The situation:

The business is in crisis - cash is tight, the lender is pushing, and the owner is running out of runway. They need someone who has actually been through this, not someone who has only advised on it.

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What they say:

"I need to talk to someone who has actually been in this situation - not someone who is going to hand me a report and charge me for it."

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What we offer:

We have been through lender workouts, 13-week cash flow models, forbearance agreements, and margin crises - as the operating executive accountable for the outcome. That is different from having advised on one. We know what it costs and what it takes. 

The situation:

A portfolio company is underperforming. Margin is eroding, the management team is struggling, and the hold period is getting uncomfortable. An outside operator assessment is needed. 

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What they say:

"We need someone with an actual operating track record - not a consulting firm - who can get into the business and tell us what is really happening and fix it."

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What we offer:

We step in as interim operating leadership or outside performance advisor. P&L ownership from day one. We have held the CFO, President, and CEO title for businesses like yours - not in one industry, but across manufacturing, packaging, printing, restaurants, and franchise systems. 

The situation:

A family office has an operating company investment - in manufacturing, packaging or restaurants - that is underperforming. Unlike PE firms, they do not have the operating partners on call. They need outside operational  leadership without adding permanent headcount.

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What they say:

"We have a business in the portfolio that is not performing and we do not have the operational bench depth to fit it ourselves."

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What we offer:

We provide interim operational leadership or performance advisory without the commitment of a permanent hire. Family offices tend to think in decades, not quarters. We match that mindset - focused on sustainable margin improvement, not a quick exit story

The situation:

A borrower is deteriorating. The bank needs an operator on the ground before liquidation becomes the only option. Time is short and credibility with management matters.

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What they say:

"We need someone who can walk in, assess the operation, and tell us honestly whether this business can be saved - and lead the effort if it can."

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What we offer:

We deploy as lender-appointed advisor or CRO. Independent of management. Reporting to the lender. We have been inside manufacturing, packaging, restaurant, and franchise businesses before. We know what we are looking at on day one. 

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The situation:

Collateral is at risk. The borrower's business is deteriorating and the lender needs an independent operator assessment - not a financial review - of whether the underlying business can survive. 

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What they say:

"We need an operator who can look at this business and tell us whether the collateral is going to hold its value or not - and what it would take to fix it."

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What we offer:

We provide an independent operational assessment of the borrower - separate from management, separate from the financial statements. We assess the business the way an operator would: labor model, cost structure, margin drivers, and the gap between what management believes and what the numbers actually show.