Macquarie

Vizone were employed by Macquarie to be the lead advisor and asset manager for the ultimately successful consortium Greensands (comprising UBS, Challenger Group, Access Capital, Hermes and JP Morgan)  bidding to purchase Southern Water after they were put up for sale by their owners Royal Bank Finance in September 2007.  

This required Vizone to:

• Be the intellectual lead for the consortium on the core business, leading and assuring other advisors on technical, it, environmental and financial due diligence.
• Lead the team producing the consortium acquisition business plan covering strategy, management and control, governance, transition, operations (revenue and Capex), working capital, regulatory assumptions, capital structure and taxation.
• Set out the business strategy defined deliverables, benefits and milestones.
• Define and agree the operational and performance assumptions upon which the consortium will make its bid.
• Produce the Post acquisition transition plan against which the business will be managed going forward.
• Coordinate all due diligence activity.
• Identify further potential acquisition targets.
• Ensure appropriate reporting and risk compliance was in place to produce the post acquisition transition plan to meet the acquisition business plan including 100 day, 3 month and 1 year and 5 year targets
  
  

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