Digital Transformation, Growth and New Recurring Revenue

for Industrial & Business Services companies

Industrial and business-services leaders aspire to create measurable enterprise value by digitally transforming their organizations: modernizing service operations, enabling crews of technicians, connecting physical assets through Industrial IoT, applying advanced analytics and AI, and developing new growth and recurring-revenue models. These leaders spanning manufacturers, distributors, OEMs, service businesses, operators and intermediaries revamp foundational systems (CRM, ERP etc.) and create deep digital value through connected platforms of smart assets, service crews, products, services, customers and end users often enabling new digital offerings and business models.

Key Themes

Scroll to explore all 7 themes

Digital & Operational Transformation

Modernize systems, processes, and operating models to improve performance and enable growth.

Industrial IoT & Connected Assets

Use sensors, IoT connectivity, and asset data to monitor equipment usage and condition, improve visibility, and enable smarter service and maintenance models.

Connected Products & Platforms

Transform equipment and distributed assets into intelligent, connected platforms that generate operational insight and enable new digital services.

New & Recurring Revenue Models

Develop SaaS, usage-based, subscription, and other digitally enabled revenue models.

Industrial AI & Analytics

Apply AI, machine learning, and predictive analytics to improve quality, reliability, forecasting, and operational performance.

Growth & Commercial Transformation

Support market expansion, adjacent growth opportunities, GTM transformation, and digital product commercialization.

Product-as-a-Service

Pioneer usage-based commercial operations for high capex OEMs, finance partners and intermediaries like rental companies.

Industry Verticals & Segments

Manufacturers

Specialty & advanced manufacturers · Industrial equipment manufacturers · Engineered-product companies · Discrete manufacturers

Distributors

Value-added distributors · Industrial/MRO distributors · Specialty distributors

OEMs

Equipment OEMs · Machinery & devices · Other asset-intensive OEMs

Industrial Services

Maintenance & repair · MRO · Field service · Other equipment-centric service businesses

Route-Based & Distributed Services

Businesses operating distributed equipment, assets and service crews across customer locations

Building & Facility Services

Elevator · Fire alarm · Security · Access control · Other distributed building-equipment service businesses

Advanced Industries

Aviation MRO · Electrification · Mobility · Industrial test equipment · Other engineering-intensive businesses

Operators

Owners and operators of distributed industrial and commercial assets

Intermediaries

Rental · Financing · Other partners supporting equipment and asset ecosystems

Technology Providers

Industrial IoT · Sensors · Connected-device · ERP/CRM · Analytics · SaaS · Other operational technology providers

Case Studies

Industrial Transformation and Organic Growth Strategy

Conducted a strategy refresh and transformation discovery for a $500M+ contract frozen-food manufacturer serving retailers.

Mapped end-to-end manufacturing and logistics workflows through plant walkthroughs, operational analysis, a digital audit, and leadership interviews. Identified 100+ initiatives across 8 functional areas and prioritized them based on urgency, implementation effort, and financial impact. The work addressed manufacturing efficiency, yield, capacity, warehousing, logistics, forecasting, procurement, and technology systems.

Demonstrated value: Recommended a low-capex organic growth strategy leading to 30% capacity expansion, yield optimization, and $35M per year in new value.

GTM and Connected-Platform Transformation for an Industrial Carveout

For a newly carved-out industrial test-equipment manufacturer backed by private equity, helped the leadership team define and execute a new go-to-market strategy.

Introduced connected-platform features, aligned the product roadmap with emerging segments such as data centers and energy-transition infrastructure, and built regional commercial teams across North America and Europe. The broader work included market landscape and customer discovery through 50+ client, customer, and expert interviews, identification of 5+ end-user personas, analysis of 10+ competitor products, development of controller software and a connected platform, and management of teams across North America, Europe, and Asia.

Demonstrated value: Revenue scaled from approximately $150M to nearly $350M over three years. The improved growth, profitability, and market positioning contributed to a strategic sale at an enterprise value exceeding $1.1B, representing a 6–7× value uplift from the original carveout.

Real-Time AI Quality Control for Specialty Manufacturing

For a $500M polymer-extrusion manufacturer serving high-end medical applications, developed a real-time, AI-driven quality-control system across 120+ extrusion lines.

The system was designed to use sub-second inferencing at the edge to enable closed-loop automation across production operations.

Value opportunity: Reduce defects and increase throughput through real-time quality monitoring and closed-loop process control.

Commercial Aviation MRO Market and Platform Strategy

For a $100M+ aviation technology platform, led a four-week market discovery to assess growth in the commercial aviation MRO space.

Conducted 50+ expert interviews through two expert networks, customers, and internal experts; mapped the multi-tier aviation MRO value chain; and analyzed workflows, contract structures, and data gaps across airplane, component, and parts MRO segments. Benchmarked 30+ aviation MRO and adjacent platforms, identifying limitations in ERP-centric legacy systems, siloed and non-digitized data, subcontractor opacity, integration, and security.

Built a defensible market model using industry budgets, maintenance-contract analysis, and value potential. Designed the next-generation Aviation MRO product concept as a SaaS platform, including personas, workflows, user stories, predictive planning, digital-twin insights, and component- and part-level traceability.

AI-Based SaaS Offering for Value-Added Industrial Distribution

For a leading $4B distributor of metalworking and MRO products from 3K+ suppliers, covering 2M+ SKUs through 50+ warehouses, developed the strategy for a digital platform with an AI-based SaaS offering.

The offering was designed to scale value-added services for OEMs and machine shops, targeting quality control and defect detection, production scheduling, and supply-chain optimization. The initial work also included extensive web scraping of supplier and product data to structure large datasets supporting the offering.

Value created: Established a scalable SaaS-based value-added service model for OEM and machine-shop customers.

Connected Service Platform & Business Transformation

Supported the digital transformation of a $2B PE-backed industrial services provider operating a distributed service network across North America. Led implementation of connected assets, IIoT technologies, and digital payment solutions across 50+ operational branches, redesigning field workflows and operating processes to improve customer experience, asset utilization, and service delivery.

Designed and piloted new operational models across multiple branches before scaling nationally, identifying and operationalizing eight value levers spanning recurring revenue growth, dynamic pricing, service optimization, asset utilization, and customer engagement. The transformation supported significant EBITDA improvement while establishing a scalable digital operating model.

Manufacturing & Supply Chain Transformation

Supported a mid-market manufacturing company in identifying operational improvement opportunities across manufacturing, procurement, inventory, logistics, and distribution. Mapped end-to-end workflows through plant observations, operational analysis, and cross-functional leadership interviews, establishing ownership across key business functions.

Developed a structured value-lever framework that prioritized more than 100 operational initiatives based on business impact and implementation effort, creating a roadmap for manufacturing efficiency, inventory optimization, procurement effectiveness, and supply chain performance improvements.

Enterprise Asset Tracking & Operational Visibility

Supported a Fortune 500 enterprise in improving operational visibility of distributed assets through enterprise-wide data reconciliation and workflow redesign. Enhanced automated reconciliation across multiple enterprise systems using Power Query–based reporting to identify asset discrepancies, improve data integrity, and reduce manual reconciliation effort.

In parallel, designed scalable workflows supporting asset lifecycle management, operational reporting, distributor coordination, and enterprise data governance, creating the foundation for improved asset accuracy and operational decision making.