M&A and deal support to a large energy major

CLIENT CHALLENGES

A global energy leader sought to expand its mergers and acquisitions (M&A) capabilities and required strategic support across the entire deal lifecycle to manage increasing deal volume and complexity

Provided the support of three full-time employees and assisted the client team on the full-cycle of M&A transactions: opportunity origination, assessment, due-diligence, valuation, stakeholders’ coordination and management, data room management, deal negotiation, etc.
Origination
- Opportunity analysis
- Reviewed teasers, IMs and marketing materials shared by counterparties
- Liaised with operations and legal heads for reviews on drafts, queries, NDAs, offer documents, release letters, etc.
- Assisted preliminary discussion
Evaluation
- Assisted in-house M&A team in conducting detailed financial analysis and building financial models to value the potential businesses/assets and targets
- Identified potential risks, synergies and opportunities associated with each deal
- Prepared investor presentation for board consideration
Execution
- Assisted in preparation of RFPs for due-diligence advisors and memorandums for approval from senior management (CXOs)
- Assisted in review and preparation of valuation models
- Provided input on deal negotiation strategies to senior management team
Closing
- Assisted in negotiation of final transaction terms and values and timelines, including the sale and purchase agreements
- Coordinated closing process and ensured all conditions met the requirements
- Assisted in resolution of post-closing issues/information required through coordination

Identified and analysed growth opportunities across energy markets, by sharing insights into the high-growth markets
Assisted client team in building and managing a long list of deal opportunities in the pipeline and facilitating client teams in saving considerable time and efforts to enable timely closure of the deals
Over 50% cost savings vs fully loaded costs of in-house resources (include hiring, training, infrastructure, tax, travel, benefits, management)
Worked in close coordination with external advisors and utilised the team's experience and knowledge during project execution

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