Situation

• A provider of educational technology and material needed to control costs and improve efficiency. The Company Executives tasked SafeRock to cut costs and improve efficiency.

• The Company was being prepared for sale. Owners wanted to achieve the highest value possible.

 

Approach

Together with the Company’s President and CFO, we conducted a detailed review of the Company’s P&L  We engaged with internal Project Directors to prepare a detailed ROI analysis that reduced costs and improved margins.

 

Results

• We ‘near-sourced’ the project, hired key staff, and successfully completed a multi-year fixed-cost guarantee contract. We delivered 18.4% in savings with significant EBITDA impact.

• Armed with a stronger P&L and higher EBITDA, the Company was successfully sold at a 20% premium to initial price.

Project Details

Client: Educational Technology Provider

Focus: Shareholder Value Improvement