Business and Transaction Advisory Services

Walden supports the business of Water, Wastewater and other utilities’ assets. Walden’s Business and Transaction Advisory Services Team (“The M&A Team”) is staffed with engineers, finance, valuation, due diligence and mergers & acquisitions professionals who can work effectively with utilities, investors and their advisors to accomplish your business, mergers & acquisitions, financial goals and taxation challenges.

Walden’s Business and Transaction Advisory Services are listed below:

Walden Transaction Advisory Services Lifecycle

Relevant Transactions:

Projects:

Water System Valuation and Feasibility Study of American Water (New York) for the Service Area of the Village of Sea Cliff, New York

The Village of Sea Cliff retained Walden to determine the value, feasibility, process, and cost of extending their district to include the Sea Cliff Water District (SCW) service area of New York American Water (NYAW). Read more

Water System Valuation of American Water (New York) for the Service Area of the East Massapequa System, New York

Walden completed a Water System Valuation Study to support the Massapequa Water District’s decision-making regarding a potential acquisition of an adjacent private water system. Read more

Sewer System Valuation of the City of Beech Grove (Indiana) for Sale Through Request for Proposal Considerations

The City of Beech Grove, Indiana issued a Request for Proposals to potentially sell the sanitary sewer utility to the private sector. Read more

Water and Sewer System Valuation and Sale of the Town of Sheridan (Indiana) Systems to American Water

The Town of Sheridan, through a competitive RFP process, negotiated the sale of their water and sewer utilities to American Water Works Company, Inc. for $11M and certain customer rate commitments. Read more

Water System Acquisition of Aqua America (Indiana) Assets for the City of Fort Wayne

The City of Fort Wayne, Indiana negotiated the purchase of all water assets in Allen County from Aqua America avoiding a protracted legal battle. Read more

Property Tax Assessment Appeal of Utility Assets and Franchise Agreements for an Investor-Owned Utility System

Walden served as an expert witness in the court appeal of property tax assessment appeal of a broadband utility, providing Original and Replacement Value Appraisals and Market Value Considerations. Read more