The challenge of commercial management following a carve-out by a group trading in the US

Following its takeover by Syntagma Capital, LENNOX, an industrial company specializing in the manufacturing and distribution of refrigeration solutions, had to quickly reorganize after a carve-out in which it became LFB Group.

The company, now autonomous, had to set up its own management tools to meet the fund's new requirements in terms of sales monitoring and profitability.

Until then, commercial data was fragmented, from several heterogeneous tools, often reprocessed by hand in Excel. This caused delays, errors, and a lack of visibility for management.

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Request

The new management wanted to:

Structure robust and reliable commercial reporting, with a clear vision of sales and margins
Analyze sales performance by country, product line and customer, to better guide the post-acquisition strategy
Have an accessible, automated tool, which can be fed at a regular frequency without manual intervention

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Result

We designed and deployed a custom Power BI reporting, allowing management to:

monitor sales by country and by salesperson in real time
calculate net and gross margins per customer with a clear visualization of the differences
compare performance by period, with dynamic filters (YTD, MTD, comparative n-1...)

The data comes from several systems (ERP, customer base) and is centralized and cleaned automatically via Power Query.

All of this is securely accessible to financial and commercial teams, with Excel and PDF exports for management committees.

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Observed gains:

Drastic reduction in reporting production times (80% to 90% of time saved)
Better understanding of real margins by customer and by country
Rapid detection of areas with low profitability → adjustment of pricing policy
More precise management of commercial actions, in order to create value for the investment fund

“The takeover required us to become more autonomous, faster, and above all more rigorous in managing. Thanks to this structured commercial reporting, we have taken control of our figures. With just a few clicks, we know what's working... and what needs to be fixed.”