Environmental Services · Coverage desk
Environmental Services M&A coverage, built on SEC filings.
WM, WCN, and RSG are the scaled public consolidators; the rest of the sector benchmarks off how the majors buy, pay, and trade. Sector book, comps & precedents, and a tear sheet on any covered name, with every figure traced to a filing.
135
public companies
14.7x
median EV / EBITDA
6
sub-sectors
2,142
disclosed acquisitions
The sector at a glance
Environmental Services names grouped by sub-sector, positioned by valuation (EV/EBITDA), and sized by filing-derived disclosed acquisition spend.
Deliverables
Sector Book
The consolidation map, sub-sector valuation, M&A activity, and the scaled-buyer roster.
6 sub-sectors
Comps & Precedents
Trading comps, valuation dispersion, source-backed precedent multiples, and the named-deal log.
2,142 disclosed acquisitions
Tear Sheet
Everything we hold on a single name: financials, valuation vs peers, the M&A program, strategy in management's words, and a full source ledger.
Any covered name
Marquee coverage
Strongest near-term casesA.O. Smith
AOSM&A Program Review
AOS runs a sustained, disclosed acquisition program; use the call to test current cadence, capital deployment, and where the peer set is setting valuation.
Open brief
Advanced Drainage Systems
WMSM&A Program Review
WMS runs a sustained, disclosed acquisition program; use the call to test current cadence, capital deployment, and where the peer set is setting valuation.
Open brief
AECOM
ACMM&A Program Review
ACM runs a sustained, disclosed acquisition program; use the call to test current cadence, capital deployment, and where the peer set is setting valuation.
Open brief
Altus Power
AMPSM&A Program Review
AMPS runs a sustained, disclosed acquisition program; use the call to test current cadence, capital deployment, and where the peer set is setting valuation.
Open brief
Ameresco
AMRCM&A Program Review
AMRC runs a sustained, disclosed acquisition program; use the call to test current cadence, capital deployment, and where the peer set is setting valuation.
Open brief
78 core Environmental Services companies · 135 published names · sourced from SEC EDGAR filings.