By the time we're done,
you'll know exactly
what you're buying.
Bespoke advisory for energy M&A due diligence and strategic market decisions. We bring deep quantitative expertise and market knowledge to engagements where the stakes are too high for generalist analysis.
Bespoke
Every engagement
Client-specific
Excel-Native
All deliverables
Ready to share
Weekly
Progress cadence
Through close
Email-First
How it starts
No portal required
Due Diligence
M&A Analysis
When assessing a potential investment in a commodities trading company or an asset acquisition, you need to develop a thorough understanding of the target's commercial platform. We rigorously identify and analyze the market factors that have affected historical performance and formulate a credible view on future performance.
Trading book review and P&L attribution
Asset portfolio valuation and stress testing
Commercial platform assessment
Key systems, data, and personnel review
Competitive and regulatory landscape analysis
Ongoing Engagement
Strategic Advisory
Market entry strategy, portfolio restructuring, and complex transaction structuring. We bring deep quantitative expertise and market knowledge to guide critical decisions where a generalist view isn't enough — and where the right answer matters.
Market entry and expansion strategy
Portfolio optimization and restructuring
Transaction structuring and risk analysis
Risk framework design and validation
Ongoing market intelligence and advisory
Structured to fit
your timeline and your question.
No portal required. Every engagement starts with a conversation and is structured around your specific question — M&A due diligence, strategic review, or market entry.
01
Initial Contact
Reach out by email. We discuss scope, objectives, data availability, and timeline.
02
Data & Discovery
We identify and acquire the market data, trading records, and asset information needed to begin.
03
Modeling & Analysis
Rigorous quantitative work. Market factor attribution, historical performance analysis, and forward projections.
04
Weekly Progress Reviews
Regular calls to discuss findings, address emerging questions, and refine scope as the picture develops.
05
Final Deliverable
Results delivered in Excel — structured, detailed, and built to withstand scrutiny.
06
Continued Support
We remain engaged through final decision or close of transaction — not just until delivery.
“We know what questions to ask and data to obtain to ensure transparency of trading books as well as to assess the quality of core systems and key personnel.”
By the time we are through reviewing a potential target — its historical performance, market factors, commercial platform, and competitive position — you will know exactly what you are buying. No surprises after close.
The right firm
for the hardest questions.
Market-native analysis
We price energy assets and trading books every day. When you need due diligence, you get the same depth — not a checklist from a generalist.
No conflicts
We are an independent analytics firm. No broker relationships, no principal positions. Our analysis serves one master: the answer.
Quantitative depth
We build the models that answer the questions. Historical attribution, scenario analysis, and forward projections — all from first principles.
Have a deal
or a question? Let's talk.
Advisory engagements are bespoke and available by direct engagement. Reach out by email — we respond within 24 hours and will set up an initial call to discuss your situation.