Case Study: FP&A & M&A Support for a Global Renewable Energy Group
Client Overview
A renewable energy group focused on acquiring small renewable energy projects in Central America and North Africa. Their goal is to expand clean energy initiatives in emerging markets while securing financing and regulatory approvals for sustainable growth.
Challenges
- Complex Multi-Location Bookkeeping – Managing financial records across multiple countries with different regulations.
- Due Diligence for Acquisitions – Evaluating the financial and operational viability of potential renewable energy projects.
- Securing Financing from Lenders – Preparing financial models and projections to obtain funding from investors and banks.
- Regulatory & Licensing Hurdles – Navigating complex legal and compliance requirements for energy generation.
- Group Financial Reporting – Ensuring accurate consolidation of financial statements across multiple subsidiaries.
- Close Coordination with Leadership – Working closely with CEO Marcus Heal to align financial strategy with business growth.
Actions Taken
Streamlined Bookkeeping & Financial Reporting
- Implemented standardized accounting processes for multi-location bookkeeping.
- Consolidated group financial reports for better visibility and strategic planning.
Conducted Thorough M&A Due Diligence
- Evaluated financial health, risks, and profitability of target projects.
- Ensured compliance with local energy sector regulations before acquisition.
Secured Project Financing
- Developed comprehensive financial models and projections to attract lenders.
- Structured financing deals to optimize funding costs and cash flow.
Regulatory Compliance & Licensing
- Assisted in securing energy generation licenses in multiple regions.
- Ensured compliance with environmental and governmental regulations.
Strategic FP&A Support
- Provided real-time financial insights to support business expansion.
- Maintained close coordination with CEO Marcus Heal to align financial planning with growth objectives.
Results
🌍 Successful Expansion in Two Continents – Facilitated multiple acquisitions across Central America and North Africa.
💰 Secured Multi-Million Dollar Financing – Strengthened financial credibility with detailed projections and reports.
📊 Improved Financial Transparency – Standardized bookkeeping and reporting for better decision-making.
✅ Regulatory Compliance Achieved – Successfully obtained energy generation licenses and approvals.
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