CASE STUDIES

BMP partners have completed hundreds of assignments in their combined 90 years+ financial careers. Whether a company is in crisis, requires buyside/sellside due diligence or simply needs to enhance existing management, BMP has the solution.

Briggs Management Partners has always operated in a discreet fashion and does not trumpet our successful engagements to the investment banking community or within our client’s industry. Below however are specific engagements successfully completed.

Aerospace & Defense
Aerospace & Defense company

Scenario

 

A $100M+ 3-division defense and aerospace manufacturer had broken production, operations and accounting processes resulting in over $14M in losses. Individual divisions had no autonomy, and cash management was performed at the corporate level.

 

Additionally:

  • Inventory turns were dangerously low, tying up critical cash resources
  • Production management was haphazard
  • Manufacturing overhead was ignored in costing calculations
  • Government and commercial customers were severely fatigued from late deliveries
  • Vendors were reducing shipments and refusing to ship critical manufacturing materials
  • The company’s credit facility (secured with substantially all of the real property) was in technical default, and the senior lender was considering foreclosure proceedings

 

As a result, the financial sponsor was forced to take a $25M+ “mark to market” write-down.

 

Action Taken

 

BMP partners took on the CRO and CFO roles, and established new production management and processes, sold off excess inventory generating much needed cash flow, developed a manufacturing COGS forecast including forecasted purchases, renegotiated terms with fatigued vendors (obtaining 60-day terms in some instances), and returned all customer shipments to agreed-upon schedules.

 

Result

 

In one year, the company went from losing $14M in EBITDA to generating $5M+ in EBITDA. One division was sold, and the senior lender and financial sponsor were able to bring their entire investments back onto their balance sheets.

Service Providers
B2B2C SAAS

Scenario

 

A $130M Business-to-Business-to-Consumer SAAS company had poor EBITDA performance, inadequate monthly close procedures, and materially inaccurate forecasting. The ownership team was extremely disappointed in these results but was unable to determine the root causes of underperformance. Additionally, the credit facility was imperiled due to a technical default and a lack of audited financial statements.

 

Action Taken

 

A BMP partner was inserted as the interim CFO. BMP evaluated the existing accounting team, forecasting techniques and accounting closing procedures and:

  • Designed a targeted accounting department recruitment plan to acquire capable talent
  • Developed monthly close procedures and industry standard forecasting models with variance analysis
  • Established best practice cash flow management processes
  • Created a monthly reporting package with key financial and operating metrics for the financial sponsor

 

Result

 

The monthly financial close was reduced to 3 business days, and the financial audit was completed. Company performance was measured monthly, returning the company to stable and predictable profitability, and ownership and the company’s lenders were satisfied.

Oil & Gas
Oilfield Services and Drilling Tool Rental

Scenario

 

A struggling $230M Oil Field Services and Drilling Tool Rental company was in decline when oil prices and the deep gas drilling industry turned sharply downward. Syndicated drilling funds (a large source of revenues) disappeared, and availability of energy company loans quickly diminished.

 

The company was hemorrhaging cash without awareness of how to react or even mitigate loss, and conditions worsened daily.

 

Action Taken

 

Quick action was required to battle the company’s decline in the deteriorating market conditions. A BMP partner assumed the role of CRO and:

  • Took control of cash and established control over all capital spending and all purchase orders
  • Produced an immediate assessment of revenue generation and equipment utilization by each of the 28 operating locations to direct focus and action
  • Established reliable personnel reporting by location
  • Implemented cost reduction programs and eliminated or consolidated locations where appropriate
  • Refocused the sales organization, targeting oil and gas industry majors vs. syndicated drilling funds

 

Result

 

The company achieved a full year of positive performance and was ultimately taken public on NYSE.

Healthcare
Home Healthcare Agency

Scenario

 

One of Virginia’s largest home health care agencies with over 3,000 employees was trending negative and financial reporting was in disarray.

 

Action Taken

 

BMP retained outside auditors and hired additional interim management. Financial reporting was restructured, workforce assessments and reductions were implemented, and the company was positioned for sale.

 

Result

 

The company was successfully sold to a Private Equity fund.