Energy Investments and Business Planning
UtiliPoint’s Energy Investments and Business Planning practice works with utilities, energy companies and their service and equipment providers to take advantage of market changes. We provide business plan review, strategic planning analysis, and due diligence services for companies wishing to acquire, merge, divest, or invest in the utility and energy business. We also assist in the raising of capital for our clients.
UtiliPoint’s experts have real-world experience in the regulated utility setting as well as the competitive energy markets, including business start-ups. Our consultants have run or supported investment funds, structured mergers, acquisitions and divestitures, and worked on strategic issues for companies of all sizes.
Clean / Renewable
We can provide utilities and energy companies with consultation, assessments and choices for coping with potential corporate impacts of future Carbon Regulations in U.S. or existing Clean Development Mechanism (CDM) requirements abroad. We can also provide them with a choice directory of renewable energy and carbon sequestration projects that they may consider investing in for carbon credits.
Mature Companies
Companies that provide products and services to the energy industry find UtiliPoint’s guidance and experience of great value. We add an understanding of industry dynamics to our business acumen, so that our consultants can help you develop and follow a business plan that is positioned for maximum success.
We believe that right now the energy industry offers countless opportunities. The capital markets have money to invest. Is your company growing? Developing new products? Searching for opportunity? Or trying to find a way to exit? Our experienced staff of experts can provide due diligence tailored to meet all needs.
Emerging Technology
UtiliPoint helps emerging technology companies develop investor-grade business plans to move down the road toward a successful capital transaction. We guide our clients through the creation of top-notch business plans, financial projections, investor presentations and other supporting materials to powerfully present their company to the investment community. We also arrange introductions to investors, serve as advisory board members and provide management team expertise for commercializing technologies.
Investors
UtiliPoint provides due diligence and business plan audit services on utility and energy- related investment opportunities. We conduct market research, competitor assessments, asset valuations and comprehensive reviews of company business plans in support of investment activities.
The QuickStrategy® Method
We use the QuickStrategy methodology for business planning and in our energy investment practice. Developed by UtiliPoint Chairman Bruce Robinson, the QuickStrategy strategic planning methods are proven and comprehensible.
QuickStrategy makes benchmarking across business lines and investment opportunities consistent by utilizing a standardized reporting method. By using the QuickStrategy methods, we support your company’s strategy in many ways, including:
- Providing a strategic framework for business decision-making
- Monitoring customers, competitors, market alternatives and externalities that impact your business strategy so that you can adapt your strategy to changing market conditions
After more than 20 years, this method has shown itself time and time again as successful at developing and implementing winning business strategies. Contact Bob Bellemare at UtiliPoint for more information on the QuickStrategy methods or visit www.quickstrategy.com.
DISCLAIMER and Access Agreement
This Website belongs UtiliPoint International, Inc., a New Mexico corporation based in Albuquerque. The visitor to the Website is deemed to be visiting it in Albuquerque. UtiliPoint International, Inc. is referred to in the statements that follow as “UtiliPoint.” and this disclaimer and Access Agreement is referred to as “the Agreement.”
The Material contained on this Website is informational only and concerns the business interests, background, abilities and plans of UtiliPoint and certain of its clients.
UtiliPoint is not offering for sale any securities of or form of investment in UtiliPoint or any other company or entity.
UtiliPoint is not in the business of offering securities or investment contracts. We are not a bank and we are not a lender of any funds. We are a consulting and research company with general and specific knowledge of the energy and utility industries, funding companies, venture funds, and other capital market parties. UtiliPoint does not make markets or effect transactions in securities or other forms of investment.
DISCLAIMER:
UtiliPoint is not a United States Securities Dealer, Broker, or U.S. Investment Adviser. UtiliPoint is an advisor/consultant and in some instances a Private Investor and/or has entered into "finder" or "partnership" or "joint venture" agreements with private equity or venture capital firms to find and evaluate new investment opportunities. This Website is not to be considered as making a solicitation for any purpose in any form or connection. Any visitor to this Website, by continuing to read the materials displayed here, is deemed to acknowledge this warning and disclaimer. If any visitor is unwilling to accept UtiliPoint’s warning and disclaimer, then that visitor must log off of this Website immediately. All of the information and data on this Website, whether general or specific, about UtiliPoint, any other entity, and any present, future or projected economic condition, situation, law, rule, regulation, or governmental or political position or proposal, is referred to in this disclaimer as “the Material.”
