1. Context: The
seller (client) was really excited about a contract of this magnitude and with
a big-name buyer, but investor due diligence required an external assessment
before execution.
2. Service:
Independent review of a long‑term take‑off agreement for a sustainable feedstock,
offered by a Top‑10 global refiner (buyer).
3. Assessment: A
full commercial review and market model identified that the proposed offer was
unfavorable to the seller on pricing, with significant downside risk
(unprofitable) and limited upside potential (highly profitable),
also very biased, one-sided terms that favored the buyer on every issue. It was, however, an outstanding contract for
the buyer.
4. Intervention:
Leveraged deep industry relationships and market insight to introduce the
client to a more strategically aligned buyer with stronger downstream
integration and a clearer long‑term demand.
5. Outcome:
Within weeks, the client received a competing offer that was over
$1B more favorable,
dramatically improving contract value, risk balance, and long‑term strategic
positioning.
6. Insight: A rigorous, independent contract review
is essential for multi‑year agreements, where even small errors can compound
into multi‑million‑dollar mistakes that
you pay for year after year.