case studies

Company Description: Company serves the backup power generation market

Markets Served: Military, cellular, aerospace and utility

Ownership: Private-Two owners

In business: 30 years

Business Engagement Initiative:
The PEN Group, LLC. was engagement in 2012 with the task of identifying new market opportunities for existing company services.

The six-month assessment study identified significant opportunities for the company to expand into the; Military Facility Maintenance, Railroad and Utility Markets. Specific target companies were identified and meetings were held in each expansion area. Subsequent efforts were directed to ...

Company Description: $100 MM manufacturing company

Markets Served: Recreation Products

Ownership: Private–Investment Fund

In Business: 75 years

Business Engagement Initiative:
The PEN Group, LLC was engaged in 2009 to conduct an engineering assessment of supply alternatives for an injection mold product line. We explored two options:

1. Develop an in-house manufacturing capability
2. Buy an injection molding company capable of producing of the entire product line

The PEN Group provided a comprehensive business plan that evaluated both options.

The company’s product line we evaluated resembled a “razor blade profile” and was ...

Company Description: Manufacturing and CNC machining

Markets Served: Aerospace and Medical

Ownership: Private-three owners

In Business: 16 years

Business Engagement Initiative:
The PEN Group, LLC. were engaged in 2012 and requested by the owners to research an assess a relatively new technology to determine its marketability. Adopting the new technology would allow the company to diversify into new markets and expand its core capabilities.

The PEN Group was able to secure a grant to fund the R&D efforts which was implemented in two phases.

Phase 1: ...

Company Description: CNC Manufacturing Company

Markets Served: Military, optical, aerospace and medical

Ownership: Private-single owner

In Business: 25 years

Business Engagement Initiative:
The PEN Group, LLC. Was engagement in 2012 with the task of preparing the company for sale.

The initial strategy was to follow a traditional approach to position the company for sale to potential strategic buyers. The company had a history of growth and profitability. However, a disproportionate volume of sales was to the military market. A sudden change in the application of ...

Company Description: Manufacturing company that specializes in CNC machining and Injection Molding

Markets Served: Automotive, aerospace, medical and firearms

Ownership: Private-single owner

In Business: 25 years

Business Engagement Initiative:

The PEN Group was engaged in 2010 with the task of achieving AS9100 certification.

As the engagement commenced, the company had only the injection molding area ISO 9001 certified. The owner requested that the entire manufacturing QMS become ISO 9001:2008 certified. The PEN Group successfully secured a grant covering a significant portion of the cost to expand ...