Most sponsors cannot answer which portfolio company is most likely to produce a fatality or a regulatory event. We build the assessment that answers it, on definitions that hold across companies.
Recordability judgment, near-miss definitions and audit scoring vary by company. Rolling them into one dashboard produces a number that looks authoritative and means nothing.
A company with excellent injury rates and one unguarded press, a confined space program on paper only, or an uncontrolled combustible dust exposure is the highest-risk holding you own. Rates will not show it.
Open citations, expired permits, missed annual reports and unresolved abatement commitments sit at the company level and never surface to the sponsor until enforcement does.
Experience modification and claim development lag injuries by years, which means the cost of today s exposure appears after the hold period in some cases and mid-hold in others.
What a buyer diligence team finds becomes a price adjustment. Finding it yourself two years before exit makes it a fixable item instead.
Without a ranked picture, sponsor attention goes to whichever company had the most recent event, which is not the same as the highest risk.
We assess each holding on a single method: serious injury and fatality potential based on the actual hazards present, regulatory standing including open citations and permit status, program maturity against the exposures that matter, and claim cost development.
The output is a ranked portfolio picture with a short list of the specific exposures that would matter most, and a recommendation on where sponsor attention and capital produce the largest reduction in tail risk.
Roughly one to two weeks per company including a site visit, run in parallel where possible. A portfolio of six to eight companies is typically a six to ten week engagement.
For companies with multiple facilities we sample rather than visit all, weighted toward the highest-hazard operations. Remote-only assessment produces a document review, not an exposure picture.
Diligence answers whether to buy and at what price, under time pressure and limited access. Portfolio assessment has full access and asks what to fix and in what order across holdings you already own.
Framed correctly, it is support rather than audit — the assessment comes with capital recommendations, not just findings. How it is introduced matters, and we can help with that framing.
Then you know, which is the point, and the intervention plan tells you what reduces it fastest. Most sponsors find one holding carrying materially more tail risk than they assumed.
If the answer is a guess, twenty minutes is worth spending on how to replace it with an assessment.
FractionalEHS.io delivers on-demand Environmental, Health & Safety leadership for growing industrial firms. Expert-driven. Tech-enabled. Compliance made simple.
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