Case Studies

A National, Multi-Billion Dollar Investment Funds Manager

The client organization enjoyed a multi-year trend of explosive growth, and subsequent stresses on its business systems and fundamental strategy. Wide gaps in performance had begun to surface across different markets and geographies, and the client also saw significant challenges in sustaining growth through new product and market development.

A Division of a Fortune 250 Parts Distribution Company

A division with a strong legacy of customer service and solid financial results serving the manufacturing aftermarket through a network of company-owned and independent stores. At the same time, sustaining current results was proving to be more and more difficult.

When combined with significant increases in competitive intensity, as well as fundamental shifts in consumer markets, the division affirmed the need to rethink its overall approach to the market, and the clarity of its strategic plan. 

A $700 Million Asset Family Business

A family trust manages an array of agribusinesses, but had accumulated debt significant enough to merit rethinking the earnings potential of its current land holdings. At the same time, the trust's leadership had to manage an array of competing and increasingly complex family interests.

A $20 Million Manufacturing Company

A business that is one of the largest in a diverse portfolio of "low-tech" enterprises owned by a venture capital consortium. It had aspirations to grow the business aggressively over the next five years, but had struggled to find the right combination of strategy and organizational capacity. Given its historical focus on customers in the energy sector, the company also saw a significant need for product and market diversification to offset economic cycles.

Mid-Sized National Design/Build Construction Firm

The client was a construction firm specializing in turn-key real estate and construction solutions for the banking industry. Because of increasing competitive pressures in its space and the changing landscape of banking (consolidation, electronic banking, grocery store branches, etc.), the firm was facing increasingly tough headwinds as it attempted to achieve its growth and profit objectives.

Triaxia Partners was retained to lead the firm through an extensive, year-long strategic planning exercise that addressed the following items: