In May, 2017 a New York based fund considering investment in an entity serving retail electric and gas customers (mass market and commercial) in the northeast required a quick turnaround review of the regulatory environment in New York and Pennsylvania.

OEG conducted a review of publicly available resources and followed that with structured interviews of an extended network of former regulators, marketers, and other stakeholders with specific and direct knowledge of unfolding regulatory activity and climate in these two states.

OEG provided a written report on the current regulatory environment in those two states to inform the investors transactional due diligence. By referencing our materials, the investor was able to ask informed and specific questions about on-going regulatory activity within each state.