Case Studies

Our team's track record

The engagements below reflect the founding team's operator experience prior to Navex. We show the work the way we run it: the situation, our role, and the result.

By the numbers

Operator track record, prior to Navex

25+
Years operating maritime & transport businesses
7
Private equity sponsors partnered with
5
Exits delivered
10+
Bolt-on acquisitions executed
$1bn+
Enterprise value shaped
~10%
EBITDA uplift (interim)

Figures reflect the founding team's operator experience prior to Navex.

Selected engagements

Situation, role, result

A few representative examples of how the team has created value, anonymized and framed honestly.

Marine & underwater services · Interim CEO & board · Board & Interim Leadership, Value Creation

Taking the CEO seat in a lender-backed turnaround

When a lender-controlled marine services operator hit a liquidity wall, a member of our founding team took the CEO seat and ran the recovery.

What we did
  • Narrowed 20+ initiatives to a Top-5 priority set
  • Installed 13-week cash flow and weekly liquidity control
  • Enforced an approval and spend-authority matrix
  • Reset leadership cadence: weekly ELT huddles + an execution workshop
Outcome
Rebuilt lender and board credibility, restored margin and cash discipline, and set a path to interest-service readiness.
We don't just advise the turnaround. We take the seat and run it, from the lender report to the shop floor.
Team engagement, prior to Navex.
Marine services · Private equity sponsors · Strategic Advisory for PE (deal sourcing)

A proprietary way into a fragmented segment

Generalist funds struggle to enter marine services. We gave sponsors an operator's way in.

What we did
  • Authored an operator-grade maritime investment thesis
  • Built a proprietary target screen across sub-segments
  • Profiled candidates on a consistent, comparable template
  • Framed an integrated marine-services platform play
Outcome
A structured, thesis-led pipeline into well-positioned, recurring-revenue assets, with a clear consolidation roadmap.
Sourcing grounded in operating knowledge, not a broker's pitch.
Team engagement, prior to Navex.
Multi-region operator · Value Creation & Growth Planning

Standing up a value-creation office after close

A newly acquired operator couldn't see its own margins. We built the machine that let management run the value-creation thesis.

What we did
  • Stood up a Transformation Office as the single quarterback
  • Defined the target operating model, SOPs and accountabilities
  • Set enterprise KPI definitions across the business
  • Built a three-tier analytics layer on one source of truth
Outcome
One consistent view of performance, faster decisions, and a value-creation plan management could execute and track.
Enterprise value over local optimisation. Clarity before automation.
Team engagement, prior to Navex.

Outcomes reflect the founding team's operator experience prior to Navex. Client and company names are withheld for confidentiality. Turnaround engagements are described by the actions taken and the discipline installed, not by unaudited figures.

References from former private equity sponsors and portfolio-company CEOs are available on request.

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