How We Work as Your Embedded Operating Partner

We join your deal team from LOI to exit—handling diligence, growth plans, and full board work: quarterly strategy reviews, KPI oversight, and exit prep. Activate our Integration PMO when the roll‑ups begin.

 Pre‑Deal Diligence

 Technology · Operations · ESG

  • Technology reality‑check – lab data, pilot results, upgrade‑capex forecast, IP status.

  • Operational walkthroughs – onsite O&M diagnostics, cost benchmarking, critical‑equipment reliability score.

  • Commercial stress test – customer‑margin waterfall, contract stickiness, tariff/tip‑fee sensitivity.

  • ESG & regulatory scan – permit health, emerging PFAS/sludge rules, carbon‑intensity audit.

  • Management‑bench review – key‑person risk, succession depth, culture fit.

Deliverables

  • 40‑page Red‑Flag Report within 15 days of site visit.

  • Net‑back value bridge highlighting upside/downside drivers

  • Data‑room Q&A log with vendor responses and risk flags.

 Growth Blueprinting 

100‑Day & 3‑Year Plans 

  • Market sizing & segmentation across water, wastewater, domestic & hazardous waste niches.

  • Sales‑force mapping – territories, quota design, incentive alignment, CRM hygiene.

  • Price‑volume playbook to lift margin without share erosion.

  • Digital & automation priorities – SCADA upgrades, mobile work‑order rollout, predictive‑maintenance pilots.

  • Bolt‑on target long‑list ranked by synergy potential and valuation.

Deliverables

  • 100‑Day Quick‑Win Tracker (owners, costs, deadlines).

  • 3‑Year P&L model with EBITDA bridge to target exit year.

  • ≤ 15‑slide board/IC deck ready for approval.

Post‑Close Integration PMO 

 Day-1 Readiness & Synergy Capture

When to Activate

  • Ideal for roll‑up platforms executing multiple acquisitions without an existing integration playbook.

  • We stand up the PMO, freeing the deal team to chase the next opportunity.

 Board‑Level Value Creation 

Quarterly Oversight to Successful Exit

  • Quarterly strategy refresh – market shifts, regulatory changes, acquisition pipeline review.

  • Go‑to‑market audits – win/loss calls, bid‑hit rates, channel‑partner ROI.

  • Capital‑allocation counsel – growth capex vs. share‑buyback vs. bolt‑on; ROIC stacking

  • Exit‑readiness prep – banker matrix, data‑room hygiene, management‑presentation coaching.

  • Risk oversight – ESG tracker, safety KPIs, cyber‑resilience drills.

Deliverables

  • Quaterly board deck with talking points.

  • Annual “Value‑Creation Heat Map” showing growth & efficiency levers.

  • Clear exit story for investors.

What We Deliver

  • Day‑1 readiness kit – TSA gap map, comms briefs, control‑room cut‑over scripts.

  • Live PMO war‑room (Smartsheet / MS Planner) with RACI and synergy trackers.

  • Weekly scorecard to Sponsor & CEO; variance root‑cause reviews.

  • 6‑Month Integration Close‑Out report with realised vs. planned synergies.

Contact us

Share a brief overview of your opportunity—expect a response within two business days.