnering, due diligence and deal process management, integration planning and execution, and business unit divestitures.

Turnaround

Our CROs provide cashflow-focused CFO and Controller expertise to quickly restructure operations—rapidly assessing and implementing the changes needed to right the ship.

Project Rescue

Things happen. We manage, fix, or shutdown troubled or runaway projects. Stop the bleeding today.

Exit Preparation and Execution

We provide experienced leadership or support focused on enhancing value drivers leading up to an exit, and transaction readiness and coordination so management can remain focused on hitting its numbers.

Our portfolio company, LabConnect, needed to strengthen its financial function to support rapid growth. NextLevel was able to quickly and efficiently assess the situation, determine needed improvements and provide leadership to help the company execute on the recommended initiatives. Its analysis was insightful and spot on. We highly recommend NextLevel.

– John D. Stobo, Jr., Managing General Partner, ABS Capital Partners

One of our portfolio companies needed a seasoned interim CFO to provide leadership and a smooth transition while we conducted a search for a full-time CFO. NextLevel exceeded our expectations and provided us with a professional, hardworking and thorough executive who did a tremendous job. Our entire investment team was very impressed with NextLevel’s process as well as their commitment and regular communication with us. Our firm highly recommends NextLevel.

– Christina Miller, Principal Northwest Equity Partners

We had a situation where a portfolio company was splitting a business unit off and preparing for a sale. Both activities were highly successful. Throughout this critical period NextLevel played a key role in supporting the company’s CEO with interim financial leadership. We highly value how they partnered with us in accomplishing our objectives.

– David Dandel and Paul Caragher Pike Street Capital

Success storiesDELIVERING VALUE ACROSS MARKETS
RESET
SERVICE
Acquisition Integration
Cyber Security
Enterprise Risk Management
High Growth Management
Interim Leadership
International Expansion & Operations
Investor Relations
IPO & Public Securities Offerings
M&A / Joint Ventures / Divestitures
Operational & Margin Enhancement
Private Equity & Venture Capital Portfolio Companies
Restructuring & Turnaround
Scalability Enablement
Strategic IT Architecture Development
Strategy Development and Execution
Supply Chain & Logistics
Technology Selection & Implementation
INDUSTRY
Aerospace
Agricultural & Natural Resources
Consumer Products
Distribution
Energy & Energy Services
Financial Services & Insurance
Food & Beverage
Government & Municipal
Healthcare
Hospitality
Life Sciences
Manufacturing
Real Estate & Construction
Retail & Wholesale
Services – Professional & Business
Technology – Hardware
Technology – Software & SaaS
Telecommunications & Media

Food & Beverage Company Secures Credit Facility Allowing for Strategic Acquisitions

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Food processing company stabilizes operations, raises cash, and increases sales

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Sports Apparel Group of Large Corporation Achieves Renewed Growth and Customer Satisfaction by Correcting Operational Deficiencies

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Re-build of a Major League Sports Franchise from Bankruptcy into a Valuable Business and Championship Contender

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Nationwide Transportation Company Transforms Recruitment, Retention, Performance Management, and Career Development Opportunities through Human Capital Strategic Roadmap

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Diversity & Inclusion Initiatives Increase Talent Retention, Brand Recognition, and Diverse Representation in Senior Management

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Family-Owned Human Resource Services Company Improves Sales Strategy and Readiness to Capitalize on Growth Opportunity

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Distressed Electric Supply Company Restored to Profitability and Increased Value

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NextLevel CFO Leads Music Publishing Company to Replace Banking Facilities and Emerge from Workout

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Wholesale Beer Distributor Seeks Restructuring Help to Avoid Bankruptcy

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$10 million in sales in less than 4 years

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Consumer Packaged Food Company Requests In-Depth Review of its Finance Organization and a Roadmap of Recommendations to Achieve Excellence

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Family-Owned Aquaculture Company Works through Ownership and Succession Issues to Succeed and Grow

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Acquisition Required Conversion to Parent Company ERP System

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Mentoring the Technology and Cyber Leader in a Public Company Pre-Acquisition

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Private Manufacturer Restores Lender and Supplier Relationships after Sudden EBITDA Drop

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Industrial Test and Measurement Company Needed New Capital Structure to Survive

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Executive Issues & Insights

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Desired State Roadmaps™

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Performance Management

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Business Transition Leadership

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Leadership & Governance

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Value Creation is Our Priority

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Software Development Tools Company Finds the Right Roles for its Founders and Achieves Value for a Successful Sale

