Supply chain diligence that survives the investment committee.
- 60 minutes. No cost. No obligation.
Deal timelines don't wait. We deliver decision-ready findings that stand up to investment committee scrutiny and can translate directly into post-close priorities.
20+
A broad network of experienced advisors
Global
Supply chain and logistics experience
Fortune 500
Operating and leadership experience
Operational value across the investment lifecycle.
The priorities that shape every deal we support.
Speed to a defensible view
Deal timelines are fixed. We work to them, focusing on the issues most likely to affect risk or the thesis.
Deal-relevant economics
Operational findings translated into potential EBITDA impact, required investment, timing, dependencies, and execution considerations.
Execution after close
Diligence translated into Day 1 and 100-day priorities, with execution support where the portfolio company needs capacity.
Scalability and exit readiness
Whether the supply chain supports the growth case, where investment is needed, and how improvements strengthen the story at exit.
Where we help across the deal lifecycle.
Pre-Acquisition Diligence
Rapid assessment of warehousing, transportation, inventory, network, and contracts, translated into deal risks and value-creation opportunities.
EBITDA Bridge & Value Plan
Convert findings into measurable value levers with impact, required investment, timing, and execution priorities.
100-Day Execution
Translate findings into prioritized 100-day initiatives and support the workstreams that need extra capacity.
Network & Operations Optimization
Evaluate and improve facility footprints, product flows, and logistics providers to reduce cost, improve service, and support growth.
Technology & Resilience
Evaluate technology, automation, and resilience opportunities, build the business case, and bring in specialized partners when technical design, integration, or implementation is required.
Exit Readiness
Document improvements, strengthen the value narrative, and clarify the upside a future buyer could continue to capture.
The questions deal teams bring us.
"We need a defensible view of supply chain risk before we commit."
How we help
We rapidly assess cost, capacity, network, and key dependencies, then translate findings into prioritized risks and value-creation opportunities. We work with imperfect data and compressed timelines.
"The growth case depends on operations we have not stress-tested."
How we help
We assess whether the network, facilities, providers, and systems can support the growth plan, and where investment or change is required.
"The deal has closed and we need early wins."
How we help
We translate findings into prioritized initiatives across cost, service, and capacity, then support the workstreams that accelerate value capture.
The portfolio company needs experienced execution support.
How we help
We bring targeted supply chain expertise and leadership to critical value-creation priorities where additional experience or focus is needed.
"We are approaching exit and need to show the gains."
How we help
We build the operational fact base, document improvement through KPIs, and clarify the upside that strengthens the story for the next owner.
What changes when supply chain is part of the investment thesis from the start.
Clarity
A more defensible view of the operational risks, investment requirements, and value-creation opportunities behind the deal.
Readiness
Clear pre-close, Day 1, and post-close priorities, with the most critical dependencies and execution requirements identified early.
Value Creation
Supply chain opportunities translated into actionable initiatives that improve cost, service, and portfolio company performance.
Validating the automation thesis before exclusivity.
Rapid operational diligence and automation ROI validation for a private equity sponsor.
A sponsor was evaluating a fast-growing pharmaceutical returns and reverse logistics operator. The target had strong compliance performance and steady growth, but operations were nearing physical and labor capacity, with automation positioned as the lever for scale. Leverage ran a two-week pre-diligence sprint: rebuilding throughput and labor models from data room files, walking the operation to find bottlenecks and space constraints, and testing the automation proposal against forecast.
2 weeks
From engagement to diligence memo, automation ROI validation, and execution risk map.
38% IRR
Automation ROI validated, with a payback period under three years.
69k → 89k
Projected billed units per FTE once automation is implemented.
44%
Of forecasted volume covered by Phase 1, confirming a hybrid model was required.
Questions we hear from private equity teams.
What does the deal hinge on?
- 60 minutes. No cost. No obligation.