Prepared specifically for

Steele Windle and the CenterGate Capital Investment Team

Engagement Discussion Follow-Up • September 9, 2026

Evaluating a U.S. Supply Chain Option Before Close

A preliminary four-week approach to assess U.S. supply-chain feasibility, validate product claims, and evaluate current co-manufacturing food-safety practices for a rapidly growing Canadian premium pet-food business.

CenterGate Capital

Steele Windle, Managing Director
Chris Nealey, Vice President — scheduled but traveling

Delta Driver

Paul Manring, Owen Schmidt and Bob Brennan

Our Understanding of the Decision

CenterGate is evaluating a premium pet-food company whose growth and U.S. market exposure make supply-chain optionality important before the transaction closes.

Steele described a phase-one feasibility question: could a U.S.-based supply chain be established, how quickly could it be done, and what would the likely benefits, costs, and risks be—without assuming that a move from the existing Canadian network is already the right answer?

The requested work also includes an assessment of the current Quebec co-manufacturer’s food-safety practices and testing protocols, plus an independent review of whether the product’s formulation and ingredient claims are supportable. The goal is a decision-ready view before close, with clear next steps rather than false precision.

Preliminary Transaction Context

Working assumptions captured from the September 9 discussion and subject to confirmation.

~C$35MCurrent annual revenue scale
65%Revenue derived from U.S. sales
~30%Revenue derived from Canada
~60 DaysEstimated time remaining to close

Three Concurrent Workstreams

All three workstreams would begin together and advance in parallel to fit the diligence timetable.

Workstream 2

Ingredient and Claims Assessment

  • Review owned formulations, specifications, labels and supporting documentation
  • Procure representative finished product from multiple lots
  • Coordinate independent laboratory analysis where required
  • Evaluate synthetic-free, nutritional and formulation claims against available evidence
  • Identify gaps, confidentiality considerations and follow-up requirements

Decision: Are the principal product claims supportable and appropriately controlled?

Workstream 3

Current Co-Man Food Safety

  • Conduct an appropriately disclosed or blinded on-site assessment in Quebec
  • Review preventive controls, sanitation, traceability, supplier controls and testing protocols
  • Evaluate quality-system maturity and execution at the point of work
  • Assess U.S. market and supply-chain implications, including FSMA-related readiness
  • Report findings, risks, priorities and corrective-action recommendations

Decision: Is the current manufacturing and quality system sufficiently robust?

Quality and Food-Safety Capability

Quality-system experience is central to the engagement—not a secondary checklist.

From standards to operating practice

Delta Driver has implemented SQF and ISO 9001:2015 quality systems for prior clients and brings extensive experience in food, feed, dairy, packaged products and pet-food operations.

The team is trained in internal quality-system auditing and understands how certification requirements, management controls and shop-floor behavior must work together to produce a reliable system.

Food-Safety Quality Assessment

A structured assessment used to define the robustness of a food-safety and quality system, supported by a complete written report.

SQF and GFSI Experience

Practical experience implementing and operating within recognized food-safety frameworks—not only reviewing documentation.

ISO 9001:2015 Implementation

Experience building process ownership, internal controls, corrective action and management-review disciplines for previous clients.

Internal Audit Training

Ability to test whether written procedures are understood, followed and supported by objective operating evidence.

Four-Week Parallel Execution Plan

The schedule assumes timely access to management, data, relevant documentation, facilities, suppliers and laboratories.

WorkstreamWeek 1Week 2Week 3Week 4
U.S. Supply Chain
Map & screen
Outreach & fit
Compare options
Recommendation
Ingredients & Claims
Documents & samples
Lab & technical review
Validate findings
Claims report
Food Safety & Quality
Plan & records
Site assessment
Risk evaluation
Final report
Integrated Decision View
Baseline economics
Weekly synthesis
Scenario review
Executive readout

All workstreams operate concurrently. Four weeks is a target based on preliminary information; access, laboratory turnaround and confidentiality protocols may affect timing.

Preliminary Team and Cost Framework

A planning range for discussion—not a final proposal.

Preliminary Professional-Fee Range

$170K–$200K

Plus reasonable travel and direct third-party expenses. The working model assumes approximately 3.5 consultant equivalents per week across the three concurrent workstreams.

Core team deployment

  • Paul Manring — food operations, quality systems and analytics
  • Owen Schmidt — cross-border supply chain and co-manufacturing strategy
  • Bob Brennan — engagement leadership, food manufacturing and diligence
  • Specialist analytical, food-safety and technical resources as required
  • Independent laboratory testing coordinated and billed at cost
Scope confirmation needed: The range should be refined after a second discussion confirms data availability, site-access protocol, laboratory requirements, depth of supplier outreach, expected cost modeling and final deliverable requirements.

Relevant Experience and Supporting Work

Selected examples directly related to pet food, cross-border supply chains, operating diligence, relocation and quality-system implementation.

Pet Food

Fresh Pet Food Launch

Hands-on support for launching and scaling a fresh pet-food operation where process capability, food safety, capacity and execution were central.

View success story →
Cross-Border

International Relocation Feasibility

A structured evaluation of operating requirements, supply-chain implications, risks and economics associated with an international manufacturing relocation.

View success story →
Diligence

Meat Processor Due Diligence

Food-industry operational diligence addressing manufacturing capability, capacity, food-safety risk and investment assumptions.

View success story →
Strategic Assessment

Precision Machining Relocation

A relocation assessment connecting facility, process, capital, labor, timing and execution considerations into a practical decision framework.

View success story →
Quality Systems

ISO 9001:2015 Implementation

Implementation of a durable quality-management system with process controls, accountability, internal auditing and measurable performance improvement.

View success story →
Carve-Out

Pet Food Co-Manufacturing Search

Pet-food carve-out support involving co-manufacturer identification, supply-chain transition planning and operating requirements.

View success story →

Confirming the Right Scope Before Proposal

We would welcome a second discussion with Steele and the CenterGate team to test these preliminary assumptions, confirm the required depth of each workstream, and adjust the schedule and cost structure before preparing a formal proposal. The objective is to give CenterGate a useful pre-close decision view while protecting confidentiality and avoiding work that does not change the investment decision.