"We take pride in working with clients to develop strategies
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Representative Client List
For a carbon credits marketer, developed a complete business plan, fund raising documentation, market sizing and assessment, cap and trade opportunity plan and designed their business process map and systems requirements. Implementation work included building out their systems, assisting in fund raising and providing interim staff resources.
Result: The client successfully launched the business.
For a renewable generator, provided a competitive and pricing analysis for the RECs they earned through generating wind energy. Assisted in negotiating a purchase and sale agreement and identifying buyers.
Result: The client successfully sold several large blocks of credits.
For a multi-site commercial property manager, provided an overview of requirements needed to satisfy national, state and local mandates. Further developed a sustainability action plan and timeline in anticipation of SCE and EPA reporting requirements.
Result: The action plan is being implemented with a focus on compliance, yet economic benefits as well.
For a facility management software vendor, developed a strategy and go-to-market plan to utilize their existing functionality to enter the demand response and sustainability marketplaces. Implementation assistance included interim business development efforts and marketing.
Result: The client successfully closed its first customer sale and continues to grow within the energy vertical.
For an energy trading and risk management software vendor, provided a complete review and redesign of its risk management functionality for expansion from natural gas markets into power markets. Implementation work included identifying and closing a first client, coordination of client side requirements definition and providing interim resources for customer implementation.
Result: Numerous customers are now utilizing the clients risk systems.
For a transaction software vendor, developed a sell side merger plan, identified target buyers, packaged a due diligence book, facilitated negotiations and provided founder coaching through the sale process.
Result: The client successfully sold the business.
For a large wind generator, performed detailed analysis of ERCOT market pricing, transmission plans, REC values, clearing prices and tax values to determine a long term economic forecast for their large wind farm in Texas.
Result: The client utilized study results to refinance the facility.
For a solar project developer, performed long term financial modeling and economic impact and benchmark study for use in a New Jersey industrial customer PPA negotiation.
Result: The client closed the deal with the customer.
For a renewable private equity firm, developed a national renewable portfolio standards report, including benchmarking utility compliance status by market. Further analyzed permitting applications across targeted ISOs to develop a target company profile list based on potential future project upside.
Result: The client has created a short list of targeted acquisitions and we are assisting in deal pursuit.
For a large utility, created a business plan to form a non-regulated subsidiary to enter retail gas markets nationwide. The plan included regulatory analysis, margin analysis, target markets, switch rates, financial pro formas, risk assessment, operational plan for end-to-end customer processing and systems assessment.
Result: The client launched what is now one of the largest gas marketing firms in North America.
For a large Wall Street Investment Bank, performed due diligence in support of their purchase of an interstate gas pipeline. Work included analysis of shipper agreements, pipe on pipe competition, engineering studies, organizational review, regulatory analysis and vetting financial assumptions and models.
Result: The client successfully acquired an interstate gas pipeline.
For a large independent power producer, developed a gas purchasing and pipeline transportation capacity strategy. The strategy included analysis of capacity and basis values across multiple regions as well as storage, NYMEX and production zone values. Additional variables such as wholesale power prices, heat rates and more were included in the overall models developed.
Result: The client utilizes our risk matrix and models to acquire physical gas supply in a manner that maximizes profitability.
For a demand response aggregator, provided an operational assessment and action plan to streamline business processes as well as an interim CEO to drive implementation until a permanent hire was made.
Result: The action plan was implemented quickly and the company returned to profitability.
For a large electric distribution equipment manufacturer,developed a demand management strategy and implementation plan. The plan included market assessment, quick win launch projects, acquisition targeting and initial implementation resources.
Result: The client is in the early stages of business unit launch and already has a sizable opportunity funnel in hand.
For a municipal utility, developed high level specifications required to implement a demand response program. Work entailed determining outside software and hardware vendors that could provide an all inclusive quote and supporting documentation required to submit for DOE SGIG funding.
Result: The client won a DOE grant and implementation planning is underway to make the demand response program a reality.
For a retail power marketer, performed a complete front to back business process and profitability analysis and action plan. Work included a review of all customer agreements, purchasing and risk practices, back office processes, systems review and organizational review. Upon plan approval, we managed its implementation.
Result: The action plan and implementation increased profitability fourfold.
For a large wholesale power marketer, created a business plan focused on an acquisition strategy for entering retail markets. Work included regulatory market analysis, candidate identification, initial approach and due diligence, negotiation assistance, post purchase integration planning and financial modeling with risk assessments.
Result: The client has purchased several retail entities with our assistance.
For Statkraft (Norwegian Energy Board), assessed opportunities in the market based on a legislative mandate to open the electricity supply market. Established a number of scenarios to determine possible roles and results for marketing initiatives.
Result: The client utilized study results in determining many of the implementation aspects of the market.