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Private Equity / Venture Capital Firms

Private Equity Firm: Case Study

Client Context

A Gulf Coast-based, middle market focused private equity firm was looking for planning support across two of their portfolio companies, evaluating their options for growth and operational sustainability.

One of the private equity firm’s portfolio investments, a Southeast Louisiana-based company, had developed competencies in advanced manufacturing, and was poised to become a market leader in contract packaging in their industry.

Another of the private equity firm’s portfolio investments was in the midst of disrupting a billion dollar industry, and needed to work through integrating their retail and wholesale business arms.

Client Challenge

Both organizations had grown organically, fueled by a dedicated team and prioritization of customer service. While execution had never wavered, rapid growth had strained communication and made clear the need for additional leadership roles.

Newer employees struggled to integrate into tight-knit cultures, and a strong culture and sense of camaraderie needed to be supplemented by clear expectations and performance management.

trepwise's Role

For the contract packaging company, we developed a 3-year plan focused on strengthening their core competencies, selling their product into new markets, and investing in R&D in order to be first to market with a compostable product.

We visualized the unit economics across all product lines to identify growth opportunities and where operational breakdowns were hurting the bottom line.

In the growth focused company integrating its retail and wholesale arms, we assessed leadership team functionality and identified and prioritized internal initiatives to drive organizational effectiveness, including a revamp of their performance management system and annual goal-setting approach.

For both organizations we developed organizational structures that would support future growth and identified opportunities for role clarity and near-term hires.

The Impact

Both companies hired additional members of their leadership team, filling in skill gaps and improving effectiveness.

Leadership teams reported increased clarity on roles and responsibilities and organizational goals, which were newly reported on and discussed with the Board.

Each organization was able to maintain their strong growth trajectories while strengthening their culture and onboarding for new employees.

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