45+ total transactions representing $2B+ in aggregate value — 14 tracked below spanning 2012–2024 · 1 industry
Joint investment advisor on major equity placement for family office capital seeking E&P exposure. Transaction not yet consummated at report date.
Joint investment advisor on largest transaction on record. Major family office M&A and capital raising initiative spanning multiple E&P assets.
M&A advisory on non-operated working interest acquisition in the STACK/SCOOP basins. Sole investment banker coordinating buyer identification, valuation, and transaction execution.
Ongoing advisory relationship with family office spanning multiple M&A and capital raising transactions across energy subsectors. Sole investment advisor.
Joint investment advisor on significant Rocky Mountain mineral leasehold acquisition. Facilitated buyer consortium formation and deal structuring.
Sole investment advisor on senior debt facility for unconventional development project. Coordinated lender selection and financing structure negotiation.
Sole investment banker on $300M non-operated Eagle Ford acquisition. Structured mezzanine facility to fund acquisition and development.
Joint investment banker on major mineral leasehold acquisition in STACK/SCOOP. Coordinated $370M acquisition with synchronized debt and equity funding.
M&A activity and divestitures for family office energy portfolio. Sole investment advisor coordinating portfolio optimization and capital redeployment.
Sole investment banker on senior debt refinancing for production portfolio. Portfolio-level debt restructuring improving covenant flexibility.
Sole financial banker on mezzanine facility for oil and gas development. Structured subordinated debt with equity upside components.
Sole financial banker on senior debt facility. Production-backed lending secured by reserve-based borrowing base.
Formal advisory engagement for capital raises, mergers, acquisitions, joint ventures, working interest sales, and business combinations. Advised on financial and business related transactions.