Boutique Advisory · Mid-Market & PE-Backed

We unlock enterprise value at scale — from strategy to measurable impact.

Proven operators, not career consultants. We've led the M&A integrations, commercial transformations, AI programs, and operating model redesigns we now design and oversee — at the companies and scale our clients are navigating.

$45M+Synergies realized in 90 days for a PE-backed industrial client
$62MEBITDA impact unlocked from a $40M AI investment
$28MStructural cost eliminated through operating model redesign

Four value drivers.
One transformation architecture.

We partner with mid-market industrial & technology enterprises ($20M–$200M revenue), M&A-active companies, and PE-backed portfolios under board-level performance pressure.

01

M&A Integration & Synergy Realization

Most acquirers miss their synergy targets — not from bad strategy, but from poor execution architecture. We accelerate post-close integration, capture cost and revenue synergies fast, and eliminate the drag that compounds into value destruction.

5–12% EBITDA improvement
02

Commercial & Portfolio Optimization

Complexity compresses margins. We rationalize product lines, redesign GTM engines, and realign pricing and segmentation to unlock latent revenue — delivering margin expansion and sustainable growth with the commercial infrastructure to hold it.

300–800bps margin expansion
03

Applied AI & Digital Value Monetization

Most AI and digital investments don't generate quantified ROI. We translate your data and infrastructure into measurable business outcomes — monetizing data assets, automating cost centers, and building new digital revenue streams that compound over time.

15–25% cost efficiency gains
04

Operational Efficiency

Structural cost inefficiencies and outdated operating models silently erode margins. We eliminate the inefficiencies, redesign operating models, and build the governance and KPI systems required for scalable, sustained performance.

10–20% structural cost reduction

Outcomes we've delivered.

A selection of anonymized client engagements across all four value drivers. Full case studies and methodology available on request.

M&A Integration · Global Industrial Manufacturing · PE-Backed
$45M realized

From a $40M synergy target at risk to $45M realized in 90 days.

A PE-backed industrial manufacturer was 60 days post-close with integration stalled and synergy targets at risk. We rebuilt the integration architecture, restructured workstream ownership, and accelerated execution across cost and revenue tracks simultaneously.

$45MSynergies realized
18%Margin expansion
40%Faster integration
Commercial Redesign · B2B Technology (SaaS) · $180M Revenue
$245M new revenue

Portfolio rationalization drives $245M in new revenue and a 27-point NPS lift.

A $180M B2B SaaS company was experiencing margin compression and slowing growth from an over-expanded product portfolio. We led a full commercial redesign — rationalizing the portfolio, rebuilding the GTM engine, and realigning pricing to buyer value drivers.

$245MNew revenue
22%Adoption growth
+27ptsNPS improvement
AI & Digital Value Monetization · Industrial Services & Tech · $320M Revenue
$62M EBITDA

Converting a $40M AI investment into $62M annual EBITDA impact.

A $320M industrial services and technology business had invested $40M in AI infrastructure without quantified ROI. We architected the value extraction layer — translating data assets into automated workflows, predictive uptime, and new revenue streams.

$62MEBITDA unlocked
34%Downtime reduction
3–5xFaster value realization
Operational Efficiency · Mid-Market Industrial Services · $180M Revenue
$28M eliminated

Eliminating $28M in structural cost and rebuilding the operating model.

A $180M mid-market industrial services company faced margin compression from a fragmented operating model. We eliminated structural cost inefficiencies, redesigned the operating architecture, and built the governance systems required to scale sustainably.

$28MStructural cost out
15%EBITDA margin lift
ScalableOperating model

Three phases. One engine.

We don't deliver slide decks and disappear. We architect programs and stay embedded until the KPIs move. Our economic model is tied directly to the EBITDA impact we unlock.

Phase 01

Diagnose

30-Day Strategic Diagnostic

  • Map integration state, commercial gaps, AI portfolio, or operating model
  • Quantify EBITDA opportunity ($20M–$100M typical)
  • Deliver a prioritized opportunity map
  • Build ROI roadmap with sequenced priorities
Phase 02

Architect

Solution Design & Roadmap

  • Build execution architecture against highest-value opportunities
  • Design governance and accountability structures
  • Sequence initiatives and align resources
  • Set KPI baselines tied to EBITDA targets
Phase 03

Execute & Capture

90-Day Sprint or Retainer

  • Embedded execution leadership alongside your team
  • Real-time performance tracking vs. EBITDA targets
  • Capability transfer for sustained value realization
  • Value-based pricing tied directly to outcomes

Operators who've done it before.

30+ years of combined P&L leadership, M&A integration, and commercial transformation — inside Fortune 500 companies, at scale, under board pressure.

RT

Ravi Tumuluri

Co-Founder & Managing Partner

Ravi brings deep operator experience in P&L leadership, M&A integration, and commercial transformation. He has led $450M+ in annual synergies across $925M–$14B M&A deals, owned P&L up to $609M, and launched 9+ global AI solutions across five verticals. MBA from Kelley/Indiana University and MSEE from New Mexico State University. Six Sigma Green Belt (DMAIC/DFSS).

RT

Ramya Tallapragada

Co-Founder & Managing Partner

Ramya specializes in commercial strategy, M&A due diligence, and operating model design. She has owned $680M+ in P&L across global OEM channels, led 9 M&A due diligence evaluations, and delivered $245M in new business through commercial STP redesign plus $32M in Six Sigma DMAIC cost savings. MBA from UIUC Gies College of Business and MSEE from New Mexico State University.

Ready to quantify your value opportunity?

Start with our 30-day strategic diagnostic. Within 30 days, we deliver a prioritized EBITDA opportunity map — not a theoretical framework. Typical opportunity: $20M–$100M.

Or email us directly at [email protected]