SITUATION
Growth strategy development for an environmental services business
Ownership ProfilE
Sibling-owned and operated
Assignment
Develop a strategic growth plan targeting expansion in the company’s recycling yards, waste container manufacturing, and service contracts
Assess options such as making acquisitions, divesting underperforming assets, and/or reinvesting in core operations
Evaluate capital needs and the company’s ability to finance 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
Client Success
Delivered a financial model with scenario analyses and return estimates for three distinct growth opportunities
Identified two high-potential acquisition targets in neighboring geographies
Ranked the opportunities by reward potential and execution risk, and recommended financing options that would not overextend the company
Aligned the sibling owners around a unified growth strategy and moved forward with execution of the highest-priority initiative