“Working as an integral part of our client’s team throughout the structuring of the transaction and the regulatory approvals process allowed us to support them for many years as they realized, and reported, the benefits of the transaction.”
-Lisa Quilici, Senior Vice President of Concentric
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 secure the jurisdictional regulatory approvals, and further supported the transaction by:
- Analyzing and quantifying the expected merger synergies.
- Supporting the development of regulatory commitments as part of the transaction, including commitments addressing customer benefits, workforce, local community, reliability of service, affiliate transactions, governance, and 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 the settlement discussions.
Following the transaction approval, our team continued to support the integration of the two companies, including realizing merger synergies and reporting to the regulatory commissions.
