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Executive Operating System
Meridian Holdings · FY26 Q3 · 14 entities live
Business performance — revenue and gross margin
Dual axis · left: Rev $M · right: GM %
May · week 2
Revenue$127.4M
Gross margin38.2%
vs prior period+6.2% · +0.4pp
Revenue
$0.00B
EBITDA
$0M
Gross margin
0.0%
Free cash flow
$0.0M
Executive Briefing
Today · 06:12The quarter is ahead of plan. Revenue is 6.4% above budget and EBITDA is up 1.2 points, carried by North and EMEA.
The one real risk is cash: Southeast inventory is tying up working capital as demand slows, leaving free cash flow $4.2M behind plan. A Tier-1 supplier is also showing delivery slippage across three plants.
My recommendation: approve the inventory release first, then review pricing before the board pack goes out Thursday.
Recommended actions
- Release $1.4M of Southeast inventoryCash flow +$1.4M · closes the gap to planReview
- Hold price floor on 1,284 SKUsMargin +120bp · $8.6M annualisedReview
Performance by business unit
| Business unit | Revenue | vs plan | Trend | EBITDA |
|---|---|---|---|---|
| Industrial — North | $482.6M | +8.1% | $104M | |
| Industrial — Southeast | $311.4M | −2.4% | $58M | |
| Distribution — EMEA | $268.9M | +11.3% | $61M | |
| Retail — Direct | $214.7M | +4.7% | $47M |
Executive Operating System
Meridian Holdings · FY26 Q3 · 14 entities live
Business performance — revenue and gross margin
Dual axis · left: Rev $M · right: GM %
May · week 2
Revenue$127.4M
Gross margin38.2%
vs prior period+6.2% · +0.4pp
Revenue
$0.00B
EBITDA
$0M
Gross margin
0.0%
Free cash flow
$0.0M
Executive Briefing
Today · 06:12The quarter is ahead of plan. Revenue is 6.4% above budget and EBITDA is up 1.2 points, carried by North and EMEA.
The one real risk is cash: Southeast inventory is tying up working capital as demand slows, leaving free cash flow $4.2M behind plan. A Tier-1 supplier is also showing delivery slippage across three plants.
Opportunity: pricing discipline in Retail could add 120bp of margin. Overnight I reconciled four entities and completed 327 workflows.
My recommendation: approve the inventory release first, then review pricing before the board pack goes out Thursday.
Recommended actions
- Release $1.4M of Southeast inventoryCash flow +$1.4M · closes the gap to planReview
- Hold price floor on 1,284 SKUsMargin +120bp · $8.6M annualisedReview
- Dual-source Tier-1 supplier — 3 plantsProtects $22.6M of at-risk revenueExecute
Performance by business unit
| Business unit | Revenue | vs plan | Trend | EBITDA |
|---|---|---|---|---|
| Industrial — North | $482.6M | +8.1% | $104M | |
| Industrial — Southeast | $311.4M | −2.4% | $58M | |
| Distribution — EMEA | $268.9M | +11.3% | $61M | |
| Retail — Direct | $214.7M | +4.7% | $47M | |
| Services — Global | $142.1M | +1.9% | $14M |
Complexity Is the Cost of Growth.
Systems, teams, and processes expand. What once worked starts to strain, and people become the glue holding everything together. Leadership loses visibility, execution slows down, and the business pays the price.
When information becomes fragmented, replacing systems can feel like the natural next step.
Solve the Right Problem.
Sometimes replacement is necessary. But often, the problem can be solved without the cost, operational load, and disruption risk of a system transition. Building on what already works reduces complexity, expands capabilities, and unlocks more value from your systems and people.
Value compounds when systems, data, processes, and people work together.
A Fully Managed Intelligence and Execution LayerAcross Your Entire Business.
Layer 01
Data Foundation
Connect and harmonize your systems' data into a trusted data foundation.
INSIGHT → STRATEGY → EXECUTION
Superior Business Performance
Create more value from your existing systems
The Foundation for Superior Decision-Making.
Trust the numbers. Understand what is happening, why, and what to do next. Bring deeper analysis and context to decisions across the business, strengthening the judgment that shapes everyday operations, long-term strategy, and value creation.
Revenue
$1.42B
+6.4% vs budget
Free cash flow
$96.4M
−$4.2M vs budget
Executive Briefing
Today · 06:12The quarter is ahead of plan. Revenue is 6.4% above budget and EBITDA is up 1.2 points, carried by North and EMEA.
Cash conversion is lagging. Southeast is carrying excess inventory while EMEA has near-term demand for the same products, creating an opportunity to reduce planned replenishment and accelerate inventory conversion.
My recommendation: reallocate $1.4M of excess Southeast inventory against confirmed EMEA demand.
Recommended actions
The Infrastructure for Superior Execution.
Turn decisions into coordinated action across people and systems. Deploy automated and agentic workflows that reduce manual work, accelerate execution, strengthen accountability, and scale value creation across the business.
Approved action
Approved by CEO · 10:42 AMReallocate $1.4M of excess Southeast inventory
Match existing inventory to confirmed EMEA demand
Execution plan
3 actions · 3 teams · 2 systemsMatch inventory to demand
CompleteFinalize SKUs and quantities against confirmed EMEA requirements
Operations Agent
Coordinate reallocation
In progressCoordinate availability, timing, logistics, and receiving across Southeast and EMEA
Operations + EMEA Team
Follow-through
MonitoringTrack fulfillment, replenishment changes, and inventory conversion through completion
Genius Agent
$1.4M excess inventory matched to demand
2 of 3 actions complete · Impact monitoring active
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Margin · Cash · Revenue
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[04 TITLE]
Scalable Growth
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