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:
- Property Tax Assessment Issues
- Utility Valuations & Fairness Opinions
- Due Diligence (Asset Inventory, Earnings, etc.)
- Public-Private Partnerships Formation
- Integration Feasibility Studies
- Mergers & Acquisitions
- Investor Agreements, PPPs
- Rate Studies
- Capital Improvement Plans
- Remaining Capacity Studies
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