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Concentric Energy Advisors

Management Consulting & Financial Advisory Services

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Expert Solutions with unparalleled Experience

Our extensive industry experience, combined with thorough analysis and a highly collaborative approach to working with clients, allows us to provide strategic insights and innovative solutions that drive success.

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25+ Testifying Experts
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600+ Years of Combined Industry Experience
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1300+ Pieces of Filed Testimony
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Certificate of Environmental Compatibility and Public Need
Concentric assisted a U.S. renewable energy company with its application for a Certificate of Environmental Compatibility and Public
Cost of Capital Analytical Support
Concentric was retained by a Canadian natural gas and electricity utility, represented by legal counsel, to develop comprehensive
Cost of Capital Expertise
A U.S. investor-owned electric services company retained Concentric to provide cost of capital analysis and expert testimony in their Missouri
Cost of New Entry and Offer Review Trigger Price Analysis
​In 2019, an Independent Systems Operator (ISO) sought to update its Cost of New Entry (CONE) value and
Cost of Service Study for Electric Operations
Concentric supported an electric rate case filed by a large U.S. natural gas and electric utility. We conducted
Demand Forecasting for Forecast and Supply Plan Filings
We have provided a range of demand forecasting services to natural gas distribution companies as part of their
Deregulation Petition and Fiscal Impact
Concentric was engaged to assist three electric utilities in the Southeastern U.S. as they navigated initiatives to deregulate
DSO Business Model
A northeast investor-owned utility engaged Concentric to examine the potential business and operational impacts of increasing amounts of
Electric and Gas Utility Prudence Review
Concentric was engaged by a U.S. electric and natural gas utility to conduct a comprehensive prudence review of
Electric Vehicle Program Implementation
Concentric was retained to assist a U.S. electric utility’s operating company to design and implement its Light Duty
Energy Procurement Strategy Development
We created a retail electricity sourcing strategy for the executive branch agencies of a state and for eligible
Energy Storage Policy Comments
A northeast investor-owned utility sought expert assistance in preparing written comments regarding rate design and compensation for energy
Examination of Gas Planning Process
In 2020, a northeastern U.S. state’s Public Utilities Commission initiated a proceeding to examine the gas planning processes
Expert Report on Long-Term Power Contracts
We provided testimony on behalf of a generation owner and the State of Maryland in a case initiated
Extended Power Uprate – Life Cycle Management Project Review
We assisted our client in reviewing the project management processes used for managing an extended power uprate life
Fair Value Extensive Analysis
Concentric was engaged by an electric generation and transmission cooperative to conduct an extensive analysis of the fair
Generating Facility Reliability Support
We provided assistance with a Request for Proposal (RFP) focused on reliability services related to the retirement of
Generation Asset Value Litigation Support
Our client, a major North American utility, was involved in high-value litigation regarding the value of generation assets
Heat Pump Implementation Plan
As part of a statewide heat pump program for a consortium of New York investor-owned electric utilities, Concentric
LDC Decarbonization
In response to decarbonization goals established in New York State for the natural gas industry, two clients engaged
Litigation Support
Concentric provided expert analysis on behalf of a client who was the subject of a tortious interference claim.
Major Capital Investment Program Prudence Review
We were retained to evaluate and provide our opinion on the prudence of the client’s commercial strategy for
Market Design
As part of New York Public Service Commission Case 18-E-0130, titled “Matter of Energy Storage Deployment Program,” the
Market Test Strategy and Regulatory Support
Concentric developed, documented, and supported a three-to-five-year plan responding to a client’s hostile investor situation. We collaborated with
Multi-Utility Rate Case and Regulatory Support
Concentric collaborated closely with the regulatory team of a Midwestern U.S. investor-owned energy services utility to develop, file,
Multi-Year Cost of Capital Proceeding
Concentric provided analysis, expert testimony, and hearings support to a U.S. natural gas and electric utility during its
New York Energy Policy – Up a Level
Concentric provides Project Management Office (“PMO”) support to New York’s large investor-owned utilities and works with Subject Matter
Pipeline Service Restructuring Support
Concentric provided extensive support to a Canadian pipeline regarding a potential restructuring of service on the company’s Canadian
Plant Retirement and Redevelopment
Our utility client owns and operates coal-fired generating stations in the Midwestern U.S. After deciding to retire certain
Power Purchase Agreement Arbitration Support
We provided arbitration dispute services related to three small independent power producers (IPP) concerning the price set for
Power Supply Procurement Advisory
We assisted a utility with the design, administration, and evaluation of its power supply procurement processes. Specifically, we
Rate Proceeding Expert Testimony
Concentric provided expert testimony on behalf of a Florida electric utility in a rate proceeding. The testimony focused
Regulatory and Decarbonization Support
Concentric conducted research and analysis and provided expert testimony regarding earnings sharing, rate riders, rate design, cost of
Regulatory Rate Case Strategy
Concentric has assisted a U.S regulated natural gas utility with over ten unique regulatory tasks related to rate
Resilience Plan
Concentric collaborated with Subject Matter Experts in distribution system planning, grid operations, capital investment, and regulatory affairs from
Sell-side Advisor for Sale of a Nuclear Generating Facility
Our client wanted to carefully consider all the strategic alternatives for its two nuclear generating units. This included
Shifting the Regulatory Paradigm
We provided the client with extensive analysis and expert evidence relating to its next generation Incentive Regulation (“IR”) Plan
SNF Expert Report
Concentric prepared an expert report concerning litigation between a U.S. electric service company and the United States of
Solar Investment Evaluation
Concentric was engaged to evaluate the potential financial risks associated with on-site commercial and industrial (“C&I”) solar investments
Spent Nuclear Fuel Litigation Support
We have provided litigation support and expert testimony to clients involved in six separate legal proceedings before the
Ten-Year Regulatory Roadmap
A “regulatory roadmap’” is essential for executing a corporate vision when the existing regulatory framework does not provide
The Vermont Department of Public Service
The Vermont Department of Public Service engaged Concentric to assess the financial aspects of the proposed transfer of
Turn-Key Rate Case Preparation
Concentric was engaged to assist a U.S. energy services and delivery company in preparing a comprehensive rate case
Utility Business Model and Regulatory Framework
Concentric conducted two multi-day workshops for a vertically-integrated utility with a focus on developing corporate strategy and preparing
Utility Merger Integration Project Management
​In 2020, an investor-owned electric utility in the Northwestern U.S. acquired a municipal electric utility in the same
Valuation Litigation
Concentric was retained by the attorneys of a confidential client concerning a reorganization plan filed in the U.S.
Water Industry Privatization Study
Concentric was engaged by a large U.S. utility holding company to conduct a comprehensive study of the benefits
Wholesale Market Expert Advisory
We served as an independent system operator’s (ISO) market expert in a variety of capacities, including the development

