Medius  ·  Weekly Intelligence Brief

This week's signals for Breanna

4 signals surfaced and validated

4
Total leads
2
Priority
2
Notable
0
Multi-signal

This week's leads

Priority
Act this week Strong ICP fit, active buying signal, specific contact identified. Your BDR or AE should reach out now.
Notable
Worth flagging Relevant signal but outside US midmarket scope, or needs internal routing. Share with the right team.
US LBM Holdings
Building materials distribution  ·  US HQ
Priority
15,000+ employees 500+ locations, 37 states 70+ acquisitions since 2009 Est. $3-5B revenue
Shared services buildout AP transformation Post-acquisition consolidation Evaluating automation vendors now ERP not specified
What we found
Actively building an AP Shared Services function from scratch across 500+ field locations and 70+ acquired companies. Job post explicitly mentions "identifying AP automation solutions" and establishing company-wide AP productivity metrics. Vendor selection is live.
Why now
Post-acquisition consolidation at 70+ companies creates exactly the AP complexity Medius solves. They are building the shared services function that becomes the Medius buyer. This is the earliest, most receptive moment to engage.
Suggested opening
"Your team is building AP shared services across 500+ locations. We work with distributors at this exact stage of consolidation. Companies that automate invoice matching early avoid the reconciliation debt that compounds with each acquisition. Worth a 20-minute conversation?"
Recommended contact
SJ
Stephanie Johnston
Director of Accounts Payable  ·  Mar 2023 - Present
Former 14-year Sr Manager AP at Target ($40B in payments). She is personally leading this shared services transformation and likely owns the automation vendor decision.
Connected with you LinkedIn
Workhorse Group
Manufacturing / Automotive (EV trucks)  ·  Wixom, MI
Priority
NASDAQ: WKHS ~230 employees Multi-state manufacturing
ERP: QAD detected. No native Medius connector. Integration via REST API / iPaaS required. Surface early in discovery.
QAD Building shared services from scratch AP + AR + payroll consolidation Scaling without headcount
What we found
Centralising AP, AR, and payroll under a new shared services function in a "high-growth environment." The role calls for building scalable AP processes and 3-way match infrastructure from scratch. No incumbent vendor to displace.
Why now
Manufacturing companies building shared services from scratch are the most receptive moment to automate. No legacy to defend, no existing vendor to displace. First-mover opportunity. QAD adds an integration conversation but doesn't remove the signal.
Suggested opening
"You're building AP shared services at Workhorse. We help manufacturing teams get 3-way match right from the start rather than retrofitting it later. A conversation while the architecture is still open costs nothing."
Recommended contacts
LB
Lindsay Barnes
VP Corporate Controller  ·  Nov 2025 (5 months in role)
Brand new in role. Prior VP Controller at Mastronardi Produce overseeing 60-person finance team and shared services. Actively designing the finance function. Primary contact.
Primary LinkedIn
LC
Lori Cornelius
Director of Accounting Operations  ·  Aug 2022 - Present
Manages day-to-day AP and accounting operations. Prior Controller in manufacturing. Secondary contact if Lindsay doesn't respond.
Century Aluminum Co.
Manufacturing, Aluminum  ·  Chicago, IL  ·  NASDAQ: CENX
Notable
Public company Industrial manufacturing at scale 10-K filed March 3, 2026
AP control weakness, SEC disclosed SOX 404 finding Board-level remediation pressure
What we found
A material weakness in AP internal controls formally disclosed in their annual SEC 10-K. Reviewed by external auditors and signed by the CFO. A specific AP process failed. Documented, public, and legally binding.
Why now
Mandatory board and audit committee pressure to remediate. The CFO is accountable to the SEC. Compliance-driven urgency that is not discretionary. Industrial manufacturer at scale likely exceeds 10k invoices/month.
Suggested opening
"We noticed Century Aluminum is working through some AP control improvements. We have helped manufacturers in similar situations put automated controls and a complete audit trail in place quickly. Happy to show you how it maps to your remediation timeline."
Recommended contacts
SG
Sarah Gohmann
VP Global Controller  ·  Jan 2026 (3 months in role)
Brand new in role. 7 years at Grant Thornton with deep SOX 404 audit expertise. Likely brought in specifically to fix this problem. She is the most active evaluator right now. Start here.
Start here LinkedIn
PT
Peter Trpkovski
EVP and CFO  ·  Mar 2025 - Present
Signed the 10-K disclosing this weakness. Accountable to the board and SEC for remediation. Approver, not operator. Reach through Sarah.
Ultra Clean Technology (UCT)
Semiconductor supply chain  ·  Global SSC  ·  NASDAQ: UCTT
Notable  ·  Flag to EMEA/APAC
~2,700+ employees Global multi-entity operations SSC in Cebu, HQ in Hayward CA
SAP S/4HANA Serrala (incumbent) Global AP shared services Displacement opportunity Multi-entity at scale
What we found
Running a global AP shared services center on SAP S/4HANA with Serrala as the incumbent AP workflow tool. A temp capacity hire signals Serrala is not keeping pace. Classic displacement signal.
Why flag it
SAP S/4HANA with Medius's native certified connector means low-friction implementation. Serrala is a weaker competitor. Not a US-led conversation. EMEA or APAC team should own. Medius's Swedish origin may open a warm internal intro.
Suggested opening (EMEA/APAC)
"UCT is scaling global AP on SAP. Medius consolidates exception handling and goes beyond what Serrala delivers on its own. Native S/4HANA connector, no IT lift required."
Recommended contacts
AN
Ann Marie Nicosia
VP Finance Shared Services  ·  Apr 2024 - Present
She owns the exact function that would use Medius. Hands-on SAP and P2P implementation background. Prior Director Shared Services at FLIR Systems (12 years). Start here.
Start here LinkedIn
SS
Sheri Savage
SVP and CFO  ·  Jul 2016 - Present (9+ years)
Budget approver. CPA with SOX 404 and M&A background. 17 years at UCT. Reach through Ann Marie, not cold.
Questions or feedback?

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