Energy & Utilities
Energy Retail
M&A Screening, M&A Execution and Post-Merger Integration
Case Study
Winning PMI cost-benefit analysis for an energy retailer following major utility integration
Client situation
Client was seeking integrated cost-benefit analysis of the potential merger of three electric distribution utilities by identifying potential synergies coupled with the cost of merging
Project approach
SDI conducted a detailed post acquisition integration study based on extensive industry benchmarking, identification of functional overlap, and bottom-up data collection in order to develop a comprehensive business case that defined the expected financial benefits
Outcome
Based on the detailed SDI business case and the definition of the high-level path forward, SDI provided the factual basis for decision-making and enabled initiation of the integration