What Our Clients Are Building
Three featured case studies on both levers in production: EBITDA expansion, revenue-multiple lift, and ownership versus dependency. Underneath, the legacy Lever 2 foundation studies on entity standup, talent, and cost are preserved.
Both Levers in Production
Three composite case studies. Two levers in production. EBITDA expansion, multiple expansion, and Enterprise Value uplift across PE-backed mid-market portcos and pre-transaction operators. No firm names. The numbers are real, range-calibrated to the segment.
PE Portfolio Company: 30-Person Backoffice Becomes 6 Humans + 14 Virtual Employees, EBITDA Up 18 to 22% in 8 Months
A PE-backed mid-market services portfolio consolidated 30-person backoffices into 6 humans plus 14 Virtual Employees per portco. Per-portco EBITDA expanded an estimated 18 to 22 percent over eight months, after netting Reliable’s operating fee.
Services Rollup Repositioned From EBITDA-Multiple to Revenue-Multiple Narrative Inside the Buyer’s Diligence Window
A mid-market services rollup repositioned from EBITDA-multiple to revenue-multiple narrative ahead of majority recap by redesigning the operating org chart AI-first. Inside the buyer’s diligence window. Specific multiple confidential.
Healthcare RCM Operator Built the AI Layer Inside Its Own COPO Entity. Twelve Months Later, the Institutional Knowledge Compounded.
A healthcare RCM operator chose to build the AI layer inside its own COPO entity rather than rent it from a platform vendor. Twelve months later the institutional knowledge had compounded inside the company, not on someone else’s balance sheet.
The Offshore Team Inside Your Entity
The cost-savings, speed-of-standup, and zero-audit-findings stories that anchored Reliable’s first 55 years. Still valuable. Still in production. Demoted from the top of the page only because the new featured cases lead with both levers.
From Zero to 200+ Professionals: A Healthcare Services COPO That Changed the Company
A US-based healthcare services company scaled revenue cycle management, clinical coding, and provider operations using the COPO model with HIPAA-ready infrastructure from day one.
From Vendor-Dependent to Owner-Operated in 18 Months
A major US telecom provider transitioned from a locked-in vendor contract to a fully owned India center with 150+ professionals and 42% cost savings.
A SaaS Company Replaced Vendor Engineering with a 50-Person Captive Team
A US-based SaaS company moved from $4M in contracted engineering to an owned 50-engineer India team with zero first-year attrition.
A PE-Backed Portfolio Company Built Exit-Ready India Operations in Under a Year
A PE-backed US services company deployed India operations under COPO with exit-ready documentation, clean entity structure, and 100+ headcount in 90 days.
A Mid-Market Bank Built a 40-Person Operations Team in 6 Months
A US-based commercial bank scaled KYC/AML and loan servicing operations in India with SOX-aligned controls from month one.
HIPAA-Ready Medical Coding Center: Zero Audit Findings
A US healthcare organization built a coding center in Hyderabad that passed its first external audit with zero findings and processes 50K+ charts monthly.
Both levers, scoped together. Start with the Blueprint.
Three to five weeks. Paid engagement. Outcome: the AI-native org chart, the Virtual Employee roster, the offshore team plan, and the joint unit economics.