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Transform Business Complexity into Strategic Advantage

A fully managed intelligence and execution layer for your entire business. We connect your systems and unify your data to deliver clear insights and orchestrate execution, building on the software you already rely on.

Trusted by operators, manufacturers and value creation teams

AspenAtlasGrupo CarvalhoMRS CMCHypper BrandsCalera CapitalAspenAtlasGrupo CarvalhoMRS CMCHypper BrandsCalera Capital

Executive Operating System

Meridian Holdings · FY26 Q3 · 14 entities live

LiveQuarter to dateAsk Genius

Business performance — revenue and gross margin

Dual axis · left: Rev $M · right: GM %

Revenue ($M) Gross margin %

May · week 2

Revenue$127.4M

Gross margin38.2%

Selected

Revenue

$0.00B

+6.4% vs budget
Ahead of plan
Cited by Genius

Free cash flow

$0.0M

−$4.2M vs budget
Attention

Gross margin

0.0%

+0.8pp vs budget
On track

EBITDA

$0M

+1.2pp vs budget
Ahead of plan

Executive Briefing

Genius · Insight ready

Today · 06:12

Insight 2 / 4 · Cash · revenue vs FCF

ElenaRevenue is ahead — so why is free cash flow $4.2M behind budget?

Revenue is 6.4% ahead, but free cash flow is $4.2M behind budget. The cash is stuck in Southeast inventory (+18%) and slower EMEA collections. Releasing slow stock and chasing 11 overdue accounts recovers $2.5M this quarter.

WMS · 3 sitesAR ledger · 4,200 invoicesBudget FY26 v3
Release $1.4M inventory · chase $1.1M receivablesCash +$2.5M this quarterView more

Performance by business unit

Business unitRevenuevs planTrendEBITDA
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

Why free cash flow lags revenue

Genius analysis · 14 entities · WMS, AR ledger, Budget FY26 v3

✕

Revenue vs budget

+6.4%

$1.42B · ahead of plan

Free cash flow vs budget

−$4.2M

$96.4M · attention

Cash conversion

68%

−9pp vs last quarter

Free cash flow bridge · QTD

$M
100.6M
Budget
−3.1
Inventory
−1.6
Receivables
+0.5
Capex
96.4M
Actual

Southeast inventory by site

+18% vs plan
Atlanta DC$4.1M +22%
Charlotte$2.8M +17%
Jacksonville$1.9M +12%

EMEA days sales outstanding

41 → 47 days

Target 41 days · slipping since week 4

Receivables over 60 days

11 accounts · $1.1M
Rhein Logistik GmbH$310k · 74 days
Nordhavn A/S$240k · 68 days
Iberia Supply SL$190k · 63 days
Recommended actions · Southeast+$2.5M cash this quarter
Release $1.4M of slow Southeast inventory to EMEA distributors · COO agent+$1.4M
Chase the 11 EMEA accounts over 60 days · CCO agent+$1.1M

How do you want to act?

▦Schedule a meeting with the Southeast managerAlign the details · Ray Mendez, GM · 30 min➤Send instructions directly to the managerRelease stock + chase receivables · with owners◎Assign an agent to follow up with the managerCOO agent checks progress daily until close

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.

Executive Operating System

A Fully Managed Intelligence and Execution Layer Across Your Entire Business.

Layer 01

Data Foundation

Connect and harmonize your systems' data into a trusted data foundation.

01Data Foundation
02Business Context
03Governance + Security
04Intelligence
05Execution

Insight → Strategy → Execution

Superior Business Performance

Create more value from the business you've already built.

01 · Superior Decision-Making

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

● Ahead of plan

Free cash flow

$96.4M

−$4.2M vs budget

● Attention required

Executive Briefing

TODAY · 06:12

The 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, 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

Reallocate $1.4M of excess Southeast inventoryMatch existing inventory to confirmed EMEA demandReview

Executive Operating SystemSuperior Decision-Making

02 · Superior Execution

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.

