Post-Acquisition Operational Execution · LMM · $10M–$100M

We fix the operations so your portfolio companies run without the CEO as the bottleneck.

OAG deploys into lower middle market companies post-acquisition, eliminates operational waste, replaces bloated SaaS with infrastructure the company owns, and delivers measurable EBITDA improvement — typically within 90 days.

We build it. You own it. It costs almost nothing to run.

20+
Years operational leadership
90 days
To measurable EBITDA improvement
$120K+
Avg. waste identified per engagement
$75/mo
Infrastructure cost after stack replacement
The Problem

Three operational defaults that compress EBITDA in every LMM company we've entered.

These aren't strategy problems. They're operational debt — inherited processes, unquestioned defaults, and normalized inefficiency compounding quietly under the surface of every portfolio company.

Default 01

The CEO is still the operating system

Every critical decision routes through the founder. The business runs on instinct, not infrastructure. You can't exit a business that only works when one person is in the building. The 100-day plan requires extraction. Nobody has built the systems to make that possible.

Default 02

Spreadsheet and manual process hell

Month-end close takes two weeks. Data lives in 14 spreadsheets across six people. The CRM doesn't talk to the ERP. The team is running $300K/year in invisible workaround labor — cost that doesn't show on the P&L but destroys margin at scale.

Default 03

Post-acquisition chaos

The 100-day plan is written. The LOI closed. Now the portfolio company team is lean, the CEO is overwhelmed, and the sponsor needs EBITDA improvement fast. Plans don't execute themselves. Most PE firms don't have the operational bandwidth to run it. We do.

What We Deliver

Measurable outcomes. Not a slide deck.

Every OAG engagement produces specific operational outputs — not recommendations. Built systems, replaced costs, extracted capacity, and documented infrastructure ready for exit.

Quantified EBITDA improvement plan within 30 daysPrioritized initiatives with dollar-denominated ROI estimates — not a generic list of opportunities.
SaaS stack audit and replacement architectureEvery tool the company rents gets evaluated. What survives gets optimized. What doesn't gets replaced with infrastructure they own outright.
Automated workflows replacing manual processesThe $300K/year in invisible workaround labor gets mapped and eliminated. Systems built on Cloudflare Workers and Supabase — owned by the company, not licensed.
CEO extracted from day-to-day operationsDecision rights redesigned. Approval bottlenecks removed. The CEO stops being the critical path on every operational question.
Monthly close compressed from weeks to daysData architecture rebuilt so numbers are available when you need them — not two weeks after the month ends.
Clean operational infrastructure for exit-readinessSystems documented, processes standardized, owner dependency removed. The business runs — and can be valued — without the founder in the room.
The OIL Framework

Five phases. One principle: delete before you optimize.

Most consultants try to improve what exists. We interrogate whether it should exist at all. Built on decades of lean operational leadership and first-principles thinking — not a framework invented in a consulting deck.

01

Interrogate

Map every process. Question every assumption. Find where time and money actually go — not where people think they go. Most LMM companies have never measured their true operational cost structure.

02

Delete

Kill what doesn't need to exist. Most companies run 30–40% waste they've never measured. Before improving anything, we identify what should not exist — meetings, reports, handoffs, and approval layers that add cost without adding value.

03

Simplify

What remains after deletion gets reduced to its minimum viable form. Complex workflows consolidated. Decision paths shortened. Simplification always precedes speed.

04

Accelerate

Compress cycle times. Parallelize where possible. Remove approval bottlenecks. We prove the optimized flow manually before encoding it — so what gets accelerated is the right process, not a faster version of the wrong one.

05

Automate

Build systems the company owns for under $75/month that replace $15K–$25K/month in SaaS licensing. Automating a broken process locks in failure permanently — we only automate what's been proven and simplified first.

Engagement Model

Three ways to engage. Transparent pricing.

The math is straightforward.

Our average Override Diagnostic identifies $120K–$400K in hidden operational waste within the first 30 days. A full-time operations VP at a $20M company costs $150K–$250K in salary before benefits and equity. You get embedded COO-level execution from day one at a fraction of that cost — with measurable EBITDA impact in 90 days.

For PE sponsors evaluating portfolio-wide operational support, the PE Value Creation engagement is scoped around your hold period and portfolio complexity. Contact us directly.

Entry Point
Override Diagnostic
Full operational assessment of the portfolio company. Deep dive into process architecture, SaaS cost structure, and EBITDA compression points.
$25K–$75K
One-time · 2–3 weeks on-site
  • 2–3 day on-site operational walkthrough
  • Leadership interviews and operational data analysis
  • Override Blueprint — prioritized initiative roadmap
  • Dollar-denominated ROI estimate per initiative
  • SaaS stack audit and replacement architecture
  • Operational Default Scorecard across all functions
  • 30-day Quick Win Plan with implementation sequencing
  • 60-minute executive presentation for sponsor team
  • Exit Ready Assessment included
Book Scoping Call
Portfolio-Level
PE Value Creation
Post-acquisition operational execution across portfolio companies. Scoped to your hold period, platform complexity, and EBITDA improvement targets.
Custom
Scoped per engagement · Hold period alignment
  • Portfolio-wide operational assessment and prioritization
  • 100-day plan development and hands-on execution
  • EBITDA improvement roadmap with sponsor reporting
  • SaaS stack replacement across portfolio companies
  • Operating partner coordination and implementation support
  • Exit preparation — clean infrastructure, documented systems
  • Recurring operational review cadence with sponsor team
  • Family office operating partner engagement available
Book A Private Consultation
About

Built on the floor, not in a classroom.

