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Technology Spend Without Clarity

Business Modernization for a PE-Backed Midmarket Company

A new CEO at a private equity-backed midmarket company had to find $23 million in savings for the board. Silver Tree's assessments surfaced more than $6 million in potential savings and a roadmap to reinvest them in growth.

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$6M+

Potential cost savings surfaced across IT and operations initially

$6M+

Potential cost savings surfaced across IT and operations initially

$23M

Prioritized transformation roadmap aligned with the board's savings and reinvestment goals

Reinvested

Savings redirected into strategic growth and innovation initiatives

The Situation

When a new CEO joined this private equity-backed midmarket company, he had to quickly identify $23 million in cost savings that could be injected into board-identified business areas. To achieve the board's aggressive goal, he needed a strategic partner to identify opportunities for cost savings, process optimization, and operational improvements across the company.

He turned to Silver Tree to assess critical business and IT functions. Silver Tree provided actionable roadmaps, advisory, and program and project management expertise, laying the foundation for savings and business innovation.

Why Silver Tree

Silver Tree's approach to assessments, cross-functional engagement style, and clear communication turned initial discovery work into a lasting strategic partnership. Its ability to surface actionable insights and translate them into value-driven programs with strong project management helped the CEO find the savings the board required and shift capital to high-priority strategic initiatives.

What We Did

  • Prioritize cost-saving opportunities: Recognized savings by optimizing service delivery, infrastructure spending, and support models, using a detailed, measurable roadmap for improvement.
  • Accelerate execution of strategic initiatives: Hands-on project management and executive-level support ensured alignment and momentum.
  • Uncover cost savings and efficiency: Identified opportunities to consolidate contracts and optimize third-party spending.

Key Results

  • More than $6M in potential cost savings surfaced across IT and operations initially
  • A prioritized transformation roadmap aligned with the board's $23M cost-savings and reinvestment goals
  • Savings redirected into strategic growth and innovation initiatives

Silver Catalyst Stages Applied

Assess · Design · Implement

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Silver Tree became more than a consultant. They became a trusted advisor who could be counted on to bring clarity, structure, and momentum to transformation initiatives.

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