Mar 2025
Approved Energy

Strategic Portfolio Segmentation Driving 70% Value Improvement.

~70% aggregate value improvement.

a planet in space

Overview

buy-side / sell-side

buy-side / sell-side

Sell-Side

Sell-Side

SECTOR

SECTOR

Retail & Wholesale

Retail & Wholesale

MARKET

MARKET

NORTHEAST POWER & NATURAL GAS MARKETS

NORTHEAST POWER & NATURAL GAS MARKETS

ADVISORY ROLE

ADVISORY ROLE

Exclusive Financial Advisor

Exclusive Financial Advisor

COUNTERPARTY

COUNTERPARTY

NextEra Energy (Gexa Energy / NextEra Energy Services)

TRANSACTION PHASE

TRANSACTION PHASE

Structured Two-Phase Divestiture

📄
PDF Document
retail-energy-portfolio-segmentation-case-study.pdf
Available in browser
📄
PDF Document
retail-energy-portfolio-segmentation-case-study.pdf
Available in browser

Selected Transactions

Architecture
Ochsner Interests logo

Discuss a transaction with our senior team

Architecture
Ochsner Interests logo

Discuss a transaction with our senior team

Architecture

Discuss a transaction with our senior team