Case Studies

A Trusted Partner

Vessel Advisors exists to help businesses and their leadership to thrive. And we are proud of the results we've earned for our clients.

Case Studies

Real Engagements. Real Outcomes.

Growing Volume. No Margin by Lane.

Logistics — Freight Consolidation and Regional Distribution

Growing Volume. No Margin by Lane.
Read Case Study
Five Companies. One Set of Books.

Multi-Entity Holding Group — Construction and Equipment

Five Companies. One Set of Books.
Read Case Study
Full Utilization. Margin Below Cost.

Technology Consulting — Platform Implementation Services

Full Utilization. Margin Below Cost.
Read Case Study
Every Engineer Was a Contractor. No IP Assignment.

Venture-Backed Hardware & Connected Devices

Every Engineer Was a Contractor. No IP Assignment.
Read Case Study
Employee-Owned. No Forecast of the Repurchase Obligation.

Architecture & Engineering — ESOP-Owned, Multi-Office

Employee-Owned. No Forecast of the Repurchase Obligation.
Read Case Study
Clean Audit. No Program-Level Reporting.

Nonprofit — Multi-Program Services

Clean Audit. No Program-Level Reporting.
Read Case Study
Cash Basis at $10M. Five Years From a $100M Exit.

E-Commerce – Rapid Growth

Cash Basis at $10M. Five Years From a $100M Exit.
Read Case Study
High Activity Doesn't Mean High Visibility.

Real Estate & Service Business

High Activity Doesn't Mean High Visibility.
Read Case Study
$100M Business. $10M Infrastructure.

Manufacturing & Distribution

$100M Business. $10M Infrastructure.
Read Case Study
The Field Was Ready. The Books Weren't.

Construction – Electrical Contractor

The Field Was Ready. The Books Weren't.
Read Case Study
Strong in the Field. Blind in the Back Office.

Construction – Electrical Contractor

Strong in the Field. Blind in the Back Office.
Read Case Study
Decades of Success. A Finance Function Still on the Original Playbook.

Manufacturing & Distribution

Decades of Success. A Finance Function Still on the Original Playbook.
Read Case Study
Revenue Tripled in Twelve Months. The Back Office Didn't.

Construction – Utility Contractor

Revenue Tripled in Twelve Months. The Back Office Didn't.
Read Case Study
The Field Was Executing. Finance Hadn't Kept Up.

Professional / Technical Services

The Field Was Executing. Finance Hadn't Kept Up.
Read Case Study
What Got You Here Won't Get You To What's Next

MSP / IT & Cybersecurity

What Got You Here Won't Get You To What's Next
Read Case Study
Built to $110M. The Finance Function Never Got the Memo.

Construction – Commercial Construction

Built to $110M. The Finance Function Never Got the Memo.
Read Case Study
Growth Creates Complexity. Complexity Creates Risk.

Food & Beverage

Growth Creates Complexity. Complexity Creates Risk.
Read Case Study