| Client Type |
Client |
Project Type |
Project |
| Private Equity |
Kohlberg, Kravis, Roberts /Texas Pacific Group |
M&A advisory |
Advised private equity purchasers on confidential issues related to the recently-completed TXU acquisition |
|
GE Energy Financial Services |
M&A advisory |
Confidential due diligence project on a $10 billion electric utility acquisition |
|
Texas Genco |
Post acquisition integration |
Advised former Goldman Sachs-led management team on post acquisition performance improvement activities for a $3.6 billion power plant portfolio acquisition |
|
Hudson Clean Energy |
Board advisory |
Board position on one of Hudson’s portfolio companies; assisting with U.S. market entry strategy |
|
Haddington Ventures |
Business development |
Advising private equity fund on the development of energy storage business model |
|
| Hedge Funds |
Seneca Capital |
Market advisory |
Long term market advisory relationship with key portfolio manager of a leading energy hedge fund |
|
Ramius Capital |
Market advisory |
Market advisory project for energy hedge fund manager |
|
Numerous merger arb and hedge funds |
Market advisory – project based |
Advised over 20 merger arb and hedge funds on a specific transaction related to the Texas energy market |
|
|
|
|
|
| Utility/Energy Companies |
Exelon |
M&A |
Performed financial valuation and strategic assessment on major acquisition target for senior executive acquisition team
|
|
Entergy |
Business strategy |
Assisted management team of Fortune 500 utility company in strategy related to continued ownership or sale of Texas subsidiary |
|
MidAmerican Energy |
Business strategy |
Assisting senior management team on retail energy market entry strategy project, including channel development and market segmentation |
|
Direct Energy |
Business strategy |
Led new business development activities for UK-based utility company that entered the Texas retail electricity market
|
|
Cinergy |
Business strategy |
Developed a customer segmentation and valuation model for Midwest utility’s retail business
|
|
Con Edison Solutions |
Business strategy |
Devised energy market assessment, including market segmentation and channel strategy, for utility subsidiary’s entry into a new competitive energy marketplace
|
|
City of Houston |
Organizational redesign |
Undertook organizational assessment and developed business strategy group handling energy regulatory and policy issues |
|
| Utility/Energy Companies |
Quanta Services |
Business strategy |
Assisted new senior executive with strategy development for solar engineering, procurement and construction (EPC) business |
|
IHS Energy |
M&A advisory |
New market entry strategy, acquisition screening and competitive analysis for rapidly growing acquirer of energy data services companies
|
|
First Choice Power |
Business strategy |
Assisting management team of retail subsidiary of Public Service of New Mexico on a sustainability strategy |
|
| Clean Energy |
Tres Amigas |
Regulatory strategy |
Assisting Phil Harris, former CEO of PJM, on paradigm changing plan to link three U.S. grids |
|
Wind to Power Systems |
Market entry strategy |
Designing U.S. market entry strategy for leading venture-backed European power electronics company;
|
|
EnerNOC |
Business strategy/M&A advisory |
Advised rapidly growing, recently listed demand response provider with corporate development activities, including new product development and channel strategy, to support client’s national expansion
|
|
Terra-Gen Power |
Regulatory strategy |
Working with large private equity developer on wind and solar development projects |
|
Recurrent Energy |
Regulatory strategy |
Assisting solar provider on policy issues related to ERCOT market
|
|
Texas Center for Superconductivity |
Business strategy |
Assisting in new product development efforts for internationally-known Superconductivity researcher on commercialization of second generation superconductors
|
|
Airtricity (now E.on Renewables) |
Business strategy |
Created market segmentation strategy for an Irish wind developer interested in entering the Texas electricity market
|
|
Current Technologies |
Business strategy |
Advised a venture-capital backed technology firm in deploying the country’s largest broadband over powerline (BPL) network covering 1.8 million homes on market entry strategy
|
|
| Telecom/IT |
Confidential |
M&A advisory |
Led private equity acquisition team on due diligence activities on $60 million spin-off of Skytel from Verizon
|
|
Scalable Software |
M&A advisory |
Assisted venture capital based technology company in completing $3 million “tuck-in” acquisition
|
