Practice Area

Turnaround Advisory

Hands-on turnaround, performance improvement, and interim management for middle-market companies, lenders, and stakeholders during times of transition, opportunity, or distress.

Overview

Stabilize. Transform. Strengthen.

CMBG's turnaround practice serves middle-market organizations and stakeholders across a broad range of industries during times of transition, opportunity, or distress. Our professionals are experienced, hands-on, and collaborative — with a bias toward not just stabilizing but also transforming businesses that are facing financial and operational challenges.

We work side-by-side with management, boards, lenders, and equity holders to diagnose the real issues, build a credible plan, and drive the execution required to restore performance and protect enterprise value.

Whether the engagement calls for an independent business review, a full operational turnaround, or interim leadership in the C-suite, our team brings the cross-industry experience and judgment needed to make difficult decisions clearly and quickly.

Operating Principles

How We Work

Hands-On, Not Just Advice

We embed alongside management to drive execution. Slide decks don't change outcomes — disciplined daily decisions do.

Cross-Industry Perspective

Bringing learning across industries accelerates change and helps us avoid insular thinking. Industry experts are on every project, but breadth is part of the team by design.

Speed With Discipline

Turnarounds reward speed, but only when paired with rigor. We move quickly without skipping the diligence that makes the plan credible to lenders, boards, and employees.

Stakeholder-Aligned Outcomes

Successful turnarounds rebuild trust with lenders, customers, vendors, and employees in parallel. We keep that alignment visible in every plan and update.

Why Timing Matters

Why Hands-On Turnaround Work Pays Off

Turnarounds reward early action, disciplined execution, and the willingness to bring in operating leadership when the team needs more capacity. These figures help frame why proactive engagements tend to produce stronger outcomes for companies and lenders alike.

20k+

businesses file for bankruptcy annually in the US

50%

of small businesses fail within 5 years

70%

higher survival rate for companies that restructure early

40-60%

reduction in creditor losses through proactive restructuring

80%

of businesses working with consultants achieve better outcomes

Capabilities

Our Turnaround Services

Interim Management & CRO Services

Seasoned operators who can step in as Chief Restructuring Officer, interim CFO, or interim CEO to lead the company through a turnaround with the authority and accountability the situation demands.

Performance Improvement

Margin expansion, cost reduction, working capital optimization, and operational redesign for healthy companies looking to improve and distressed companies looking to survive.

Lender & Stakeholder Advisory

Independent business reviews, viability assessments, and negotiation support for banks, private credit funds, and other capital providers exposed to underperforming borrowers.

Operational Restructuring

Footprint rationalization, supply chain redesign, SKU and customer rationalization, and back-office consolidation to align the cost base with the realistic revenue picture.

Cash & Liquidity Management

Rolling 13-week cash flow forecasting, treasury controls, vendor stretch playbooks, and disbursement governance to extend runway and create the time required to execute a credible plan.

Strategic & Transaction Support

Sale-process readiness, carve-out execution, and strategic alternatives analysis for companies positioning for a refinancing, recapitalization, or change-of-control event.

Methodology

From Diagnosis to Durable Improvement

Phase 1

Assessment & Stabilization

  • Rapid 13-week cash flow build and liquidity runway analysis
  • Operational and financial diagnostic across functions
  • Identification of immediate cash levers and quick wins
  • Stakeholder mapping with lenders, vendors, and customers
  • Triage of contracts, leases, and committed spend
Phase 2

Turnaround Plan Design

  • Cost takeout, working capital, and margin improvement plans
  • Revenue, pricing, and customer profitability initiatives
  • Organizational redesign and management strengthening
  • Capital structure and lender negotiation strategy
  • Stakeholder communication and buy-in roadmap
Phase 3

Implementation & Performance Improvement

  • Hands-on execution alongside management — not just advice
  • Weekly performance tracking against the turnaround plan
  • Interim leadership (CRO, CFO, COO) when the situation requires it
  • Continuous lender and board reporting with clear KPIs
  • Transition to a stable, well-run operating company

When to Engage Us

Common Turnaround Scenarios

01

Underperformance vs. Plan

Companies missing budget for several quarters in a row, where the leadership team needs an outside perspective on whether the issue is market, model, or execution — and what to do about it.

02

Liquidity Tightening

Businesses where cash conversion is slowing, covenants are at risk, or the lender has asked for a third-party view before considering an amendment, waiver, or new facility.

03

Sponsor-Backed Portfolio Stress

Private equity portfolio companies that need rapid stabilization, an interim operator, or a credible plan to defend value before a recapitalization or sale process.

04

Pre-Sale Performance Improvement

Owners and boards preparing for a sale who want to clean up cost structure, demonstrate margin trajectory, and remove diligence risk before going to market.

05

Lender-Driven Independent Review

Banks and private credit lenders that need an independent business review (IBR) of an underperforming borrower, with a clear view of viability, downside, and recovery alternatives.

06

Post-Acquisition Integration Strain

Companies where a recent acquisition or roll-up is underperforming, integration has stalled, and the combined business needs an operational reset to deliver the original investment thesis.

Industry Experience

Cross-Industry, Operator-Led

Our team blends deep industry experience with cross-sector perspective. That combination is part of why turnaround plans we build hold up in lender meetings, board rooms, and the operating floor — not just in the conference room.

  • Manufacturing & Industrials
  • Distribution & Logistics
  • Consumer Products & Retail
  • Healthcare Services
  • Business & Professional Services
  • Technology & Software
  • Food, Beverage & Agribusiness
  • Energy & Asset-Heavy Operations

Related Resources

Related Videos and Case Studies for Turnaround Advisory

These related videos and case studies highlight the kinds of operational, financial, and stakeholder situations where hands-on turnaround work creates the most value.

FAQ

Questions About Turnaround Advisory

Turnaround engagements move fast and touch every part of the business. These FAQs cover timing, scope, interim leadership, and how we work with management, lenders, and boards.

Ready to Turn the Corner?

Let's talk about what's happening in your business and where a hands-on turnaround team can help most.

Start the Conversation