The Vine Advisors Blog
Enterprise Resource Planning (ERP) is a comprehensive business management software that integrates and automates various functions like finance, HR, manufacturing, […]
Vine Advisors offers Litigation Support and Expert Witness Services to the legal and litigation community. With rare expertise in commodity […]
Introduction Hydrogen, both as a pure gas and feedstock for industrial processes and refineries, has existed for years. The focus […]
Exploring the benefits and challenges for listed public companies to “uplist” to major stock exchanges like the NASDAQ or NYSE. […]
Service Type: Assurance Project: Financial Statement Review Context: Our client needed a review of their quarterly and annual filings prior […]
Service Type: Assurance Project: Financial Statement Audit Context: Our client needed an audit of their financial statements before fundraising efforts. […]
Service Type: Assurance Project: Financial Statement Review Context: Our client needed a review of their financial statements. Approach & Results: […]
Service Type: Data Analytics Project: PMO Support Context: Our client required assistance with the selection of trading, risk, logistics, and […]
Service Type: Data Analytics and Quantitive Solutions Project: Commodity Business in Transition to Improved Risk System Context: Our client was […]
Service Type: Data Analytics and Quantitive Solutions Project: Client Experiencing Operational Risks in Daily Risk Processes Context: Our client was […]
Service Type: Deal Sourcing Project: Vendor Acquisition Strategy and Execution Introduction With our expertise in Mergers and Acquisitions in the […]
Service Type: Post Merger Integration Project: Post-Acquisition Audit Support Services Context: Our client was required to undergo a post-acquisition audit […]
Project: Consolidation Context: Our client needed assistance completing several acquisitions. Approach & Results: We assisted the company evaluating value-acquisition candidates […]
Service Type: Income Tax and Tax Services Project: Tax Book Acquisition Context: Our client, owner of a privately held boutique […]
Service Type: Compilations / Booking Project: Bookkeeping and Tax Return Preparation and Filing Context: Our clients requested both bookkeeping and […]
Service Type: Accounting Project: Accounting and bookkeeping services Context: Our client needed urgent bookkeeping and general accounting services due to […]
Service Type: Marketing, Procurement, and Trading Project: Commodity trading, Asset Optimization, and Risk Management Mandate Context: Our client, a prominent […]
Service Type: Governance, Strategy and Operations Project: End-to-End ERP and Commodity Management System Mandate Context: A privately-held manufacturer of foodstuffs […]
Service Type: Marketing, Procurement and Trading Project: Commodity Value-at-Risk and Risk Management C/ETRM Mandate Context: A large privately-held trader and […]
Service Type: Valuation Context: The board retained us to provide an independent third-party valuation of the firm to help resolve […]
Service Type: Valuation Project: Consolidation Context: Management hired us for valuation support in connection with the combination and intended IPO […]
Context: We were hired to evaluate the assets of a special-purpose vehicle created in a transaction with a private investor […]
Service Type: Assurance Project: Financial Statement Review Context: Our client needed a review of their quarterly and annual filings prior […]
Service Type: Assurance Project: Financial Statement Audit Context: Our client needed an audit of their financial statements before fundraising efforts. […]
Service Type: Assurance Project: Financial Statement Review Context: Our client needed a review of their financial statements. Approach & Results: […]
Service Type: Data Analytics Project: PMO Support Context: Our client required assistance with the selection of trading, risk, logistics, and […]
Service Type: Data Analytics and Quantitive Solutions Project: Commodity Business in Transition to Improved Risk System Context: Our client was […]
Service Type: Data Analytics and Quantitive Solutions Project: Client Experiencing Operational Risks in Daily Risk Processes Context: Our client was […]
Service Type: Data Analytics and Quantitive Solutions Project: Required KPI Reporting Context: Our client, an owner of a commodity business, […]
Service Type: Data Analytics Project: Data Integration Context: Our client’s inability to access operational and risk data created issues for […]
Service Type: Data Analytics and Quantitative Solutions Project: Multiple Systems and Spreadsheets Created Operational Risk Context: Our client had messy […]
Service Type: Data Analytics and Quantitative Solutions Project: Predictive Analytics Context: Our client wanted to hedge its exposure while barrels […]
