How confident are you that your portfolio companies will achieve their milestones this year?

Sales Optics® by LIFT will provide you and your PortCos with both a thorough and efficient answer to this incredibly important question.

WHAT IS SALES OPTICS®?

Sales Optics® is a proprietary process that is designed to clearly and objectively pinpoint the known and unknown factors that are helping or hindering business optimization (Sales & Profitability at their highest levels).

Data Collection

Over our 15 year history, LIFT has developed a reputation as “Sales Experts.” We have built this reputation by staying current on sales & marketing trends, and by assessing/understanding our client’s Customer Journeys and Selling Processes.  We know that your balance sheet tells a story, we also know that it doesn’t tell the whole story.  We interview/survey prospects, customers, partners and any internal stakeholders who impact any part of the sales cycle.

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Analysis

Over the past 15 years, we have engaged in over 980 distinct projects, across 13 different verticals, and 14 different countries.  Our history and experience enables us to view exactly what the data is telling us, and compare the data against other clients and projects.

Recommendations

The goal of each project is to help you to get one step closer to your investment thesis.  We will highlight recommendations that you can deploy immediately, over the next few quarters, or over the next few years.

We will highlight symptoms, and attempt to illustrate root causes.

Our recommendations will be based upon quantitative factors, qualitative factors, and collected wisdom.

WHY SALES OPTICS®?

When you and your team are ready, our goal is to achieve the highest multiple possible for your business.  The Sales Optics® process provides you and your PortCos with insights that will, if acted upon, positively impact the current and future state of your business.

History of work within PE

2008 – Present

 “LIFT was a tremendous partner to Catherine Monson and the FASTSIGNS team. Developing a nationwide program in a franchise system is difficult and hard to get buy-in. However, because of how complete the program was for franchisees to adopt and how meaningful the results, there was very strong adoption. LIFT made a tremendous impact on the trajectory of the FASTSIGNS brand.”

Managing Partner Roark Capital, Geoff Hill

Vertical Focus:

SALES OPTICS® IS the VALUE CREATION LEVER THAT YOU CAN PULL TO DELIVER ORGANIC SALES GROWTH.

Challenge

Metal Sales was faced with years of flat to negative sales volume growth within their largest market segment.

Solution

Metal Sales and Mackin Family accepted and acted upon LIFT’s recommendations and realized 16% Y0Y growth by the end fo FY2019.

By mid-2020, YoY growth had increased to 22%

“True to their word the LIFT team helped uncover issues undermining our growth objectives and provided a road map of action items to move us forward. As with most challenges organizations face, no single issue was in itself a home run, but in aggregate the actions recommended helped us drive double digit growth in a market environment that was relatively flat.”

—Metal Sales CEO, Nick Dowd

Get in Touch

Our mission is simple – DRIVE ORGANIC SALES GROWTH within your PortCos. We will research each selected company and provide them/you with data on what is helping or hindering business optimization. Whether they are a start-up or an established firm, understanding why they are/aren’t reaching their milestones is critical to their current and future value.

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Bob Logue

LIFT President & Founder

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Mark Coffman

Senior Advisor