When the numbers
have to hold up.

Challenge: The company needed a structured, realistic commercialization plan, including market clarity, readiness assessment, pricing, and go-to-market sequencing.

Solution: Evaluated product readiness, compliance alignment, and scalability. Conducted Texas-specific market segmentation and TAM/SAM analysis. Built pricing scenarios for LMHAs, providers, and MCOs. Developed a staged go-to-market roadmap anchored in pilot execution.

Impact: Leadership gained a clear commercialization strategy supported by market logic. Investor-facing materials strengthened with structured market, pricing, and GTM rationale.

Challenge: Declining activity and cost pressure required actionable insights into savings opportunities and operating model efficiency.

Solution: Assessed cost structure across G&A, rigs, supply chain, and support functions. Identified, sized, and prioritized synergy and cost-reduction opportunities. Built an integrated financial model supporting liquidity planning and scenario analysis.

Impact: Identified more than $30MM in validated run-rate savings. Delivered a realistic, sequenced roadmap for capturing value.

Challenge: Sharp decline in commodity prices and tightening borrowing-base conditions created immediate liquidity uncertainty. Lenders and the PE sponsor needed objective, scenario-driven analysis.

Solution: Analyzed the 13-week cash flow for accuracy, variance drivers, and liquidity risks. Modeled scenarios across price paths, capex strategies, production changes, and cost actions. Synthesized findings into clear decision-support materials.

Impact: Provided a clear, data-driven view of near-term liquidity and operational sensitivities. Strengthened the company's negotiating position.

Challenge: Profitability varied across sites and leadership needed a fact-based view of savings opportunities and operational levers.

Solution: Analyzed labor, procurement, overhead, and operational throughput across locations. Identified efficiencies in workforce deployment, vendor terms, and production utilization.

Impact: Identified $7MM–$16MM in run-rate savings. Improved workforce and vendor efficiency.

Challenge: The company operated several subsidiaries with uneven performance, rising costs, and limited visibility into true cost drivers.

Solution: Assessed value creation across subsidiaries, evaluating cost structure, materials, labor, and overhead. Identified and sized synergies, validating a $17MM opportunity.

Impact: Validated $17MM in actionable synergies and operational improvements.

Challenge: The buyer required ODD to understand scalability, cost structure, synergy potential, and integration risks across 17 campuses in 8 states.

Solution: Conducted ODD on structure, staffing, performance drivers, and campus variability. Sized cost synergies, operational efficiencies, and one-time integration costs.

Impact: Delivered a synergy analysis identifying $7MM–$11MM in sustainable annual cost synergies.

Challenge: The company required clarity on how liabilities, exposures, and entity-level outcomes would shift under different separation scenarios.

Solution: Assessed liability allocation and exposure pathways. Modeled separation scenarios to illustrate entity-level financial and operational implications. Provided a framework highlighting key tradeoffs and exposures.

Impact: Delivered a structured, defensible view of risk distribution and financial implications.