About Forsyth Advisors2024-01-30T10:56:50-06:00

About Forsyth Advisors

About Forsyth Advisors

100

Days of Works

+

$100k

Client Cost

=

$1,000,000

Execution-Ready Savings

Trusted Partners

Trust is earned. Through our words and actions. We aim to be the trusted partner of choice for private equity firms, leadership teams, and portfolio companies in the middle market.

Building Future-Defining Value

At Forsyth, we want to help build companies that will grow for the full ownership cycle. By partnering directly with private equity firms, leadership teams, and portfolio companies, we can create lasting wealth and secure stakeholder profit.

Process Driven

At Forsyth, we want to help build companies that will grow for the full ownership cycle. By partnering directly with private equity firms, leadership teams, and portfolio companies, we can create lasting wealth and secure stakeholder profit.

What we don’t do & what we do

What we are not
There are a lot of lean consultants and some firms that address expense reduction, but that’s not what we do. If you read our “competitors’” team bios, none of the senior people list sourcing as a skill set. Most have plant management and operations certifications. We would not hire them or any of their employees.

Some may claim they will address direct commodities, but it’s rare and they don’t have engineers who understand how to address meaningful cost categories — especially when they only have indirect experience like negotiating the price of office supplies.

When it comes to these “strategy” firms that sell you ideas; execution gets expensive and results can vary. These firms are more broadly focused on operations with practices such as due diligence or lean manufacturing, and they charge high rates regardless of the results. They love big projects and might be a great choice when your companies have over $1 billion in revenue, but this strategy will not work in $30 million companies.

Why say all of this? Because regardless of company size, we are brought in to negotiate 20%-25% savings on packaging, freight, raws, etc. after these firms leave.

What we do
We utilize strategic sourcing and address operational initiatives to deliver 20%+ savings opportunities on your most important cost categories. To date, we’re not aware of many other strategic sourcing firms that deliver EBITDA margin enhancement by addressing cost while executing the strategies they develop.

Trusted Partners

Trust is earned. Through our words and actions. We aim to be the trusted partner of choice for private equity firms, leadership teams, and portfolio companies in the middle market.

Building Future-Defining Value

At Forsyth, we want to help build companies that will grow for the full ownership cycle. By partnering directly with private equity firms, leadership teams, and portfolio companies, we can create lasting wealth and secure stakeholder profit.

Process Driven

At Forsyth, we want to help build companies that will grow for the full ownership cycle. By partnering directly with private equity firms, leadership teams, and portfolio companies, we can create lasting wealth and secure stakeholder profit.

Building Future-Defining Value

At Forsyth, we want to help build companies that will grow for the full ownership cycle. By partnering directly with private equity firms, leadership teams, and portfolio companies, we can create lasting wealth and secure stakeholder profit.

Process Driven

At Forsyth, we want to help build companies that will grow for the full ownership cycle. By partnering directly with private equity firms, leadership teams, and portfolio companies, we can create lasting wealth and secure stakeholder profit.

Our Core Values

We live at the intersection where strategic brilliance meets operational excellence. As a proven boutique private equity consulting firm, we are dedicated to unlocking truly future-defining value in portfolio companies through supply chain optimization.

At Forsyth Advisors, we understand that our private equity partners seek more than just advisory services. We strive to be a partner who can not only navigate complex challenges but also implement the transformative change we recommend. We’ve built our reputation as a trusted ally, consistently delivering results that elevate the performance and profitability of our clients by executing the strategies we create.

Figure It Out

In the fast-paced world of private equity, challenges emerge at every stage of the ownership cycle. We thrive on unraveling complexities, solving the unsolvable, and uncovering valuable opportunities. Our commitment to ‘Figure it Out’ means continuously learning, finding innovative ways to overcome obstacles, and providing our partners with the solutions they seek.

Be A Good Teammate

Collaboration is the cornerstone of our success. We understand that the strength of our partnerships lies in being more than just advisors. We seamlessly integrate into your team, fostering an environment of mutual respect, open communication, and active collaboration. Together, we navigate challenges and celebrate triumphs, creating enduring relationships that drive shared success.


Collaboration is at the heart of what we do both internally and externally. We understand the importance of working seamlessly with our clients and their portfolio companies. By fostering a culture of mutual respect, open communication, and active listening, we build lasting partnerships that stand the test of time. We don’t just advise; we become integral members of your team and  success.

Own It

Accountability is woven into the fabric of our approach. We don’t just offer recommendations; we take full ownership of the outcomes. Our team thrives on responsibility, ensuring that our strategies translate into measurable, bottom-line impact. When you engage with us, you’re not just getting advice – you’re gaining a committed partner dedicated to seeing your vision through to success.


