Large Load Interconnection Transformation for Regulated Utility

Challenge: A major regulated utility was managing tens of gigawatts of large load demand through fragmented processes, unclear governance, and limited executive visibility. Rapid hyperscale growth was outpacing the operating model, creating regulatory, execution, and capital allocation risk.

Approach: Led an enterprise-wide transformation of the large load interconnection function. Established a unified operating model with clear decision rights, standardized governance, and centralized performance tracking. Implemented structured management cadences through the executive level while advising leadership on portfolio policy and de-risking the multi-gigawatt queue.

Result: Converted an opaque backlog into a disciplined enterprise interconnection platform, delivering governance clarity, predictable advancement, and executive visibility into risk, throughput, and capital alignment — restoring strategic control over large load growth.

Challenge: A $5B regulated utility faced surging large-load demand but lacked a coherent strategy to convert interest into bankable, system-aligned commitments. Capacity constraints, unclear product structures, and fragmented commercial decision-making limited its ability to compete for strategic accounts.

Approach: Led development of an integrated large-load strategy aligning capacity planning, product design, contractual frameworks, and financial modeling. Structured cross-functional decision-making to ensure customer commitments matched infrastructure readiness and capital deployment.

Result: Unlocked ~2,000 MW of capacity for large-load customers and positioned the utility as a credible, proactive partner for hyperscale demand. Established a repeatable commercial model linking growth strategy to system capability and capital discipline.

Challenge: A major IPP wanted to assess the viability of adding battery energy storage systems (BESS) at its thermal sites and needed clarity on the most promising opportunities.

Approach: Conducted a portfolio-wide screening, analyzing technical and financial factors with an emphasis on leveraging existing interconnection rights. Evaluated market dynamics, tested financial hypotheses, and flagged major risks to rank projects by potential.

Result: The client received a clear prioritization of sites, including a shortlist to proceed to detailed financial modeling and engineering. This allowed them to focus resources on the strongest opportunities and avoid costly missteps, accelerating progress toward BESS deployment.

Challenge: A $7B engineering, procurement, and construction (EPC) firm sought to expand into the rapidly growing data center market but lacked a clear strategy for market entry, competitive positioning, and customer acquisition.

Approach: Developed a comprehensive growth strategy to define how the firm could scale its EPC service offerings for hyperscale and colocation clients. Conducted market segmentation to identify priority geographies and customer segments, analyzed competitors, and refined service offerings to align with data center developer needs. Mapped the end-to-end customer journey to uncover conversion bottlenecks and design a more effective go-to-market approach.

Result: Delivered a data-driven market entry roadmap that optimized pursuit focus and enhanced customer engagement. The strategy enabled the firm to prioritize high-potential markets, tailor offerings to client demand, and accelerate data center market penetration.

Challenge: A regional Independent System Operator (ISO) launched a critical initiative to upgrade its wholesale energy market management system—an essential platform for market operations, settlement processes, and compliance. The effort required a cohesive strategy, structured governance, and alignment across internal teams and external stakeholders.

Approach: Stood up a centralized Program Management Office (PMO) to coordinate the multi-year effort. Defined and structured workstreams spanning market operations, IT, regulatory, and stakeholder engagement. Developed integrated project plans and facilitated strategic decision-making through executive steering committees, ensuring the initiative stayed aligned with organizational goals and market timelines.

Result: Provided the ISO with a strong strategic and operational foundation to execute a complex system upgrade. The PMO structure, planning rigor, and executive alignment helped mitigate risk, streamline execution, and position the organization for long-term success in market administration and compliance.

Challenge: Private equity firms required fast, actionable commercial insights to evaluate target companies across a range of industries. Each diligence effort demanded clear validation of market opportunity, competitive positioning, and growth prospects—often with limited data and compressed timelines.  

Approach: Executed 10+ commercial due diligence projects, including TAM/SAM modeling, customer segmentation, competitive analysis, and expert interviews. Conducted secondary research and synthesized findings to assess market dynamics, go-to-market strategies, and potential risks to the investment thesis.  

Result: Supported private equity clients in making confident investment decisions by providing structured, insight-driven assessments. The work enabled stronger valuation models, clearer strategic direction, and more effective integration planning.