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

Private equity sponsors partnered with

Exits delivered

10+

Bolt-on acquisitions executed

$1bn+

Enterprise value shaped

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

Selected engagements

Situation, role, result

Interim leadership · Maritime services (PE-backed)

Stepping in to run the value-creation phase

Situation: A sponsor-backed maritime services operator was underperforming on margin during a critical value-creation phase.
Role: Took an interim CXO seat, bridging founders, management, and the investor through the turnaround.
Result: Roughly 10% EBITDA uplift over about six months.

Team engagement, prior to Navex.

Bolt-on integration · Transport & logistics

Integrating an acquisition without losing the base

Situation: A platform pursuing growth through acquisition needed an add-on integrated without disrupting the core operation.
Role: Led the operational integration and aligned the two management teams on one plan.
Result: The add-on was absorbed without losing core volume, on one operating plan rather than two.

Team engagement, prior to Navex.

Exit readiness · Shipping

Preparing a business to attract institutional capital

Situation: An owner-led shipping company was approaching a sale and needed to be ready for institutional diligence.
Role: Ran commercial and operational readiness and positioned the business for the process.
Result: The company went into the process investor-ready, with a clean operating story and the right metrics in front of buyers.

Team engagement, prior to Navex.

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

Bring us your next deal

Talk to an operator See how we work