Shortline Partners Services
Backed by a team of experienced professionals, our strategic services meet the specific challenges faced by PE portfolio companies, sponsors and lenders. We deliver lasting changes with measurable impact. While we customize our approach depending on specific circumstances, most of our activities fall into one of four categories:
- Strategic Assessment and Plan Development
- Business Restructuring
- Profitable Growth Programs
- Operations Redesign
Strategic Assessment and Plan Development
Make Sure You Know
Our strategic assessments dig deep to identify the strategic context, value creation opportunities and key risks. We pressure test the critical strategic and operational assumptions underlying the investment thesis and put a clear value creation plan in place.
Market/competitive environment and trends
Company capabilities and gaps
Steady-state financial trajectory, including revenue and cost drivers
Infrastructure and facility readiness
Leadership team capabilities
Value creation plan:
Competitive strategy: target customers, offering and value proposition
Financial projections/ plan
Primary strategic initiatives to deliver the plan (detailed)
Resource requirements (capital and human)
Transition Services Agreement (if required)
Major risks and mitigation approach
Staples Solutions (Business services)
In a crisis, preserving value means taking an honest look at the short and long term outlook.
What is the conservative forecast for the business (~80% likely to exceed)?
How much improvement is required to maintain liquidity in the downturn?
Are there non-core assets that can be sold?
What aggressive cost-reduction measures can we take and still maintain the core value of the business?
What is the cash flow and cash balance outlook under the cost-reduced scenario?
What are the leading indicators to track that inform a need for further course-correction?
The objective is to quickly create a comprehensive plan that ensures business continuity and maximizes value.
Worldwide Flight Services (Industrial)
Patriot (Financial Services)
Frontier Spinning (Industrial)
Profitable Growth Programs
Focus and Grow
Profitable growth starts with a clear understanding of your core capabilities, current and future market needs and competitive positioning. We also build a clear understanding of the current sources of EBITDA contribution as a foundation for expansion. From there we define “what we want to stand for”, and then determine the required capabilities to make that vision a reality. In most cases, making real progress on growth requires a fundamental change in product/service offering, go to market approach and internal capabilities.
None of this work happens in a vacuum. We gather insights directly from the market and work alongside your management team to ensure alignment on execution. Most importantly, we create a clear execution plan with milestones to track progress.
Blue Bird (Industrial/ Automotive)
Drive Operational Effectiveness
Shortline works alongside the key stakeholders to assess the current operations and systems to evaluate the levers for sustainable performance and the capacity for meaningful continuous improvement. Key considerations include existing processes and controls, management practices, and the organization’s behaviors and capabilities.
With the current state assessment, a future state vision is developed along with an implementation roadmap. These activities are consistent with strategic goals and include a change management system to evaluate progress. Measurement tools and effective evaluation techniques are developed, in parallel, to insure efficient capital and resource deployment. Plans are deployed throughout the organization consistent with robust leadership and employee engagement and development. This approach spans functional capabilities and includes escalation processes and tools to eliminate roadblocks and quickly resolve issues. In addition to corporate process evaluation, personnel development is aligned with new operational strategy focused on the customer.
Pride Mobility (Healthcare)
Coram Healthcare (Healthcare)
CPG Building Products (Industrial)