Obsidian Axis Group was founded by Cedric, an executive operational strategist with decades of leadership across distribution centers, fulfillment networks, and service businesses at enterprise scale.

His career spans executive-level roles managing 200+ person operations, enterprise consulting engagements with Maersk, Amazon/AWS, Levi Strauss, and International Paper, and direct advisory work with growth-stage businesses navigating the operational complexity that comes with scaling through acquisition.

The OIL Framework was not designed in a boardroom. It was built through thousands of hours on warehouse floors, production lines, and inside the operations of companies that needed to move faster without adding cost — the same methodology now deployed inside LMM portfolio companies post-acquisition.

Every engagement is led personally by Cedric. When you hire Obsidian Axis Group, you get the architect — not a junior associate learning on your portfolio company's dime.

Experience
Decades in warehouse, distribution, supply chain, and service operations. Executive-level roles managing 200+ headcount. Lean Six Sigma practitioner.
Enterprise Client History
Maersk · Amazon/AWS · Levi Strauss · International Paper · Spencer Gifts/Spirit Halloween
Proprietary IP
16+ operational systems built and deployed. OIL Framework methodology. First-principles operator, not a slide-deck consultant.
Infrastructure Stack
Cloudflare Workers · Supabase · Google Workspace · GitHub · Claude Code — owned by the company, not licensed.
Headquarters
Charlotte, NC · Serving Southeast corridor and remote · Charlotte · Greenville/Spartanburg · Atlanta
Where the Methodology Was Proven

The OIL Framework wasn't designed for LMM companies first. It was stress-tested inside DefaultFail — the operator community where every system and framework was proven by real business owners before it became a consulting engagement.

The $75/month infrastructure stack deployed in every Fractional COO engagement was built, tested, and refined across dozens of operator businesses before OAG took it into post-acquisition execution. When we say it works, we have the receipts.

Scope & Boundaries

We work on the inside of your business. Not the client product layer.

We replace the internal business operations layer of your tech stack. That means the tools running your strategy, workflows, communications, people management, project coordination, and day-to-day operations. We do not touch specialty software that serves your clients directly or handles regulated data. If your portfolio company uses healthcare scanning systems, financial analysis platforms, compliance tools, or any software where the output directly affects the safety or financial wellbeing of a third party, those stay exactly where they are. We are not a development house and we do not build custom software on demand. We analyze what is running internal operations, eliminate what should not exist, simplify what remains, and replace what makes sense with infrastructure you own.

The Team

Senior operators. Not junior associates.

Every person on this team has built, scaled, or fixed something at a level most consultants only read about. When OAG engages, you get decades of combined operational intelligence — not a fresh MBA running a playbook.

Principal & Architect
Chief Strategist
Leads every diagnostic and designs every operational override. Decades in warehouse, distribution, and service operations leadership at enterprise scale.
200+ headcount managed · Enterprise-scale systems · 16+ proprietary tools built
Intelligence & Data
Senior Data Scientist
Former intelligence community operator with expertise in data science, pattern recognition, and threat-level analytical frameworks applied to operational intelligence.
Intelligence community veteran · Advanced analytical modeling · Operational data architecture
Economics & Analysis
Applied Economist
Master's in Applied Economics with expertise in financial modeling, cost-structure analysis, and quantifying the true EBITDA impact of operational inefficiency.
M.S. Applied Economics · Financial modeling · EBITDA impact analysis
Executive Operations
Former Fortune 500 COO
Executive-level operational leadership at Fortune 500 scale. Brings pattern recognition from managing complex organizations and translates enterprise discipline to LMM portfolio companies.
Fortune 500 COO · Enterprise-scale operations · Post-acquisition integration
Growth & Partnerships
International Entrepreneur
Built and scaled businesses exceeding $75M in international revenue. Leads sponsor relationships, strategic partnerships, and market expansion for the firm.
$75M+ in ventures · International markets · PE sponsor relationships
Marketing & Positioning
Fractional CMO
Drives inbound strategy, brand positioning, and market messaging. Ensures OAG's operational capabilities reach the right sponsors and operating partners at the right time.
Fractional CMO · B2B positioning · Sponsor-facing pipeline architecture
Why this matters to your portfolio company: When you engage Obsidian Axis, you're not hiring one consultant. You're accessing a team that includes intelligence-grade data analysis, applied economic modeling, Fortune 500 operational leadership, and senior marketing strategy — all focused on finding and fixing the operational defaults silently compressing EBITDA in your portfolio company.
Charlotte, NC
Greenville / Spartanburg, SC
Atlanta, GA
Remote Engagements
Next Step

Every engagement starts with a conversation.

30 minutes. No pitch deck. We'll review the portfolio company's operational situation, identify the most expensive defaults, and tell you honestly whether an OAG engagement makes sense. If it doesn't, we'll tell you that too.

cedric@obsidianaxisgroup.com · Charlotte, NC · obsidianaxisgroup.com