Case Studies
Creating Value Since 2014
25+
90+
$1B
M&A
Transactions
Client
Engagements
Enterprise
Value
M&A Support
Buy-side M&A transaction support, full-cycle due diligence, value creation planning, post transaction integrations, exits, carve outs, and divestitures.
Value Creation
Tactical guidance and execution for growth stage companies to accelerate revenue growth, improve profitability, launch new products, and deliver on turnaround mandates in an age of AI.
Interim Leadership
High impact and fully embedded interim CEO, COO, President, GM, Operating Partner, and Board of Directors representation.
M&A Support
Buy-side M&A transaction support, full-cycle due diligence, value creation planning, post transaction integrations, exits, carve outs, and divestitures.
Value Creation
Tactical guidance and execution for growth stage companies to accelerate revenue growth, improve profitability, launch new products, and deliver on turnaround mandates in an age of AI.
Interim Leadership
High impact and fully embedded interim CEO, COO, President, GM, Operating Partner, and Board of Directors representation.
Case Study #1:
Organic Growth Acceleration
As group CEO of a business unit inside a private equity–backed vertical SaaS platform, a Rubicon representative owned the P&L, product direction, and commercial strategy. Over two years, the business from $30M to $100M in revenue. Growth came through a combination of organic expansion and focused go-to-market investment across the unit.
Case Study #2
Platform M&A Integrations
Rubicon representative brought six acquired businesses together into a single operating group inside a $2B private equity backed software and payments platform. The work involved unifying strategy, teams, systems, and GTM motions, while consolidating overlapping functions and professionalizing operations. As a results of this, revenue growth accelerated into the double digits and EBITDA expanded by over 25%.
Case Study #3:
Private Equity Buy-Side M&A
Rubicon partnered with a $5B AUM middle-market private equity firm evaluating the acquisition of a $100M vertical software and payments business. The engagement ran the full deal cycle including commercial and operational due diligence, bottoms-up financial model, and a value-creation plan tied to specific growth and monetization levers to underwrite the transaction. Rubicon represented the client's interest, joined management meetings, and supported the sponsor through offer structuring and negotiation.
Case Study #4:
Turnaround & Exit
Rubicon representative was appointed to the Board of Directors of a $120M specialty manufacturing company by a $4B AUM private equity sponsor to affect a rapid turnaround and exit. Rubicon partnered with the sponsor and management to help guide the business back to 20%+ revenue growth and profitability after three consecutive down years. Rubicon subsequently support strategic process to exit the business to another private equity firm at a market-leading EBITDA multiple.