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Our professionals have devoted their careers to gaining a comprehensive understanding of the energy industry. By utilizing our extensive knowledge and robust analytical capabilities, we assist our clients in achieving their objectives. Our senior staff are actively involved in delivering our services, ensuring that we meet or surpass our clients’ expectations.

Forrest Small
Senior Vice President
508.263.6236
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Caroline O’Neill
Vice President
508.263.6250
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Stephen Wemple
Vice President
914.755.5586
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Mark Karl
Executive Advisor
860.874.8962
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Carl Peterson
Executive Advisor
312-287-0127
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Gregg Therrien
Vice President
508.263.6284
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Marisa Ihara
Assistant Vice President, Director of Data Analytics
508.263.6238
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Donna Bourne
Project Manager
587.997.5947
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Larry E. Kennedy
Senior Vice President and Board Advisor
403.370.3799
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Melissa F. Bartos
Senior Vice President & Board Member
508.263.6240
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Todd A. Shipman
Executive Advisor
857.260.0656
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John D. Stewart
Senior Vice President
518.475.1182
Email
Learn More
Forrest Small
Senior Vice President
508.263.6236
Email
Learn More
Caroline O’Neill
Vice President
508.263.6250
Email
Learn More
Stephen Wemple
Vice President
914.755.5586
Email
Learn More
Mark Karl
Executive Advisor
860.874.8962
Email
Learn More
Carl Peterson
Executive Advisor
312-287-0127
Email
Learn More
Gregg Therrien
Vice President
508.263.6284
Email
Learn More
Marisa Ihara
Assistant Vice President, Director of Data Analytics
508.263.6238
Email
Learn More
Donna Bourne
Project Manager
587.997.5947
Email
Learn More
Larry E. Kennedy
Senior Vice President and Board Advisor
403.370.3799
Email
Learn More
Melissa F. Bartos
Senior Vice President & Board Member
508.263.6240
Email
Learn More
Todd A. Shipman
Executive Advisor
857.260.0656
Email
Learn More
John D. Stewart
Senior Vice President
518.475.1182
Email
Learn More

Offering A Broad Range Of Services

We provide a broad range of integrated services designed to help our clients address a variety of needs through a single consulting provider. Our advisory and support services are comprehensive and complementary, ensuring that all aspects of our clients’ requirements are met efficiently and effectively.

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