Corporate Development
M&A, divestitures, and carve-outs taken from thesis to board, with the separation and stranded-cost analysis that decides whether a deal creates value.
OPERATOR-LED STRATEGY FOR INDUSTRIAL BUSINESSES
AiroEdge puts more than twenty years of industrial operating judgment, and a proprietary analytical platform, on board-level decisions: for mid-market industrials, and for the decisions inside larger companies that deserve senior attention without big-firm overhead.
No pitch deck. Bring one decision, leave with a sharper read on it.

THE OPERATOR BEHIND THE FIRM · every figure is verifiable
YEARS OPERATING INDUSTRIAL BUSINESSES
NAMED INDUSTRIAL ROLES SINCE 2002
AND COLORADO SCHOOL OF MINES
NO JUNIOR TEAM, NO HANDOFF
Proof, not claims
This one runs on your numbers. Five sliders, industry quartile bands, and a dollar figure for what is at stake in your P&L, live on this page in under a minute. The full machinery sits behind it on the platform page.
This is one working tool from a broader analytical platform. It spans strategy, valuation, transformation, and M&A. The tools are the proof. The value is a senior operator applying the full platform to your specific problem.
ILLUSTRATIVE / HOW WE WOULD APPROACH IT
Take a specialty chemicals unit that reports a healthy margin. Priced as one business, it looks durable. Priced on its parts, the picture changes. This one is live: decompose the number yourself, then move the cycle and watch the blended lens break.
A carve-out you have to defend to a board. A margin problem the plant floor already sees but the model does not. A portfolio where steady commodity earnings quietly hide where the real value sits. These are senior calls, and they reward judgment built on the operating floor more than a polished deck. That is the gap AiroEdge was built for.
WHAT WE DO
M&A, divestitures, and carve-outs taken from thesis to board, with the separation and stranded-cost analysis that decides whether a deal creates value.
Where capital should sit across the portfolio, and which businesses to fix, fund, or exit. The home of telling durable specialty value from borrowed commodity earnings.
Where to compete and how to win on the organic paths, sequenced so the surest and fastest value comes first.
Where margin and cost really live, on the floor and in the process, designed up to the number. Includes org design and strategic sourcing.
We stay embedded and drive the program to results, the part most firms hand back to you.
Where the technology actually pays, folded into the operating model so it holds, powered by our analytical platform.
STRATEGIC-VALUE DIAGNOSTIC
Answer a few questions about your situation and the diagnostic sorts it into the kind of problem it is. You get a clear read on where the value sits and what the work would focus on, in a few minutes, free.
HOW THE WORK RUNS
You work directly with the operator who ran industrial businesses, not a junior team learning on your time.
You know what is included, how long it takes, and what it costs before you commit.
Our own platform structures the problem, pressure-tests the logic, and builds board-ready models, so the work goes deep fast and the answer holds.

Atul Rathod
FOUNDER AND MANAGING PRINCIPAL
WHO DOES THE WORK
AiroEdge is led by Atul Rathod, who spent more than two decades owning P&Ls across oilfield services (Schlumberger, Weatherford), specialty and commodity chemicals (Berrykem, Chemium), and industrial biotech (Manus) before advising on them. The firm advises from that chair: strategy that has met a real plant, a real customer, and a real number.
Read the operator storyTell us what you are weighing. You will hear back from someone senior, not an inbox.
Book a 30-minute working session