A portfolio company was undergoing a significant transition—moving to new ownership, merging with another business, and expanding its facilities. The leadership needed to maintain operational continuity while managing integration challenges. Meanwhile, labor and overhead costs were increasing, straining profitability. The company was dealing with the following challenges:
The company lacked a structured approach to facility design, staffing, and inventory flow. Without a clear strategy, inefficiencies would persist, limiting scalability. They needed a way to “wipe the slate clean” and rebuild operations in a more structured and scalable manner.
Recognizing the challenges, the company engaged the Elliott Davis advisory team to develop a data-driven operational plan. The focus shifted to facility redesign, process improvement, and integration of automation with labor strategies. Elliott Davis’s approach addressed each challenge with detailed guidance, including the following action steps:
By implementing operational best practices, the company successfully scaled while reducing inefficiencies. Labor costs stabilized and automation was fully integrated into daily operations. Achievements included:
The Elliott Davis team helped streamline operations while supporting the integration process, resulting in a seamless strategic transition. With an enhanced operational structure, the client was well-positioned for sustained growth and success under new ownership.
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