INDUSTRIES

Manufacturing and Industrial

ERP modernization, tariff strategy and operations analytics for industrial operators.

01 / 09 Industries

Manufacturing and Industrial Operators

The most under-served operator in American business.

Most middle-market manufacturers run on margins their distributors do not respect. Many qualify for tax credits their accountants do not pursue. Many are owned by founders within ten years of a sale who have not yet started preparing for it. We work with all of them, discrete and process manufacturers, contract manufacturers, OEMs, fabricators, food and beverage producers, industrial equipment, packaging, plastics, metals, and electronics assembly, across hundreds of specialty subsectors.

The problems are remarkably consistent: customer concentration that suppresses valuation, working-capital cycles that swallow growth, capital structures designed for the business of five years ago, and an exit story that nobody has bothered to write. We address them in the order that moves enterprise value.

Where the value is created

For a manufacturer, enterprise value moves on three levers most owners underuse: capturing the R&D and specialty credits hiding inside process work, de-risking the customer concentration that caps the multiple, and tightening the working-capital cycle that quietly funds the competition’s growth instead of your own. We sequence the work to those levers, cash and credits first, then valuation drivers, then the exit narrative, so that every quarter of preparation compounds into a higher number when the business eventually trades.

Where we work most

R&D Tax Credit for the process improvement, materials science, and product development almost every manufacturer performs and almost none documents

Capital Raising for capacity expansion, equipment finance, acquisitions, and recapitalizations

Exit Readiness Preparation for founders twelve to thirty-six months from a sale, where preparation moves the multiple

R&D Tax Credit for the process improvement, materials science, & product development almost every manufacturer performs and almost none documents

OccamsOS for the fractional-CFO, operations, and strategic-counsel cadence mid-market manufacturers need but cannot yet justify as full-time hires

A representative engagement.

A precision-components maker engages for an R&D credit study, discovers six figures of unclaimed credit, and stays for the operating discipline; 3 years later the same firm runs its sale to a strategic acquirer who pays up for the clean financials and book the firm spent those years building.

Designed For

Founder and family-owned manufacturers in the $5M–$500M revenue range, sponsor-backed industrial platforms running roll-ups, and industrial businesses preparing for a capital event within thirty-six months.