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THIS WEBSITE DOES NOT WARRANT THE ACCURACY OF THE MATERIAL PROVIDED HEREIN, EITHER EXPRESSLY OR IMPLIEDLY, FOR ANY PARTICULAR PURPOSE, SPECIFICALLY INCLUDING BUT WITHOUT LIMITATION, MAKING ANY SORT OF INVESTMENT IN OR LOAN TO ANY COMPANY DESCRIBED HEREIN.ANY INVESTMENT OR LOAN SHOULD BE EVALUATED BASED ON ANY PROSPECTUS OR OTHER DISCLOSURE DOCUMENTATION THAT THE COMPANIES DESCRIBED HEREIN MAY PROVIDE UPON REQUEST IF THEY ARE SEEKING INVESTMENTS OR LOANS.
Although the Material provided is obtained or compiled from sources we believed to be reliable at the time, UtiliPoint cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available for any particular purpose. Neither UtiliPoint nor any of its affiliates, directors, officers , employees, or agents, will be liable or have any responsibility of any kind for any loss or damage that any visitor might incur in the event of any use of or reliance upon the Material made available on this Website In no event will UtiliPoint, its affiliates or any of their respective Directors, officers, employees or agents be liable to any visitor for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if UtiliPoint or any other party has been advised of the possibility thereof. All communications and inquiries regarding this Website should be made solely through UtiliPoint, attention: Robert Bellemare, telephone: 505-244-7612.
ACCESS AGREEMENT
In consideration of UtiliPoint’s permitting any visitor to this Website access to the Material through UtiliPoint’s Website (which term “visitor,” as used in herein, includes any visitor to this Website personally and the company or other organization on whose behalf we grant any visitor to this Website access to the Website) such visitor is deemed by visiting the Website to agree to the following terms and conditions (this "Agreement"). This Agreement is in addition to, and does not nullify, any other agreement between any visitor to this Website and UtiliPoint governing the conduct of such visitor’s relationship with UtiliPoint Any visitor to this Website acknowledges that the Website is for informational purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy any security, other investment or investment service which may be referred to in the Website.
1) ACCESS PROVIDED. UtiliPoint may modify a visitor‘s access to the Website and/or the Material at any time or from time to time with or without notice. Any visitor to this Website agrees to comply with any rules or restrictions posted by UtiliPoint on the Website.
2) NO INVESTMENT ADVICE, OFFER OR SOLICITATION; SUITABILITY AND COMPLIANCE WITH LAW. Although the Material includes information as well as research relating to specific strategies, such material and reports are not and should not be construed to be an offer or solicitation of any kind whatsoever. UtiliPoint is not providing investment advice through the Website and does not represent that any such information or strategies are suitable for a visitor. Any visitor to this Website agrees to make such visitor’s own independent evaluation of the business strategies and merits and suitability for such visitor’s own purposes. Any visitor to this Website also acknowledges that neither the Website nor any of the Material will be used by any visitor to this Website as tax or legal advice. Transmission or use of any material in violation of this Agreement, or any applicable law, rule or regulation (whether of the United States, any state, or any other domestic or foreign jurisdiction), or the rights of any third party is prohibited. This includes, but is not limited to, transmission of copyrighted material, material which is defamatory, material protected by trademark, trade secret, or patent laws, or material that results in an invasion of privacy.
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4) BLUE SKY AND FOREIGN LAWS. The Material may discuss business strategies, some of which may not be permitted or may not be registered or qualified in certain states or countries, and therefore, may not be offered in or may even be illegal in such states or countries.
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For further information, please contact:
Robert C. Bellemare
6000 Uptown Blvd. NE
Suite 314
Albuquerque, New Mexico 87110
505.244.7612
FAX: 505.244.7658
rbell@utilipoint.com