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Engagements

And Two Become One, A Brief Strategic Merger Story

Concentric was retained to assist our client, a public utility holding company, in acquiring another public utility holding company. We provided comprehensive due diligence on the regulatory and statutory requirements necessary to obtain the required jurisdictional regulatory approvals. Our support for the transaction included:

  • Analyzing and quantifying the anticipated synergies from the merger.
  • Assisting in the development of regulatory commitments related to the transaction, addressing areas such as customer benefits, workforce, local community, service reliability, affiliate transactions, governance, as well as financial, environmental, and regulatory oversight.
  • Providing expert testimony in support of the transaction and supporting the development of testimony by other witnesses.
  • Delivering sustaining support throughout the entire regulatory process, including during settlement discussions.

After the transaction received approval, our team continued to assist with the integration of the two companies, including realizing merger synergies and reporting to the regulatory commissions.

For More Information, Contact:
Lisa M. Quilici
Senior Vice President & Board Member
617.872.0248
Email
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