Intelligence engines
Manage enginesHigh 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
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
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
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
Deal pipeline
Full lifecycle viewHigh Plains, Granite Ridge, Sierra Trench, Delta Pump
Open pipelineSummit Aerial, Rio Grande, Tidewater Lift
Critical issues foundCascade Earthworks, Ironwood Equipment
Manage integrationPermian, Sooner, Front Range, Cedar Valley, Blue Ridge
Manage portfolioPortfolio performance
All companiesPower cross-sell ahead of plan; synergy realization at 107 pct.
Service lift working; aerial mix is diluting Cat parts pull-through.
Fleet age and RMS cleanup are below the board case; remediation owner assigned.
Territory density is ahead of plan; customer concentration mitigation remains open.
Specialty margin is holding, but lower Cat content requires a synergy haircut.
Active exceptions View all findings
Vendor auto-renewal notice window closes in 6 days; $0.4M per year at stake on a managed-services contract.
Owner: Integration leadShadow QoE flags $1.1M of seller add-backs as non-recurring; supports a re-trade before exclusivity hardens.
Owner: Priya Shah, DiligenceFit score 80; owner open, no advisor engaged. Pre-empt window is open.
Owner: Alicia Morgan, VP Corp DevTerritory conflict: 4 of 6 branches overlap existing Cat Rental Store territory. Route to the right dealer or hold.
Owner: Regional dealer principal2 of 5 acquisitions below synergy pace; realization at 48 percent versus 60 percent plan.
Owner: CFO100-day milestone 'fleet system cutover' slipped one week; no downstream dependency yet.
Owner: Integration lead3 new bolt-on candidates matched to the Intermountain cluster this week.
Owner: Corp DevSynergy realization Phase 4
captured to date, validated from source systems, not model arithmetic
Pipeline by phase
Sourcing & bolt-on matches Engine 1
Delta Pump & Dewatering → High Plains power-pump cluster
Gulf and South-Central; same service pull-throughSierra Trench & Shoring → Granite Ridge Intermountain platform
Adjacent territory, specialty addRio Grande Rentals → South-Central whitespace
Extends earthmoving footprint