Transaction Advisory

The professionals at Opportune have decades of deep experience within the energy market and have added value to corporate and private equity clients on billions of dollars of public and private transactions. We do this by working together as one firm — assembling our seamless team of finance, tax, process and technology, and enterprise risk professionals.

We are highly qualified to deliver the following services during the due diligence phase:

  • Quality of earnings assessments
  • Tax structuring
  • Financial reporting considerations of structuring alternatives
  • Enterprise risk assessment
  • Cash-flow analysis
  • Business contract review
  • Identification of operational/financial concerns
  • Information systems assessment
  • Data migration plans
  • Verification of regulatory reporting compliance
  • Review of commitments and contingencies

After the transaction is completed, we help our clients with:

  • Transaction integration
  • Purchase price allocation
  • Outsourcing

From the onset, we employ a thorough, timely analysis of fast-moving transactions in which we identify risks and concerns, as well as assess the existing information technology and future plans. We assist our clients with sound and creative tax structuring of these transactions. After the transaction is completed, the hard work really begins, and we can assist management with integration of the newly acquired operations and even help with the purchase price allocation.

One of our particular areas of emphasis has been on performing financial due diligence on upstream energy transactions. On these numerous client assignments, we confirm the conveyed interests, review the Purchase and Sale Agreement for potential recoveries, and test the settlement statement. After the transaction is completed, we have the unique ability to outsource the back-office financial reporting and land administration so that management can keep the focus on operations.