Case Studies
Representative examples of our investment approach and value-creation methodology. All information is provided for illustrative purposes only.
Regulatory Compliance SaaS: AI-Enabled Workflow Automation
Growth investment in a compliance software platform, accelerating product development with AI capabilities and expanding into adjacent regulatory domains.
Value Creation:
- Built AI-powered document intelligence capabilities, reducing manual review time by 70% for common compliance tasks
- Expanded product into three adjacent regulatory frameworks, increasing addressable market by 4x
- Developed API-first architecture enabling ecosystem of integration partners
Industrial Automation Services: Regional Consolidation Strategy
Platform acquisition in industrial automation services, building scale through tuck-in acquisitions and operational standardization across regional markets.
Value Creation:
- Acquired four regional competitors within 18 months, expanding geographic footprint and service capabilities
- Implemented standardized operating procedures, safety protocols, and project management systems across all locations
- Centralized back-office functions (accounting, HR, procurement) to drive overhead efficiency
Specialty Components Platform: Operational Turnaround and Growth
A carve-out acquisition of a specialty engineered components business, stabilized through operational improvements and repositioned for growth.
Value Creation:
- Implemented lean manufacturing principles, reducing waste and improving on-time delivery from 72% to 94% within 18 months
- Upgraded ERP and CRM systems to provide real-time visibility into production schedules and customer orders
- Restructured sales team with focus on key account management and cross-selling into adjacent product lines
Consumer Wellness Brand: Omnichannel Expansion and Repositioning
Acquisition and repositioning of an established wellness brand, revitalized through product reformulation, channel diversification, and digital-first marketing.
Value Creation:
- Reformulated core product line with clean ingredients and third-party certifications, improving efficacy and shelf appeal
- Launched DTC e-commerce platform with subscription model, creating recurring revenue stream and first-party data
- Expanded into mass retail (Target, Whole Foods) while maintaining specialty presence, diversifying channel mix
Vertical SaaS Platform: Product-Led Growth Acceleration
Acquisition of a vertical SaaS provider serving small businesses, accelerated through product improvements, go-to-market optimization, and strategic partnerships.
Value Creation:
- Expanded engineering team by 60%, accelerating product roadmap execution and reducing technical debt
- Implemented product-led growth motion with freemium tier, reducing CAC by 45% and increasing conversion rates
- Built strategic partnerships with three industry associations, creating new distribution channels