Procurement & Supply Chain
PreferredIndirect spend savings through portfolio purchasing power
Crestline pools spend across sponsor portfolios for benefits, freight, software, and office supplies. Savings-share model with no upfront fee.
Value proposition
Large-company purchasing power for mid-sized portfolio companies.
Pricing
Contingency: 25–35% of verified savings for 24 months.
Preferred pricing available to the sponsor and its portfolio companies.
Verified portfolio executives only
CFO · $120M restaurants
Backed by a lower middle market buyout fund
Jul 2026
Freight and food packaging were the big wins. They also renegotiated our benefits broker, which we would never have touched ourselves.
Watch out for: The savings share runs for 3 years. Read the term carefully.
COO · $70M manufacturing
Backed by a lower middle market buyout fund
Feb 2026
Low effort for our team and they delivered. Their reporting to the sponsor could be better.
Watch out for: Not useful for direct materials.
CFO · $90M business services
Backed by a growth equity
Nov 2025
They projected 12% and we got about 6%. Still worth it given the model, but calibrate expectations.
Watch out for: Benchmarks assume a messier starting point than ours.