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          The art (and science) of breaking into the American market

          Service Type: Deal Sourcing Project: Vendor Acquisition…

          Private Equity Backed Energy Services

          Service Type: Post Merger Integration Project: Post-Acquisition…

          NASDAQ-Listed Specialty Refining Company

          Context: We were hired to evaluate the…

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Recent Posts

Vine Advisors Uplisting small & microcap companies

Vine Advisors Uplisting small & microcap companies

Exploring the benefits and challenges for listed public companies to “uplist” to major stock exchanges like the NASDAQ or NYSE. […]

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When is Cryptocurrency taxable?

When is Cryptocurrency taxable?

The term “Cryptocurrency” has shot to fame over recent years, with it being used across a wide range of sectors […]

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Russia, rates and rocky supply chains: How the Ukraine war has affected markets

Russia, rates and rocky supply chains: How the Ukraine war has affected markets

Introduction. In the dawn of 2022, the world was given a stark reminder by Russia on how dependent countries were […]

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Getting under the skin of Digital Financial Transformation

Getting under the skin of Digital Financial Transformation

Throughout this article, we will be addressing and developing a deeper understanding of digital financial transformation. We will be looking […]

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Attestation Case Studies

Not-for-Profit Organization

Not-for-Profit Organization

Service Type: Assurance Project: Financial Statement Review Context: Our client needed a review of their financial statements. Approach & Results: […]

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Public Telecom Company

Public Telecom Company

Service Type: Assurance Project: Financial Statement Review Context: Our client needed a review of their quarterly and annual filings prior […]

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Not-for-Profit Real Estate Organization

Not-for-Profit Real Estate Organization

Service Type: Assurance Project: Financial Statement Audit Context: Our client needed an audit of their financial statements before fundraising efforts. […]

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Digital & Analytics/Digital Transformation Case Studies

Liquid Natural Gas Company

Liquid Natural Gas Company

Service Type: Data Analytics Project: PMO Support Context: Our client required assistance with the selection of trading, risk, logistics, and […]

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Global Trading Organization

Global Trading Organization

Service Type: Data Analytics and Quantitive Solutions Project: Commodity Business in Transition to Improved Risk System Context: Our client was […]

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Natural Gas and Oil Trading Business

Natural Gas and Oil Trading Business

Service Type: Data Analytics and Quantitive Solutions Project: Client Experiencing Operational Risks in Daily Risk Processes Context: Our client was […]

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Mergers & Acquisitions Case Studies

The art (and science) of breaking into the American market

The art (and science) of breaking into the American market

Service Type: Deal Sourcing Project: Vendor Acquisition Strategy and Execution Introduction With our expertise in Mergers and Acquisitions in the […]

Read More

Private Equity Backed Energy Services

Private Equity Backed Energy Services

Service Type: Post Merger Integration Project: Post-Acquisition Audit Support Services Context: Our client was required to undergo a post-acquisition audit […]

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Online Education Company

Online Education Company

Project: Consolidation Context: Our client needed assistance completing several acquisitions. Approach & Results: We assisted the company evaluating value-acquisition candidates […]

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Non-Attestation Case Studies

Numerous Clients Across Varying Industries

Numerous Clients Across Varying Industries

Service Type: Compilations / Booking Project: Bookkeeping and Tax Return Preparation and Filing Context: Our clients requested both bookkeeping and […]

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Chemical Manufacturing Company

Chemical Manufacturing Company

Service Type: CAO / Controller Services Project: Inventory Management Services Context: Our client needed assistance evaluating their production costing method […]

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Oil and Gas Manufacturing Company

Oil and Gas Manufacturing Company

Service Type: Income Tax Services Project: Property Tax Accrual Review Context: Our client needed a review of their property tax […]

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Risk & Financial Advisory Case Studies

Public E&P Company

Public E&P Company

Service Type: Governance, Strategy & Operations Project: Internal Controls – Sarbanes-Oxley Context: Our client needed to document and evaluate internal […]

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A Leading Bulk Commodity Trading Solutions Provider

A Leading Bulk Commodity Trading Solutions Provider

Service Type: Marketing, Procurement & Trading Project: Global Commodity Trading Expansion Context: Our client needed a business case to present […]

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A Global Bulk Commodity Trading Solutions Provider

A Global Bulk Commodity Trading Solutions Provider

Service Type: Marketing, Procurement & Trading Project: Risk Infrastructure and CTRM Implementation Context: Our client needed assistance to review its […]

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Strategy & Corporate Finance Case Studies

NYSE-Listed Software Company

NYSE-Listed Software Company

Service Type: Valuation Context: The board retained us to provide an independent third-party valuation of the firm to help resolve […]

