We combine our extensive expertise in energy industry economics and regulation with in-depth financial analysis to create strategic transaction solutions.
Areas of expertise:
- Due diligence
- Transaction strategy and management
- Regulatory approval support
- Post-merger integration
- Valuation and market assessments
Concentric’s corporate finance and M&A team partners with clients at every stage of the transaction lifecycle, starting with the critical initial due diligence phase, through developing a transaction strategy, navigating counterparty negotiations and regulatory approvals, and supporting post-merger integration. We also offer valuation and market assessments to complement our services.
- Due Diligence: Over the past five years, we have successfully completed over 40 buy-side due diligence projects, primarily focused on electric, gas, and water utilities, as well as transmission assets.
- Transaction Management: We implement a proven transaction management process that facilitates efficient approvals for proposed transactions.
- Regulatory Approvals: Our trusted experts provide essential regulatory approval planning and testimony regarding utility mergers and acquisitions, addressing key issues such as the public interest standard, merger benefits, and the impacts on cost of capital.
- Post-merger: We identify integration needs and develop detailed action plans to support seamless post-merger operations.
- Valuation and Market Assessments: Our trusted experts navigate the complex landscape of electricity and natural gas markets across North America, providing insights into the operating and capital requirements of regulated utilities and energy infrastructure. Using advanced financial modeling and powerful analytical tools, we deliver insightful analysis on key value drivers and contracting considerations.
We serve a diverse range of clients that require a provider with expertise in both the energy industry and financial advisory, including institutional investors, infrastructure funds, project developers, multinational energy companies, utility holding companies, and municipalities. They rely on our nuanced understanding of energy markets, regulatory environments, capital investment requirements, forecast assumptions, and political dynamics.
Working with your firm is clearly one of the best moves our company has made in the conduct of this case – our team couldn’t possibly do what we’ve done or what is upcoming without Concentric!