Service Type: Data Analytics and Quantitive Solutions Project: Retail Electric Load Forecasting Context: Our client needed to manage its purchases […]
Service Type: Data Analytics and Quantitive Solutions Project: Forecasting Natural Gas Pipeline Capacity Context: Our client needed to forecast the […]
Service Type: Data Analytics and Quantitive Solutions Project: Potential Future Credit Exposure (PFCE) Context: Our client was expanding their service […]
Service Type: Data Analytics and Quantitive Solutions Project: VAR Calculation Context: A client with significant trading and marketing operations in […]
Service Type: Deal Sourcing Project: Vendor Acquisition Strategy and Execution Introduction With our expertise in Mergers and Acquisitions in the […]
Service Type: Post Merger Integration Project: Post-Acquisition Audit Support Services Context: Our client was required to undergo a post-acquisition audit […]
Project: Consolidation Context: Our client needed assistance completing several acquisitions. Approach & Results: We assisted the company evaluating value-acquisition candidates […]
Service Type: Post Merger Integration Project: Post-Transaction Readiness and Integration Context: Our client needed post-integration support as a result of […]
Service Type: Physical Commodity Risk Management Project: M&A Due Diligence Support Context: Our client was actively investing its private equity […]
Service Type: Physical Commodity Risk Management Project: Physical Contracts with Embedded Options/M&A Due Diligence Context: Our client targeted a supplier […]
Service Type: Post-Merger Integration Project: Post-Merger Integration Context: A private equity sponsor purchased five grain elevator businesses that all had […]
Service Type: Post-Merger Integration Project: Post-Merger Integration Context: A private equity sponsor purchased a grain elevator business that had a […]
Service Type: Income Tax and Tax Services Project: Tax Book Acquisition Context: Our client, owner of a privately held boutique […]
Service Type: Compilations / Booking Project: Bookkeeping and Tax Return Preparation and Filing Context: Our clients requested both bookkeeping and […]
Service Type: Accounting Project: Accounting and bookkeeping services Context: Our client needed urgent bookkeeping and general accounting services due to […]
Service Type: CAO / Controller Services Project: Inventory Management Services Context: Our client needed assistance evaluating their production costing method […]
Service Type: Income Tax Services Project: Property Tax Accrual Review Context: Our client needed a review of their property tax […]
Service Type: Technical Accounting Project: Accounting Function Review Context: Our client needed a review of their financial records to prepare […]
Service Type: CAO / Controller Services Project: Financial Close Process Improvement Context: Our client needed assistance understanding the process and […]
Service Type: CAO/ Controller Services Project: Internal Controls – Private Context: Our client needed assistance understanding and documenting the accounting […]
Service Type: Technical Accounting Project: Technical Accounting Consulting Context: A company needed assistance with technical accounting research and documentation of […]
Project: Technical Accounting Consulting Context: A company needed assistance with correcting accounting for a failed sale-leaseback transaction. Approach & Results: […]
Project: Technical Accounting Consulting Context: Company needed assistance with technical accounting research and documentation of accounting positions on numerous transactions […]
Service Type: Compilations/Simple Cycle Accounting Project: Investment Growth Capital Context: Our client, with complex manufacturing and inventory accounting cycles, was […]
Service Type: Marketing, Procurement, and Trading Project: Commodity trading, Asset Optimization, and Risk Management Mandate Context: Our client, a prominent […]
Service Type: Governance, Strategy and Operations Project: End-to-End ERP and Commodity Management System Mandate Context: A privately-held manufacturer of foodstuffs […]
Service Type: Marketing, Procurement and Trading Project: Commodity Value-at-Risk and Risk Management C/ETRM Mandate Context: A large privately-held trader and […]
Service Type: Governance, Strategy & Operations Project: Internal Controls – Sarbanes-Oxley Context: Our client needed to document and evaluate internal […]
Service Type: Marketing, Procurement & Trading Project: Global Commodity Trading Expansion Context: Our client needed a business case to present […]
Service Type: Marketing, Procurement & Trading Project: Risk Infrastructure and CTRM Implementation Context: Our client needed assistance to review its […]
Service Type: Marketing, Procurement & Trading Project: Physical and Financial Energy Business Growth Context: Our client needed to expand its […]
