Global Impact.
Technical Depth.
Directing capital toward sustainable infrastructure and environmental technology through high-conviction technical due diligence.
Core Engagements
UN GISD Alliance: Sustainable Development Impact
Strategic advisor to Working Group 3, tasked with formulating frameworks to scale private investment for the SDGs. Engagement operated under the institutional co-chair leadership of Nuveen and UBS.
Japanese VC: Energy Transition Alpha
End-to-end vetting of Carbon SaaS and asset-light decarbonization technologies. Focus on cross-border scalability within the East Asian industrial ecosystem.
$25BN Equity Boutique: ESG Advisor
Deep-dive technical due diligence on environmental compliance risks and controversial holding analysis for a major US-based equity fund.
- Competitive positioning of mid-market vs scaled platforms
- Inspection and compliance-driven revenue durability
- Regulatory tailwinds: PFAS, IIJA, state-level mandates
- Margin profile comparison across service lines
- Market segmentation: site assessment, remediation, testing & inspection, federal vs state revenue, PFAS cycle
- Revenue quality benchmarking: recurring vs project-driven
- Regulatory durability analysis under changing federal administrations
- Valuation framing: EV/EBITDA ranges, sponsor appetite
Framework incorporated into competitive landscape assessment, commercial diligence module, and target screening methodology.
Positions Gaya Capital as a strategic intelligence partner to consulting firms analyzing environmental services platforms.
- Organic growth durability assessment
- Testing & laboratory consolidation thesis
- PFAS-driven demand inflection analysis
- Integration risk from M&A roll-up strategy
- Breakdown of Montrose service verticals: Measurement & Analysis, Remediation & Reuse, Regulatory Compliance
- Testing lab consolidation economics
- State-level PFAS regulatory acceleration map
- Peer comparison: APTIM, TRC, Alliance Technical, SCS Engineers
- Margin scalability analysis
Insights used in portfolio sizing and position risk analysis by the public markets investor.
We highlighted the structural shift from compliance-only work toward recurrence-driven environmental analytics and digital reporting platforms.
- Net Zero investment frameworks
- Regulatory disclosure acceleration: TCFD / CSRD
- Carbon accounting & verification markets
- Environmental consulting exposure to climate mandates
- Mapping of climate consulting revenue streams
- Carbon accounting SaaS vs engineering-led advisory
- Compliance vs voluntary carbon market economics
- Institutional adoption trends and manager evaluation criteria
Insights incorporated into sustainable allocation strategy and manager evaluation framework.
Positions Gaya Capital at the intersection of environmental engineering and capital markets — bridging technical sector depth with institutional investment intelligence.
Expertise Taxonomy
Carbon / EHS / ESG
Consulting
Our session history reflects a primary focus on the digital transition of environmental compliance alongside legacy industrial infrastructure.