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PE Portfolio Companies

PE Portfolio Companies

Service Type: Valuation Project: Consolidation Context: Management hired us for valuation support in connection with the combination and intended IPO […]

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NASDAQ-Listed Specialty Refining Company

NASDAQ-Listed Specialty Refining Company

Context: We were hired to evaluate the assets of a special-purpose vehicle created in a transaction with a private investor […]

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Attestation

Public Telecom Company

Public Telecom Company

Service Type: Assurance Project: Financial Statement Review Context: Our client needed a review of their quarterly and annual filings prior […]

Read More

Not-for-Profit Real Estate Organization

Not-for-Profit Real Estate Organization

Service Type: Assurance Project: Financial Statement Audit Context: Our client needed an audit of their financial statements before fundraising efforts. […]

Read More

Not-for-Profit Organization

Not-for-Profit Organization

Service Type: Assurance Project: Financial Statement Review Context: Our client needed a review of their financial statements. Approach & Results: […]

Read More

Digital

Liquid Natural Gas Company

Liquid Natural Gas Company

Service Type: Data Analytics Project: PMO Support Context: Our client required assistance with the selection of trading, risk, logistics, and […]

Read More

Global Trading Organization

Global Trading Organization

Service Type: Data Analytics and Quantitive Solutions Project: Commodity Business in Transition to Improved Risk System Context: Our client was […]

Read More

Natural Gas and Oil Trading Business

Natural Gas and Oil Trading Business

Service Type: Data Analytics and Quantitive Solutions Project: Client Experiencing Operational Risks in Daily Risk Processes Context: Our client was […]

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Private Equity Investor

Private Equity Investor

Service Type: Data Analytics and Quantitive Solutions Project: Required KPI Reporting Context: Our client, an owner of a commodity business, […]

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Private Equity Backed Physical Commodity Business

Private Equity Backed Physical Commodity Business

Service Type: Data Analytics Project: Data Integration Context: Our client’s inability to access operational and risk data created issues for […]

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Multi-Commodity Trading Business

Multi-Commodity Trading Business

Service Type: Data Analytics and Quantitative Solutions Project: Multiple Systems and Spreadsheets Created Operational Risk Context: Our client had messy […]

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Physical Oil Trader

Physical Oil Trader

Service Type: Data Analytics and Quantitative Solutions Project: Predictive Analytics Context: Our client wanted to hedge its exposure while barrels […]

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Retail Electric Provider

Retail Electric Provider

Service Type: Data Analytics and Quantitive Solutions Project: Retail Electric Load Forecasting Context: Our client needed to manage its purchases […]

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Natural Gas Midstream Services Company

Natural Gas Midstream Services Company

Service Type: Data Analytics and Quantitive Solutions Project: Forecasting Natural Gas Pipeline Capacity Context: Our client needed to forecast the […]

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Independent Power Producer

Independent Power Producer

Service Type: Data Analytics and Quantitive Solutions Project: Potential Future Credit Exposure (PFCE) Context: Our client was expanding their service […]

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International Oil Company

International Oil Company

Service Type: Data Analytics and Quantitive Solutions Project: VAR Calculation Context: A client with significant trading and marketing operations in […]

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M&A

The art (and science) of breaking into the American market

The art (and science) of breaking into the American market

Service Type: Deal Sourcing Project: Vendor Acquisition Strategy and Execution Introduction With our expertise in Mergers and Acquisitions in the […]

Read More

Private Equity Backed Energy Services

Private Equity Backed Energy Services

Service Type: Post Merger Integration Project: Post-Acquisition Audit Support Services Context: Our client was required to undergo a post-acquisition audit […]

Read More

Online Education Company

Online Education Company

Project: Consolidation Context: Our client needed assistance completing several acquisitions. Approach & Results: We assisted the company evaluating value-acquisition candidates […]

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U.S. Manufacturing Company

U.S. Manufacturing Company

Service Type: Post Merger Integration Project: Post-Transaction Readiness and Integration Context: Our client needed post-integration support as a result of […]

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Physical Commodity Holding Company

Physical Commodity Holding Company

Service Type: Physical Commodity Risk Management Project: M&A Due Diligence Support Context: Our client was actively investing its private equity […]

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Oil Products Pipeline and Transportation Business

Oil Products Pipeline and Transportation Business

Service Type: Physical Commodity Risk Management Project: Physical Contracts with Embedded Options/M&A Due Diligence Context: Our client targeted a supplier […]

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Grain Elevator and Merchandising Businesses

Grain Elevator and Merchandising Businesses

Service Type: Post-Merger Integration Project: Post-Merger Integration Context: A private equity sponsor purchased five grain elevator businesses that all had […]

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Grain Elevator and Merchandising Businesses

