Claims history and EMR trajectory drive premiums and cost structure across the hold period.
Regulatory exposure surfaces post-close — priced at your expense, not the seller’s.
Safety culture is one of the fastest honest reads on a target’s operational discipline.
Compliance gaps carry capital costs your model should have priced.
Every add-on running its own safety system multiplies management overhead.
A documented EHS operating system is diligence-proof when it is your turn to sell.
Pre-close: a program maturity read against our EHS Maturity Ladder, liability and exposure assessment, claims and EMR trajectory, capex implications of compliance gaps, and an integration cost estimate you can put straight into the model. Scoped flat-fee, at deal speed, under NDA.
The first 100 days: recordkeeping and incident response standardized first, legal-deadline items triaged across every site, one reporting cadence installed up to the deal team, and visible early wins that show the workforce the new owner takes safety seriously. One add-on or a platform roll-up — the play is the same.
PE deal teams and operating partners acquiring manufacturers, industrial services, or hardware companies — from pre-LOI reads to platform roll-ups.
EHS gaps you don’t price pre-close get priced post-close — in claims, capex, and management distraction.
CSP and CHMM-credentialed EHS leadership built in global manufacturing programs, combined with hands-on PE roll-up operating experience. One fractional EHS operating partner across your portfolio companies: shared standards, cross-portfolio metrics, board-ready reporting — at a fraction of the cost of a dedicated hire inside every opco.
Both, at different stages. Diligence and integration planning serve the deal team; post-close we operate inside the portfolio company with reporting up to the sponsor.
Yes — a scoped desktop review of what is knowable from outside, upgraded to full diligence once you have data-room access.
Flat fee per diligence engagement; flat monthly retainer per portfolio company for integration and ongoing leadership. No hourly billing.
No. We lead, standardize, and build them. Where a site has no EHS staff at all, we run the function until the right structure is in place.
Manufacturing, industrial services, and hardware — anywhere the target has real physical operations and real physical risk.
Diligence timelines are set by your deal calendar, not ours. Tell us the close date on the call and we will scope backwards from it.
Put EHS on the operating agenda. Scoped diligence starts with one call.
Diligence through exit, across the portfolio.