SV-14 · Project Summary

Engagement Summary

Midwest Bus Sales · Beacon Mobility

Engagement Metadata
Methodology
Org Design
Duration
8 weeks
Deal Reference
Closed Q1 2026 via Pablo Alejo — Audax platform portfolio referral.
Participants (8)
  1. Tarik Sentissi (CEO, Beacon Mobility)
  2. Phil Mathews (Sales Director, MBS)
  3. Allegra Swift (GM, MBS)
  4. Lisa Alterisio (VP Operations, Beacon Mobility)
  5. Max Polen (Regional Manager, Alltown)
  6. Karim Jules (CFO, Beacon Mobility)
  7. Mike Rorison (Service Director, Beacon Mobility)
  8. Jim Crowcroft (Fleet Manager, Alltown)
Key Outcomes
  1. 1

    Identified the structural root cause of MBS underperformance: a measurement gap that makes internal platform sales financially invisible to MBS staff.

  2. 2

    Surfaced that Audax's leasing constraint is driven by ownership familiarity, not financial analysis — and quantified the compounding cost of each lease not written.

  3. 3

    Mapped the platform communication breakdown to a specific governance gap: no shared request protocol, no named liaison, and no lead-time SLA.

  4. 4

    Documented the cultural fault line: MBS employees identify with Kincaid-group identity because Beacon's integration created structural accountability without cultural belonging.

  5. 5

    Generated a 7-initiative roadmap prioritised by effort–impact; top 3 initiatives can be initiated within 60 days without Audax board approval.

Deliverables
  1. Forces Report — 14 force groups across 4 types; 7 force-type themes; causal reality tree
  2. Workshop — One-day deep dive; 4 structured conversations; 10 decisions logged
  3. Roadmap — 7 initiatives prioritised by effort–impact; Q2–Q4 2026 delivery timeline
  4. Handoff Brief — Summarises evidence chain: research → synthesis → workshop → commitments
interviewTarik Sentissi — Intercompany profit eliminated on paper
interviewTarik Sentissi — Platform role unresolved: standalone or value creator?
interviewAllegra Swift — Fewer leases = fewer high-margin used buses tomorrow
interviewAllegra Swift — Full-circle model depends on leasing
interviewAllegra Swift — Platform sends lists, expects results the next day
interviewKarim Jules — MBS still living in Kincaid group vs. Beacon mindset
interviewJim Crowcroft — Service coverage is the single biggest challenge in major markets
workshopWorkshop — Full-circle leasing flywheel whiteboard
workshopWorkshop — Effort–impact prioritisation matrix (initiatives top-left)