Outcomes · Capabilities × Industries
Start from the commercial outcome your team needs to deliver.
Each outcome program bundles our five research capabilities around one high-stakes business decision—releasing trapped working capital, auditing component should-costs, capturing commercial or sovereign growth, stress-testing acquisitions pre-LOI, rationalizing carve-outs and multi-ERP layers, or stress-testing asset cash flows.
The six outcome programs
Six outcome programs built around measurable financial impact.
Each outcome program combines the steps of the research loop — Map, Find, Diagnose, Plan and Monitor — into a repeatable engagement with an executive brief and a live, formula-driven databook.
Working Capital & Margin Recovery
For CFOs, COOs, operating partners and advisory teams across retail, distribution, manufacturing, telecom and software.
“Where is cash trapped, and why do our margins trail peers?”
We reconcile accounting footnotes to release cash trapped across inventory, receivables and payables, isolate negative-margin SKUs and trading-house markups, and build price, mix and channel margin bridges against top-quartile peers.
Outcomes we deliver
- Inventory, receivables and payables cash-release bridges across branches and plants
- SKU contribution-margin, markdown timing and trading-house markup audits
- Price, mix and channel margin bridges
Start with
Capabilities: Diagnose, Plan, Monitor.
Should-Cost & Supply-Chain Resilience
For Chief Procurement Officers, supply-chain leaders, industrial manufacturers and private equity operating teams.
“Are we overpaying suppliers, and where are the sub-tier bottlenecks?”
We build bottom-up parametric cost models across machined, moulded, electronic, blended and assembled components to separate raw-material, energy and labour drivers from vendor markups and paid-off tooling amortization, while mapping upstream sub-tier dependencies.
Outcomes we deliver
- Parametric SKU should-cost breakdowns with zero spec or drawing changes
- Expired raw-material surcharge and paid-off tooling amortization audits
- Multi-tier dependency maps exposing shared upstream forges and chokepoints
Start with
Capabilities: Map, Diagnose, Plan, Monitor.
Opportunity Assessment & Tender Capture
For commercial and strategy leaders, governments, prime contractors and firms expanding into new channels, regions or sectors.
“Which markets, channels or tenders fit our capabilities, and how do we win?”
We rank markets, segments, channels and funded defence or industrial tenders by structural attractiveness and ability to win—sizing market and channel entry bridges and assembling pre-screened domestic supplier benches.
Outcomes we deliver
- Market and channel entry bridge
- Capability-to-program screens ranking structural attractiveness against ability to win
- Domestic, small-business and dual-use supplier benches beyond industry codes
Defence Opportunity AssessmentHospital Opportunity Scorecard
Capabilities: Map, Find, Plan, Monitor, and Diagnose when a company needs a closer look.
Pre-LOI Diligence & Valuation Bridges
For buyout funds, corporate development teams, transaction advisers and public-company executives.
“Which targets deserve diligence, and do seller growth claims hold?”
We screen fragmented sectors to originate bilateral roll-up and certified tuck-in targets outside banker auctions, pressure-test seller market claims, customer concentration and backlog durability before exclusivity, and reverse-engineer the margin and unit-economics bridge behind an implied valuation.
Outcomes we deliver
- Bilateral roll-up and certified tuck-in target origination across fragmented sectors
- Pre-LOI red-flag diligence on seller market claims, backlog durability and certifications
- Implied equity valuation feasibility bridges separating volume growth from margin mix
Capabilities: Map, Find, Diagnose, Plan.
Carve-Outs, Synergies & Org/ERP Rationalization
For buyout funds, corporate development teams, CFOs, CIOs and transformation offices executing carve-outs, roll-ups or integrations.
“What does this division earn standalone, and where are the post-merger synergies?”
We reconstruct standalone unit economics and stranded-cost bridges for buried divisions before divestiture or acquisition, benchmark post-merger management spans and layers from the executive suite to the front line, and size multi-ERP finance, HR and legacy-version support rationalization.
Outcomes we deliver
- Standalone carve-out P&L reconstruction and Transition Services Agreement cost bridges
- Post-merger organizational spans-and-layers delayering and shared-services rightsizing
- Multi-ERP instance consolidation and legacy R&D version-support offloading
Capabilities: Diagnose, Plan, Monitor.
Asset Economics & Portfolio Coverage
For pension investors, infrastructure funds, commercial and private-credit lenders, and energy or mining operators.
“How do costs, capital rules and policy change what our holdings are worth?”
We convert facility-level engineering and operating disclosures into multi-year EBITDA and cash-flow bridges, rank facility capex by return, qualify mid-market industrial borrowers for specialized credit mandates, and verify supply traceability for loan spread compression.
Outcomes we deliver
- Asset-level EBITDA and capex return models for energy, utilities, refining and mining
- Mid-market industrial and dual-use borrower qualification for specialized credit funds
- Trace-to-source circularity and bankability readiness for loan spread compression
Capabilities: Diagnose and Monitor, with Plan when something moves.
Sector depth
Our deepest coverage is in defence and aerospace, energy and utilities, healthcare, retail and consumer, financial services, and industrial manufacturing.
Explore defenceExplore healthcareAll industriesAll five capabilities
Capabilities × Industries × Outcomes
How capabilities, industries and outcomes connect.
Whether your team enters by the analytical capability required, the industry context, or the commercial outcome on the table, the same analyst-checked research workflow powers the deliverable.
- 01
Map
How does this market work, and where are the gaps?
Value-chain map
- 02
Find
Which ones should we go after first?
Scorecard and shortlist
Outcomes powered by Find - 03
Diagnose
Where is the value, or the risk?
Diagnostic and peer benchmark
- 04
Plan
What should we do, and what is it worth?
Value creation plan
- 05
Monitor
What changed since the last review?
Quarterly monitoring read
By sector
Where each outcome program applies by industry.
Every sector has distinct unit-cost structures, regulatory constraints and working-capital cycles. Choose an industry or jump directly to the outcome program built for that sector.
Rank facility capex by return, benchmark asset operating cost, and release cash trapped in spare parts and project working capital.
Outcome programs in this sectorOriginate qualified mid-market borrowers, check bankability for better loan pricing, and benchmark operating cost across banking, insurance and credit.
Outcome programs in this sectorIsolate negative-margin SKUs, unbundle trading-house and freight markups, release cash trapped in seasonal inventory, and model direct-to-consumer channel shifts.
Help governments, prime contractors, companies, funds and advisers win a larger share of the defence build-up.
Outcome programs in this sectorAudit component should-costs with zero spec changes, release cash trapped in branch inventory and unbilled work, and capture higher-margin aftermarket repair revenue.
Benchmark legacy-version support and R&D maintenance drag, offload low-margin implementation services to partners, and model implied equity valuation bridges.
Outcome programs in this sectorBenchmark acute-care cost per weighted case, consolidate clinical and surgical SKU spend, and map domestic biomanufacturing and sterile-fill capacity.
Outcome programs in this sectorBenchmark municipal and agency service levels, reserve adequacy and capital plans against peers, and map regional supplier capability for industrial and defence programs.
Outcome programs in this sectorEquip consulting, deal-advisory and transformation partners with pre-pitch financial hooks, off-market target screens and peer benchmarks.
Outcome programs in this sector
Start with one question
Bring us the question behind your next decision.
Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.