Fortify Your Future: Expert Risk Management Solutions
When a highly successful privately-held trader wanted an expert’s view of risk management, they turned to Opportune. Our independent view of the traders’ policies, controls, and risk oversight has provided a roadmap for ongoing improvements, and Opportune also annually provides the traders’ lenders with frank insight into the status of commodity risk management.
Rebuild & Thrive: Strategic Restructuring for Traders
Unauthorized trading led to significant losses and internal strife for a privately-held trader, straining lender relationships. Opportune stepped in to provide lenders with crucial, meaningful information about the losses, creating a pathway for a long-term restructuring of the company's primary trade finance. Simultaneously, we partnered with management to restore lender confidence by implementing substantial improvements in risk controls, policies, and oversight.
Seamless Shifts: Business Transformation & Mid-Office Relocation
When a Houston-based trader decided to move mid-office operations to New York, it presented considerable staffing challenges. Opportune seamlessly stepped in, assisting in locating and providing a New York-based team to manage the company's mid-office operations while new personnel were hired. We then efficiently trained the new hires and successfully transitioned mid-office operations to the new team in just three months.
Uncover Value: Due Diligence for Complex Energy Acquisitions
A multicommodity, multinational trader relied on Opportune for critical due diligence during their acquisition of a Caribbean-based refinery. We provided comprehensive support from the initial bidding phase, including technical and economic due diligence, valuation, and a desktop review of the refinery’s operations, physical condition, and capabilities. During the formal bid phase, we conducted a deep analysis of all data room information, interviewed refinery management, performed a detailed site visit, and managed the environmental review. Our thorough work resulted in a detailed business plan, outlining capital requirements, and identifying key operating and transaction risks.
Unlock Potential: Terminal Acquisition Due Diligence & Valuation
A global energy trader engaged Opportune for a technical and economic review of a refined products terminal in Africa, designed for gasoline, jet/kerosene, gasoil, and heavy fuel oil. Our on-site work validated the terminal's transfer and storage capacities, crucial for understanding a facility assembled from existing assets and new-build capacity. We concluded that recent capital improvements were well executed. We also assessed the local storage market and existing contract terms, confirming that market conditions and current contracts would support terminal operations. Ultimately, we provided valuable indications of the terminal's worth, aiding the trader in negotiating the proposed transaction.