Workflow · Inventory reallocation

Running · 3 of 5
  1. ✓
    Reallocation approvedApproved in the briefing · 06:20CFO
  2. ✓
    Transfer orders created412 units · Southeast → EMEAAgent
  3. ✓
    Replenishment plan reducedPlanned purchase cut by $1.4MAgent
  4. •
    Customers confirmed3 of 5 orders confirmedEMEA Sales
  5. Cash impact trackedReported in next week's briefingAgent

Manual hours saved

18 h

Time to execute

2 days

Cash released

$1.4M

Executive Operating SystemSuperior Execution

03 · Scalable Growth

A Scalable Playbook for Accelerated & Sustainable Growth.

Execute your growth strategy with greater speed and control. Whether scaling existing operations or integrating acquisitions, leverage Genius Lab to expand your operating capabilities without multiplying overhead and capture value from acquisitions sooner.

Group view · 6 entities

One operating model

Meridian IndustrialNordwerk GmbHCarlow SupplyPell ComponentsOstrava MetalsAtlas DistributionAcquired

Group revenue

$1.42B

EBITDA margin

18.6%

Cash conversion

84%

Every entity, Atlas included, measured on the same definitions.

Atlas integration

Day 1

Systems connected

Day 7

KPIs on group definitions

Day 30

Playbook running

Revenue, last 8 quarters

+65% growth

Finance & ops overhead

+4% over the same period

Executive Operating SystemScalable Growth

04 · Fully Managed

Fully Managed Service, End to End.

Powered by our proprietary platform, we bring together your systems, data, and business context to deliver intelligence and execution capabilities tailored to your business. We implement and manage the solution, taking responsibility for its reliability, maintenance, and continuous improvement as your business evolves. You gain these capabilities without having to manage the technical complexity behind them.

Platform health

All systems normal

Systems connected 14

Data refreshed on time 99.9%

Open issues 0

Your Genius Lab team

ILImplementation lead

DEData engineer

SMSuccess manager

Managed by Genius Lab

Implemented · Maintained · Improved
  • Nightly sync completed across 14 systems06:00
  • Salesforce field change detected and mapped05:42
  • New KPI added: inventory turns by regionYesterday
  • Atlas Distribution connected, data validatedYesterday
  • Forecast model retrained on Q3 actualsTue
  • Quarterly review held with your CFOMon

Your team uses the intelligence. We handle the technical complexity behind it.

Executive Operating SystemFully Managed

Client results

Superior Performance in Real Numbers.

Measurable business outcomes and firsthand perspectives from Genius Lab clients.

In their words

01 / 03
“We stopped arguing about whose number was right. Within weeks the board pack came from one governed model, and our close cycle dropped by three days.”

Group CFO · Multi-entity industrial manufacturer

Featured client outcome10-year-old company · first year of partnership

Revenue Growth Trajectory

  • 2025 vs 2024+5.8%

  • 2026 vs 2025+37.8%

Margin Expansion

  • Gross margin53.1%→58.7%

  • Net margin4.2%→18.5%

See it in action

Genius Lab in Under Three Minutes.

How we connect your systems, add the context only your people know, and turn it into decisions and coordinated action.

Fully Managed

We run the platform for you. Your team just uses the intelligence.

Implementation, integration, configuration and ongoing management, all handled by Genius Lab.

Discover Fully Managed

Explore the platform

Discover every capability of the Genius Platform.

Your existing business systems feed a connected environment where data preparation, business context, analytics, AI, and automation work together.

Follow the path from Connectors to Data Manager and Genius Cortex, and on to the capabilities that act on them. Each step has its own page.

Choose a capability on the map to see how it works for your business.

Your business. One platform. A higher level of performance.

Work with Genius Lab to build a connected intelligence environment for your company—developed around your objectives, delivered ready to use, and managed for your team.