Gas station with multiple fuel pumps and parked cars under red and white canopy, representing local business operations in Patchogue, Suffolk County, Long Island.

SITUATION

Strategic growth planning for environmental services business

Ownership ProfilE

Second-generation, sibling-owned and operated

Bemrose’s Assignment

  •  Develop a strategic growth plan with each of the 3 business segments in scope: recycling yards, container manufacturing, and service contracts 

  • Assess multiple pathways, including making acquisitions, divesting low growth business lines, and reinvestment in core operations 

  • Evaluate capital needs and ability to flex the company’s  balance sheet to support growth initiatives 

  • Analyze the financial and operational considerations of each strategy, including scalability, risk, and return on investment 

  • Facilitate sibling discussions to align on vision, priorities, and timing for execution 

Client Success

  • Delivered a roadmap identifying new growth opportunities and assessed their  attractiveness in relation to the owners’ appetite for risk and control 

  • Identified actionable M&A targets and rationale for divestiture candidates to focus capital and leadership attention on high-potential segments 

  • Provided capital structure recommendations to support investment in expansion without overextending financial risk 

  • Aligned sibling owners around a unified growth strategy and execution plan