Uncertainty pushing power deals down

 

By Barbara Vergetis Lundin

According to PwC U.S., North American power and utilities mergers and acquisitions (M&A) declined in the first quarter of 2012 due to uncertainty over the economy.

Slow economic growth; natural gas prices at a 10-year low; ongoing changes to environmental proposals; and the regulatory process of recently announced transactions all contributed to the downturn. Major deals continue to work through the approval process today.

In the first three months of 2012, there were a total of five announced deals compared to 14 deals in the first quarter of 2011. The average value of announced deals greater than $50 million decreased to $679 million from $2.2 billion during the same three month period in 2011, primarily due to one large strategic deal in the first quarter of 2011.

"While transactions are still top of mind for power and utilities executives across the country, the industry continued to watch the regulatory approval progress of announced deals. Additionally, the slow economic recovery, lack of load growth, pending carbon legislation and the price of natural gas added to the hesitancy of companies to pursue their growth strategies through M&A," said John McConomy, PwC's US Power and Utilities Transaction Services Leader. "As the 2010 and 2011 announced corporate transactions draw to conclusion, the market should expect renewed corporate merger activity, as well as interest from infrastructure funds in pure-play regulated utilities."

Wind project development will also see a slowdown as production tax credits (PTC) expire, according to PwC.

For more:

North American power deals: Q1 2012 mergers & acquisitions repor

This report presents an analysis of North American merger and acquisition activity in the power and utilities industry.

Q1 2012 key trends

  • In Q1 2012, the number of announced deals greater than $50 million remained flat with Q4 2011 at five deals. However, the total deal value decreased 92 percent from Q4 2011 due to the Kinder Morgan / El Paso Corp $36 billion deal in the prior quarter.
  • Deal volume in the first quarter of 2012 was up slightly over the previous quarter, putting the quarter-over-quarter deal volume at 31 announced deals, an increase of 3 percent.
  • Strategic investors dominated investor group with 60 percent while financial buyers posted 40 percent of all acquisitions greater than $50 million.

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- see the report 


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