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Urban Skyline

Our Strategy

We aim to create deep value within our companies by utilizing decades of industry and private equity experience.

Case Studies

Charles Schwab

Our efforts at Charles Schwab resulted in a dramatic reduction in cost by over $600 million. This was a result of targeted pruning of excess resources in areas where excess capacity existed. 

I&K Distributors

Our unique approach to build a profit model, identified over $7 million in detailed profit improvement potential at I&K Distributors. Our multi-year turnaround led to a deliver of 42% IRR for investors after I&K was sold to Lipari Foods.

Alberta Treasury Bank

Through the incorporation of our proprietary time-driven activity based costing model at Alberta, our team reallocated resources to proper cost objects to create $1.8mm in annual cost savings.

Kemps Dairy

Using our proprietary profit analyzing software, Acorn helped to eliminate unprofitable SKUs, identify high costs of long changeovers in filing lines and process changes leading to reduced overtime and elimination of a shift with no reduction in productivity.

Elkay

Our team worked to identify the 20 most and least profitable SKUs and customers for Elkay in each region. It was discovered that 1% of products generated 100% of profits.

Our Happy Clients

"The new system has already led to a revolution at Schwab."

Dave Martin, SVP, Finance

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