Part II: Alignment in Action - Case Studies That Moved the Needle
This is part 2 in a 2-part series about the multiplier effect of alignment (or misalignment). You can find part 1 of this series here.
Turning Alignment Into Action
If alignment is the multiplier, what does it look like in practice? Here are three examples where Concentric Global helped leadership teams turn mayhem into mastery, with results investors care about.
Accelerate Your Discovery & Needs Analysis by 83%
Case Study 1: Medical Device Company
The Challenge: The CEO and CFO were focused on aggressive EBITDA targets, while the COO and Head of Sales were locked in a turf war over pricing strategy. Decisions stalled, growth slowed, and turnover spiked in sales.
The Intervention: We ran an alignment sprint using Tool #2: Annual Operating Plan (AOP) & Bowling Chart from our 12 Tools Methodology to clarify the value creation plan, align leadership roles, and set decision rights.
The Results:
Sales cycle time dropped 22% within 6 months.
Voluntary turnover in sales fell from 18% to 8%.
Company hit $5.4M incremental EBITDA one year earlier than projected.
Case Study 2: Founder Transitioning to PE Partnership
The Challenge: A manufacturing founder brought in PE capital, but alignment fractured. The founder wanted to exit with as much value as possible, while the new majority owner sought cost discipline and rapid revenue growth. The new and existing executives weren’t sure which direction to follow.
The Intervention: We installed a Business Operating System based on the hybrid structure of ISO 9001 requirements and the 12 Tools Methodology to map the business model and align both the vision of the “Founder’s Era” and the PE firm’s thesis.
The Results:
Churn reduced from 12% to 7% in one year.
Customer NPS increased 15 points.
Enterprise valuation jumped 1.7x in 12 months with a clear roadmap to an exit at a 4x multiple by year 4.
Case Study 3: Global Automotive Firm Undergoing Turnaround
The Challenge: A transportation parts supplier with declining margins suffered from executive misalignment due to an excessive number of initiatives, a lack of prioritization, and siloed accountability. EBITDA has missed the plan for three consecutive years.
The Intervention: We simplified the leadership agenda to three critical initiatives directly tied to margin expansion and clarified roles across all levels and functions.
The Results:
Reduced SG&A costs by $5M in year one through focused execution.
EBITDA margin improved from 4% to 8% in 12 months.
Achieved successful sale at 5x EBITDA, up from the 3x baseline.
The Bottom Line
Alignment isn’t soft. It’s structural. It’s financial. It’s the hidden multiplier that accelerates growth, protects margins, and expands multiples.
From mayhem to mastery, alignment pays off in EBITDA and enterprise value.
Healthy growth starts with a solid strategic plan. A solid strategic plan starts with strategic alignment. Our innovative discovery process quickly identifies gaps in your “organizational identity”, your team’s capacity for change, and process maturity for each significant element of your business. Each assessment is designed to work independently. However, the best results come from a “3D view” of the current state of the organization. Our proprietary discovery process delivers fast, actionable insights with minimal disruption to your business, so your team is strategically aligned before strategy deployment.
Our Strategic Alignment & Deployment Workshop allows you to progress from discovery to a clear and documented roadmap 83% faster than the “Big Four” consulting firms. To schedule a free demonstration, book a call with us below.
