Vertically Integrated Value-Added Manufacturer of Food Products and Ingredients
Download the PDFFounded ~15 years ago to deliver value-added co-manufacturing services
FP&A processes were unsophisticated and not supported within the ERP system
Controls cost by utilizing underserved products, combining customer services with affinity among growers and suppliers
Founding partners run the business as co-CEOs with no formal governance system
Pivoted to high margin, sticky relationships in direct-to-CPG rebrand & strategy.
CRM and Sage ERP implemented to handle all reporting, analysis, and budgeting processes.
Scoped and hired new C-suite professionals to manage the business during and after a transaction.
01
Engaged with the business in Q3-2024, identified key focus areas, and made an immediate impact on the client’s financial performance
02
Significant management, structural, and process implementation within 60 days of LVP kickoff
03
Created initial due diligence plan, including data room creation, management interviews, and prospective buyer list
04
Client will go-to-market, led in partnership with LVP and IB firm in Q3-2025 as a platform business targeting strategic buyers
05
Sell side advisor, who previously took company to market, estimated the client will achieve a higher multiple with larger EBITDA than previous transaction, with smoother diligence period