mergers & acquisitions strategy business advisory
TRANSCRIPT
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Mergers & Acquisitions Strategy Business Advisory
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Service Offering 2Q 2017We work with Operators, Investors and Lenders, Executive Management and Investment Banks.
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2017
www.questoffshore .com • www.calashamer icas .com • www.calash.com
CALASH SERVICE OFFERING
Energy Sector Specialists
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Collaboration The Quest, Calash partnership expands our collective service offerings across the Americas.
The firms have completed over 600 projects globally. The partnership works with major financial clients globally, including a specialized focus
on U.S. private equity offered by Calash Americas.
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MissionQuest OffshoreQuest’s mission is to provide market expertise, strategic analysis,market research, marketing communication and consultancyservices to the global upstream oil and gas markets.
Quest Offshore Consulting provides customized analysis to helpbusinesses, government agencies and other groups makestrategic data-driven decisions led from both qualitative andquantitative research and have recently launched a practice inLatin America.
Following the sale of Quest Offshore’s Data and Subscriptiondivision to Wood Mackenzie, a Verisk Analytics business, in thesecond half of 2016, Quest has expanded its focus on strategy,advisory and management consulting across the full spectrumof the upstream energy landscape including dedicated strategicdue diligence services related to mergers and acquisitions incollaboration with Calash.
S T R A T E G Y • B U S I N E S S A D V I S O R Y • M A R K E T D U E D I L I G E N C E • D A T A A N A L Y T I C S
We offer a range of strategic and M&A advisory services toour clients in both finance and industry
Our team has an extensive track record of workingalongside financial institutions and senior management toprovide guidance, advice and analysis
We have a global presence with offices in Houston, NewYork, London,Aberdeen and Sydney.
Joint Capabilities
CalashProvides a full range of strategy products to help create a robust,fact-based strategy, support outstanding execution and delivervalue growth.
Calash is comprised of a team of energy industry experts thathavedeep practical experience ofowningand working in serviceand E&P companies, running day to day operations and growingbusiness value within the energy sector.
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Clients We Work With
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Corporate Finance & Other Advisors
• Investment Banks
• Lawyers
• Accountants
• Specialist advisors
Investors & Lenders
• Private Equity
• Hedge Funds
• Credit Funds
• Special Situations / Distress Funds
• Leverage Finance
• Infrastructure Funds
• Project Finance
Executive Management
• Exploration and Production companies
• Oilfield service companies
• Original equipment manufacturers
• Midstream service companies
• Downstream service companies
• Industrials with limited, or no exposure to the energy sector
• Renewable services companies and equipment manufacturers
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50+ Major Supply Chain CompaniesGlobal Oil & Gas Companies
60+ Investment Banks –Oilfield Services
60+ Investment Banks –Institutional, PE, Buyside, Consult
Quest’s Legacy Clients
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Clients We Work With
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Strategy and Advisory
Growing value requires a clear and robust strategy with outstanding execution. Our in house experts have done this many times and canprovide the analytical insights and management frameworks to ensure value creation. Whether a company is looking to enter the market,expand its operations orrefocus and restructure, Quest/Calash can assist.
Our expertise coversabroad spectrum including:
Economic Impact Studies We analyze various impacts of the oil & gas industry from opening new areas to oil and natural gasproduction; regulatory changes; and other varied scenarios. Our impactful reports provide policy makers and other stakeholders withtangible, actionable information such as employment, GDP and tax impacts.
Target identification Quest helps investors identify actionable investment opportunities that meet the client’s unique criteria andinvestment strategies. Wewill support the client in selecting priority sub-sectors and identify specific acquisition targets.
Market education our market map has over 80 defined sub sectors assisting clients better understand a complex sector and ensuringtarget strategies to meet investment criteria.
New market entry strategy Entries into new markets increases business risk and most entry plans are not achieved. Our extensive inhouse experience helps develop robust, insightful and fact based strategies and risk mitigation plans.
Growth strategy Our extensive in house experience plus analytical modeling and database capabilities support clients in developingrobust, insightful and fact based strategies. This approach ensures aclear value opportunity with identified risks and mitigation plans.
