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Adding significant value to your business.
In a world of ever increasing commercial
complexity, transaction support has become an essential element
in successfully completing mergers and acquisitions. Transactions
in a utility industry are by their nature significant undertakings,
often involving complex issues, large amounts of capital,
a high degree of commercial uncertainty and a difficult balance
of stakeholder interrelationships.
What we do for you.
The role of providing transaction support
can be as diverse as the transactions themselves. Transaction
support can range from acting as a lead advisor to a buyer
or seller, through to providing expert advice on specific
elements of a transaction. Some of the typical areas where
rbz Group provides transaction support for utility industry
transactions include:
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Providing expert advice in the preparation for and lead
up to a transaction, such as performing pre-acquisition
feasibility reviews |
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Acting
as a lead advisor to either buyers or sellers, including
managing other advisors |
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Assisting in the preparation of transaction
documentation such as an Investment Memorandum
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Providing
advice in relation to the valuation of organisations or
specific assets |
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Advising,
assisting and supporting parties with commercial negotiations |
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Providing
expert advice on specific issues |
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Preparing
business cases that support a transaction, including building
a financial model |
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Performing
Due Diligence reviews on behalf of purchasers |
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Providing
comfort to lenders and equity contributors through the
independent review of financial projections, key assumptions
and business valuations |
rbz Group has a proud history of supporting
our clients in undertaking complex negotiations and completing
merger and acquisition transactions.
rbz Group gives comfort to Boards, potential
debt providers and/or shareholders that a proposed transaction
is based on sound and supportable assumptions. As an independent
advisor with specialist industry knowledge, rbz Group adds value
through its ability to objectively assess a business case and
offer a view as to the reasonableness of its assumptions. rbz
Group uses national and international benchmarking data, comprehensive
industry experience and a highly developed skills base to ensure
that advice is backed by sound and independent analysis.
rbz Group has a multi-disciplined team who deliver a complete,
end-to-end service to buyers or sellers. This comprises of specialists
that have due diligence, corporate finance, audit and strategic
planning backgrounds to ensure a superior depth of analysis.
We aim to increase the probability of success by providing intelligence
on key risks and issues throughout the transaction.
The diagram below illustrates an approach
rbz Group recommended recently for a potential buyer of certain
utility assets.
Example of rbz Group's approach
for a buyer
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rbz Group believes that a key function of
its role is to carefully define and manage relationships. We
believe that it is important to work closely with our client
sponsor while providing a professional interface with other
key stakeholders (i.e. the Board, debt providers and investors).
rbz Group has a proven track record of providing
transaction support for complex and globally significant transactions.
Examples include:
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Providing independent advice on key
commercial matters relating to the formation and subsequent
operation (including financial projections) of a national
"super" energy retailer, Pulse Energy, formed
by Shell, Woodside and United Energy |
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Providing
independent commercial advice to the lenders to TXU in
their successful purchase of Westar/Kinetik, a Victorian
gas retail/distribution company acquired for $1.6b |
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Providing independent
commercial advice to the lenders to Utilicorp in their
successful purchase of Multinet/Ikon, a Victorian gas
retail/distribution company acquired for $1.97b
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Providing
an independent due diligence report to CKI/Hong Kong Electric
Group to support the credit rating and capital raising
(EURO bonds) to support the purchase of ETSA Utilities |
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Providing
independent commercial advice to the lenders to Utilicorp
in their bid for ETSA Utilities, the South Australian
electricity retail/distribution company that subsequently
sold for $3.5b |
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Project
managing the full preparation of an Investment Memorandum,
including financial projections, for one party in the
potential merger of two of Australia's "big 5"
energy companies |
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Preparing
business cases to support capital raising for a number
of start up entities |
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Acting
as lead advisor to a high-growth business in the acquisition
of a division of a major publicly listed company who had
valuable long-term contracts |
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