Operational Clarity
What I Do
I work with PE sponsors and portfolio company CEOs to close the gap between how a business looks on paper and how it actually performs in the field.
Deals Close. Then Reality Hits.
The model says one thing.
The field says another.
Reporting overwhelms leadership.
Integration stalls.
Execution drifts.
Where I Get Called In
Pre-Acquisition Operational Assessment
The model says this company is a fit but no one has pressure tested whether the leadership, systems, and operating rhythm can perform under new ownership.
I assess operational readiness before closing: leadership depth, margin reliability at the job level, and integration complexity so the sponsor knows what they are buying and what needs to change on Day 1.
Post-Acquisition Execution Drift
The deal closed, but reporting demands are overwhelming leadership, the operating cadence does not exist, and friction between sponsor and operator is building.
I establish a practical cadence that aligns sponsor expectations with how the business actually runs. Better meetings, not more meetings, so leadership can focus on execution and margin performance.
Platform Integration
A company was added to the platform with no Day 1 plan. Systems do not align, cultures are clashing, and synergy exists only in the model.
I build a business specific 30-60-90 day integration approach tied to the financial model with clear and specific priorities, not 20 things at once. This reduces resistance at the operating level before it calcifies.
Margin Erosion & Visibility
Jobs look profitable until they are not.
PMs are reactive and leadership does not trust the numbers.
I create usable visibility into cost and risk using existing systems so leaders can identify margin leakage and act before it shows up in financials.
Executive Coaching
I work one on one with portfolio company leaders and senior operators who have been promoted into roles that demand more than technical skill.
My coaching focuses on the leadership gaps that show up during growth, acquisition, or transition. The moments where how you lead matters as much as what you know.
HOW I WORK
Hands On. High-Engagement. Limited Clients
I start by understanding how the business operates, what is working, what is not, and where friction is being created before I change anything.
Then I align leadership, establish a sustainable cadence, and focus on practical changes that improve execution quickly.
Engagements are typically fractional or project based, 3 to 9 months. I limit the number of active clients to ensure direct, personal involvement not a team of junior associates.
Three Ways I Work With Clients
Fractional & Interim Leadership
Strategic Advisory & Board Service
Strategic Advisory & Board Service
I step into roles where stability, clarity, or operational leadership is needed during growth, transition, or vacancy. You get an operator’s perspective without the overhead of a full time hire and without the agenda of a traditional consulting firm.
Strategic Advisory & Board Service
Strategic Advisory & Board Service
Strategic Advisory & Board Service
I work with companies and PE firms to improve execution, strengthen leadership teams, and ensure strategy translates into results. This can be as an advisor or in a board capacity where an independent, experienced perspective is valuable.
Training & Leadership Development
Strategic Advisory & Board Service
Training & Leadership Development
I work with leaders, project managers, and operational teams to strengthen how they plan, communicate, manage profitability, and build sustainable careers. The focus is practical application, not generic corporate training.
Who I Serve
$20M to $150M revenue industrial, mechanical, and specialty contracting businesses
PE backed or founder led companies in transition
Situations involving acquisition, integration, or leadership change where the sponsor or CEO knows they have a problem and wants it solved, not studied
Leadership Development: I work with leaders and teams to strengthen how they plan, communicate, and execute especially in environments where expectations are increasing and the margin for error is shrinking.
Engagement Model
Discovery
A focused conversation to understand the situation, the real problems (not just the symptoms), and whether I am the right fit.
Scope & Structure
If there is a fit, we define a clear scope, timeline, and set of deliverables.
Execution
I work directly with leadership and teams. High touch, high accountability, limited engagements so you get my full attention.
Transition
I build capability that stays after I leave. The goal is always to make myself unnecessary.
Corey's Background
I spent over 30 years in the mechanical and industrial contracting industry, starting in the field and working my way to President and co-owner of a private equity backed mechanical contracting firm.
I helped scale that business from roughly $10M to over $80M in revenue, led it through a sale to a private equity sponsor, and then operated within the platform post acquisition navigating sponsor expectations, integration complexity, and the day to day realities of running a specialty contractor under institutional ownership.
That is not a credential I studied for. It is one I earned.
Today, I serve as a Special Advisor and Board Member for a private equity backed platform company, and I work with a select number of companies through Elevare Strategic Solutions.
THE EGS PHILOSOPHY- Elevate - Give - Solve
Elevate
I help leaders grow, simplify the complex, and create the structure needed to scale. Better people build better companies.
Give
I share my experience, time, and perspective so others gain the tools and judgment to succeed long after I am gone. I am here to transfer knowledge, not stay embedded indefinitely.
Solve
I work alongside clients to solve their hardest operational and people challenges. Practical, measurable, real world solutions.