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.
Organic Growth Acceleration
Rubicon representative served as a Group GM/CEO inside a private equity–backed vertical SaaS platform, tasked to drive rapid organic and inorganic growth ahead of a recapitalization and IPO. The approach involved leading M&A to acquire 8 companies, consolidating operations, and resetting and commercial strategy. As a result, the business group grew from $30M to $100M, organic growth more than doubled, and net revenue retention increase to over 100%.
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 approach involved unifying strategy, teams, systems, and GTM motions, while consolidating overlapping functions and professionalizing operations. As a result, revenue growth accelerated into the double digits and EBITDA expanded by over 25%.
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 value-creation planning, tied to specific growth and monetization levers to underwrite the transaction.Â
Turnaround & Exit
Rubicon representative was appointed to the Board of Directors of a $120M specialty manufacturing company by a $4B AUM private equity sponsor, tasked to support a rapid turnaround and exit. The approach included hands-on board level leadership, working closely with the management team to set and execute priorities, and prepare the business for sale. As a result, the business guided back to strong double-digit organic growth and improved EBITDA profitability after three consecutive down years, and successfully exited to a private equity firm for a market-leading consideration.