Global finance and corporate growth
    Case Study — Private Equity

    32% Savings. Straight to EBITDA.

    How CCM unlocked hidden value across a PE portfolio — renegotiating $20M+ in vendor contracts and eliminating $400K in hidden fees, without adding a single headcount. Every dollar flows straight to EBITDA.

    0%Reduction in Indirect Spend Costs
    $0M+In Vendor Contracts Renegotiated
    $0KIn Hidden Fees Recovered, Year One
    0%Flows Straight to EBITDA

    The Challenges

    Sound familiar? Most PE portfolios are sitting on 6–12% of indirect spend that could be recaptured — they just don't know it yet.

    Blind spots cost money.

    No visibility or benchmarking on indirect spend across the portfolio. Every vendor renewal was a missed negotiation, and every contract was signed in the dark.

    Fragmentation is expensive.

    Each portfolio company bought independently, forfeiting the leverage scale should provide. No shared standards, no consolidated pricing, no governance.

    Your operators shouldn't be doing this.

    Management teams lacked the bandwidth and category expertise to audit and negotiate vendor contracts — exactly when vendors win.

    Five Categories. One Engagement. Immediate EBITDA Impact.

    CCM ran a concurrent, multi-category optimization across the entire portfolio — delivering savings faster than any sequential approach could.

    Shipping

    Benchmarked carrier rates and optimized routing across small parcel, LTL, and freight for every portfolio company.

    Telecom

    Audited plans, eliminated unused lines, and renegotiated enterprise voice, data, and mobile agreements.

    MFDs

    Right-sized device fleets, standardized lease terms, and consolidated vendors.

    Background Screening

    Standardized vendor selection and negotiated volume pricing for pre-employment and compliance screening.

    Electronic Payments

    Identified and eliminated hidden treasury and payment-processing fees totaling $400K.

    The CCM Strategy

    We don't just cut costs. We build a system that keeps cutting them.

    Visibility

    Clear Optics for All Spend

    Built comprehensive dashboards giving PE leadership real-time visibility into indirect costs across every portfolio company.

    Policy

    New Expense Audit Policy

    Implemented standardized audit protocols and procurement policies, creating accountability and preventing uncontrolled spending.

    Standardization

    Right-Sized Products & Services

    Analyzed actual usage to eliminate over-provisioned services, redundant contracts, and misaligned product tiers.

    Integration

    Changing How Teams Buy

    Embedded procurement best practices into staff workflows, transforming purchasing behavior, not just vendor contracts.

    Why This Works for PE Specifically

    The CCM advantage — deep expertise applied at portfolio scale.

    Portfolio-Wide Leverage

    We aggregate spend across your entire platform and negotiate from consolidated scale — leverage no single portfolio company has alone.

    We Know What Vendors Won't Tell You

    Deep market intelligence across shipping, telecom, MFD, and payment vendors. We know exactly what "good" looks like.

    Every Contract Is a Negotiation

    We treat every renewal as a renegotiation, benchmarked against current market rates and hundreds of comparable deals.

    You Negotiate With Market Data, Not Blind

    Proprietary benchmarking from hundreds of engagements means every negotiation starts from strength.

    Find the savings your portfolio didn't know it had.

    Most PE firms are 6–12 weeks away from double-digit EBITDA improvement — they just haven't looked at indirect spend yet.

    No commitment. No fluff. Just a number.

    By submitting this form, you agree to our Privacy Policy.