CASE STUDY
Operational Due Diligence Unlocks $30M+ Growth Potential
An investment bank evaluating a $130MM industrial manufacturer requested a clear view of operational risk before acquisition. OptaProfit completed a focused diligence that revealed hidden issues and concrete levers for value creation.
THE CHALLENGE
We ran a hands-on operational review focused on what moves outcomes.
Quality Systems
Tracked cost of poor quality. Reviewed audit discipline and closure of corrective actions.
Mapped defect taxonomy to Pareto drivers on top products.
Delivery Performance
Measured on-time delivery against customer promise dates. Investigated calibration bottlenecks.
Benchmarked forecast accuracy and demand signal flow to production planning.
Productivity and Lean Practices
Assessed Lean Daily Management, visual controls, and floor-level metrics.
Walked value streams end to end to find wait, rework, and changeover loss.
Infrastructure and Strategic Risks
Audited energy capacity and reliability. Reviewed automation readiness by line
Screened environmental and compliance exposures tied to planned growth.
Recommendations focused on root cause tracking, stronger demand forecasting, daily lean routines, and an energy capacity plan.
OUR APPROACH
We ran a hands-on operational review focused on what moves outcomes.
Quality Systems
Tracked cost of poor quality. Reviewed audit discipline and closure of corrective actions.
Mapped defect taxonomy to Pareto drivers on top products.
Delivery Performance
Measured on-time delivery against customer promise dates. Investigated calibration bottlenecks.
Benchmarked forecast accuracy and demand signal flow to production planning.
Productivity and Lean Practices
Assessed Lean Daily Management, visual controls, and floor-level metrics.
Walked value streams end to end to find wait, rework, and changeover loss.
Infrastructure and Strategic Risks
Audited energy capacity and reliability. Reviewed automation readiness by line
Screened environmental and compliance exposures tied to planned growth.
Recommendations focused on root cause tracking, stronger demand forecasting, daily lean routines, and an energy capacity plan.
CLIENT'S VOICE
“The diligence gave us clarity on risk and upside. Don’s assessment helped us price the deal correctly and see how much operational value we could unlock after close.”
Questions about an active deal or a target you are screening? Visit optaprofit.com/consult
CLIENT SNAPSHOT
Industry: Industrial Manufacturing (Confidential)
Size: $130MM current volume, $165MM capacity
Engagement: Operational Due Diligence
RESULTS
$4MM annual cost of poor quality identified.
On-time delivery at 79% flagged, corrective plan launched.
Forecast accuracy improvement mapped from 60%.
97% energy utilization surfaced, prevented wasted automation spend.
$30 to $35MM capacity growth potential identified post improvement.
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