Financial Services Company Achieves M&A Growth and Improved Operational Efficiencies


A private equity portfolio company in the finance and insurance industry had significant growth targets. The objective was to grow rapidly, primarily via acquisition, while ensuring that the top-line growth didn’t correspond with a proportional increase in costs. The leadership desired to achieve improved efficiencies and cost reduction by utilizing operational excellence principles in the key operational processes of the core business as well as the acquired companies.


Our team performed assessments as part of due diligence on the supply chain and warehouse operations of potential acquisition targets. Additionally, we assessed the transactional operations of the core business, including claims, new business, customer service, and the call center. The assessment identified opportunities for transformational projects and continuous improvement resulting in over a 30% reduction in operating expenses.

We additionally worked with the combined companies, post-integration, to identify significant additional opportunities for asset rationalization and expense reduction across the network. Also, a Lean Six Sigma Green Belt program was implemented in the core business to achieve quick-wins and short-term operational improvements. This program achieved a 10X ROI in just the first wave of projects.

The private equity company has since achieved a profitable exit.

Want to see results like this at your company? Contact our team to learn more.

The Role of Continuous Improvement in Mergers and Acquisitions
Applications of Big Data for Process Improvement

Applications of Big Data for Process Improvement

Publication in Quality Progress.

Simulation Modeling: Understanding Uncertainty Leads to Better Decision Making

Simulation Modeling

Understanding Uncertainty Leads to Better Decision Making. Published in QMF.


Operations Consulting

We have consulting experience with engagements as diverse as mergers and acquisitions, operations strategy, supply chain acceleration, shop-floor process improvements, and call center efficiency improvement.

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Assessments are customized to meet your goals, leveraging our frameworks and knowledge of best practices from years of industry experience. Recent work has been in financial services, insurance, healthcare, manufacturing, and supply chain.