Grain Elevator and Merchandising Businesses

Service Type: Post-Merger Integration Project: Post-Merger Integration Context: A private equity sponsor purchased a grain elevator business that had a […]

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Non-Attestation

Numerous Clients Across Varying Industries

Numerous Clients Across Varying Industries

Service Type: Compilations / Booking Project: Bookkeeping and Tax Return Preparation and Filing Context: Our clients requested both bookkeeping and […]

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Publicly Traded Field Services Company

Publicly Traded Field Services Company

Service Type: Accounting Project: Accounting and bookkeeping services Context: Our client needed urgent bookkeeping and general accounting services due to […]

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Chemical Manufacturing Company

Chemical Manufacturing Company

Service Type: CAO / Controller Services Project: Inventory Management Services Context: Our client needed assistance evaluating their production costing method […]

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Oil and Gas Manufacturing Company

Oil and Gas Manufacturing Company

Service Type: Income Tax Services Project: Property Tax Accrual Review Context: Our client needed a review of their property tax […]

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Oil and Gas Manufacturer

Oil and Gas Manufacturer

Service Type: Technical Accounting Project: Accounting Function Review Context: Our client needed a review of their financial records to prepare […]

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Merchandising Company

Merchandising Company

Service Type: CAO / Controller Services Project: Financial Close Process Improvement Context: Our client needed assistance understanding the process and […]

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Private Investment Banker

Private Investment Banker

Service Type: CAO/ Controller Services Project: Internal Controls – Private Context: Our client needed assistance understanding and documenting the accounting […]

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Oil and Gas Exploration Service Company

Oil and Gas Exploration Service Company

Service Type: Technical Accounting Project: Technical Accounting Consulting Context: A company needed assistance with technical accounting research and documentation of […]

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U.S. Oil and Gas Service Company

U.S. Oil and Gas Service Company

Project: Technical Accounting Consulting Context: A company needed assistance with correcting accounting for a failed sale-leaseback transaction. Approach & Results: […]

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Financial Service Company

Financial Service Company

Project: Technical Accounting Consulting Context: Company needed assistance with technical accounting research and documentation of accounting positions on numerous transactions […]

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Privately-Held Manufacturing Business

Privately-Held Manufacturing Business

Service Type: Compilations/Simple Cycle Accounting Project: Investment Growth Capital Context: Our client, with complex manufacturing and inventory accounting cycles, was […]

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Risk & Financial Advisory

Public E&P Company

Public E&P Company

Service Type: Governance, Strategy & Operations Project: Internal Controls – Sarbanes-Oxley Context: Our client needed to document and evaluate internal […]

Read More

A Leading Bulk Commodity Trading Solutions Provider

A Leading Bulk Commodity Trading Solutions Provider

Service Type: Marketing, Procurement & Trading Project: Global Commodity Trading Expansion Context: Our client needed a business case to present […]

Read More

A Global Bulk Commodity Trading Solutions Provider

A Global Bulk Commodity Trading Solutions Provider

Service Type: Marketing, Procurement & Trading Project: Risk Infrastructure and CTRM Implementation Context: Our client needed assistance to review its […]

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Global Investment Bank

Global Investment Bank

Service Type: Marketing, Procurement & Trading Project: Physical and Financial Energy Business Growth Context: Our client needed to expand its […]

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Large North American Public Utility

Large North American Public Utility

Service Type: Marketing, Procurement & Trading Project: Renewable Energy Credit Trading Context: Our client needed to identify and define REC […]

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Investor Owned Utility

Investor Owned Utility

Service Type: Marketing, Procurement & Trading Project: Enterprise Risk Management Assessment Context: Our client was unable to start an ERM […]

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Federal Power Authority

Federal Power Authority

Service Type: Enterprise Transformation Project: Enterprise Risk Management Assessment Context: Our client was unclear on performing an Enterprise Risk Assessment […]

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North American Public Utility

North American Public Utility

Service Type: Enterprise Transformation Project: Enterprise Risk Management Assessment Context: Our client’s Business Unit ERM program was divergent from its […]

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North American Power & Natural Gas Company

North American Power & Natural Gas Company

Service Type: Enterprise Transformation Project: Comprehensive ERM Assessment Context: Our client had unclear ERM capabilities. Approach & Results: Approach: We […]

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U.S. Based Mining Company

U.S. Based Mining Company

Service Type: Enterprise Risk Management Project: Enterprise Risk Management Program Design Context: Our client lacked an ERM program. Though familiar […]

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U.S. Based Coal Mining Company

U.S. Based Coal Mining Company

Service Type: Enterprise Risk Management Project: Enterprise Risk Management Program Design Context: Our client had only basic risk qualification measures […]

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Natural Gas Production Company

Natural Gas Production Company

Service Type: Governance, Strategy and Operations Project: Evaluation and Reconfiguring of ETRM Book Structure Context: Our client was in the […]

