WHAT WE DO
Comprehensive capability set
CAPABILITY MODEL
06
Core service pillars grouped into strategic, transactional, commercial, and market-facing workstreams for water and environmental infrastructure clients.
Thales Water Advisors is a water advisory firm that supports growth and creates value by delivering specific services to fill a gap or combining them into more bespoke comprehensive programs, drawing on extensive capabilities that span technical, product, market and commercial competencies
PRACTISE AREAS
Six integrated service pillars
CAPABILITY 01
Corporate strategy
Shape enterprise direction, value creation, and transformation priorities.
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Develop growth and value-creation programs.
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Improve operational agility and resilience.
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Evaluate and evolve core capabilities.
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Support business model transformation.
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Define digital roadmaps.
CAPABILITY 03
Investment strategy
Frame where to play, where to expand, and how to capture value.
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Identify investment sweet spots.
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Define platform expansion opportunities.
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Improve market position through strategy choices.
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Design impact and ESG value capture.
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Identify and mitigate risks.
CAPABILITY 05
Market research / assessment
Build evidence-based views of demand, regulation, and market direction.
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Assess customer needs, drivers, and pain points.
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Conduct lifecycle cost analysis and customer interviews.
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Map regulatory and compliance landscapes.
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Identify key trends and assess market size.
CAPABILITY 02
M&A support
Guide acquisition strategy from thesis development through integration.
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Identify sectors for targeting.
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Develop natural ownership strategies.
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Identify attractive M&A targets.
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Advise on portfolio evolution.
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Curate strategic partnerships.
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Support transition and integration.
CAPABILITY 04
Due diligence
Test market attractiveness, positioning, and risk before key decisions.
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identify and assess market size.
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Evaluate competitive positioning.
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Analyze proprietary strengths.
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Conduct Voice-of-Industry interviews.
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Identify value levers and red flags.
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Prepare vendor due diligence reports.
CAPABILITY 06
Commercial / product strategy
Clarify how products win, where they fit, and how to reach the market.
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Assess product potential and gaps.
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Profile competition and optimize positioning.
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Define product drivers and roadblocks.
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Identify market-access opportunities.
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Develop GTM playbooks.
SELECTED ENGAGEMENTS
Illustrative case studies
CASE STUDIES
08
Typical engagements range from due diligence to value creation strategy development and delivery.
Thales Water Advisors has delivered 120+ engagements to a variety of domestic and international clients.
PLATFORM STRATEGY
01
Develop a water platform
Global private equity firm
Supported the acquisition of a water asset and shaped a value-creation strategy around the platform.
MANDATE
Buy-side
FOCUS
Platform build
OUTCOME
Platform growth
COMMERCIAL DILIGENCE
03
Commercial due diligence
Global water company
Tested acquisition assumptions through market sizing, competitor mapping, Voice-of-Customer work, and red-flag identification.
MANDATE
Buy-side
FOCUS
Market proof
OUTCOME
Risk clarity
MARKET DILIGENCE
05
Market assessment
Private equity portfolio company
Assessed the acquisition opportunity and supported commercial diligence to frame market attractiveness and fit.
MANDATE
Portfolio
FOCUS
Opportunity size
OUTCOME
Investment view
TRANSACTION DEVELOPMENT
07
Management buy-out
Global proprietary water technology company
Helped initiate and support an MBO process, including lender introduction to help complete the transaction.
MANDATE
MBO
FOCUS
Process support
OUTCOME
Deal completion
GROWTH STRATEGY
02
Curate an M&A funnel
Leading international water company
Refined segment priorities and built an acquisition funnel to support platform expansion in attractive water markets.
MANDATE
Expansion
FOCUS
Target identification
OUTCOME
M&A pipeline
VENDOR DILIGENCE
04
Vendor due diligence report
Leading water innovation company
Produced a transaction-ready report quantifying market, competition, and opportunity to accelerate the sale process.
MANDATE
Sell-side
FOCUS
Market narrative
OUTCOME
Deal support
INVESTOR POSITIONING
06
Investment positioning
Global water infrastructure & services company
Refined positioning, produced vendor diligence materials, and supported investors pursuing funding and valuation upside.
MANDATE
Capital raise
FOCUS
Storyline
OUTCOME
Valuation support
COMMERCIAL GROWTH
08
Go-To-Market strategy
Global water infrastructure & services company
Identified market opportunities and developed "playbooks" to support strategic growth.
MANDATE
GTM
FOCUS
Growth
OUTCOME
Market penetration
ENGAGE WITH THALES
Let us help you
We will work with you to tailor a program that meets your timeline and budget and delivers the desired outcomes.
ENGAGEMENT PROCESS
06
Discovery and program development steps to define and delivery a bespoke, flexible, outcome-based engagement for you.
CONSULTATION
01
Let's discuss to understand our ability to add value to your project.
NEEDS IDENTIFICATION
02
We will understand your specific needs and desired outcomes.
SCOPE
03
Together we will define a scope and timeline to meet your needs.
PROGRAM
04
We will propose a bespoke outcome-based program with detailed & phased work streams to allow "off ramps" at any point.
ENGAGEMENT
05
After program approval, we will engage and begin delivery with continuous communication & progress review
VALUE CREATION
06
We will review outcomes to ensure your need have been met to your satisfaction and value is realized.
GET IN TOUCH
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