Energy & Utilities
Wholesale
M&A Screening, M&A Execution and Post-Merger Integration
Case Study
Commercial due diligence support for a trading firm acquisition
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