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Family-owned Safety Equipment and Hospitality Apparel Company Turnaround

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Engineering Design Tools Company Achieves Objectives of Family Owners by Selling to Management

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Healthcare Insurance Company Reduces Risk and Saves Costs with Cyber Breach Readiness Plan

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Consumer packaged food company stabilizes in the face of high executive turnover

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Healthcare Services Company Adopts PMO Approach to Modernize Customer Processes

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Large Non-profit Healthcare Services Company Successfully Plans and Executes Headquarters and Data Center Move

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NextLevel Partner Assists Manufacturer to Restructure and Improve Debt Lines

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NextLevel Team Member Assists Dental Benefits Company to Achieve Inclusion of Dental Services Under the Affordable Care Act

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Dental Benefits Company Changes Venture Investment Strategy to Accelerate Growth

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Software Provider in Bankruptcy Successfully Extends Cash Availability to Achieve Key Asset Sales

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Specialty Retail Bakery Restructures to a Franchise Model and Achieves EBITDA and Valuation Improvements

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In-Depth Analyses of Manufacturing Process and Costs Leads to Improved Cash Flow and Growth Capability

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Professional Services Firm Strengthens its Finance Function to Scale for Future Growth

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Redesign of Inventory Control System Improves Customer Service Resulting in Revenue, Profitability, and Cash Flow Growth

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Bio Research Company Strengthens its Financial Function to Enable Rapid Growth

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Private Equity Sponsored Truck Dealership Sells within Months, Meeting Owners’ Timing and Price Requirements

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Improved Cash Flow Management Plan for Travel Agency Leads to Higher Growth

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Systems Improvements for Large Pacific Northwest Non-Profit

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Sports Apparel Group of Large Corporation Achieves Renewed Growth and Customer Satisfaction by Correcting Operational Deficiencies

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NextLevel Partner Leads Large Manufacturing Company’s Transition to Outsourced Logistics & Warehousing to Improve Customer Service and Cost

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Public Tech Company Turnaround Eliminated Cash Burn and Debt Crisis to Realize Major Revenue and Stock Price Growth

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Food processing company stabilizes operations, raises cash, and increases sales

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Manufacturing Company Engages NextLevel to Define Changes Needed to Keep Pace with Rapid Growth

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NextLevel Interim CFO Secures Debt Restructuring for Aerospace Company in Distress

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NextLevel Executives in Roles of Interim CEO and CFO Drive Turnaround Success for a Company in the Infrastructure Construction Industry

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Acquisition and Integration of U.S. Manufacturer Helps Consumer Products Company Achieve Major Revenue Growth and Cost Savings

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Fleet Management Telematics Service Provider Successfully Achieves Rapid Growth Scalability

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Specialty Pharmacy Company Achieves Major Cash Flow Turnaround

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Automotive Finance Company Improves Growth Potential and Profit Enhancement Through Updated Technologies

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Household Equipment Manufacturer Triples Revenues Prior to Sale of the Company

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SOX Compliance and Cyber-Risk Improvements for Public Holding Company during Acquisition

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Energy Company Gains Triple Digit EBITDA Improvements in Two Years

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International Manufacturing Companies Combine to Rapidly Grow Market Share

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Manufacturing company turns supply chain into a competitive weapon

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Privately held B2B Software Company Completes Transition to PE Ownership

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Development of Improved Executive Compensation Plan for Privately Held Company

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Strategic Positioning for Growth

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Utility Contractor Fully Integrates Large Direct Competitor

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Effective Risk Management pulls Utility Company out of Crisis

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Manufacturer Facing Global Competition Adopts Lean Processes to Improve Cash Flow and Margins

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Two National Wireless Carriers Achieve Successful Acquisition Integration

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Large Healthcare Organization Overcomes Migration Challenges for New Transaction Platform

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Large Insurance Company Data Center Realizes Major Savings by Migrating to a Hybrid Cloud Solution

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National Wireless Company Adds 500,000 Subscribers Due to New Media Strategy

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Major City Saves $330 Million in Municipal Office Space Costs

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Middle Market Manufacturer Reduces Reliance on Key Customer and Restores Core Customer Base

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Declining U.S. Operation of European Manufacturer Restores Profitability within Six Months

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Luxury Personal Services Provider Gains Control Over Finance Function to Support Business Growth

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NextLevel Stabilizes Operations and Facilitates the Resolution of Ownership Conflict

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Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company Turnaround

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NextLevel Keeps Large Retailer on Pace with Strategic Plan with Interim CIO Services

