Case Studies

Engagements, by discipline.

Representative engagements across our practice areas, reflecting the nature and scope of work our clients typically bring to us.

Insight ArticlesCase Studies

Strategy & Growth

View practice area

Specialty ChemicalsDelivered with Synergy Nexus Trading

Structuring a Feedstock Strategy to Reduce Margin Exposure

We modeled three feedstock options to the same standard, and the board chose diversified sourcing, with two new suppliers pre-qualified through Synergy Nexus Trading.

Additional feedstock suppliers pre-qualified, ending single-source dependence

~70%

Reduction in capital intensity under the chosen sourcing strategy

Read case study →

Oil & Gas Equipment Distribution

Building Category-Level Profitability

We rebuilt the distributor's margin reporting by category and moved capital toward the lines that earned it.

$2.4M

Working capital released from two exited categories for core lines

Read case study →

Industrial Manufacturing

Market Entry Strategy Designed for Operational Execution

We rebuilt the manufacturer's entry plan starting from licensing and lead times, and the recommended route is projected to reach first revenue about a year sooner.

~12 mo

Projected reduction in time to first revenue versus a direct subsidiary

Read case study →

Diversified Industrial Holding

Building a Unified Capital Allocation Framework

We gave four business units one way to score capital requests, and about a fifth of planned capex moved to the strongest units.

~20%

Planned capex moved from the weakest unit to the two strongest

Read case study →

Agriculture

Cross-Border Expansion Strategy for a Scaling Agribusiness

We sequenced the distributor's entry into two regions by their licensing timelines, and time to first commercial shipment fell by roughly 40 percent.

~40%

Shorter time to first commercial shipment

Read case study →

Business Transformation & Organization

View practice area

Oil & Gas: Drilling Operations

Standardizing Rig Move Execution Across a Fleet

We standardized how the contractor plans, briefs and debriefs rig moves, and average move downtime fell by roughly 30 percent.

~30%

Lower average rig move downtime, against the fleet's own prior baseline

Read case study →

Metals Fabrication

Redesigning Shift Operations Around Actual Workflow

We traced the plant's quality variance to the handoff between shifts, and quality holds linked to handoffs fell by roughly 45 percent.

~45%

Fewer quality holds traced to shift handoffs

Read case study →

Industrial Services

Realigning Sales and Delivery Around the Customer Journey

We followed live orders from sale to delivery and fixed the three processes where customers were getting conflicting answers.

4→2

Touchpoints a customer needs for a definitive answer

~25%

Faster change-request turnaround

Read case study →

Industrial Distribution

A Scalable Job Architecture for a Multi-Acquisition Firm

We put every role in the combined company on one leveling framework and fixed pay-band gaps for about a fifth of the workforce before they became grievances.

~20%

Of the workforce had pay-band inconsistencies resolved before any grievance

Read case study →

Technology Services

Building Leadership Capability Ahead of Scale

We built a succession map for the four roles that mattered most, and first-year attrition among new managers fell by roughly 35 percent.

~35%

Lower first-year attrition among newly promoted managers

Priority roles with an internal successor in development within the first year

Read case study →

Industrial Holding

A Right-Sized HR Operating Model for Current Scale

We designed an HR function sized to the company as it is today, and its first workforce plan caught a skills gap before it became a hiring crisis.

Field-operations skills gap identified before it affected hiring

Read case study →

Government & Public Infrastructure

Rebuilding Governance for a Public Infrastructure Authority

We named who decides what across the authority's capital program, and program-level decisions now take roughly 35 percent less time.

~35%

Shorter program-level decision cycle

Read case study →

HSE Advisory

View practice area

Industrial ManufacturingDelivered with Synergy Nexus Digital

Repositioning Safety Culture Beyond Compliance Metrics

We found that a good safety record was hiding underreporting on the floor, and near-miss reports more than doubled within six months.

2x+

Near-miss reports within six months of the supervisor program

Read case study →

Oil & Gas: Production

Getting Ready for ISO 45001 Certification

We rebuilt the operator's safety management system around what crews do in the field, and it was certified with no nonconformities at the Stage 2 audit.

Nonconformities raised at the Stage 2 certification audit

~33%

Smaller safety documentation set after retiring unused procedures

Read case study →

Construction

Contractor HSE Prequalification and Monitoring

We built a subcontractor prequalification and site scorecard program that screened out repeat offenders before award.

Recurring subcontractors with adverse safety histories excluded before award

Read case study →

Oil & Gas: Upstream Operations

Rebuilding Emergency Response After a Well Control Incident

We rebuilt the operator's emergency response in three tested layers after a well control incident showed its plan had never been rehearsed.

0% → 100%

Critical decision roles with a trained backup

Untested → <90 min

Target time to full incident command activation, tested in unannounced exercises

Read case study →

Petrochemicals: Process Manufacturing

Closing the Gap Between Documented and Actual Process Safety

We revalidated the plant's HAZOP studies and rebuilt its management-of-change process, and no undocumented interlock bypass has been recorded since.

Undocumented interlock bypasses since the program was deployed

Read case study →

Power & Utilities

Barrier Management Across Aging Grid Assets

We checked the operator's safety-critical equipment against its design intent and fixed three degraded barriers ahead of a regulatory audit.

Degraded safety-critical barriers found and remediated before the regulatory audit

Read case study →

M&A & Business Intermediary

View practice area

Industrial Trading

Formalizing Market Presence Through a Direct Subsidiary

We turned a long-standing agent arrangement into a wholly owned subsidiary without any break in service to customers.

Gaps in customer-facing service during the transition

Strongest former agents retained as local employees

Read case study →

Industrial Equipment

Due Diligence Designed for a Competitive Acquisition

We ran commercial, operational and organizational diligence in parallel and found customer concentration and deferred maintenance the data room did not show.

Concentrated customer accounts found that the data room did not disclose

<1 yr

Until the contracts on those accounts expired

Read case study →

Diversified Industrial

Rebuilding Post-Merger Integration to Protect Deal Value

We started integration planning before signing, and the acquirer met its first-year synergy target, which it had not done on its previous deal.

100%

Identified key personnel retained through year one

1st

First-year synergy target met, a first for this acquirer

Read case study →

Transportation & Logistics

Structuring a Governed Terminal Partner Introduction

We introduced a qualified terminal partner under a signed NCNDA, and the operator extended its network without committing new capital.

Qualified terminal partner secured for the new corridor

New capital required for terminal-operations capacity

Read case study →

Financial & Investment Institutions

Diligence for a Systematic Technology Licensing Transaction

We ran independent diligence on a trading-technology provider and steered the asset manager to a licensing structure with trade-level auditability from the first day.

Deployment on the asset manager's own infrastructure, auditable at trade level from day one

Read case study →

Facing a comparable challenge?

Tell us about your organization and we will route you to the right partner.

Speak with Advisory