Case Portfolio | Empirical Proof of Value

Our Work & Case Studies

Our success is measured by the tangible, high-ROI results we deliver. Explore our case studies to see how PMG partners with organizations to tackle complex challenges and unlock transformative growth.

QSR, FSR, and Franchise Operations | North America
28xROI Delivered

A $462M Multi-Unit QSR Franchisee

In service-driven multi-unit operations, employee turnover is not just an HR cost but a direct tax on customer experience, operational consistency, and unit economics. Investing in culture, communication, and career pathways is a measurable driver of profitability, not an overhead expense.

Enterprise Software & SaaS | North America
33xROI Delivered

A $1.2B Enterprise Software Company

A broken support function does more than inflate costs; it actively dismantles customer loyalty and recurring revenue streams. Transforming support from a reactive cost center to a proactive, tech-enabled retention engine is one of the highest-ROI investments a SaaS business can make.

Enterprise Software & SaaS | North America
24xROI Delivered

A $260M B2B Software Platform

Internal complexity is a silent competitor. The cost of cumbersome processes and misaligned organizational structures is paid in employee time, customer patience, and forgone revenue. Simplifying internal workflows is not just an operational fix but becomes a strategic method of unlocking growth and customer focus.

Higher Education & Academia | North America
32xROI Delivered

A $389M Research University Faculty

In mission-driven institutions, administrative bloat is a tax on the core mission. Modernizing back-office functions through process clarity and intelligent automation directly funds and enables academic excellence and student success.

Government & Public Sector | North America
QualitativeROI Delivered

A $2.7B Provincial Education Authority

In the global competition for talent, a provincial education system is a strategic asset. Aligning academic output with economic demand requires moving beyond internal academic metrics to external, market-driven intelligence. This alignment is the foundation of regional economic resilience and growth.

QSR, FSR, and Franchise Operations | North America
21xROI Delivered

A $59M QSR Franchise Group

In franchise models, consistency is the brand. Management turnover is the single greatest risk to unit-level economics and brand equity. Building a talent factory with clear pathways and a supportive culture is a core operational strategy for scalable, profitable growth.

Private Equity & Portfolio Management | North America
7xROI Delivered

A $561M Private Equity Restaurant & Retail Portfolio

For private equity, operational value creation is the new arbitrage. Owning an asset without the expertise to run it leaves significant equity on the table. Embedding expert operational management post-close is a primary lever to achieve and exceed underwriting models.

Enterprise Software & SaaS | North America
11xROI Delivered

A $125M B2B Technology Platform

Global support fragmentation is a silent tax on growth. Inconsistency destroys customer trust and inflates costs. Centralizing governance, automating routine tasks, and instilling a culture of quality transforms support from a cost-centric burden into a scalable, brand-reinforcing asset.

Hospitality & Hotels | North America
22xROI Delivered

A $145M Multi-Property Hotel Franchisee

A crisis reveals the true flexibility of a business model. Surviving a market collapse requires decoupling revenue from traditional demand drivers and reimagining the physical asset for alternative uses. The ability to pivot operationally and commercially is a test of long-term viability.

Enterprise Software & SaaS | North America
13xROI Delivered

A $132M Enterprise Technology Company

For technology companies, growth stalls when the engine of customer acquisition operates independently from the engine of customer retention. Aligning sales, success, and product launch under a unified commercial strategy is essential to transform one-time sales into a compounding revenue machine.

QSR, FSR, and Franchise Operations | North America
11xROI Delivered

A $26M QSR Franchisee

In multi-unit franchise operations, consistency is the business model. Turnover and the absence of standardized processes are a single, systemic failure. Fixing one requires fixing the other; a robust SOP reduces training time and variability, which in turn increases employee confidence and retention.

QSR, FSR, and Franchise Operations | North America
17xROI Delivered

A $17M QSR Franchise Group

In a franchise model, competitive advantage is won at the local level. National brand power alone is not enough. Winning requires a dual strategy: ruthlessly optimizing unit-level economics while simultaneously building a hyper-local brand identity that fosters community loyalty.

Enterprise Software & SaaS | North America
2xROI Delivered

A $14M Software Development Platform

A production crisis is often the violent symptom of chronic technical and product debt. The most effective response addresses the immediate fire and the underlying arson risk before using the crisis as a catalyst to force necessary, sweeping simplification.