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Client Testimonials
“Wow! You knocked it out of the park. This is perfect.” Principal, Asset Investor
“Congratulations for the great success Quest has achieved over 17 years; it has taken balls, foresight, skill and guts.” Manager, Marine Contractor
“Thank you. We appreciate the hard work your team puts into providing the best market insight in the industry.” Director, Major Subsea OEM
“Quest are absolutely the benchmark in customer service. We appreciate your help.” Senior Analyst, Management Consultant
“I am really impressed by Quest’s market analysis, an essential tool in helping convince our corporate offices to invest in the space. Thank you for running a terrific business.” Senior Vice President, Industrial Conglomerate
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Quest Calash“The Calash team offers in depth analysis supported by a team with deep energy experience and expertise. Our team worked with Calash to develop a proprietary market model that not only helped support our initial investment decision but also inform our go forward business strategy. The unique background of the Calash team helped bring a differentiated perspective to our engagement with the hands on operational experience of the team allowing us to explore specific market and business drivers not typically addressed in more high level market studies.“ Director US Based Equity Fund
“Calash are highly knowledgeable about the sector, with a hands-on approach speaking volumes of their time in the industry. They are pragmatic and commercial in their review and approach. Their outputs and reports are concise and tailored to the end-user. They provided a dynamic exchange of thoughts and very responsive.” VP UK Based Private Equity Fund
“‘hands on’ industry knowledge, global capability and professionalism is of the highest level. Perhaps unusually for many technical consultancies, their senior staff seem to have a good understanding of deal structure and what is relevant to financial clients. They have also proved themselves to be extremely flexible and accommodating.” Head of Research Multi strategy Investment Fund
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• Commercial Review of the business strategy including market understanding, sales proposition, route to
market and competitiveness of product or services as well as capabilities and effectiveness of
organization and management to deliver
• Operational Assess the effectiveness and efficiency of the business operations to satisfy customer
orders on time and delivery to the required quality including asset footprint and capabilities, processes,
organization and management
• Technical Review current technology including fitness for purpose, competitiveness, risk of disruptive
technology, R&D strategy and pipeline and IPR management
• Contracts Review of contracting philosophy, contract management capability, contract review of
commercial attractiveness, future potential, risks and liabilities
• Capital project Independent assessment of capital development projects to manage investment risk
• Environmental Assessment of a company’s environmental performance, potential liabilities and areas
for improvement
• Equator Principles compliance review Calash is a recognized assessor of energy projects for
compliance with the Equator Principles and the underlying IFC Performance Standards
• Synergies review Independent assessment of synergy potential be it technical, service offering or
organization and costs
• Vendor Independent full company assessment in preparation for a sales process, for the benefit of sellers
and potential buyers
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Due Diligence Reviews
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• Calash provides a broad range of consultancy support from market reviews, specialist referencing,
benchmarking and commercial turnarounds to specific technical or product assessments or challenging
environmental reviews.
• Our extensive experience in completing over 500 individual client assignments, plus our in house
professionals, with deep practical experience of commercial and technical operations provides a unique
capability to support clients.
• We work with clients to understand the issues and desired outcomes then jointly agree a consulting scope of
work.
• The following are examples of the many consulting services we can provide:
• Market reviews and demand modelling
• Independent market/client/customer referencing
• Competitive assessment and benchmarking
• Turnaround reviews and restructuring support
• Commercial and operational improvement programs
• Contract reviews
• Technical, R&D and product reviews
• Asset Valuation services
• Calash Environmental
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Business Advisory
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LONDONCalash Limited90 Long Acre
London WC2E 9RA+44 (0) 203 795 0075
SYDNEYCalash Australia Pty Ltd
5 Forest Road, Double BaySydney NSW 2028
+61 (0) 2 9363 3024ABERDEENCalash Limited
13 Golden SquareAberdeen AB10 1RH+44 (0) 1224 637017
HOUSTONQuest Offshore & Calash LLC77 Sugar Creek Center Blvd.
Suite 500Sugar Land, TX 77478
+1 281 491 5900Sean Shafer – [email protected]
Paul Hillegeist – [email protected]
NEW YORKCalash LLC
300 Park Avenue, 12th FloorNew York, NY 10022
+1 212 392 4809Cameron Lynch – [email protected]
CALASH AMERICAS
STRATEGY • BUSINESS ADVISORY • MARKET DUE DILIGENCE • DATA ANALYTICS