Strategic Transformation After Private Equity Acquisition

Service Industry

Developed strategy and enhanced operations and sales processes for a leading Canadian dairy company, driving a 22% increase in net income within 12 months.

Strategy and Operations Improvement: A Canadian leader in dairy farm equipment

 

ISSUE

After being acquired by a private equity firm, the company faced a leadership transition that required strategic and business planning support. We guided the transformation from an entrepreneur-led operation to a process-driven, performance-focused organization built on clear objectives, accountability, and forward-looking targets. The result: a stronger operating structure and a 12% increase in margins.

RESULT

  • The goal was to keep entrepreneurial urgency while improving planning and reporting
  • Financial and market analysis focused on key growth opportunities in sales including improved sales targeting, materials and training
  • Developed financial model, sales and service targets to create a data driven operational model and review process to project financial results and manage accordingly
  • Performance criteria now shared and tracked by senior management and the board, resulting in increased accountability
  • Resulted in year over year growth of 12% in a stable market

IMPACT

Strategy development, operational and sales process improvement at a leader in the Canadian dairy industry that improved net income by 22% in 12 months.