Service Type: Marketing, Procurement & Trading Project: Renewable Energy Credit Trading Context: Our client needed to identify and define REC […]
Service Type: Marketing, Procurement & Trading Project: Enterprise Risk Management Assessment Context: Our client was unable to start an ERM […]
Service Type: Enterprise Transformation Project: Enterprise Risk Management Assessment Context: Our client was unclear on performing an Enterprise Risk Assessment […]
Service Type: Enterprise Transformation Project: Enterprise Risk Management Assessment Context: Our client’s Business Unit ERM program was divergent from its […]
Service Type: Enterprise Transformation Project: Comprehensive ERM Assessment Context: Our client had unclear ERM capabilities. Approach & Results: Approach: We […]
Service Type: Enterprise Risk Management Project: Enterprise Risk Management Program Design Context: Our client lacked an ERM program. Though familiar […]
Service Type: Enterprise Risk Management Project: Enterprise Risk Management Program Design Context: Our client had only basic risk qualification measures […]
Service Type: Governance, Strategy and Operations Project: Evaluation and Reconfiguring of ETRM Book Structure Context: Our client was in the […]
Service Type: Physical Commodity Risk Management Project: Creation of Upstream Hedging Strategy Context: A client operating in a unique geography […]
Service Type: Physical Commodity Risk Management Project: Development of Green Power Mandate Context: A client with a sustainable procurement mandate […]
Service Type: Physical Commodity Risk Management Project: Risk Management of Long Dated and Illiquid Commodity Context: This client, along with […]
Service Type: Physical Commodity Risk Management Project: Cross Commodity Hedging Strategy Context: This client, with multiple assets and risk-related commodity […]
Service Type: Physical Commodity Risk Management Project: Unexplained Performance Shortfalls and Cash Flow Issues Context: Our client, a private equity-backed […]
Service Type: Physical Commodity Risk Management Project: PNL Explained Attribution Report Context: Our client was implementing a large-scale trading risk […]
Service Type: Physical Commodity Risk Management Project: Commercialization of LNG Conversion Context: A client faced risk management, supply chain, and […]
Service Type: Physical Commodity Risk Management Project: Commodity Hedging Strategy Context: Input commodity volatility was disrupting our client’s production earnings […]
Service Type: Physical Commodity Risk Management Project: Commodity Hedging Strategy Context: Our client faced significant energy spend and needed to […]
Service Type: Physical Commodity Risk Management Project: Commodity Risk Policy Redesign Context: Our client wanted to hedge its natural gas […]
Service Type: Valuation Context: The board retained us to provide an independent third-party valuation of the firm to help resolve […]
Service Type: Valuation Project: Consolidation Context: Management hired us for valuation support in connection with the combination and intended IPO […]
Context: We were hired to evaluate the assets of a special-purpose vehicle created in a transaction with a private investor […]
Service Type: CFO Services Project: Working Capital Strategy Context: A profitable twenty-year-old business with $30M in annual revenue did not […]
Service Type: CFO Services Project: Enterprise Application Strategy Context: Our client had different business processes and systems across its primary […]
Service Type: CFO Services Project: Outsourced CFO/Controller Context: Our client needed senior financial management support skilled at business operational finance. […]
Project: Restructured Credit Facilities Context: Our client needed assistance evaluating and restructuring its current working capital and credit lines. Approach […]
Service Type: Data Analytics and Quantitative Solutions Project: Development of Risk Reporting and Accounting Context: Our Mid-South client was developing […]
Service Type: Valuation Project: Valuing Contingent Consideration Context: Subsequent to an acquisition, our client required assistance valuing an EBITDA-based contingent […]
Service Type: CFO Services Project: Complete SBA Disaster Loan Application Context: Our client requested help completing the U.S. Small Business […]
Service Type: CFO Services Project: Credit Advisory Context: Our client requested help obtaining inventory repurchase financing for its commodity inventory. […]
Service Type: Valuation Project: Storage Valuation Context: Our client needed support creating a natural gas storage valuation model for their […]
Service Type: CFO Services Project: Fractional CFO Context: Our client needed a Fractional CFO to manage the financial, technology, and […]
