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