Strategic Advisory & Fairness Opinions
- 2019 - Bravo Natural Resources
- Financial Advisor in Connection with Identifying and Evaluating Acquisition Opportunities
- 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