Seamless System Harmonization, Standardized Processes, and Real-Time Risk Visibility

Maximizing M&A Value Through Unified ETRM Integration

Mergers and Acquisitions(M&A) Integration Advisory for ETRM Systems

Growth through mergers and acquisitions is a powerful strategy in energy trading, but achieving true synergy requires more than a signed deal. The real challenge begins with integrating diverse technology platforms, trading processes, and data landscapes into one cohesive ETRM system. Differences in platforms, versions, and operational workflows often create fragmented reporting, compliance gaps, and inefficiencies that slow progress.

From assessing current systems and defining a future-state roadmap to executing ETRM consolidation, our approach delivers seamless integration, operational consistency, and a scalable foundation for future growth.

Challenges in M&A Integration for ETRM Systems

When energy companies merge or acquire new entities, aligning their trading and risk management systems becomes a major operational hurdle. Each organization often runs on different ETRM platforms or versions, creating fragmented processes and limited visibility across trade capture, risk, and settlements.

Varied ETRM platforms and Fragmented Data

Inconsistent
Workflows

Manual
Workarounds

Value Creed’s Seamless ETRM Integration

To ensure smooth post M&A integration, Value Creed delivers a structured approach that combines advisory expertise with hands-on implementation. This cohesive process harmonizes ETRM systems, workflows, and data, eliminating manual effort and reducing operational risks.

Advisory and Assessment

We start with a deep dive into existing RightAngle or other E/CTRM platforms, versions, to understand current gaps and integration needs which aligns with their current business process across both enterprises.

Target Operating Model Design

Our team defines a future-state architecture that aligns consolidation, upgrades, or integration strategies with business priorities. This could involve standardizing onto RightAngle, unifying multiple E/CTRM platforms, or upgrading to a common version.

Critical Integration Mapping

We identify and map essential interfaces across ERP systems (SAP, Oracle, Workday), market data providers (ICE, NYMEX, DTN/ProphetX, Morningstar), regulatory reporting (Form A, Form C, EIA, SOX), risk engines(VaR, credit exposure) and BI/analytics tools (Power BI, Tableau).

System Harmonization

RightAngle and other E/CTRM platforms are consolidated in one system with minimal disruption, ensuring a consistent trade lifecycle and settlement process across front, middle, and back office operations.

Setting AD groups & Security

Defining and setting up AD groups based on role-based access control (RBAC).

Data and Interface Alignment

Trade, risk, and financial data are standardized, cleansed, and aligned with APIs and ERP integrations to ensure seamless connectivity and reporting accuracy.

Process Standardization

We unify workflows across the organization to create consistent, scalable trade lifecycle, risk management, and settlement processes.

Transparent Reporting

Leadership gains real-time visibility through dashboards and progress trackers, providing clear insights into milestones, risks, and system readiness.

User & CoE workshops

Workshops align deal lifecycle, settlement, and reporting processes across parent and acquired entities, supported by a structured change management framework covering CoE involvement, approvals, releases, enhancements, upgrades, and user training.

Value Creed’s Key Differentiators & Accelerators

Flexible Delivery Model

Onshore/offshore hybrid with 24x7 support ensures cost efficiency and faster execution.

Transparency in Reporting

Weekly dashboards and progress trackers provide leadership with real-time visibility into milestones and risks.

Ecosystem Expertise

Beyond RightAngle our team ensures seamless enterprise operations across ERP, risk engines, BI, reporting, and integration platforms.

Future
Scalability

Solutions are architectured to easily onboard future acquisitions or expand into new commodities and markets.

Built-In Templates

Ready-to-use templates for importing Reference Data and Deals in RightAngle.

Automation & Testing

Automated regression test suite for RightAngle modules to streamline validation and reduce manual effort.

Cloud
Expertise

Proven frameworks for Azure/AWS migrations, including HA/DR setups, cost optimization, security hardening, and automated RightAngle deployment with version control.

Impact of ETRM Integration on Post-M&A Efficiency

Value Creed’s advisory and implementation services replace fragmented systems and manual processes with a unified, automated ETRM environment. By standardizing workflows, consolidating data, and connecting interfaces, the solution drives faster, more accurate, and scalable operations.

Standardized Business Processes: Unified trade lifecycle processes across front, middle, and back office functions ensure consistent management of trades, risk, and settlements.
Seamless Data & Interface Integration: Alignment of interfaces (ERP, APIs) streamlines enterprise connectivity, minimizing reconciliation efforts and integration failures.
Future-Ready Architecture: The solution is built to scale effortlessly for future acquisitions, new commodities, or regulatory changes, avoiding recurring challenges. Cloud-based or hybrid deployment models ensure optimal performance, security, and scalability.

Leadership Confidence: Real-time, consolidated dashboards provide clear visibility into risk, P&L, and compliance.
Faster M&A Synergies: Integration timelines are shortened from months to weeks.
Operational Excellence: Automation reduces manual effort by 40–50%.
Cost Savings: Redundant licenses, infrastructure, and support contracts are eliminated.

Realizing M&A Value Through Unified ETRM Integration

Mergers and acquisitions offer growth, but true value is achieved only when systems, processes, and data are fully integrated. Fragmented ETRM platforms often lead to errors, delays, and limited visibility.

Value Creed’s solution unifies platforms, standardizes workflows, and aligns interfaces across trading, risk, and finance. Automation ensures accurate data, reduces manual effort, and strengthens compliance. Clear dashboards and scalable processes enable faster integration, operational efficiency, and M&A synergy realization. Businesses gain a cohesive, future-ready system that captures full merger value while maintaining control and agility.

Recommended Resources

Optimizing Petroleum Logistics with Custom RightAngle–T4 Integration

Empowering Real-Time Fuel Pricing with Seamless DTN Fuel Seller and RightAngle Integration

Achieving Operational Efficiency with ETRM Consolidation

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Maximizing M&A Value Through Unified ETRM Integration

Mergers and Acquisitions(M&A) Integration Advisory for ETRM Systems

Challenges in M&A Integration for ETRM Systems

Varied ETRM platforms and Fragmented Data

Inconsistent Workflows

Manual Workarounds

Value Creed’s Seamless ETRM Integration

Value Creed’s Key Differentiators & Accelerators

Flexible Delivery Model

Transparency in Reporting

Ecosystem Expertise

Future Scalability

Built-In Templates

Automation & Testing

Inconsistent
Workflows

Manual
Workarounds

Future
Scalability

Cloud
Expertise