For funds
Financial engineering does not fix a plant with the wrong second-in-command. For industrial and operationally intensive portfolio assets, I work as the operator on the ground — before the deal, or after it.
This is you if
What I do
Hands-on involvement with a portfolio asset: the operating plan, the management team, and the specific levers that move EBITDA in an industrial business.
Pre-close assessment of equipment, capacity, maintenance debt, and the team — the items that do not appear in the data room but decide the return.
Where automation genuinely pays and where it is theatre. Built from delivering control systems across 78 municipal facilities.
On select transactions I participate with my own capital alongside the sponsor — deal by deal, with operational responsibility attached.
Process
What you have, what you want, and by when.
Numbers, equipment, team, and the real state of things.
How to build the deal so that it actually closes.
Negotiation, documents, and support through signing.
Hands-on operational involvement, not a handoff.
FAQ
Works inside a specific portfolio asset rather than across a portfolio: the operating plan, the management gaps, and execution. Scope and term are defined per asset.
Sometimes. Engagements can be fee-based, equity-linked, or both, and on select deals I co-invest my own capital. The structure is agreed before work starts.
Yes, and that is usually the most useful point to involve me. A site walk-through before signing changes what you are willing to pay more often than it confirms it.
Industrial services, manufacturing, automation and controls, construction, and infrastructure services — companies between $1M and $50M in revenue.
A five-minute questionnaire. I reply personally within two business days. Everything stays confidential.