highlights
- Built a customized Price-Volume-Mix model
- Gave the sponsor actionable insights into profitability drivers – linking revenue and gross margin with OpEx transparency
- Equipped PortCo with repeatable FP&A tools to guide decision-making and value creation
summary
We were engaged by a $400M AuM lower middle-market PE fund to analyze the performance drivers of its fresh produce packaging portfolio company. The goal was to understand gross margin expansion, contextualize sourcing-driven cost savings, and evaluate year-over-year OpEx fluctuations.
Our team built repeatable FP&A tools and delivered enhanced visibility into both profitability and expense management.
Results
Margin Visibility: Analyzed revenue and gross margin trends across products, customers, and regions to identify YoY performance drivers.
Repeatable Models: Built a PVM model and refreshable reports to quantify pricing, sourcing savings, and category performance.
OpEx Insights: Reviewed GL-level OpEx detail, created payroll bridges, and established normalized run-rate estimates for investors.
Conclusion
This engagement provided the sponsor and management team with a holistic view of performance drivers—linking revenue and gross margin insights with OpEx transparency—and equipped the business with scalable FP&A tools to guide strategic decision-making and value creation.
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