Recent Success Stories

Cuesta supported a Private Equity Partner throughout the entire deal cycle of a medical equipment retailer—from data strategy and execution through sell-side diligence—including building a transformative data foundation during the hold period, resulting in a 3x return on investment.

Cuesta partnered with a market-leading pharmaservices company to build a flexible and powerfulfinance analytics solution. The solution enabled agranular view of profitability across all businessunits, supported by a scalable data platform. Theresults: near-real-time profitability insights, elimination of manual reporting constraints, and a detailed, high-confidence view of EBITDA

Cuesta partnered with a rapidly growingdistributor managing 30k monthly transactions onrazor-thin margins but lacking visibility into deal-level profitability. We built a modern AI and data foundation to quantify margins and proactively manage sales. Today, the company has automated decision-making across Finance, Sales, Logistics, and Supply, integrated data model across all areas , reduced negative transactions…

Cuesta Partners worked with a Private Equity–owned industrial manufacturer of emergency power systems to accelerate value creation ahead of a potential exit. In four weeks, the team identified high-impact AI opportunities, spotted a need for a foundational data platform, and developed a six-month execution roadmap.

Faced with an aging, heavily customized ERP, Cuesta was engaged to craft a blueprinting and roadmapping plan for an multi-year ERP migration. Through deep discovery, we uncovered high-value opportunities beyond ERP—inspiring leadership to request the development of a bold vision for a next-generation technology ecosystem.

Cuesta supported a multi-phase engagement with a leading freight brokerage company, spanning market positioning, platform strategy, and execution assurance. Through deep analysis and structured delivery leadership, Cuesta helped define a differentiated technology roadmap, build a proprietary platform, and execute against a $50M+ transformation initiative.

Facing a carve-out from a $90B+ parent, our $200M+ client needed to clearly prove their technology readiness and show a credible plan to fix critical gaps. Cuesta delivered a sell-side diligence report, multi-year roadmap, and IT cost model—paired with and right sized operating model for finance and procurement operations supported by the parent entity.

This aerospace manufacturing company engaged Cuesta to run a program health check on their digital transformation initiative, which was behind schedule and lacking visibility into key project metrics. The Cuesta team collaborated with the system implementer and the client to refocus project KPIs, resolve open decisions, and renegotiate the vendor contract and delivery milestones.

The client engaged Cuesta to provide interim technology leadership and define, procure, and deploy the entire enterprise technology footprint for a high-growth tech-powered startup.

Amid rapid inorganic growth, the client began developing a custom next-gen operating software. Cuesta mobilized a technology delivery program and defined a new technology strategy that was 27% cheaper, 25% faster, and enabled the client for 3X growth over the next decade.

The Company partnered with Cuesta to pursue a $700M revenue opportunity that required rapid development to become compliant with a government-issued contract. As part of this transformation, shared services headcount and business unit revenue were both estimated to triple in less than 2 years’ time.

This provider was running EOL software and struggled significantly to perform simple business operations. Additionally, they sought a near-term EBITDA growth strategy in preparation for an exit. Cuesta Partners developed an ERP software selection process & EBITDA growth strategy for this $100MM client that accelerated the clinic acquisition process with an expansion of marketing and…