Other firms deliver technical reports. At Pilko, our focus as full spectrum deal advisors is not only to understand deal issues but also to translate technical assessments and uncertainties into a dealmaker’s terms to ensure a successful merger, acquisition, joint venture formation and/or divestiture.

EHS and Operational Risk issues rank among the top three challenges during chemical and energy deals and effectively, represent 5 to 30 percent of the deal value. Similarly, Operational Excellence issues have become increasingly important due to buyer concerns about maintenance CapEx, reliability, asset integrity and significant incident prevention.

Buyside: Our in-depth experience suggests that buyers can create value by identifying EHS issues early and negotiating knowledgeably and effectively. Buyers can use EHS issues as a tool for strategic advantage to create value (offensive) and protect against risks and liabilities (defensive). We are commonly engaged at the inception of the deal and advise through and beyond closing to support transition, integration planning and execution.  Related Videos

Sellside: Our extensive experience serves the goals of clients seeking to divest at optimum value. Understanding and anticipating the buyer’s concerns and estimations of EHS and Operational Risk issues and then framing those risks in understandable terms can create value by reducing uncertainty and delivering a realistic perspective. Proper preparation and anticipation of the buyer’s concerns can avoid “defensive” negotiating late in the deal process that erodes value. Our processes can anticipate the buyer’s view in a way that establishes a vendor information data package based on a highest-value retention strategy. In vendor due-diligence projects, clients often engage us at the definition stage of the deal and retain our services through the negotiation stages - adding value at each phase.  Related Videos