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Investor in an Oil and Gas Exploration

Investor in an Oil and Gas Exploration

Service Type: Physical Commodity Risk Management Project: Creation of Upstream Hedging Strategy Context: A client operating in a unique geography […]

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Fortune 500 Company

Fortune 500 Company

Service Type: Physical Commodity Risk Management Project: Development of Green Power Mandate Context: A client with a sustainable procurement mandate […]

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Private Equity Fund

Private Equity Fund

Service Type: Physical Commodity Risk Management Project: Risk Management of Long Dated and Illiquid Commodity Context: This client, along with […]

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Downstream U.S. Petrochemical Complex

Downstream U.S. Petrochemical Complex

Service Type: Physical Commodity Risk Management Project: Cross Commodity Hedging Strategy Context: This client, with multiple assets and risk-related commodity […]

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Agricultural Business

Agricultural Business

Service Type: Physical Commodity Risk Management Project: Unexplained Performance Shortfalls and Cash Flow Issues Context: Our client, a private equity-backed […]

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Global Investment Bank

Global Investment Bank

Service Type: Physical Commodity Risk Management Project: PNL Explained Attribution Report Context: Our client was implementing a large-scale trading risk […]

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Global Agri-Food Business

Global Agri-Food Business

Service Type: Physical Commodity Risk Management Project: Commercialization of LNG Conversion Context: A client faced risk management, supply chain, and […]

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Publicly Held Petrochemical Ethane-Cracker

Publicly Held Petrochemical Ethane-Cracker

Service Type: Physical Commodity Risk Management Project: Commodity Hedging Strategy Context: Input commodity volatility was disrupting our client’s production earnings […]

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Publicly Traded U.S. Food Service Business

Publicly Traded U.S. Food Service Business

Service Type: Physical Commodity Risk Management Project: Commodity Hedging Strategy Context: Our client faced significant energy spend and needed to […]

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Fortune 500 Food and Beverage Manufacturer

Fortune 500 Food and Beverage Manufacturer

Service Type: Physical Commodity Risk Management Project: Commodity Risk Policy Redesign Context: Our client wanted to hedge its natural gas […]

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Strategy & Corporate Finance

NYSE-Listed Software Company

NYSE-Listed Software Company

Service Type: Valuation Context: The board retained us to provide an independent third-party valuation of the firm to help resolve […]

Read More

PE Portfolio Companies

PE Portfolio Companies

Service Type: Valuation Project: Consolidation Context: Management hired us for valuation support in connection with the combination and intended IPO […]

Read More

NASDAQ-Listed Specialty Refining Company

NASDAQ-Listed Specialty Refining Company

Context: We were hired to evaluate the assets of a special-purpose vehicle created in a transaction with a private investor […]

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Privately-Held Manufacturing Business

Privately-Held Manufacturing Business

Service Type: CFO Services Project: Working Capital Strategy Context: A profitable twenty-year-old business with $30M in annual revenue did not […]

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Agriculture Cooperative

Agriculture Cooperative

Service Type: CFO Services Project: Enterprise Application Strategy Context: Our client had different business processes and systems across its primary […]

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Chemical Manufacturing Company

Chemical Manufacturing Company

Service Type: CFO Services Project: Outsourced CFO/Controller Context: Our client needed senior financial management support skilled at business operational finance. […]

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US Agriculture Processing and Marketing Company

US Agriculture Processing and Marketing Company

Project: Restructured Credit Facilities Context: Our client needed assistance evaluating and restructuring its current working capital and credit lines. Approach […]

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Grain Elevator and Merchandising Businesses

Grain Elevator and Merchandising Businesses

Service Type: Data Analytics and Quantitative Solutions Project: Development of Risk Reporting and Accounting Context: Our Mid-South client was developing […]

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U.S. Manufacturing Company

U.S. Manufacturing Company

Service Type: Valuation Project: Valuing Contingent Consideration Context: Subsequent to an acquisition, our client required assistance valuing an EBITDA-based contingent […]

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Manufacturing Business

Manufacturing Business

Service Type: CFO Services Project: Complete SBA Disaster Loan Application Context: Our client requested help completing the U.S. Small Business […]

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Physical Commodity Marketing Business

Physical Commodity Marketing Business

Service Type: CFO Services Project: Credit Advisory Context: Our client requested help obtaining inventory repurchase financing for its commodity inventory. […]

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Commodity Business

Commodity Business

Service Type: Valuation Project: Storage Valuation Context: Our client needed support creating a natural gas storage valuation model for their […]

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Private Equity Investor

Private Equity Investor

Service Type: CFO Services Project: Fractional CFO Context: Our client needed a Fractional CFO to manage the financial, technology, and […]

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