For an acquisition or a complex inventory financing transaction, clients often need to add temporary resources to properly assess, execute, and integrate a Trade Finance-structured transaction into their existing business. Drawing from years of lessons learned, Optimus swiftly tailors solutions to each client’s unique challenges, streamlining the journey to market integration.
Client
IPP
Challenge
An existing client requested aid in due diligence for a potential acquisition. The client’s portfolio consisted of power wholesale generation with some C&I but no residential business. The potential acquisition would be complementary to the existing business, giving a natural hedge using the residential business line. Assessing resourcing and system integration complexities posed significant challenges.
Solution
Optimus collaborated with client SMEs and the potential acquisition to evaluate the integration landscape. Through extensive interviews, process documentation, and thorough Q&A sessions, Optimus facilitated a comprehensive understanding of existing technology and business platforms. This process culminated in a phased integration plan should the acquisition proceed.
Result
Ultimately, the client concluded that the acquisition might not align with its current organizational goals. While Optimus’ support and recommendations were not the sole factors in this decision, they played a crucial role in the decision-making process, offering valuable insights and guidance.
