Financial Advisory

Our Financial Advisory Practice includes Transaction Management; Due Diligence; Regulatory Approval, Merger Synergies and Integration; Project Development; Valuations; and Fairness Opinions.

We provide a wide range of financial advisory services, including opportunity identification and strategy, buy- and sell-side execution, due diligence, merger synergies analyses, and valuations. We have provided our clients with expert services in implementing these transactions, including regulatory support, impairment analysis, and securitization.

“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!”

– Assistant General Counsel of a southeastern U.S. electric utility on Concentric’s regulatory approval support

Financial Advisory Experts

John J. Reed
John J. Reed
Chief Executive Officer & Chairman of the Board
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Michael J. Adams
Michael J. Adams
Senior Vice President & Board Member
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James M. Coyne
James M. Coyne
Senior Vice President & Board Member
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Daniel S. Dane
Daniel S. Dane
Executive Vice President & Board Member
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Michael P. Kagan
Michael P. Kagan
Senior Vice President & Board Member
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Danielle S. Powers
Danielle S. Powers
Executive Vice President & Board Member
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Lisa M. Quilici
Lisa M. Quilici
Senior Vice President & Board Member
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Robert C. Yardley, Jr.
Robert C. Yardley, Jr.
Senior Vice President & Board Member
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Mark C. Cattrell
Mark C. Cattrell
Assistant Vice President
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Benjamin O. Davis
Benjamin O. Davis
Assistant Vice President
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Bickey Rimal
Bickey Rimal
Assistant Vice President
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Alexander J. Cochis
Alexander J. Cochis
Senior Project Manager
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Carl Peterson
Carl Peterson
Executive Advisor
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Case Studies & Engagement Examples


Publications

Country Risk Premiums & Cost of Equity   PDF

Regulation

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Markets & Resource Planning

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Litigation

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