Private Equity | M&A

VALUE CREATION PARTNERS

One Partner throughout the investment cycle

Industry

VALUE CREATORS and DOERS

Execution and Seniority

VALUE CREATED

SME Improvement

Industry: Mechanical Engineering

Objective: regain technological sovereignty and optimize margins through strategic supply chain diversification.


The Challenge: breaking free from dependence on a sole supplier that dictated terms and prices, eroding margins and quality.


The Excelia Intervention: we activated our Operational Framework across four synergistic levers:

  • Global Sourcing: strategic diversification of partners in Turkey and Eastern Europe to cut costs and strengthen negotiating power.
  • Supply Assurance: implementing rigorous Field Expediting protocols and systematic quality control systems.
  • Knowledge Management: updating product engineering and providing internal training to bring critical know-how back in-house.
  • Continuous Improvement: optimizing internal workflows through Kaizen projects and the 5S system to eliminate waste.


The Results:

  • -25% in supply costs thanks to strategic Global Sourcing.
  • -45% Lead Time, ensuring greater responsiveness to the market.
  • +75% internal know-how, eliminating technical dependence on external suppliers.
  • -27% Cost of Poor Quality (CoPQ), dramatically reducing waste and complaints.
  • +22% increase in EBITDA, driving solid and sustainable growth.

Operational Excellence for an EPC

Industry: Oil & Gas

Objective: ensure Compliance and business continuity through proactive supplier oversight.


The challenge: ensuring complete traceability and regulatory compliance (EN 1090) on a complex contract, overcoming the shortcomings of an inadequate supply chain that caused delays, rejects and the risk of unsustainable penalties.


The Excelia Intervention: we turned operations around through four pillars of our Framework:

  • Strategic Sourcing: qualifying elite workshops through Capacity & Capability audits and EXC3/EXC4 certification.
  • Welding Authority: technical coordination of welding, with WPS/PQR/WPQ validation to ensure compliance from day one.
  • Supply Assurance: proactive monitoring of critical stages (ITP) and cross-checking materials to eliminate non-conformities at the source.
  • Document Governance: centralized Technical Dossiers, D.O.P. and Welding Books for complete, unrestricted traceability.


The Results:

  • -72% in repairs and non-conformities in welded joints, thanks to ongoing quality monitoring.
  • -30% project lead time, synchronizing production and inspections.
  • -81% in extra costs, eliminating installation disputes and documentation delays.
  • 100% compliance of technical dossiers, eliminating post-sale disputes.

Industries Where We Create Value

Excelia Partners have extensive experience transforming operations for industry leaders in highly complex sectors:

  • Steelmaking & Plant Engineering: managing the Global Supply Chain for complex projects worth over €100 million and digitizing Vendor Rating processes using Power BI.
  • Oil & Gas: developing Procurement strategies for international projects worth up to €300 million and scouting suppliers in strategic markets (China, Vietnam, India, the United Arab Emirates, Turkey, Eastern Europe).
  • Nuclear & Power Generation: ensuring Master Compliance (ISO 19443) and QA/QC management to ASME standards, delivering “Zero-Claim” projects with no non-conformities.
  • Mechanical Engineering & Electronics: digital Transformation (MES, Kanban) and implementation of new international production sites (Greenfield) for electronic components.
  • HVAC: Leadership in Lean Transformation for multinational groups and optimization of Group Quality (60% reduction in defects).


Every success demonstrates our ability to turn operational challenges into measurable competitive advantages, delivering rapid results and sustainable value.