SPOTLIGHT: EnergyX® Due Diligence Services

Major energy transactions fail (or underperform) for predictable reasons: misunderstood market dynamics, hidden operational constraints, weak compliance posture, and unrealistic forecasts. EnergyX® Due Diligence Services are designed to de-risk acquisitions, divestments, investments, and contract negotiations by validating value, surfacing liabilities, and translating findings into clear decision support.

When to use Due Diligence Services

Engage EnergyX® Due Diligence Services when you need confidence before committing capital or signing terms, including:

  • Asset or portfolio acquisition / sale

  • Investment committee decisions

  • Purchase agreements and transaction close

  • Power Purchase Agreement (PPA) structuring or renegotiation

Typical engagement duration is 3–15 days, depending on asset complexity, data availability, and transaction stage.

Why use Due Diligence Services

EnergyX® Due Diligence Services help prevent:

  • Value erosion from mispriced risk and weak assumptions

  • Hidden liabilities that surface after close

  • Missed opportunities for optimization and revenue capture

  • Unrealistic forecasts that fail under real operating conditions

  • Regulatory tripwires that trigger compliance breaches or constraint events

What we assess

Our due diligence work is structured across six practical lenses that directly map to value, bankability, and risk.

Commercial

  • Revenue exposure by offtake type (e.g., PPA, merchant, FCAS) and counterparty concentration

  • Pricing sensitivity to volatility, curtailment, and congestion risk

Market

  • Quality of earnings adjusted for settlements, LGCs, and non-recurring events

  • Cash sustainability under outage scenarios and price shocks

Operations

  • Asset availability, maintenance strategy, and operator capability

  • Cost structure transparency (O&M, asset management, network charges)

  • Delivery and outage risk impacting revenue and compliance

Strategy

  • Portfolio fit within market and decarbonization pathways

  • Unrealistic growth forecasts and missed opportunities for value capture

  • Competitive positioning and constraints

Technical

  • Plant design, performance degradation modelling, and grid-connection robustness

  • SCADA maturity, forecasting readiness, and bidding/market participation maturity

  • Cybersecurity, data integrity, and operational resilience

Legal & Regulatory

  • PPA, connection, and land tenure risk

  • Compliance exposure across AEMO/AER and environmental/state frameworks

  • Change-of-control, step-in, and termination rights

Deliverables you can take to a board room

EnergyX Due Diligence is outcome-oriented: findings are translated into specific recommendations and negotiation levers.

  • Red Flag Review (critical issues that can kill value or delay close)

  • Go / No-Go Recommendation (clear decision framing)

  • Operations Audits (availability, maintenance, operating model, and cost drivers)

  • Risk & Mitigation Analysis (what to fix, cost/effort, and sequencing)

  • Investment Readiness Score (transaction readiness snapshot)

  • Purchase Price Adjustments (evidence-backed adjustment logic)

Some Examples

Example 1: PPA Review

Too many PPAs are written without a practical understanding of market dynamics—creating avoidable breach risk and margin erosion. We test whether the PPA works in practice, ensuring risks and opportunities are correctly captured and allocated to the appropriate party (not accidentally retained). Commercial and development teams drafting or negotiating PPA heads of terms and contract structures can benefit.

Example 2: Generation Asset Purchase

Purchase agreements often overstate (or underestimate) asset performance, revenue, and risk—leading to overpayment, unforeseen liabilities, or post-close write-downs. We validate performance expectations using technical, regulatory, and market evidence—then reconcile revenue and cost assumptions and confirm risk allocation is workable. This is intended for investors and owners who are structuring purchase agreements or evaluating bid/offer positions.

How we work

We operate as an integrated advisory team across commercial, market, operational, technical, and regulatory perspectives, bridging the gaps that typically exist between trading/commercial groups, operations teams, and governance stakeholders. This reduces transaction friction and accelerates decision making.

If you’re preparing for a transaction, negotiation, or investment decision, EnergyX® Due Diligence Services can rapidly confirm what’s real, quantify what’s at risk, and arm your team with negotiation-ready outputs.

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MEET THE TEAM: Terry Kefalas