Private Equity & M&A
Vensio finds the margin loss hiding in a company's ERP data before a buyer, lender, or auditor does.
Pricing errors, workflow breakdowns, duplicate vendor records, and operational gaps stay buried inside the business until diligence brings the damage to light. A Vensio Fractional COO surfaces them and fixes them: before a sale, during a hold period, or post-close.
Diagnostic uploads are automatically shredded 72 hours after analysis. Raw client files are never emailed or kept on consultant devices. Vensio analysis supports quality of earnings work and does not replace the accounting firm's review.
Deal stages
Surface pricing discrepancies, ghost SKUs, unit-of-measure drift, and workflow inefficiencies before a quality of earnings team finds them and uses them to chip away at price. A clean Data Health Score and an operationally sound business going into diligence creates a stronger negotiating position. CSV export only, no ERP integration, results in minutes.
A fast way to learn where a buyer will push back before taking a client to market. Complementary, not competing. Vensio delivers an operational and workflow diagnostic that feeds into how defensible the numbers are, not a financial audit.
A fit on both sides of the close. On the buy side, execute a fast operational and data-quality check on a target before committing to full diligence spend. Post-close, a Vensio Fractional COO embeds in the portfolio company to evaluate workflows, fix pricing leaks, lead vendor negotiations, stabilize operations, and move EBITDA early in the hold period.
For accountants, outsourced CFOs, and wealth managers, Vensio is a natural referral with no competing scope. We step in purely at the operational and workflow layer, adding value to the client relationship without overlapping it.
Engagements
A two- to four-week operational and data engagement designed for tight deal windows.
Data request, forensic diagnostic, workflow evaluation, findings readout, and a 60- and 90-day plan. The readout shows where the margin sits and where the operations need work before requiring any longer commitment.
Embedded operations and procurement leadership to execute the plan, evaluate and restructure workflows, lead vendor negotiations, and report results to the deal team or ownership. Scope and days per week are dictated by the deal timeline and the company's needs.
Leadership
More than 25 years in supply chain, procurement, and operations leadership, including VP-level leadership at a national manufacturer. Lean Six Sigma Green Belt and trained examiner in the Baldrige Excellence Framework.