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NextLevel helps financial services firm improve performance to create leverage prior to sale

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NextLevel Assesses Erroneous Reporting Systems; Coaches Bewildered Staff

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Rapidly Growing Consumer Products Company Achieves Cash Flow Needed to Fuel Continued Growth

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Hotel Chain Acquires New Properties via Cost-Effective and Flexible Financing

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Tech Company Finances Significant Growth through Convertible Debt

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HIPAA-regulated Healthcare Company Significantly Reduces Cyber Security Exposure

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Leading Provider of Test and Measurement Solutions to the Flat Panel Display Industry Sells for $230 Million

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Retail Grocery Chain Brings On Interim Leadership to Navigate Staggering Growth

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Aerospace Tooling Manufacturer Seeks NextLevel’s Leadership for Operational Turnaround

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Aerospace Robotics Company Transitions from R&D Operation to Manufacturing Firm

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From Red to Black: Building Scale in the Service Bureau Business

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NextLevel Team Enhances Operational Structure for Footwear Company

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Leading Global Manufacturer Maintains Brand Strength during Key Executive Transition

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Global Internet Corporation Returns to Viability through Strategic Planning Process

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Strategic Process Brings B2B Equipment Company Back to Profitability

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Manufacturing and Distribution Company Restructures Debt Agreement

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Professional Services Consulting Firm Implements New Business Strategy

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Technology Services Business Grows 60 Percent Annually after Dot-Com Bust

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Medical Device Company Improves Financial Management to Ensure Continued Growth

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Consumer Appliance Company Increases Sales by 1400% in Three Years

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Consumer Appliance Company Stabilizes Cash Flow and Doubles Sales in One Year

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Consumer Products Company Launches European Sales & Operations

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National Culinary Magazine Restructures Business and Returns to Profitability

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International Investment Bank Explores Options as an Independent / Spinoff Company

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Bank Holding Company Under Pressure, Analyzes Competitors to Improve Position

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Mortgage Lending Division of Large Holding Company Doubled Production in One Year

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Real Estate Internet Startup Raises $47 Million in Venture Capital

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Professional Services Firm Avoids Bankruptcy, Becomes Profitable in 90 Days

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Mortgage Lender Establishes Solid Finance Function, Grows Eight-Fold

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Washington Homebuilder Makes a Real Estate Comeback Following 2008 Crash

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Coal Mining Company Sold at a Profit for Recent Acquirer

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US Subsidiary of European Supplier Goes from Stagnant Growth to Market Dominance

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Rapidly Growing Manufacturing Firm Alleviates Stress with Operational Improvements

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$40 Million Business Unit of Global Corporation Realizes Six Month Turnaround

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Transforming IT from a Necessary Evil to a Strategic Enabler

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Livestock Production Company Uses KPIs to Achieve Operational Excellence

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Manufacturer Gains Pricing Power and Operational Efficiencies Following Acquisition of UK-Owned Facility

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Acquisition of a Company to Expand Global Presence and Distribution Channel

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Transforming the Business Model of a Commodity Based Food & Beverage Manufacturer

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Construction Company with Government Contracts Fixes Security Vulnerability and Avoids Business Disruptions

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Internet Commerce Company Improves Marketing Cost and Retains Subscribers

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Packaging Company Adopts Lean Manufacturing Concepts

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Satellite Communications Company Establishes New Infrastructure; Sells Division for $1 Billion

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Biotechnology Company Restructures IT Organization; Reduces Cost by 50 Percent

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Absence Management Software and Services Business Undergoes Critical Performance Turnaround

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Channel Marketing Software and Service Solutions Company Achieves 30 Percent Annual Revenue Growth

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Supply Chain Management Solutions Provider Connects Hundreds of Suppliers and Providers

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Leading Manufacturer Saves $16 Million with Technology Leadership Solutions

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International Manufacturer Implements Leading Edge Business Intelligence Solutions

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International Business Equipment Manufacturer Improves Performance

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Healthcare Services Company Improved Business Position, Doubling in Value

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Industrial Equipment Manufacturer Acquires and Integrates Large Business Unit

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Troubled Acquisition Turnaround through Analytics and Teamwork

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Pharmaceutical Drug Research Company Required Growth Capital & Liquidity

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Japan-based Manufacturer Takes on Comprehensive Operations Improvement Project

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Franchised Restaurant Chain Required S-1 Filing and Public Company Readiness

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As a strategic partner to corporate leadership and management teams, we optimize processes, catalyze performance, and build enterprise value.
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