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. 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 – Regulatory requirements, reporting standards, licence-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.

 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

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

 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

  • 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.

Interim Leadership (CEO/CRO) 

 Step‑in leadership to keep the thesis on track

  • At the sponsor’s request—when current leadership falls short of the investment plan—we can step in as interim chief executive or chief restructuring officer for a defined 3‑ to 6‑month runway.

  • Priorities are set jointly with the deal team: steady day‑to‑day operations, realign strategy with the thesis, ignite the first 100‑Day work streams, and assist in recruiting the permanent leader, handing back a team already moving forward.

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

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