Summary of Experience
Ms. O’Neill is a financial and economic consultant with more than 20 years of experience in the energy industry. She has a broad range of experience, including regulatory policy formation, merger and acquisition due diligence, litigation support, asset valuations, and asset-based transactions. Additionally, she has extensive state and federal regulatory experience with both electric and natural gas issues, including rate case proceedings, prudence reviews, regulatory strategy, cost of service analysis, and rate design.
Ms. O’Neill has performed a variety of economic analyses, extensive regulatory research, and has assisted in the preparation of regulatory testimony topics such as cost of capital and return on equity, cost of service, and various other regulatory topics. She has also assisted in the preparation of testimony in litigation and other non-regulatory legal proceedings. Ms. O’Neill has assisted numerous gas and electric utilities with merger and acquisition due diligence, including regulatory, financial, and market assessments. Specifically, Ms. O’Neill served as the financial advisor to a city that was purchasing a utility. She assisted the city with reviewing and assessing the proposed purchase from a commercial perspective, as well as evaluating the terms of the transaction, risk characteristics, employee and community considerations.
M.S., Information Library Science, University at Buffalo
B.A., Political Science, Le Moyne College
We were asked to provide regulatory and policy support throughout a National Energy Board (“NEB”) Application process for the approval of transportation services and toll methodology for the client’s expanded oil pipeline project. We provided expert written direct and reply evidence on the reasonableness of the open season process as well as the rate, risk […]
“The importance of a strong Integration Management Office, and effective and engaging communication with the buyer’s and seller’s workforces through well-organized, multi-functional teams with clear mandates and workplans cannot be underestimated. The information and support gained from this process allow integration plans to evolve to meet the organization’s dynamic needs.” — Lisa Quilici, Senior Vice […]
We performed an assessment of the client’s natural gas and biomass-fired electric generating facilities (the “Facilities”) located at its manufacturing plant. The assessment focused on the economic capability of the Facilities to operate as a stand-alone business, and if so, what value that plant would command in the market. Working with the client team, we […]
Representative examples of our staff’s transaction management experience include:
Concentric recently served as the sell-side financial advisor and manager to PPL Services Corporation in the divestiture of PPL Corp. (NYSE: PPL) subsidiary, PPL Solutions, LLC (“Solutions”). Headquartered in Bethlehem, PA, Solutions provides billing, business processing outsourcing, call centers, and information technology services to competitive electric and gas suppliers and regulated utilities in the US. […]
We conducted an analysis on the highest and best use of a local distribution company’s (“LDC”) assets. Specifically, we: Analyzed the value of potential supplemental service offerings and alternative uses of the LDC’s infrastructure in an effort to optimize the utility of these assets while maintaining reliable service to existing customers. Assessed the potential for broader […]
Our utility client owns and operates coal-fired generating stations in the Midwestern U.S. Following the decision to retire certain coal-fired generating assets, the company’s decommissioning team was faced with the challenge of determining how to realize each retired site’s highest and best use. The goal was to find the best use for each site specific […]
We provided assistance with a RFP for reliability services related to the retirement of the client’s power generating facility. This work involved a review of the RFP, including the review of key commercial terms and regulatory requirements, and development of the models and methodology to be used for the evaluation of bids. We also conducted the […]
We have provided litigation support and expert testimony to clients in six separate legal proceedings before the U.S. Court of Federal Claims on the government’s breach of the Standard Contract for spent nuclear fuel disposal. We screened and analyzed more than a hundred thousand pages of discovery materials in these cases, advised the clients’ legal […]