Business / Financial Services Consulting Firm

Business and financial services have become critical for organizations that have right-sized internal operations and capital expenditures. But while the industry is growing, so are the challenges, from talent acquisition and retention, to training and balancing, to pricing and cost control.

CR3 helps providers address the challenges faced within today’s environment. Sophisticated analysis of cost and contract structures, training and equipment will lead to increased profitability and a stronger competitive stance within the marketplace.

Related Case Studies

View All
Private Asset-Based Lender

Private Asset-Based Lender

The company is a diversified private asset-based lender providing financing solutions to established middle-market businesses, emerging brands, technologies, and their sponsors.
View Case Study
Drone & UAV Remote Sensing Services

Drone & UAV Remote Sensing Services

The company was a $40MM drone and UAV remote sensing services company that was experiencing acute operating and cash flow losses due to high fixed overhead costs and uneconomic contracts.
View Case Study
Home Security

Home Security

The home security provider had $7MM in recurring monthly revenue (RMR), but was suffering from declining industry trends, increased competition, and significant technology upgrade costs.
View Case Study
Digital Media Services Provider

Digital Media Services Provider

The company is a $68MM private distribution, logistics, digital media, and licensed merchandiser with 250 employees. Following loan default and continued poor communication with the lender, the company hired CR3 partners to assess the business and ultimately engaged a member of the team as interim CFO.
View Case Study
Outdoor Advertising

Outdoor Advertising

The company creates and executes advertising campaigns in multiple outdoor venues such as gas stations, buses, trucks, restaurants, bars, and ski resorts.
View Case Study
Retail Marketing Company

Retail Marketing Company

The company was a large consumer products marketing company that had experienced a decline in liquidity, was anticipating continued near-term declines, and had concerns about missing covenants due to an expected 50%+ decline in EBITDA.
View Case Study

Explore Professionals

View All
James  Katchadurian

James Katchadurian

Partner
Tom S. O'Donoghue Jr.

Tom S. O'Donoghue Jr.

Partner
Dawn  Ragan

Dawn Ragan

Partner
Barak  Tulin

Barak Tulin

Partner

Explore Insights

View All
Keys to Ensuring a Successful Roll-Up
Article

Keys to Ensuring a Successful Roll-Up

Roll-up mergers can create significant value through scale and cost savings, but not all roll-ups perform as expected. Speed of integration may be the most challenging factor when acquiring and consolidating multiple assets.

Read More
Managing the Insource/Outsource Mix within a Restaurant Environment
Article

Managing the Insource/Outsource Mix within a Restaurant Environment

Ensuring every detail throughout the customer experience, as well as the back office, is executed according to a specific vision can lead to success, but it often means taking on functions internally that the business is not well-positioned to execute, or outsourcing functions that are best performed in-house.

Read More
Performance Improvement, A Primer
Article

Performance Improvement, A Primer

This introductory article is first in a Performance Improvement series. Subsequent articles will isolate and expound upon specific tools and techniques.

Read More

CONTACT US