The need
Our PE client executed a multiple business combination transaction which aggregated a reservoir solutions consulting firm; oilfield manufacturing firm, and rental/services firm with a total deal value over $300MM and intended IPO exit.
How we added value
The team started with facilitating a board/management level vision statement for the NEWCO then developed optimal capital management process flow, and job expectations based on that vision statement. We then engaged with key internal resources to ensure a high level of ownership n the organizational change.
Results
The NEWCO actualized operations over 2 years and successfully executed an IPO on the NASDAQ at a valuation cap over $1B.
Value stream optimization through top-down assessment
From roll-up to IPO
Client
Reservoir Consulting, Engineering, and Operation Services
Services
Post-transaction, Operational consulting
Year
2024
Strategic impact
By establishing a unified operating model from the outset, we helped NEWCO avoid common post-merger inefficiencies. Leadership had a clear framework for decision-making, employees had defined accountability, and investors saw a business built on discipline—not just ambition. The groundwork we laid didn’t just support the IPO—it made it inevitable.