Oil Services Merger Integration

For an upstream oil services company buying and integrating a competitor’s North American business, led the diligence and rapid merger integration. Completed integration in 6 weeks; enabled the large field work force to transition seamlessly to new processes, billing and reporting, leveraging best practices from both companies.

Parcel company valuation / strategic options

Assisted the government of Canada to evaluate strategic options for a large parcel carrier owned by Canada Post. Developed detailed financial models for commercial and operational synergies for various strategic options including IPO, sale to financial buyers, strategic buyers, etc. Advised on value to stakeholders and recommended actions.

Global container and trailer leasing company – Commercial diligence

Assisted a PE firm to evaluate the acquisition of a global container and trailer leasing company. Advised on industry trends, competitive positioning and commercial opportunities and risks

Tank Container operator carve out – Commercial diligence

Advised a PE firm considering acquisition of a chemicals tank container operator. Advised on industry trends, customer prequirements, global competitive dynamics, threat of low cost entrants, and other strategic issues

3PL acquisition by platform company – Commercial diligence

For a PE owned global 3PL evaluating the acquisition of niche European forwarder, conducted commercial and strategic assessment of the acquisition and fit with the parent company. Assessed market positioning and operational synergies from the merger