SERVICES
Practical support across the
distribution lifecycle.
Performance Edge provides operator-led advisory and hands-on support for distribution businesses and their investors—from diligence and integration through growth, performance improvement, and leadership.
— HOW WE WORK
A practical, results-driven
approach.
We partner with private equity firms and distribution leaders through a structured, hands-on approach designed to create measurable value.
01
DIAGNOSTIC
ASSESSMENT
A focused review of revenue, margin, and operational opportunities, resulting in a prioritized roadmap.
02
TRANSFORMATION
ENGAGEMENT
Hands-on implementation with leadership teams and a regular process for measuring progress.
03
EXECUTIVE
ADVISORY
Ongoing guidance and accountability for leadership teams and investors navigating key decisions.
01 PRIVATE EQUITY ADVISORY
Invest with confidence.
Operator-led support across the investment lifecycle—from diligence through post-acquisition value creation.
Commercial & Operational Due Diligence · Value Creation Plans · 100-Day Execution Plans · Portfolio Performance Acceleration · Exit Readiness
02 REVENUE GROWTH
Unlock profitable growth.
Build a stronger commercial engine through disciplined sales execution and customer expansion.
Customer Expansion · Sales Force Effectiveness · Key Account Strategy · Pipeline & Forecasting · Sales Analytics
03 PRICING & MARGIN
Capture more value.
Strengthen pricing strategy and improve margins across customers, products, and sales teams.
Pricing Architecture · Customer & Product Segmentation · Discount Governance · Margin Leakage · Pricing Discipline & Training
04 OPERATIONAL PERFORMANCE
Build a stronger, more efficient operation.
Improve productivity, working capital, and cost performance across the distribution network.
Branch & Network Optimization · Warehouse Productivity · Inventory & Working Capital · Procurement & Vendor Strategy · Cost Structure
— PROVEN IN PRACTICE
200+ BPS
Margin improvement through pricing strategy
DOUBLE-DIGIT
Revenue growth through customer expansion
2× EBITDA
Through operational and commercial transformation
05 STRATEGIC PLANNING
Create a clear path forward.
Turn priorities into an actionable plan with clear direction and disciplined execution.
3–5 Year Strategic Planning · Market Expansion · Competitive Positioning · Growth Roadmap · KPI Dashboards & Execution Cadence
06 M&A INTEGRATION
Turn acquisitions into results.
Bring people, processes, and systems together while capturing the intended value of the transaction.
Post-Acquisition Integration · Organizational Design · Culture & Change Management · Systems & Process Integration · Synergy Capture
07 EXECUTIVE ADVISORY & LEADERSHIP
A trusted partner for what’s next.
35+ years of hands-on distribution leadership brought to owners, boards, and leadership teams navigating key decisions, change, or transition.
CEO & Board Advisory · Interim CEO, CRO or COO · Leadership Alignment · Turnaround & Transformation
— BUILT AROUND YOUR BUSINESS
The right engagement starts with what you’re trying to accomplish.
Every business, transaction, and leadership team is different. Performance Edge starts with a consultation to understand the opportunity, identify priorities, and determine where hands-on support can create the most value. Engagements can draw from the capabilities above—or be tailored around the specific commercial, operational, integration, or leadership needs of the business.
Have a challenge that isn’t listed above? Let’s talk.
