How Engagements Work
From discovery call to decision-grade memo.
Every Stock & Milster engagement runs through the same disciplined six-step framework. Principal-led at every stage; nothing intermediated by junior staff.
Process
Six steps. No mystery.
01
Discovery Call
30–45 min principal-led call. We confirm decision context, time horizon, sensitivity, and whether the work is in our lane.
02
Scope & Engagement Letter
Written scope, deliverables, fee, and confidentiality terms. Engagement letter governs — nothing on this site overrides it.
03
Data Request
Targeted information request: site list, capital framework, prior diligence, counterparties. Materials handled under NDA.
04
Analysis
Power, transmission, land, incentive architecture, sentiment, and capital-stack analysis applied to the specific decision surface.
05
Executive Memo / Dashboard
Decision-grade output: institutional memo, board-ready dashboard, or screening matrix — calibrated to the audience.
06
Recommendations & Debrief
Live working session with principals. Open Q&A, scenario stress, follow-up framing. Optional retainer continuation.
Productized Offers
Three engagement formats.
O/01
Strategic Infrastructure Review
One-time · 3–5 weeks
Infrastructure funds, hyperscale operators, and industrial buyers evaluating a specific market, portfolio, or acquisition.
- ·Power, transmission, and capacity diligence
- ·Incentive and policy architecture
- ·Sentiment and jurisdictional risk
- ·Executive memo + working session
O/02
Market Intelligence Retainer
Ongoing · monthly
Allocators and operators who need standing visibility into PJM/MISO/ERCOT structural change without building an in-house desk.
- ·Monthly intelligence brief
- ·Standing dashboard updates
- ·Ad-hoc principal access (capped hours)
- ·Quarterly portfolio screen
O/03
Site / Portfolio Screening Memo
One-time · 2–3 weeks
Pre-LOI or pre-IC diligence on a specific site, campus, or multi-asset target list.
- ·Substation-level capacity read
- ·Interconnection queue economics
- ·Incentive stack mapping
- ·Go / no-go framing memo
Next Step
Open a discovery call.
Stock & Milster is a strategic advisory and intelligence firm. Not a registered investment adviser, broker-dealer, placement agent, real estate broker, law firm, or accounting firm. Engagement scope, deliverables, fees, and limitations are governed exclusively by a written engagement letter.