Search deals, clauses, owners
Alicia MorganVP Corp Dev
Corporate M&A Control Plane
Rental Platform Rollup Corporate M&A
Acquisitions5 closed
Active deals5
Deal value in flight$1.27B
Synergy target$30.2M
Captured$14.6M
At risk$28.1M
Active deal value$1.27B5 deals in flight
Open findings386 critical - 14 warning
Need escalation7past owner SLA
Named owners14every finding owned
Synergy captured$14.6Mof $30.2M target
Synergy at risk$28.1Macross 5 deals
Quiet Continuity active Data-room scan: 4h cadence CRM export: current Synergy tracker: weekly Last full scan: today 13:40 UTC

Intelligence engines

Manage engines
Sourcing & Strategic AlignmentView
Top fit 86

High Plains, pre-empt now

214 targets scanned - 12 surfaced - 4 pre-empt
  • 4 pre-empt-now targets
  • 3 relationship-build targets
  • 1 territory conflict routed
Scanning daily from CRM export
Adversarial DiligenceView
14 findings

across 3 deals in diligence

9 issues open - data-room scan every 4h
  • $1.1M add-back, re-trade basis
  • 1 contract auto-renewal risk
  • 2 QoE flags open
Data-room and financial exports scanning continuously
Day-1 Synergy CaptureView
$14.6M

captured of $30.2M target

5 deals integrating - validated from source
  • Vendor notice window closes in 6 days
  • 1 milestone slipped a week
  • $10.1M at risk
Tracking weekly against board-approved value lines
Portfolio Performance & DivestitureView
$10.1M at risk

2 of 5 acquisitions below pace

5 companies held - exit-readiness scored weekly
  • 2 below synergy pace
  • 1 exit-ready asset at 72/100
  • 93 bps discount risk
Scoring portfolio performance weekly

Deal pipeline

Full lifecycle view
4
Sourcing
High Plains Power & PumpPre-empt
Granite Ridge EquipmentBoard case
Sierra Trench & ShoringOwner open
Open pipeline
3
Diligence
Summit Aerial SolutionsQoE red flag
Rio Grande RentalsWC peg review
Tidewater Lift & AccessCounsel review
Critical issues found
2
Integration
Cascade EarthworksMilestone slipped
Ironwood Equipment Co.On pace
Manage integration
5
Portfolio - hold
Permian Power RentalsAhead
Sooner Lift & PowerWatch
Blue Ridge Rental SupplyAt risk
Manage portfolio

Portfolio performance

All companies
Permian Power RentalsPower & pumps
20 MO
Revenue$31M
EBITDA$10.2M
+16 pct
Util45 pct
Cross-sell$2.1M
Fleet age30mo

Power cross-sell ahead of plan; synergy realization at 107 pct.

Sooner Lift & PowerAerial and temporary power
14 MO
Revenue$24M
EBITDA$7.8M
+7 pct
Util39 pct
Cross-sell$1.4M
Fleet age38mo

Service lift working; aerial mix is diluting Cat parts pull-through.

Blue Ridge Rental SupplyCompact and general tool
9 MO
Revenue$18M
EBITDA$4.6M
-4 pct
Util32 pct
Cross-sell$0.5M
Fleet age54mo

Fleet age and RMS cleanup are below the board case; remediation owner assigned.

Cedar Valley EquipmentEarthmoving rentals
7 MO
Revenue$27M
EBITDA$8.1M
+11 pct
Util43 pct
Cross-sell$1.8M
Fleet age34mo

Territory density is ahead of plan; customer concentration mitigation remains open.

Front Range Specialty RentalsTrench, shoring, site services
5 MO
Revenue$16M
EBITDA$3.9M
+3 pct
Util36 pct
Cross-sell$0.7M
Fleet age41mo

Specialty margin is holding, but lower Cat content requires a synergy haircut.

Active exceptions View all findings

Granite Ridge integrationE3 - Day-1 Synergy

Vendor auto-renewal notice window closes in 6 days; $0.4M per year at stake on a managed-services contract.

Owner: Integration lead
High Plains Power & PumpE2 - Adversarial Diligence

Shadow QoE flags $1.1M of seller add-backs as non-recurring; supports a re-trade before exclusivity hardens.

Owner: Priya Shah, Diligence
Sierra Trench & ShoringE1 - Sourcing

Fit score 80; owner open, no advisor engaged. Pre-empt window is open.

Owner: Alicia Morgan, VP Corp Dev
Gulf Coast Compaction & CraneE1 - Sourcing

Territory conflict: 4 of 6 branches overlap existing Cat Rental Store territory. Route to the right dealer or hold.

Owner: Regional dealer principal
Q3 board packE4 - Portfolio

2 of 5 acquisitions below synergy pace; realization at 48 percent versus 60 percent plan.

Owner: CFO
Cascade integrationE3 - Day-1 Synergy

100-day milestone 'fleet system cutover' slipped one week; no downstream dependency yet.

Owner: Integration lead
Intermountain platformE1 - Sourcing

3 new bolt-on candidates matched to the Intermountain cluster this week.

Owner: Corp Dev

Synergy realization Phase 4

$14.6M

captured to date, validated from source systems, not model arithmetic

Board-approved target$30.2M
Captured to date$14.6M - 48 percent
At risk, escalation-ready$10.1M

Pipeline by phase

Phase 06Readiness
Phase 118Screening
Phase 23Diligence
Phase 35Integration
Phase 48Portfolio

Sourcing & bolt-on matches Engine 1

Universe214
Pre-empt now4
Top fit86
3 new bolt-on matches this week
⇆

Delta Pump & Dewatering → High Plains power-pump cluster

Gulf and South-Central; same service pull-through
⇆

Sierra Trench & Shoring → Granite Ridge Intermountain platform

Adjacent territory, specialty add
⇆

Rio Grande Rentals → South-Central whitespace

Extends earthmoving footprint

Self-learning loop

Phase 4Business-case validation
→
AdminOutcome record + precedent library
→
Phase 1Fit-score recalibration
Closed deals fed back this quarter4
Precedent library26 deals
Scorecard last recalibrated8 days ago
Fit-score to realized-synergy correlation0.71

Engines & coverage

Engine 1 - Sourcing9 open findingsEngine 2 - Adversarial Diligence14 open findingsEngine 3 - Day-1 Synergy8 open findingsEngine 4 - Portfolio7 open findings
27 live product modules plus QC0 precedent library route coverage.