I have driven $770M+ supply chain savings and 25%+ working capital improvements across two major global corporations. I know what ‘good’ looks like at scale — and I can tell you quickly when it isn’t there.

Who This is For

Private equity firms evaluating supply chain-intensive e-commerce and distribution acquisition or investment targets. Also M&A advisors, family offices, and growth equity investors who need rapid, credible operational assessment before committing capital.

The Problem I Solve

Supply chain problems that surface post-close are among the most expensive surprises in PE investing. They erode EBITDA, delay value creation timelines, and often require significant capital to fix.

Common issues missed in standard diligence

  • Inventory that is overstated or structurally excess
  • Single-source supplier dependencies with no alternatives
  • Fulfillment costs that are above market by 20–40%
  • Inadequate technology that will require significant investment to remediate

What I provide that standard diligence does not

  • Operator-level pattern recognition, not just ratio analysis
  • Quantified cost savings and working capital opportunity sizing
  • Risk assessment and growth readiness, bottleneck identification
  • Investment Committee presentation-ready materials in your firm’s format

Engagement Models

Engagement Scope & Deliverables Investment
Pre-LOI Scan: 1-2 weeks • High-level supply chain risk assessment from available data (CIM, etc) • Red flag identification across inventory, fulfillment, technology, and contract risks • Key questions for management interview and data request list Flexible per hour or fixed fee.
Full Diligence: 4-6 weeks • 8-domain deep-dive (see below for details) • Management interviews and operational data analysis • Opportunity sizing for cost savings and working capital • Investment Committee-ready findings deck and written diligence report Flexible per hour or fixed fee
Post-Close Advisory: Monthly retainer • Ongoing advisory to portfolio company supply chain team • Implementation support for post-close operational improvements • Available for Limited Partner updates and board-level supply chain reporting • Interim supply chain leadership support if needed Flexible based on your needs and budget
Expert Network Calls: 1–2 hours per call • Ad-hoc calls for specific supply chain topics or sector questions • Amazon's supply chain and fulfillment model: forecasting, buying, inventory health, inventory placement, inbound and outbound regionalization, fulfillment optimization and network design, and cross-border (US to Canada) fulfillment. • Inventory optimization: turns, availability, working capital, forecasting, safety and cycle stock optimization, and demand management Hourly rate prorated based on actual call lenght

Due Diligence Framework

The following framework is applied across every full diligence engagement. Each domain is assessed through document review, management interviews, and operational data analysis. Findings are rated Green / Yellow / Red with supporting evidence and quantified value impact vs industry benchmark

1. Inventory Management

•       Inventory turns and historical trend (Pre-LOI assessment)

•       Cycle and safety stock methodology opportunity

•       Stockout rate, lost sales estimation, and service level attainment

•       Excess and obsolete inventory as % of total (Pre-LOI assessment)

•       Inventory Shrinkage %, Inventory Accuracy, and Cycle Count process (Pre-LOI assessment)

2. Demand Planning & Forecasting

•       Forecast accuracy and methodology opportunity

•       Planning system maturity, AI/ML forecasting adoption

•       Promotional, seasonal, peak, and new product launch planning process

•       S&OP cadence, cross-functional participation, and decision quality

•       Integration of market signals and customer collaboration

3. Supplier Performance & Risk

•       Supplier concentration (% revenue from top suppliers)

•       Single-source dependencies and qualified alternative suppliers

•       Lead time and on-time delivery rate (average and variability)

•       Quality defect rate, chargeback, and compliance history

•       Geographic risk: China concentration and nearshoring status

•       Payment terms, trade credit, and working capital impact (Pre-LOI assessment)

4. Fulfillment & Logistics

•       3PL contracts and exit clauses (Pre-LOI assessment)

•       Network Design Model vs demand geography, SKU velocity, speed targets, and customer channel mix (B2B, DTC, Retail)

•       Order fulfillment capability: order to deliver speed and on-time delivery (Pre-LOI assessment)

•      Cost per order or cost per unit shipped (Pre-LOI assessment)

•      Local, Regional, National Fulfilment Mix. Package consolidation

•       Carrier mix, carrier invoice accuracy rate, and audit process

•       FTL Cube or Weight Utilization, LTL: # pallets range and average

•       Warehouse Storage utilization, backlog days, and cycle times (inbound, outbound)

•       Damaged rates, returns processing cost and  cycle time

5. Technology & Systems

•       ERP, IMS, WMS, TMS stack: version, integration quality, and coverage (Pre-LOI assessment)

•       Data visibility and real-time operational reporting capability

•       System licensing risk, cost, and upgrade roadmap (Pre-LOI assessment)

•       AI and automation adoption maturity vs. roadmap

•       EDI or API connectivity or other data exchange with suppliers and customers

6. Team & Organization

•       Supply chain org structure, headcount, and reporting lines

•       Key person dependencies and succession / backup coverage

•       Turnover rate in ops and supply chain roles (last 2 years)

•       Outsourcing vs. in-house balance and rationale

•       Evidence of continuous improvement culture and initiative history

7. Cost Structure & Working Capital

•       COGS breakdown and logistics cost as % of net revenue

•       Working capital tied up in inventory: $ and days (Pre-LOI assessment)

•       Cost reduction opportunity sizing

•       Comparison to closest comp set or industry benchmark

8. Scalability & Growth Readiness

•       Capacity headroom at current infrastructure (suppliers, storage, fulfillment)

•       Identified bottlenecks to 2x or 3x revenue growth

•       New channel readiness: DTC, retailer, wholesaler/distributor,  B2B