Strategy & Analysis
Financial models and decision analysis that turn a hard question into a clear answer: growth plans, investment cases, valuations and scenarios, from next quarter to the next thirty years. Built to be audited, not just presented.
va·lu·tà·re (Italian, verb) to determine the value of an asset; to weigh something carefully in reaching a judgment.
Valutare Inc. · Calgary, Alberta
Decisions are better when they're made with the best tools and information. Valutare helps companies of all sizes work through industry transitions and stay competitive, and we make your success our priority.
Services
Financial models and decision analysis that turn a hard question into a clear answer: growth plans, investment cases, valuations and scenarios, from next quarter to the next thirty years. Built to be audited, not just presented.
Acquisition and merger analysis, business and project development, and commercial support on contracts, from the first screen to a package an owner can evaluate, finance and sign.
Annual budgets, detailed operational forecasts and recurring management reporting, run as an extension of the client's own finance team.
Research, professional writing and grant applications that turn analysis into funding submissions and decision documents.
05 · Live decision tools
The analysis behind a business shouldn't live in a spreadsheet someone updates by hand. Valutare builds secure web tools around your data, backed by proper servers, storage and redundancy, that refresh themselves and give your team a clean interface. One click exports everything to Excel with every formula and assumption intact, so the logic stays visible and yours to change.
In use today: a live, self-updating dispatch tool for a client's operations. Next up: moving a client's invoicing from Excel to a hosted application.
Selected experience
Clients have included utilities, power producers, district energy and municipal operators, midstream companies, developers and private owners. Names are withheld; many engagements are confidential.
Data centres · Ongoing
Economic analysis of a 10-year co-location lease from the landlord's side, research into data centre operations, cost and waste-heat value, and support negotiating the commercial agreement.
Hydro · Ongoing
Financial modelling and commercial support as part of a project team developing a First Nation–partnered hydro plant.
District energy · Long-term
Detailed financial and operational forecasting, budgets and reporting, plus growth analysis: electrified and low-carbon heat, CHP refurbishment and waste-energy options.
Utilities · M&A
Built an acquisition evaluation tool, reviewed targets and financials, and assessed pyrolysis, waste-to-energy and renewable natural gas opportunities alongside ongoing budgeting and modelling.
Generation · Planning
Evaluated competing generation technologies, primarily natural gas, for a provincial utility's next build cycle.
Energy M&A
Corporate development work on generation development and acquisitions, including gas-fired generation, across both regulated and competitive energy markets in Canada and the US.
Midstream · M&A
Built the transaction model with the CEO for a pipeline company's acquisition of a larger competitor.
Solar & wind
Helped develop a utility-scale solar project, supported a solar acquisition, and evaluated a large wind acquisition for a Canadian energy company. Also evaluates residential solar for owners deciding whether it pays.
About
Managing Director
Dylan has worked across energy since 2006, in oil and gas, power generation, utilities and, more recently, digital infrastructure. His background is in business development and corporate development: acquisition, development, planning, strategy, analysis and risk. He has worked on development and M&A across regulated and non-regulated energy, from gas-fired generation to solar and wind.
Since founding Valutare he has served as long-range financial planner to utility clients and is moving further into project development, starting with data centres and hydro. He values safety, integrity, honesty and accountability in every engagement, and holds a Bachelor of Commerce from the University of Alberta.
Most work begins with a conversation about a decision on the table: a site, a contract, an acquisition or a budget.