Corporate Finance
Let's face it, many mergers and acquisitions do not perform to expectations. Our professionals can help you avoid the many pitfalls that may occur when purchasing another business. Our founding partners have sourced, valued, negotiated, financed, reviewed, papered, closed and integrated numerous deals ranging in size from $10 million to over $1 billion.
Our corporate finance services range from valuing companies to integrating once the deal is closed. Our valuations have been used for numerous purposes, including determining collateral for loans and allocating the purchase price for tax and book purposes.
Our transaction experience gives our clients the confidence to continue their focus on day-to-day operations, while we manage the stringent financial due diligence process. On several occasions, we have saved our clients millions by a close review of the closing statements.
Integration of an acquired business starts well before the deal is closed. Opportune assists clients by planning for success. We consult with our clients on the front end of a potential transaction to be assured that the integrity of historical financial information is maintained, and that data is migrated on a timely basis.
Financial Reporting
Opportune is not to be confused with an accounting firm. We do not give audit opinions. To the contrary, we are advocates for our clients. The professionals in our financial reporting group are up-to-date on recent literature and give expert advice on technical financial reporting matters. We subscribe to numerous research services and maintain our own proprietary database. We consult with our clients on technical issues and help them document their conclusions and draft financial statement disclosures. Opportune is well prepared to assist you with your reporting needs.
Our decades of dealing with the Securities and Exchange Commission and audit firms include literally hundreds of filings (including numerous equity and debt offerings), dozens of preclearance letters and assistance with restatements. In numerous instances, we have worked with our clients and the SEC to reduce filing requirements.
Energy Supply and Trading
Opportune’s professionals understand the energy supply, trading and risk management business, its complex and unique operations, processes and technology challenges. Many of our consultants have served in senior information technology, risk control, accounting, logistics and trading positions with major energy companies, investment banks, “big” consulting shops and other market participants. Our consultants have deep experience and a proven track record in delivering professional services for our clients and possess sound and current domain expertise combined with the project management and functional skills necessary to make our clients’ projects successful.
Our services range from ‘best practice’ reviews and diagnostic analyses to policy/process redesign and performance enhancement to enabling systems evaluation, selection and implementation. Opportune approaches supply and trading assignments with an understanding and recognition that our clients are in a highly specialized segment of the energy business and require and demand advice, counsel and consulting expertise that is shaped by decades of hands-on experience in the energy supply and trading space.
Organization/Strategy
Organizational Design and Effectiveness
Risk Governance – Policies and Controls
M&A and Post-Merger Integration
Performance Management – Business Intelligence
Operations
Business Process Improvement
Operational Support
Technology
Enterprise Strategy & Architecture
Systems Selection
Systems Implementations
Systems Upgrades
Dispute Resolution
Our dispute resolution practice focuses on working with attorneys and their clients to assess the financial merits of a particular claim and to develop financial damage models. If called upon, we provide expert witness testimony. Our professionals have successfully consulted on numerous matters over the past 3 decades.
We offer a practical business management approach rather than a strict academic, accounting or economic approach. Our focus is on efficiently communicating a practical, not a theoretical solution.
Opportune is a nimble organization. In most cases, we can clear nearly all potential conflicts in a day or so.