ADVISORY SERVICES
Operator-led support across the deal lifecycle.
From first look to post-close execution, we help investors, utilities, engineering firms, and infrastructure businesses understand how assets and operating organizations actually perform, and what it will take to improve them.
01 / DEAL SCREENING & PRE-LOI ASSESSMENT
Know what you are looking at before you commit.
When: Early screening, before an LOI or a significant diligence spend.
What you get: A fast operator read on the target’s operating model, asset and service quality, capital exposure, workforce, and red flags, plus the management questions worth asking.
Timing: Days, not weeks. Expedited support is available for live processes.
02
Operational Due Diligence
When: Post-LOI, before close.
What you get: Operating-risk findings, asset condition and capex reality check, maintenance practices, workforce and organizational assessment, and value-creation priorities.
Timing: Scoped to your deal calendar, typically 2–4 weeks.
03
Post-Close Value Creation
When: The first 100 days and beyond.
What you get: A 100-day operating plan, maintenance and reliability improvement, CMMS/EAM and capital program discipline, and retained operating advisor support.
Timing: Defined projects or monthly retainer.
04
Technology & Market Advisory
When: Evaluating a product, market, or channel.
What you get: Buyer-side insight for OEMs, distributors, and technology companies on purchasing criteria, adoption barriers, product fit, and real-world operating requirements.
Timing: Expert calls or scoped projects.
EXPERT ADVISORY & COMMERCIAL DILIGENCE
Operator-led expertise across infrastructure and industrial markets.
We advise investors, utilities, engineering firms, and infrastructure businesses on assets, operations, vendors, capital requirements, and growth, grounded in more than two decades of direct owner/operator-side experience.
Core Advisory Capabilities
Operational & Commercial Due Diligence
Asset condition, maintenance maturity, capex exposure, workforce, vendors, and operational scalability. An operator’s view of what is actually happening behind the numbers, from pre-acquisition screening through post-close review.
Asset Management & Reliability
CMMS/EAM, maintenance strategy, criticality, PM optimization, MRO, and lifecycle planning.
Infrastructure Operations Advisory
Water, wastewater, pumping, conveyance, mechanical, electrical and I&C systems, construction, and field operations.
Technology & Digital Infrastructure
SCADA, controls, OT, GIS, field systems, IoT, and AI readiness and implementation.
Capital & Operational Improvement
Capital planning, procurement, contractor strategy, implementation, and post-acquisition improvement.
Markets & Sectors
Water & Wastewater
Treatment, conveyance, pumping, storage, and reuse.
Industrial Equipment & Waterworks
Pumps, motors, valves, filtration, and aftermarket service.
Construction & Underground Services
Heavy civil, pipeline, inspection, and field services.
Energy & Mission-Critical Infrastructure
Standby power, electrical distribution, and data-center cooling.
Engineering & Technical Services
Owner-side perspective on design, delivery, and O&M support.
Fleet, Equipment & Procurement
Fleet utilization, total cost of ownership, and vendor evaluation.
Selected Areas of Experience
Large-diameter pipelines, pump stations, and raw-water conveyance
Pumps, vertical turbines, motors, and repair-versus-replace decisions
CMMS/EAM implementation and condition monitoring
SCADA, PLC, and OT modernization
Standby generation, switchgear, and electrical distribution
Public and industrial procurement and contractor strategy
Maintenance, construction, and field-crew leadership
Safety programs, including confined space and electrical safety
HOW WE ENGAGE
Support scoped to the decision in front of you.
Expert calls and consultations. Focused conversations for investors, expert networks, and consulting teams who need an operator’s perspective quickly.
Transaction and diligence support. Scoped operational assessments that fit a deal timeline, from pre-LOI screening to site-level risk review.
Retained operating advisor. Ongoing support for portfolio companies and management teams working through performance, capital, or technology decisions.