Case Study

Forward: Driving margin visibility and revenue clarity through a buy and build strategy

A fast‑growing consulting roll-up unified its fragmented IT, finance, and commercial systems to move from siloed operations to a cohesive operating model with reliable revenue and margin tracking.

Industry

B2B Services in Cyber Security

Tech Stack

Salesforce, Sage, Napta, DBT, Power BI

Key Services

Strategy, Data, Systems

At a glance

A fast‑growing, consulting roll-up — built through successive acquisitions — was struggling with M&A integration. Each entity operated with its own IT, finance and commercial systems, preventing consolidated reporting, margin analysis, and visibility across the organisation.

About Forward

The client was an international cybersecurity group whose rapid expansion through acquisitions created operational complexity. Each acquired entity retained its own IT infrastructure, financial workflows, and commercial practices.

"The clarity and control we’ve gained through integrated reporting have transformed how our teams operate and succeed"

Antoine Violet-Surcouf Associate Managing Director

The challenge

The group’s decentralized structure made it impossible to track revenue accurately across clients or products, understand project‑level profitability, or analyze customer retention.

Long-term Outcomes

The organization emerged with a unified, scalable operating model designed to support future growth. Financial transparency improved significantly, with reliable visibility into revenue, margins, and profitability across clients, products, and business units.

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