Energy Related Mergers, Acquisitions, Sales
- Business Due Diligence
- Pro-forma Financial Analysis
- Market Assessments
- Post-Merger Integration
- Acquisition And Divestiture Analyses
- Restructuring and Business Plans
- Engaged as a Subject Matter Expert (SME) by the chemical division of the US affiliate of a $120 Billion/yr sales Asian raw material and commodity trading company to advise upon the pending $600 Million merger of two US-based petrochemical liquid terminal companies, having a total storage capacity over 23 Million Bbls. Worked with client's investment banker to create and critique financial models of both merging companies. Performed and Summarized Due Diligence activities for both parties and made negotiation recommendations regarding valuation, control of business processes, and environmental concerns. Made recommendations regarding proposed merger integration approach.
- Engaged by a global publicly-held $1.5 Billion per year sales company that is the leading integrated producer of chemicals, carbon compounds, and treated wood products for the aluminum, steel, chemical, rubber, railroad and utility industries, to lead a comprehensive and exhaustive investigative effort to find new and alternative non-coal, hydrocarbon-based feedstock sources (Substitute Feedstock project). Originated the Project concept, crafted the Business Plan, led outside Technical staff, conducted Business Due Diligence, drafted the Request for Proposal for the location of a $63 million construction of a 120,000 ton/yr Hydrocarbon Pitch facility located in the US Gulf Coast, that will be used by client to generate such Substitute Feedstocks for their operating plants and North American customers.
- Engaged by a $1 Billion per year sales integrated industrial waste management and recycling company as an SME and solely responsible for performing Business Due Diligence regarding the contemplated acquisition of a 690 M Bbls oil storage facility having access to truck, rail, and deep-water facilities. Also located on-site was a 2.5 M Bbl per day (35 MM gal/yr) waste lube oil processing facility. Evaluated the facility from both the client's strategic perspective as well as determining the likely economics of competitors' bids. Steve assisted the client's management team in assessing their strategic position regarding the contemplated acquisition as well as help formulating the bid price for the asset.