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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, with significant demand growth, 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; also, very biased, one-sided terms that favored the buyer on every issue. It was, however, an outstanding contract for
the buyer, just not for my client, the seller.
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, including a profitable floor price and increased upside potential as market demand grew, and a long‑term ROI (Return on Investment) that excited investors.
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, and also gives investors confidence.