Hands-on operational private equity services

We assist large cap private equity firms, institutional LPs, family offices, and activist management teams to create value in specific portfolio companies.

We identify and implement critical path activities that move the needle on profitability, improve efficiency, and generate higher exit returns for investors, all leveraging our strategic, operational, and advanced analytics capabilities and differentiated set of tools and methods.

Unlike many advisory firms, we work to implement positive outcomes, partnering with management and front-line teams to translate our insights into reality.

Key disciplines include



Digital Strategy, Transformation & Analytics
  • Digital Channel Development
  • WebSite Refresh
  • Email Campaigns
  • Social Media Engagement
  • Data and Business Warehousing

Interim Operating Partner Services
  • Project Management Office (OnSite)
  • Executive Leadership Team Coaching
  • Value Creation Roadmap and Implementation
  • Key Performance Indicators
  • Pre-Exit Value Creation Clean Up

Go-to-Market & Revenue Growth
  • Growth Strategy & Product Portfolio Optimization
  • Channel Strategy & Partnerships
  • Customer Research & Value Proposition Development
  • Go-To-Market Planning
  • Sales Effectiveness / Coverage Models

Performance Improvement / Turnaround
  • 100 Day Cash Improvement Planning
  • Product, Channel, Customer Profitability Assessments
  • Interim Management Services / Turnaround Execution
  • Financial Restructuring
  • Lean and Process Improvement Initiatives

Key Areas of Focus and Example Tools



Profit Improvement
  • Corporate Transformation
  • PMO Oversight
  • Cost Reduction
  • Gross Margin Improvement
  • Growth Strategies

Operational Effectiveness
  • Financial Planning
  • Supply Chain & Warehouse Optimization
  • IT Throughput Assessment
  • Procurement Cost Savings
  • Lean Manufacturing
  • OKRs & KPIs

Organizational Positioning
  • OPEX Reduction
  • Organization Design
  • Incentives Planning
  • Core Activity Assessment
  • Post Merger Integration
  • Digitization

Customer Strategy
  • Market Segmentation
  • Customer Value Proposition Development
  • Channel Development
  • Campaign Management
  • Pricing Effectiveness
  • Marketing and Ecommerce

Transaction Screening And Valuation
  • Company Screening
  • “Add On” Assessment
  • Portfolio Valuation
  • Sector Strategy
  • Valuation Analysis
  • Expert Interviews

Transaction Due Diligence
  • Value Creation Planning
  • Customer Due Diligence
  • Supplier Due Diligence
  • IT Due Diligence
  • Deal Quarterbacking
  • Skills Alignment Mapping

EXAMPLE CASES

 

We strive to capture significant and lasting enterprise value on every engagement we undertake. A few representative examples of our recent work include:

Procurement Cost Savings

$3B Silicon Valley technology company needed to reduce its OPEX and to get a new procurement organization enabled to drive costs out of OPEX procured items. Our team architected the new organization, including an off shore analytical team, and developed a supplier consolidation and RFQ process to reduce procured costs by 12% in the first year of operations.

Middle Market Control Equity Platform Development
Alternative asset manager, as part of a Southwest based family office, wanted to implement a new private equity program. Our team worked to define key processes related to deal origination, screening criteria, LOI templates, due diligence processes, and KPIs. Team evaluated over 60 transactions with the client over a 6 month period, as new team was hired.
Customer Value Proposition Development - Conjoint
$5Bn truck and specialty vehicle firm wanted to develop product and service bundles for its customers as a means of reducing complexity in its factory set-ups and to capture incremental channel profits. Our team interviewed over 50 dealers to understand potential service offerings and developed a robust conjoint survey that allowed for development of new customer value propositions and bundles as part of new go-to-market strategy.
Re-Engineering of Bank Branch Network
Internationally based bank in developing country wanted to reduce its fixed cost infrastructure, while improving service levels in its handling of letter of credit and forex transactions. Our team developed and implemented a detailed restructuring plan, which consolidated branches and moved key transactions online t
o reduce costs, improve delivery, and grow the forex business.
Profitability Assessments
Several Portfolio companies of private equity firms have engaged our team to understand profit drivers and fully burdened profitability by product, by customer, by channel, by geography, and by customer segment. Our team excels at breaking down P&L structures based on activity drivers so managers and owners glean insights to make decisions on when to grow, hold, or prune customers, products, or channels.
Pricing Improvement/Gross Margin Capture
$1B internationally based technology company needed to improve its gross margins and believed it could improve its profitability. Our team worked to quantify the value in closing gross margin loopholes in the price management process (quotes, rebates, discounts, contracts), and we developed a critical path action plan, including the selection of a new software system and set of key performance indicators (KPIs), to capture the identified margin value over a defined period of time.
Information Technology Portfolio Optimization
$20B portfolio company of a large cap private equity firm needed to improve throughput, cost effectiveness, and alignment of its business needs and its IT portfolio. Our team undertook a root cause analysis of project lateness, alignment, governance, delivery practices, and key performance indicators (KPIs) and developed a new set of roadmaps and improvements in the delivery model that allowed for more rapid delivery of IT projects at lower costs.
Offshore Service Centers in Turnaround Situations
$1B+ portfolio company of large cap private equity firm needed to lower costs in its back office, sales, and marketing functions. Our team worked to define specific areas of opportunity where onshore/offshore service delivery models could be deployed to reduce labor costs while maintaining or improving service levels.

Quadrillion’s 10 Key Tenets


Use data to drive fact-based decision making

Listen and verify

Always link to enterprise value

Speed and quality in everything we do

Pareto and manage exceptions

Work local, think global

Integrity and honesty everywhere

Reduce complexity and risk wherever possible

Pilot, iterate, and learn

Be creative and flexible on professional fees

What Client’s Say

 

Test 1

The team has a good nose for value. They are able to diagnose and use their operational experiences to drive positive outcomes quickly and decisively
CEO, International Semiconductor Co.

Test 2

I enjoyed partnering with the firm. They ‘get it’ and they work collaboratively to drive meaningful recommendations that can be implemented.
President, Consumer Products Co. (Private Equity Owned)

Test 3

Quadrillion’s team partnered with us to examine opportunities to improve our gross margins. Their valuation work and recommendations on gross margin improvement in the areas of process, people/skills, KPIs, and tools were ‘spot on’, practical, and highly actionable. I’d recommend them to any company looking to develop new strategies and tactics to improve profitability.

VP, Restructuring and Business Development, International Technology Co.

Test 4

The firm moved quickly and seamlessly through a myriad of complicated business issues. They always remained consistent, calm, fair, and focused on results, while at the same time empowering those around them.
VP, Electronics Co. (Private Equity Owned)

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