Chem
Reset
Sheet 2 · Equipment data sheets

Services

Four practices. Each ends in a document you can act on.

What each practice covers, what a typical engagement looks like, what you receive, and where I have done it before. Client identities are withheld throughout.

CR-01

Transformation & turnaround

For executive teams and boards of chemical and petrochemical businesses whose portfolio, organisation or assets are underperforming.

Data sheet 2.1
Service

Redesign of a business to a defined performance target: portfolio choices, organisation and operating model, asset footprint and the turnaround plan for the assets that stay. I design it and I stay through implementation.

Design basis

Eight to sixteen weeks. Baseline and diagnostic, options with a quantified business case for each, a recommendation to the board, then a programme office through the first phase of delivery.

Deliverables
  • Performance baseline and value-gap analysis by business and asset
  • Portfolio and organisation options with financials (DCF, EBITDA bridge)
  • Board recommendation and decision paper
  • Implementation plan, PMO set-up and change-management approach
Reference cases

Corporate strategy of a global polymers producer designed to deliver an additional $3 bn EBITDA, with the reorganisation from product-push to market-pull. European turnaround: €450 m improvement, two asset closures. PMO lead for two global transformation programmes (2015 and 2017-18).

CR-02

M&A, joint ventures & carve-outs

For companies acquiring, partnering or separating a chemicals business, from the first screen to the day the integration is done.

Data sheet 2.2
Service

Origination and execution of transactions: target and partner screening, valuation, business and technology due diligence, deal structure and term sheet, anti-trust, and post-merger integration or standalone carve-out.

Design basis

Follows the deal. A two-week screen or valuation; a six-to-ten-week due diligence with a negotiation mandate; or an integration programme over several months.

Deliverables
  • Screening memo and shortlist with strategic fit and synergy map
  • Valuation (DCF and multiples) with risk register
  • Due-diligence report: business, technology, engineering, finance, tax, HR, HSE
  • Term sheet and negotiation plan; integration or separation blueprint
Reference cases

Due diligence and integration of a $4 bn petrochemical asset portfolio, including synergy identification and delivery. A $1.25 bn metallocene polyethylene technology and manufacturing joint venture led end-to-end, from technology valuation to anti-trust filing and board approval. Twenty-five joint ventures evaluated or signed across the Gulf, Russia, Central Asia, India, China and the US; see the transaction map.

CR-03

Technology licensing & project development

For project developers and owners selecting process technology and negotiating licence, engineering and feedstock agreements for world-scale complexes.

Data sheet 2.3
Service

Licensor benchmarking and selection, review and mark-up of licence and engineering term sheets, feedstock and off-take structuring, and negotiation strategy, with the licensor's economics understood from the inside.

Design basis

Runs alongside the project: RFI and licensor comparison in four to six weeks; term-sheet reviews and negotiation briefs as each agreement comes up; a lender-ready technology and feedstock case for financing.

Deliverables
  • Licensor RFI package and head-to-head technology comparison
  • Licence, engineering and feedstock term-sheet reviews with proposed positions
  • Negotiation brief: objectives, fall-backs, precedents from signed agreements
  • Technology and feedstock case for lenders and development finance institutions
Reference cases

More than twenty technologies accessed through eleven partners for a $10 bn diversification programme: C8-mLLDPE, POE, POP, EO derivatives, MDI, TDI, polyols, carbon fibre. 2026: full licensor programme and feedstock term-sheet work for a US$5 bn greenfield ethane-based complex on a development-finance timeline.

CR-04

Buy-side advisory to investors

For private-equity investment committees and strategic acquirers evaluating a polyolefins, engineering-thermoplastics or specialty-chemicals asset.

Data sheet 2.4
Service

An independent operator's view of the asset: commercial and technology due diligence, standalone-cost and carve-out assessment, valuation, synergies and risks, and a clear investment recommendation to the committee.

Design basis

Fits the process timetable: a red-flag review in one to two weeks for a non-binding offer; a full commercial and technical due diligence in four to six weeks for the binding phase.

Deliverables
  • Red-flag memo for the indicative bid
  • Commercial and technology due-diligence report
  • Valuation with standalone costs, synergies and downside cases
  • Investment-committee paper with a recommendation and conditions
Reference cases

A European polyolefins business ($500 m) and a global engineering-thermoplastics business ($450 m): buy-side due diligence, valuation, carve-out and standalone-cost assessment and investment recommendations for private-equity funds, 2023-2026. Independent advisor to private-equity investment committees since founding Chem Reset.

Engagements are scoped to the decision.

Each mandate is defined in writing with a scope, a timeline and a named deliverable before work begins.

Write to Fabrice