Accountability is non-negotiable. We take ownership of our recommendations and work tirelessly to see them through to fruition. Our team is driven by a sense of responsibility, ensuring that our strategies translate into tangible, bottom-line results. When you partner with us, you can trust that we will not only identify opportunities but also take full ownership of their execution.

Get Shit Done

In the high-stakes world of private equity, execution is paramount. We are known for our relentless pursuit of results, cutting through red tape to deliver outcomes that matter. Our proactive, results-oriented mindset ensures that we not only identify opportunities but swiftly convert them into tangible, game-changing achievements.


In the world of private equity, actions speak louder than words. We are relentless in our pursuit of results, known for our ability to cut through bureaucracy and deliver outcomes that

Our 4 F’s

We live at the intersection where strategic brilliance meets operational excellence. As a proven boutique private equity consulting firm, we are dedicated to unlocking truly-future defining value in portfolio companies through the optimization of their supply chains.

At Forsyth Advisors, we understand that our private equity partners seek more than just advisory services – they crave partners who can not only navigate complex challenges but also implement transformative change. We’ve built our reputation as a trusted ally, consistently delivering results that elevate the performance and profitability of our clients by executing the strategies we create.

Function Experts

Our strategic sourcing expertise was developed at Fortune 50 companies and proven over hundreds of middle market portfolio company engagements.

At Forsyth Advisors, we are a collective of seasoned professionals, each a specialist in their respective functions. Our comprehensive knowledge spans the entire supply chain spectrum, allowing us to diagnose challenges and implement tailored solutions that optimize efficiency and elevate performance.

Fractional Teams

We deploy fractional teams led by seasoned sourcing experts to precisely tailor our work to your unique needs. Our approach ensures you receive the right expertise at the right time with the ability to quickly scale our efforts and maximize impact without unnecessary overhead costs.

Flexible Structures

No two companies are identical, and we understand the importance of adaptability. Our flexible structures allow seamless integration with your existing operations, preserving what works while injecting innovation where needed. This ensures a smooth and efficient transformation without disrupting the core of your business.

We are easy to work with and flexible throughout our engagement. We can identify opportunities, develop the strategies, execute, and/or provide oversight.

Focused Operators

Beyond mere consultation, our team comprises hands-on professionals who dive deep into the intricacies of your business. This focused approach results in actionable insights and rapid, tangible improvements that resonate throughout the supply chain.

We focus on results and stay on goal and on task to ensure we are consistently exceeding your expectations. Our company is built on the backs of career manufacturing and sourcing professionals, not career consultants.

Fail Fast

We embrace the philosophy of “Fail Fast” as a catalyst for innovation. Our process is data-driven and scientific. The strategies we develop and the solutions we execute are refined through rapid experimentation to confirm or disprove hypothesis. To solve unique and complex challenges, swiftly testing opportunities and continuously improving on the results brings the most impactful value to bear.

Our Process

In our proven four-step process, we work directly with tactical team members, including purchasing managers, buyers, and quality engineers, to gain company buy-in, ensure sustainable change in supplier relationships, and position your company for profitable growth.

Tactical Execution

We work with tactical teams and suppliers to establish improved contracts and supplier relationships. Unlike other firms, we execute and implement the strategy we develop.

Project Optimization

Our strategic sourcing specialists follow through on every project, and we ensure your company is implementing our strategy and achieving measurable results.

Sourcing Strategy

Our experts identify and diagnose supply chain risks and opportunities to bring highly profitable solutions to the table that will position your company for profitable growth and millions in execution-ready savings.

Fractional Team

Our teams at Forsyth Advisors work hand-in-hand with your front line teams to validate our strategy before execution and scaling our efforts to meet your requirements.

Impact Framework For Private Equity

We utilize a lean, flexible approach to drive immediate results within individual portfolio companies, continue building on our successes together, and optimize portfolio companies to maximize EBITDA margin. As we strategize for big picture pre-exit states, our fractional teams collaborate with the front lines — scaling our efforts at a moment’s notice.

Our Leadership

James Pratt

Managing Partner

Nathan Overboe

Managing Partner

Matt Gieseking

Partner, Business Development

Sonja Hordvik

Chief Operating Officer

Oscar Owens

Vice President, Diligence

Values hand-in-hand with Valuation

Elevate Your Investments with Forsyth Advisors

Our commitment to excellence, unwavering dedication to supply chain optimization, and adherence to our core principles make us the go-to resource for private equity firms seeking to amplify the value of their portfolio companies.

We are a fractional team made up of function experts and focused operators who drive future-defining value with flexible engagement structures.

Request a consultation today to see which of your companies qualify.

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