Account Research
Simfoni
February 2026
We evaluated PE-backed manufacturers, distributors, and platforms with no procurement infrastructure. Here are 10 to start—why they're ready, who to contact, and how to get in.
10 Accounts Ready to Pursue
Aptean
~$1B revenue, 56 acquisitions, zero procurement team or tools. Clearlake hired a dedicated O.P.S. procurement analyst—they're building the function now.
Barry-Wehmiller
$3.6B, 260+ facilities, 150+ acquisitions. Staff described procurement as 'manual, time consuming and error prone.' VP hired to fix it—has no tools.
Brook + Whittle
New CEO started Feb 10—spent 4 years consulting PE companies on exactly this problem. $500M PIK debt, no CFO, no CPO. 90-day window open.
Loparex
$150M indirect spend confirmed, zero tools across 11 sites on 5 continents. Brand-new procurement team, sounding out $1.5B refinancing—every dollar is existential.
ORBIS Corporation
$2.3B Menasha, 110+ facilities, no procurement tech. SAP RISE went live Nov 2025—Ariba upsell is coming. Window to engage before lock-in is now.
Orchid Orthopedic Solutions
Merging with Tecomet into 24+ sites across 8-9 ERPs, zero procurement tools. VP Procurement publicly denounced 'spreadsheet mashing' across sites.
Parts Town Unlimited
$2.5B, 28 acquisitions, 46 brands, purchasing on spreadsheets. New CFO digitized procurement at BradyPLUS to 65% digital ordering—he's done this before.
Plaskolite
$740M, 18 plants, 6 countries. CEO was Head of Portfolio Ops at SK Capital—mandated procurement optimization for others' portfolios. Now has none of his own.
Roskam Foods
$750M, 3 merged entities, 5-person procurement team with no tools. D365 rollout underway—the integration window for procurement analytics is open.
SunSource
$2B+, 280+ locations, purchasing on Excel and Word. CD&R hired a Portfolio Procurement Director from Tapestry and Hershey ($5B combined spend)—top-down mandate in motion.
This was built without a conversation. No internal guidance.
With your input, it gets sharper.
No software. No platform.
Just answers: which accounts, why now, who to contact, how to get in.
Your team acting on accounts in days. Full delivery in 30.
Not a subscription.
How It Works
Pilot
$5KStrategy call to align on your priorities.
25 accounts, fully researched.
10 days.
Completion
$15K50+ remaining accounts, fully researched.
Prioritized by readiness.
30 days total.
We won't work with direct competitors for 12 months.