Case Studies
A small set of representative engagements — anonymized with client consent, with figures approximated. The work behind the writing.
Engagement 01
Industrial Services
Mountain West
Active
Underwriting an industrial services holding company.
The situation. A diversified industrial services holding company evaluating capital structure and add-on opportunities across the Mountain West.
The work. Underwriting memo, consolidated three-statement model, capital structure scenarios, diligence support for add-on acquisitions.
The outcome. Engagement active. Read the engagement profile →
Asset value approx. $12M. Anonymized as Excelsior Enterprises with consent.
Engagement 02
Specialty Food
Western US
Scoping
Forthcoming — specialty food producer.
Unit economics, pricing, and seasonal cash management work for a $300K projected-revenue producer. Write-up forthcoming.
Engagement profiles are anonymized and published only with the client’s written consent. Figures are approximated. Nothing on this page constitutes investment advice or an offer to buy or sell any security.