CAPABILITY AND EXPERIENCE
PROFILE OF M&A AND CONSULTANTS
M&A
and its consultants is a small consulting firm with extensive experience in
almost every facet of the utility business.
We have successfully consulted to the energy business for over twenty
years.
We attribute our success to dedication to our client’s satisfaction based on a commitment to client service through quality performance and application of innovative but practical approaches to address client’s unique challenges. We emphasize timely communication of professional and financial developments of importance to our clients to support their profitable growth.
M&A and its consultants
provides comprehensive management consulting and other services worldwide.
We provide these services to clients in virtually every kind and size of
enterprise in the energy business.
MANAGEMENT CONSULTING
Our
management consulting is a versatile, general purpose consulting group with a
sphere of practice extending into all major aspects of the energy business.
M&A performed successful management consulting engagements for
numerous government and industrial entities with respect to the following
general areas:
Ø
Regulations: We have assisted federal,
state, and local governmental bodies, as well as utilities and consumer
organizations, in understanding the effect of regulatory policies and practices
on the financial condition and operations of regulated businesses.
We have developed methodologies for determining the effects on operations
due to regulatory requirements, complying with these requirements, and
evaluating the effectiveness of the regulatory process.
In addition, we have assisted utilities and federal, state and local
government bodies in setting appropriate rates.
Ø Organization Analysis: Our previous engagements have included the review of formal and informal reporting relationships, the analysis of duties and responsibilities, and the development of more effective organizational relationships and information flows.
Ø
Operations Improvement: Engagements in this area have dealt with the
assessment of operational effectiveness and efficiency in all areas of corporate
or governmental operations. The reviews of operating policies and procedures, general
management practices, work force management, and service delivery methods are
conducted with the objective of minimizing costs while maintaining or improving
the quality or level of services provided.
Ø
Financial Management: We have reviewed all aspects of the treasury,
accounting, and budgeting areas of financial management.
We have assisted management in the areas of cash and fixed asset
management, capital structure management, budget review and preparation, and
profitability accounting.
Ø
Long-Range Planning: We have been involved in all aspects of the
planning process, from budget development to strategic business planning.
We have reviewed business plans and developed recommendations related to
product development, market expansion, financial management, and manpower
planning. We have also performed
numerous financial forecasts for the utility industry to assist management and
the investment community in connection with public financing or to obtain a
better understanding of the effect of changes in operations.
Ø
Management Training and Development:
We have developed and conducted management training and developed programs for
both industry and government designed to maximize functional skills and to
enhance the knowledge of the management process.
Ø
Economic, Financial and Risk Assessment System Design and Implementation: Assistance with the development and implementation of management tools
to Summarize, measure, forecast and report the results of operations has been
provided to clients.
Ø
Marketing Analysis: We have performed market research with respect to
market definition, competitor identification and analysis, demographic profiles
and trends, and organization and location.
These analyses have been performed for individual entrepreneurs,
privately and publicly held companies, and trade or industry associations.
UTILITY QUALIFICATIONS
UTILITIES AND REGULATORY CONSULTING ASSISTANCE
Depending
upon the needs of the engagement, we have put together a professional consulting
staff to draw upon. All
consultants hold at least one university degree and most have advanced degrees.
Our consultants come from industry and government with backgrounds in
business administration, engineering, economics, mathematics, finance, and
accounting
Professionals
assigned to each engagement are selected on the basis of the technical and
professional skills required. Project
team selection recognizes the constraints associated with the particular need in
the most practical, timely, and cost-effective manner.
Each
engagement is staffed with an experienced principal who is responsible for
successful completion of the project. Technical
resources, responsible for quality control, are also assigned to each
engagement.
Each
of our engagements exhibits two common characteristics, the highest standards of
professional excellence and independent judgment.
In each consulting engagement, we conduct our analysis under stringent
project control procedures designed to maximize the effectiveness of our study.
Our quality control procedures ensure that the results of our analysis
provide practical recommendations and results that are capable of withstanding
the test of rigorous scrutiny. Additionally,
each consulting engagement performed by M&A is approached foremost from the
standpoints of objectivity and independence.
The development of our recommendations reflects our independent,
professional opinion, which we believe, results in equitable treatment to all
involved parties.
M&A
has been actively involved in consulting over the past twenty years, and we
value our high reputation in this area. M&A
has provided consulting services for our clients ranging from utilities
themselves to regulatory bodies. We
have provided consulting assistance to virtually every type of utility,
including electric, gas, and water and wastewater utilities.
In addition, we have performed consulting engagements for local, state,
and national government agencies. Our
consulting engagements have encompassed a broad range of financial and operating
areas including organizational analysis, long-range planning, financing studies,
operations improvements, system design and implementation, and rate case
planning, analysis, and presentation. Our expertise has extended to the following:
Ø Rate case consultation and analysis for utilities and provision of expert testimony, regulatory bodies, and intervenors
Ø
Prudency
reviews
Ø
Rate
development, analysis, and design
Ø
Financial
plans and financial alternative
Ø
Energy
cost adjustment clause review, design, and monitoring
Ø
Merger
and Acquisitions
Ø
Special
studies
Ø
Privatization
In addition, we have served as consultants to management in financial, industrial, and governmental organizations of all sizes on virtually every kind of management problem. By combining the knowledge and experience gained from our general consulting services with our specific knowledge of utilities and regulation, we are able to provide innovative and creative solutions to a wide range of problems facing utilities and regulatory bodies.