Enterprise Software & SaaS | North America
11xROI Delivered

An $88M Software Company, Post-Acquisition

Acquisition success is determined by post-close execution velocity, not just due diligence. A swift, surgical intervention to rationalize assets and unify operations can rescue a troubled merger and unlock its intended value.

Supply Chain & Logistics | Asia-Pacific
10xROI Delivered

A $6M Supply Chain Software Company

A superior product trapped by poor commercial execution is a common failure mode. Growth requires aligning the entire commercial engine around a crystal-clear, customer-centric value proposition. Fixing this alignment is often a higher leverage point than building more product features.

Financial Services & Digital Assets | North America
12xROI Delivered

A $57M Financial Services Firm

In the information economy, data silos are a structural flaw that cripples strategic velocity. Unifying data is not an IT project; it is a strategic redesign of how the organization sees itself and operates. The resulting transparency unlocks the capacity for informed innovation and rapid adaptation.

Hospitality & Hotels | North America
13xROI Delivered

A $21M Multi-Property Hotel Franchisee

In multi-unit hospitality, inconsistency is the enemy of profitability. Variability in performance is not inevitable; it is a failure of standardized process and data discipline. Implementing a single, analytics-driven playbook across the portfolio is the most direct path to transforming erratic assets into a predictable machine.

Higher Education & Academia | North America
QualitativeROI Delivered

A $147M Mid-Size University

The value of a university degree is increasingly measured by employability outcomes. Institutions must actively engineer the bridge between academia and industry, transforming from isolated educators into connected talent partners. This strategic shift is essential for long-term relevance and alumni success.

Hospitality & Hotels | North America
28xROI Delivered

A $27M Five-Property Hotel Franchisee

In multi-unit hospitality, inconsistency is the highest cost. Standardization is not about stifling service but about creating a reliable, efficient foundation upon which exceptional guest experiences can be consistently delivered. It transforms a collection of individual properties into a scalable operating system.

Higher Education & Academia | North America
25xROI Delivered

A $256M Provincial Community College

For modern educational institutions, the curriculum must be dynamically aligned with market demand. Enrollment growth is not just a marketing challenge; it is a strategic one that requires the institution to operate as a talent pipeline partner for industry, not just an academic silo.

Financial Services & Digital Assets | North America
26xROI Delivered

An $874M Digital Asset Exchange

In trust-based, high-velocity industries like crypto, customer support is the frontline of risk management and brand integrity. A scaling company cannot outgrow its ability to serve its users; the support function must be engineered with the same scalability and resilience as the core trading platform itself.

Hospitality & Hotels | North America
2xROI Delivered

A $33M Three-Property Hotel Portfolio

In owner-led exits, value is not found but it is created directly. A disciplined, professionally managed sales process that positions the asset strategically and cultivates competitive tension is the most reliable lever to maximize personal liquidity.

Nonprofit & Arts | North America
QualitativeROI Delivered

A $149M Fine Arts Institution

True strategic leadership is revealed not only in creating success but in managing necessary endings with integrity. A planned, ethical transition protects stakeholder value and preserves reputation, which is the ultimate currency for leaders and institutions.

Enterprise Software & SaaS | North America
22xROI Delivered

A $67M Open-Source Software Platform, PE-Backed

Open-source community and commercial viability are not mutually exclusive, but they cannot compete for the same resources. Success requires a deliberate bifurcation strategy: the free community edition must serve as a marketing engine, while the commercial product must offer distinct enterprise value. The PE goal is to monetize the bridge between the two.

EdTech & Educational Services | North America
23xROI Delivered

A $24M EdTech Platform, PE-Backed

Not all products are meant to be grown; some are meant to be harvested. A disciplined harvest strategy focuses not on new features or customers, but on radically simplifying the operation, automating retention, and cutting all non-essential costs to maximize cash extraction. This provides the financial runway needed for the parent company's next act.

Telecommunications & Consumer Technology | North America
19xROI Delivered

A $94M Enterprise B2B Platform

A vendor partnership in conflict is a massive silent tax on innovation and revenue. Restructuring a dysfunctional relationship to grant operational autonomy is often a higher-value action than building new features, as it unlocks the capacity to execute.

