Expertise

Areas of Expertise

Melior Advisory provides operational and commercial perspective to private equity firms and portfolio companies in industrial, equipment, and field service businesses, from diligence through integration and value creation.

Engagements are structured around specific business questions and defined objectives.

Operational and Commercial Due Diligence

Close view of a valve and hydraulic fittings on worn equipment

Melior Advisory supports investment teams in examining the operating and commercial assumptions behind a business and its value creation plan.

This work complements financial, legal, tax, and technical diligence. It does not replace them.

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Focus areas

Service economics and margin quality
Revenue quality and service agreements
Pipeline and backlog quality
Management depth and key-person risk
Labor capacity and technician availability
Scalability of systems and processes
Feasibility of planned operating improvements

Post-Acquisition Integration

Aerial view of a large industrial facility under construction

Help sponsors and management teams set operating priorities after close and connect the investment plan to day-to-day management.

Support works alongside the management team on operating priorities. It is not an interim executive role or ownership of every integration workstream.

Focus areas

Operating priorities and integration planning
Sales and service coordination
Territory, account, and dealer channel alignment
Branch and shop practices
Pricing and agreement harmonization
Management measures and operating cadence
Retention of key employees and accounts

Sales Effectiveness

A line of excavators and compactors parked on a job site at dusk

Evaluate the people, processes, and incentives that drive revenue in industrial B2B and equipment businesses.

The focus is business-to-business selling through direct, dealer, and distributor channels.

Focus areas

Territory design and account coverage
Dealer and distributor channel performance
Pricing discipline and discount controls
Quoting and order processes
Pipeline management and forecast accuracy
Sales compensation and incentives
Coordination between sales and service

Service and Maintenance Operations

A machinist working at a lathe in a repair shop

Assess the service, repair, and maintenance operations behind a business, and whether service revenue converts to profit.

These operating questions apply across industrial, commercial, and other field service settings.

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Focus areas

Technician utilization and productivity
Dispatch, scheduling, and routing
First-time fix and repeat visits
Parts availability
Maintenance program design
Service agreement profitability
Billing accuracy and revenue leakage

How engagements are structured

Engagement Formats

Each engagement is scoped to the question at hand. The structures below describe the available formats.

Expert Consultations: Focused calls and working sessions on specific industry, commercial, or operational questions during a deal process.
Diligence and Assessment Projects: Defined engagements with analysis, findings, and written recommendations on a target or portfolio company.
Post-Close Advisory: Periodic support for sponsors and management teams during integration and value creation.

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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