ADEXMA
Private Equity

100-day margin improvement
for portfolio companies

One diagnostic methodology. Multiple portfolio companies. Measurable EBITDA impact before the first board meeting.

1,231

Companies scored in the Margin Quotient™ benchmark

3

Pillars read together — sales, pricing, supply chain

100

Days from diagnostic to measurable impact

Why one firm

One firm. Multiple portfolio companies.

Most PE operating teams hire separate consultants for sales, pricing, and supply chain operations — then spend months reconciling recommendations that contradict each other. The pricing firm wants discipline the sales comp plan actively punishes. The supply chain firm wants inventory out of a network the pricing model assumes will always be in stock.

ADEXMA runs a single diagnostic across all three pillars and delivers one margin improvement roadmap. Same methodology, different industries. The learning compounds across your portfolio instead of restarting at each company.

The 100-day arc

What the first 100 days look like

Fast enough that the second board meeting has numbers on it, not a workplan.

Days 0–14

Cross-pillar diagnostic

One team reads sales, pricing, and supply chain together. Data comes from the systems the company already runs — ERP extracts, quote logs, inventory reports. No new platform, no eighteen-month data project.

Days 15–30

Quantified opportunity map

Every leak sized in dollars and ranked by effort. The operating partner gets a single roadmap with owners and dates instead of three sets of consultant recommendations to reconcile.

Days 31–100

Execution on the fast movers

Pricing guardrails on the SKUs that matter, safety-stock resets on slow movers, quote discipline in the field. Impact lands on EBITDA and working capital in time for the next board deck.

Portfolio company example

Three margin leaks, one diagnostic: a building materials manufacturer

A PE-backed building materials manufacturer was generating roughly $180M in revenue while bleeding margin three ways at once: unmanaged pricing exceptions, excess safety stock, and a sales team compensated on volume rather than profit. Each of those had been looked at before — separately, and by different people.

The cross-pillar diagnostic ran in fourteen days. Within thirty days the team had pricing guardrails live on the top 200 SKUs and safety stock reset on slow movers. By day 100 the company had freed working capital and locked in annualized pricing uplift — both visible on the next quarterly board deck rather than promised for the one after it.

Company name withheld at the sponsor's request.

Why ADEXMA

Why PE firms work with us

The value of one methodology across a portfolio is that the scores are comparable. You can rank your own companies.

One firm across all three pillars

Most operating teams hire separately for sales, pricing, and supply chain — then spend months reconciling conflicting recommendations. Margin leaks at the seams between those functions, which is exactly where three separate engagements stop looking.

A 1,231-company benchmark

Each portfolio company is scored against real peer data from the Margin Quotient™ benchmark, not consultant opinion or a generic industry average. Two portcos in different industries end up on the same 0–100 scale.

The learning compounds

Same methodology, different industries. What we find in the third portfolio company sharpens the diagnostic on the fourth. A firm-wide engagement gets faster and sharper as it moves through the portfolio.

Transatlantic reach

European manufacturers entering the US, and PE firms carrying cross-border portfolios. Cedric Le Rouge is Honorary French Consul in Cleveland — the bridge to French and European industrial operators is a working one, not a line on a website.

How we engage

Start with one company — the learning compounds across the portfolio

Start with a free Scan on one company, or bring the whole portfolio list to a scoping call.

Margin Scan

Free. Self-serve. 15 minutes.

  • A 0–100 Margin Quotient™ for any portfolio company
  • Pillar-level breakdown across sales, pricing, and supply chain
  • Peer benchmark against 1,231 scored companies
  • Useful as a portfolio-wide triage pass
Run the free Scan

Margin Diagnostic

Two to four weeks. The full read.

  • Root-cause analysis across all 15 sub-dimensions
  • Quantified opportunity map, in dollars
  • Sequenced 100-day roadmap with named owners
  • Board-ready summary for the next quarterly deck
Scope a Diagnostic

Implementation

Eight to sixteen weeks. Hands on.

  • Execution of the margin roadmap alongside the management team
  • Pricing governance and quote discipline embedded, not advised
  • Power BI dashboards the operating partner can read directly
  • Measured against EBITDA, working capital, and price realization
Talk to us

Diagnostic and implementation are scoped per company — size, data maturity, and the number of sites all move it. Ask for a scoping call.

Know whether it's the company or the market

A portfolio company losing margin in a squeezed industry is a different problem from one losing margin in an expanding one. Every diagnostic is read against the Margin Squeeze Index™, which tracks input costs, output prices, and demand signals across nine manufacturing industries — so the operating partner knows which part of the gap is management and which part is macro.

Schedule a portfolio review

Thirty minutes. Bring your portfolio list. We'll tell you which companies have the most margin upside — and how fast it can be reached.