Operational Clarity.Strategic Confidence.

Independent operational and commercial advisory for private equity firms and portfolio companies in industrial, equipment, and field service businesses.

Grounded in industrial B2B experience, Melior Advisory helps evaluate operating risks, strengthen sales and service performance, and translate acquisition plans into practical operating priorities.

Overhead view of an industrial shop floor with racks, materials, and equipment

Focused Expertise. Practical Perspective.

Four practice areas, before and after a transaction.

  1. Close view of a valve and hydraulic fittings on worn equipment
    01

    Operational and Commercial Due Diligence

    Examine the operating and commercial assumptions behind a business before the deal closes: how it sells, delivers, prices, and staffs its work.

    Learn more about Operational and Commercial Due Diligence
  2. Aerial view of a large industrial facility under construction
    02

    Post-Acquisition Integration

    Translate the acquisition plan into operating priorities, and coordinate sales, service, and branch practices without losing customers or key people.

    Learn more about Post-Acquisition Integration
  3. A line of excavators and compactors parked on a job site at dusk
    03

    Sales Effectiveness

    Assess how industrial B2B sales organizations find, win, and keep business, and where revenue leaks between the quote and the invoice.

    Learn more about Sales Effectiveness
  4. A machinist working at a lathe in a repair shop
    04

    Service and Maintenance Operations

    Measure service, repair, and maintenance performance: technician productivity, first-time fix, parts availability, and the profitability of service agreements.

    Learn more about Service and Maintenance Operations

Operating Philosophy

The Numbers Tell a Story.Operations Explain It.

Margins, cash conversion, and growth come from specific operating conditions.

In industrial, equipment, and field service businesses, the same conditions recur:

  • Skilled employees delivering work in the field or shop.
  • Scheduling, travel, parts, and repeat visits affecting profitability.
  • Pricing and service agreements determining whether revenue converts to profit.
  • Growth requiring sufficient operating capacity and effective management.
  • Acquisitions creating questions about branches, systems, customers, and execution.

Melior Advisory examines those conditions directly, so investment and operating plans reflect how the business actually sells, schedules, delivers, and bills its work.

Evidence. Judgment. Execution.

  1. 01

    Understand the Business

    Start with how the work is sold, scheduled, delivered, and billed, and with the customer mix, labor model, and pricing behind the results.

  2. 02

    Identify What Matters

    Separate causes from symptoms. Rank issues by financial impact, operating risk, and what the organization can realistically change.

  3. 03

    Recommend Action

    Translate findings into clear priorities that fit the organization's capacity, systems, and management attention.

Insights

Analysis on operations, service economics, and commercial execution.

All Insights
  1. Operational Performance7 min read

    When Collections Problems Are Really Operations Problems

    In service businesses, many past-due receivables start in the field, long before an invoice reaches the customer.

  2. Industrial Services7 min read

    Recurring Revenue Does Not Guarantee Recurring Profit

    Contracted service revenue earns its premium only when each contract covers its true cost to serve.

Good Decisions Begin With Better Questions.

For operational diligence, integration planning, or questions about sales and service performance, contact Melior Advisory.

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