How We Work as Your Embedded Operating Partner

We plug in where you need us—frameworks shown here are starting points, customised case‑by‑case.

 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.

  • Business-process check — order-to-cash, maintenance flow, purchasing controls.

  • ESG & regulatory scan – Regulatory requirements, reporting standards, license-to-operate risks (e.g., PFAS limits, landfill bans, anti-corruption rules).

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

Deliverables

  • Typical 15‑day Red‑Flag Report (timeline adjusts to deal needs)

  • Net‑back value bridge highlighting upside/downside drivers

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

 Board‑Level Value Creation 

Quarterly Oversight to Successful Exit

  • Quarterly strategy check-in – markets, regulatory changes, M&A pipeline and progress on agreed tech/process upgrades.

  • 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

  • Sustainability maturity scorecard - 3-year action plan - Ready for the fund’s ESG report.

  • 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.

Step-In Integration CEO/CRO

 A 3-6 month leadership bridge when bandwith or integration discipline is missing

  • Day 1 → Day 90 game plan – confirm TSA gaps, set clear communication routines, launch a simple online tracker for synergy actions and owners.

  • Interim CEO / CRO cover – keep daily operations steady while steering each work-stream and sending brief weekly scorecards to the sponsor.

  • Team reset – straight-talk assessment of the bench, recommendations for targeted upgrades or new hires, plus coaching for key managers.

  • Transition & hand-off – draw on specialist guidance where needed, deliver a six-month close-out report, and pass a cohesive, KPI-driven team to the permanent leader.

Deliverables

  • 90-Day Integration Playbook - milestones, owners, TSA checkpoints.

  • Bench Assessment & Org-Chart Upgrade Plan - gaps, targeted hires, coaching actions.

  • Six-Month Close-Out & Handover Pack - progress vs. plan, open items, KPI dashboard for the permanent leader.

Track‑record

  • Since 2021, I have worked alongside deal teams on ≈35 buy‑side diligences in North America, Australia and Asia—municipal & industrial water, wastewater, environmental services, domestic / hazardous waste and plastic recycling.

  • Each assignment combined on‑site reviews with financial analysis (recurring vs. one‑off revenue), technology and competitive “right‑to‑win” assessments.

  • The outcome: clear guidance on valuation or a recommendation to walk away when the fit wasn’t there.

Contact us

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