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Our Case Studies

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Aristotle – Profitability & Refinancing

Where It Started Aristotle needed rapid financial and systems assessment to address audit and refinancing challenges. What We Did Completed a budget project, addressed audit and cash challenges, modeled capex and debt, improved team structure, and prepared refinancing materials. Where It Stands Today Aristotle stabilized operations, defined profitability targets, and developed lender-ready materials for refinancing.

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Babcock Electric – Profitability & Delivery

Where It Started Babcock Electric sought to improve profitability and delivery through financial and operational transformation. What We Did Conducted a financial deep dive, standardized cost structures, optimized margins, expanded geographically, and formalized reporting and service agreements. Where It Stands Today Babcock Electric improved margins, standardized systems, and redesigned workflows for scalable growth.

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AOP – Strategic Transformation

Where It Started AOP was a diversified technology and office services company in Louisiana, aiming for private equity readiness. What We Did Used the FAST framework to consolidate entities, model financial scenarios, clarify stakeholder alignment, optimize service lines, and improve transparency in reporting. Where It Stands Today AOP now has a scalable multi-entity structure, capital readiness, and documentation prepared for due diligence and exit.

Insights

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