Energy & Utilities Wholesale
M&A Screening, M&A Execution and Post-Merger Integration

Case Study

Commercial due diligence support for a trading firm acquisition

SDI supported a large utility company to acquire an energy trading firm to reinforce its position and enhance risk management in wholesale procurement

Client situation

Following market deregulation and a series of required spin-offs, a large utility firm lacked wholesale trading capabilities and identified an acquisition target which would ensure proper risk management and procurement functions

Project approach

Building on its proven Commercial Due Diligence Excellence approach and thorough understanding of wholesale trading business, SDI assessed the target’s operational performance and strategic fit to client’s organization

Outcome

The target showed excellent fit in terms of required capabilities and skills of key personnel, which resulted in a successful transaction with the majority of the personnel retained in the new organization

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