Strategic Advisory & Fairness Opinions

2012 - 2017 - Monterey Energy LLC
Served as Financial Advisor on Corporate Matters
2016 - Caza Oil and Gas, Inc.
Formal Valuation to the Special Committee Regarding Going-Private Transaction
2016 - Primexx Energy Partners, Ltd. - $430,000,000
Private Placement of Senior Preferred Equity, Replacement of Second Lien Secured Term Loan and Equity Commitment to Fund a Mineral Royalty Trust SPV
2016 - Undisclosed Private Company
Financial Advisor in Connection with Identifying and Evaluating Strategic Alternatives
2015 - Undisclosed Permian Basin Company
Restructuring of Second Lien Term Loan
2015 - Undisclosed Private Company
Served Board of Directors to Advise Company on Value for Purposes of New Equity Options Issuance
2012 - 2014 - Ultra Tech Frac Services, LLC
Served as Financial Advisor on Corporate Matters
2014 - Undisclosed Private Company
Served Board of Directors to Advise Company on Value for Purposes of New Equity Options Issuance
2013 - Undisclosed Private Company
Financial Advisor to the Advisory Board of a Private Company in Connection with the Sale of its Assets to Constellation Energy Partners
2013 - Undisclosed Private Company
Served Board of Directors to Advise Company on Value for Purposes of New Equity Options Issuance
2013 - Undisclosed Private Company
Advisor to Board of Directors to Provide Certain Financial Advisory Services
2012 - Dune Energy, Inc.
Strategic Advisory in Connection with Identifying and Evaluating Strategic and Financial Alternatives
2011 - Cinco Resources
Fairness Opinion to Special Committee Regarding Merger with Cima Resources
2011 - Dune Energy, Inc.
Fairness Opinion Regarding Debt Exchange Offer
2011 - MatlinPatterson
Acquisition of a Controlling Stake in Stone Mountain Resources
2010 - Undisclosed Private Company
Served Board of Directors to Advise Company on Value for Purposes of New Equity Options Issuance
2009 - Beryl Oil and Gas LP
Financial Advisor to First Lien Creditors in sale of Beryl to Dynamic Offshore Resources
2009 - Energy Partners Ltd. - $520,000,000
Reorganization under Chapter 11 Bankruptcy Code pursuant to Debt-for-Equity Exchange and Exit Financing
2009 - Quicksilver Gas Services LP - $87,100,000
Fairness Opinion to Conflicts Committee of Board of Directors on its Drop-Down Acquisition of Alliance Midstream Assets from Quicksilver Resources
2006 - Halliburton
Private Placement for Formation of Red Technology Alliance
2005 - Southern California Power Producers Authority - $300,000,000
Purchase of Wyoming Producing Gas Properties from Anschutz Pinedale Corporation
2004 - First International Oil Company - $160,000,000
Fairness Opinion on Sale of Kazakhstan assets to Sinopec
2004 - Houston Exploration
“KeySpan Exchange Transactions” where HE contributed Subsidiary Seneca-Upshur Petroleum Inc. Assets and $389,000,000 Cash in exchange for 10,800,000 Shares of HE Common Stock Owned by KeySpan
2003 - Sacramento Municipal Utility District
Purchase of Gas Assets from El Paso Corp.
2002 - NIKOIL
Fairness Opinion on Minority Takeout of Lukoil Baltija Shares
2001 - First Wave Marine
Financial Advisor to the Official Committee of Unsecured Creditors in this Chapter 11 Bankruptcy Case
2001 - International Paper Company - $300,000,000
Conveyance of its Subsidiary IP Petroleum Company, Inc. to Pure Resources, Inc.
2001 - Kingdom of Saudi Arabia
Advisory Assignment to Design Integrated Natural Gas Projects for Direct Foreign Investment
1999 - The Wiser Oil Company - $25,000,000
Fairness Opinion Regarding Private Placement of Convertible Preferred Stock
1998 - Vastar Resources, Inc. - $470,000,000
Acquisition of Western Midway Company from Atlantic Richfield Company in Three-Company Transaction Involving Vastar, ARCO, and Mobil
1997 - Amoco Production Company - $1,000,000,000
Formation of a Joint Venture with Maxus Energy Corporation
1995 - ConVest Energy Corporation - $20,100,000
Fairness Opinion Regarding the Acquisition of Edisto Exploration and Production Company
1994 - Bridge Oil Ltd. - $272,400,000
Valuation Opinion Regarding the U.S. Oil & Gas Assets of Bridge Oil Ltd. in Response to an Unsolicited Offer from Parker & Parsley
1994 - Edisto Resources - $72,000,000
Fairness Opinion Regarding the Sale of Pipeline and Distribution Assets to Aquila
1992 - Hondo Oil and Gas Company - $140,000,000
Fairness Opinion Regarding Sale of Substantially all of its Domestic Oil & Gas Properties to Devon Energy Corporation
1991 - Cross Timbers Partners, L.P.
Fairness Opinion Regarding the Roll-up of Five Limited Partnerships into Cross Timbers Oil Company, L.P. and Cross Timbers Royalty Trust
1990 - ConVest Energy Partners, Ltd.
Fairness Opinion Regarding Merger with Sandefer Oil Company, L.P. and ConVest Subco Inc., Conversion to Corporation
1989 - Ensource Corporation - $80,000,000
Advisor to the Special Committee of the Board of Directors of Ensource in its acquisition by United Meridian Corporation
1988 - Cleveland Cliffs Inc. - $42,000,000
Spin-off of Cliffs Drilling Company
1987 - Diamond Shamrock Corporation - $392,000,000
Spin-off of Diamond Shamrock Refining and Marketing
1986 - NL Industries - $910,000,000
Takeover Defense in Response to an Unsolicited Takeover Attempt (Offer Unsuccessful) by Coniston Partners
1985 - Allied Corporation - $1,700,000,000
Sale of 50% Interest in Union Texas Petroleum to Kohlberg Kravis Roberts & Company Investor Group
1984 - The Louisiana Land & Exploration Company - $97,000,000
Repurchase of 2,760,000 (9.1%) Shares of Louisiana Land Common Stock from Pioneer Corporation
1983 - Consolidated Oil & Gas, Inc. - $18,000,000
Takeover Defense in Response to an Unsolicited Takeover Attempt (Offer Unsuccessful) by The Appalachian Company
1983 - The Louisiana Land & Exploration Company - $247,000,000
Repurchase of Common Stock for Cash and Notes from Second Crescent Investment Company and American Financial Corporation