Special Situations Advisors
An organization faces a challenging event; either pursuing an ambition or responding to an external force. It’s unfamiliar. It’s complex, so it’s uncertain and ambiguous. And when the stakes are high, you’re facing a special situation.
Rosemont handles a categorically different class of problem: those that are open-ended. Here, in the early stages, there’s no obvious answer or clear path forward. They do not fit in a single category alone (i.e. legal, financial, operational). The focus thus shifts from poorly fitting solutions to competent orientation and navigation that leads to resolving the situation.
A Category Of Its Own
Definition
Understanding Special Situations
A special situation in is a non-standard event with a the potential to alter a company’s future trajectory, and materially impact its value.
This may be positive (a major investment, a new opportunity) and negative (conflict, drift distress). In either case the playbook doesn’t apply.
Operational Domain
Situations, all sharing the same set of challenges we have adapted for. Find the Case Studies mentioned in each example.
Key scenarios identified:
Typical Situations
Different challenges at first glance, but upon closer examination they reveal common patterns and shared characteristics.
01 | Regulatory pressure, enforcement or deteriorated government relations.
Violations flagged inspection by authorities, or inability to to meet tightening regulations and standards can cause disruption, delays, penalties or worse: shutdowns. Read more
Case: Resolving emissions allowance in large factory
02 | Major investment: Asset acquisition and new production capacity
Significant capital committed: new production capacity, facility upgrades and technology acquisition. Stakeholder expectations must be maintained under pressure. Read more
Case: Large scale expansion
03 | Complex Asset Transfer and Site Closure
Divesting physical assets or closing down a facility. This involves a large number of stakeholders, all of whom need to be on board with the approach on your way out, while negotiating the terms of the sale and transferring risk. Read more
Case: Factory sale and Site Closure
04 | Organizational disruption
An organization experiencing disruption or breakdown that affects its ability to function properly. It may struggle to make equipment work. It may have become over-reliant on a single resource or vendor, or things that used to work simply aren’t working anymore. Read more
Case Report: Crisis recovery in large production facility 04-2023
05 | External Threat
Pressure from a competitor or activist group systematically undermining your regulatory standing, a stakeholder coalition quietly eroding your social license to operate, unintentional harm from another’s activities (negative externality) forcing a response. Read more
Case: Not provided
06 | Teams getting stuck
Teams tasked with making equipment work, get a pilot plant up and running, or attempting a breakthrough innovation, but finds itself going in circles, locked in under pressure, and struggling to make progress. Read more
Case: Not provided
Our Reference Situations may serve as an example for a deeper understanding. Distinct at surface level, underneath sharing inherent characteristics for which we have optimized. Case Studies specified.
Key scenarios identified:
We Worked With
From the Room
Operators that were able to rely on us when it mattered in order to achieve desired outcomes in situations they faced and their account.
Debriefing
Organizations in which Rosemont was deployed and their report.
Latest Articles
Insights
Why Rosemont
A Q&A with Rosemont’s founder and principal on Special Situations, understanding them, providing more insight on what the firm does and what sets them apart.