Grey Owl Projects

Grey Owl and its founder are pursuing numerous potential advisory assignments and are currently engaged on the following project:

  • Oilfield wastewater disposal services company focused on the DJ and Powder River Basins.
  • Business expanded aggressively utilizing bank debt to fund organic growth and acquisitions.
  • Industry downturn and senior management departures created the need for Grey Owl.
  • Mr. Zylman was appointed as Executive Chairman by the two private equity owners in Q3 '20.
  • Successfully restructured the company's bank debt and renewed its surety program.
  • Leading the management team in multiple, ongoing business improvement initiatives.

Grey Owl successfully completed the following advisory assignment:

Houston, Texas
Commercial & Industrial Electrical Contractor

  • Engaged by the owner to assist management in pursuing their first add-on acquisition.
  • Strategic transaction of a similar business operating in a different geography.
  • Developed the financial analysis and assisted with structuring the overall transaction.
  • Drafted the Letter of Intent and assisted in negotiations.
  • Provided guidance related to due diligence, financing and documentation.
  • Transaction put on hold due to inflationary pressures negatively impacting target's financial performance.