About Steel & Equity
Steel and Equity is the weekly strategic briefing delivering actionable blueprints to unlock $500k–$3M in working capital and add 3–5 EBITDA points. We build the "Digital Backbone" for the physical economy—partnering with mid-market manufacturers, heavy equipment distributors, and industrial leaders ($5M–$50M).
THE FORMAT: Weekly Action Plans We don't provide "theory." We provide schematics. Every week, you receive a step-by-step Action Plan to solve complex operational friction, ready to hand to your Ops or Sales Manager on Monday morning.
PILLAR 1: Revenue Operations (RevOps) We stabilize the "Steel" world by bridging the gap between heavy machinery and high-tier financial strategy. We automate your Quote-to-Cash journey to ensure sales data flows seamlessly into your supply chain.
S&OP Implementation: Syncing sales demand with warehouse throughput.
Workflow Orchestration: Removing manual friction from legacy ERPs.
PILLAR 2: Strategic Account Expansion The real margin for equipment dealers is in the "Long Tail." We build systems to automate:
Cross-Selling: Bundling machine sales with parts and service contracts.
Upselling: Using IoT/Telematics data to identify fleet replacement cycles.
Aftermarket Capture: Automated alerts for maintenance and renewals.
PILLAR 3: Capital Efficiency & EBITDA We engineer the balance sheet to maximize your business valuation.
Working Capital: Freeing cash trapped in stagnant parts or unbilled WIP.
Wallet Share: Driving EBITDA growth through targeted expansion logic.
SECTOR FOCUS: We serve "Yellow Iron" distribution, manufacturing, machinery, IoT, HaaS, robotics, BESS infrastructure, and Cold Storage logistics. We move from diagnostic to impact in a single quarter.
Expertise
business process automationoperational due diligenceai for industrial salesasset velocitysales enablementheavy equipment operationsprivate equity portfolio value creationcritical infrastructure energy
Services & Expertise
business process automationoperational due diligenceai for industrial salesasset velocitysales enablementheavy equipment operationsprivate equity portfolio value creationcritical infrastructure energybattery storage smart gridsmanufacturingworkflow automationcrmsales effectivenessgtm strategy for industrial b2bcapital efficiency
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