Telecommunications & Consumer Technology | North America
19xROI Delivered

A $35M Mobile App Development Platform

When your business is built on someone else's platform, their opaque policy change is your existential risk. Surviving requires treating the platform owner's automated messages as a cryptographic puzzle to be solved with forensic analysis, legal interpretation, and rapid, controlled experimentation.

Nonprofit & Arts | North America
QualitativeROI Delivered

A $7.5M Nonprofit Foundation

A grant is not a business model; it is seed capital for building one. Non-profits that mistake funding for sustainability face inevitable collapse. The strategic imperative during periods of grant-funded growth is to invest in building the operational engine and diversified revenue streams that will power the mission long after the specific grant money is gone.

Enterprise Software & SaaS | North America
15xROI Delivered

A $14M Acquired B2B Software Platform

The cost of indefinite integration is always higher than the cost of a decisive sunset. A rapid, well-communicated consolidation, though challenging, is superior to the slow bleed of maintaining parallel systems, as it frees resources to fuel the true strategic platform.

Supply Chain & Logistics | North America
17xROI Delivered

A $12M Legacy Supply Chain Platform

In a crisis, the optimal financial outcome is often containment, not maximization. Strategically abandoning a contested liability to protect customer relationships, brand reputation, and strategic focus is a financially astute form of damage control that preserves greater value.

Private Equity & Portfolio Management | North America
12xROI Delivered

A $260M B2B SaaS Private Equity Portfolio

Internal complexity is a silent competitor. In B2B SaaS, the cost of cumbersome processes and misaligned organizational structures is paid in employee time, customer patience, and forgone revenue. For PE-backed platforms, simplifying internal workflows is a strategic method of expanding EBITDA and unlocking the compounding returns that drive exit multiples.

Private Equity & Portfolio Management | North America
22xROI Delivered

A $143M Industrial & Manufacturing Technology PE Portfolio

A broken support function does more than inflate costs; it actively dismantles the customer trust on which long-term contracts and recurring revenue depend. For PE-backed platforms, transforming support from a reactive cost center into a proactive, tech-enabled retention engine is one of the highest-ROI investments available. In capital-intensive industries, operational excellence in customer support is a direct driver of exit value.

Manufacturing & Aerospace | North America
14xROI Delivered

A $125M Precision Manufacturing & Aerospace Components Company

In precision manufacturing and aerospace, support fragmentation is a silent tax on growth and a direct threat to client trust. Inconsistency destroys the confidence that high-stakes buyers require. Centralizing governance, automating routine tasks, and instilling a culture of technical quality transforms support from a cost-centric burden into a scalable, contract-retaining asset.

Manufacturing & Aerospace | Asia-Pacific
35xROI Delivered

A $1.3B Manufacturing Holding Company

For family office holding companies managing distributed manufacturing portfolios, growth stalls when customer acquisition and customer retention operate independently across siloed business units. Aligning sales, success, and product launch under a unified commercial strategy coordinated across geographies is essential to transform one-time transactions into a compounding, scalable revenue machine.

Government & Public Sector | North America
QualitativeROI Delivered

A 55-Seat Provincial Majority Campaign

A political campaign run like an agile, data-first startup outperforms one run like a tradition-bound institution. Closing a funding gap is only half the equation; deploying that capital against the right personas in the right ridings is what turns dollars into seats.

Government & Public Sector | North America
QualitativeROI Delivered

A $400M Municipality's Cross-Department Unification

Municipal gridlock is rarely a people problem; it's a process problem. Formalizing the handoffs between departments and enforcing data cleanliness at the point of entry unlocks hidden capacity that headcount alone never would.

Consumer Goods & Manufacturing | Asia-Pacific
15xROI Delivered

A $250M Manufacturer's DTC Market Entry

For a manufacturer at this scale, going direct-to-consumer is not a website launch; it's an operational DNA change. Converting raw production capacity into owned brand equity is what insulates a manufacturer from the next B2B downturn.

Nonprofit & Philanthropy | North America
QualitativeROI Delivered

A $15M Charity's Granting Governance Overhaul

In philanthropy, every hour spent on manual administration is an hour not spent serving the mission. Replacing subjective, paper-based granting with an objective, audit-ready system doesn't just reduce risk, it directly increases the share of every dollar that reaches the children it's meant for.