Founded in 1994, EnerCom, Inc. is a nationally recognized investor communications consultancy firm advising and serving energy-centric clients on corporate strategy, investor relations, media and corporate communications, and visual communications design. The Company’s professionals have more than 150 years of industry and business experience and a proven track record of success. Headquartered in Denver, EnerCom uses the team approach for delivering its wide range of services to public and private companies large and small, operating in the global exploration and production, drilling, Oilservice, and associated advanced-technology industries. EnerCom also founded The Oil & Gas Conference®. Held each August in Denver, The Oil & Gas Conference® brings together more than 90 publicly traded companies. www.theoilandgasconference.com.
For more information about EnerCom and its services, please call: Ken Caiani, President 303-296-8834 or visit www.enercominc.com.
Crédit Agricole Corporate and Investment Bank, the corporate and investment banking arm of the Crédit Agricole Group, has close to 10,000 professionals operating in 54 countries. It provides its clients with a complete range of products and services in the areas of capital markets, investment banking, structured finance and corporate banking.
With headquarters in New York City, and U.S. offices in Houston, Chicago, and Dallas, Crédit Agricole CIB Americas offers its corporate and institutional clients financial products and services and made-to-order structuring, origination and distribution, through both its banking unit Crédit Agricole CIB, and the full service broker-dealer Crédit Agricole Securities (USA) Inc., which is a member of the NYSE and NASD. Crédit Agricole CIB is also present in Montreal, Canada, and in Latin America with offices in Argentina, Brazil, and Mexico.
The Energy Industry represents the single largest concentration of industry exposure at Crédit Agricole Corporate and Investment Bank, whose specialty focus dates back over 100 years. Our Energy practice for North America, located in Houston, focuses on all segments of the business and covers it on a truly global basis.
For more information, visit www.ca-cib.com.
Netherland, Sewell & Associates, Inc. (NSAI) was founded in 1961 to provide the highest quality engineering and geological consulting to the petroleum industry. Today they are recognized as the worldwide leader of petroleum property analysis to industry and financial organizations and government agencies. With offices in Dallas and Houston, NSAI provides a complete range of geological, geophysical, petrophysical, and engineering services and has the technical experience and ability to perform these services in any of the onshore and offshore oil and gas producing areas of the world. They provide reserves reports and audits, acquisition and divestiture evaluations, simulation studies, exploration resources assessments, equity determinations, and management and advisory services. For a complete list of services or to learn more about Netherland, Sewell & Associates, Inc. please visit www.netherlandsewell.com.
For more information about NSAI, call C.H. (Scott) Rees, Chief Executive Officer, at 214-969-5401 or send an email to firstname.lastname@example.org.
Preng & Associates, for over 35 years, has earned a reputation as the world’s most accomplished retained executive search firm specializing in meeting the unique management leadership requirements of the energy and natural resources industries.
Working from offices in Houston and London, our consultants possess global search expertise, comprehensive industry knowledge and experience, a commitment to service, and a dedication to deliver consistently exceptional executive recruiting results across the energy value chain. We thank you for visiting and invite you to learn more about our global recruiting capabilities.
For more information about Preng & Associates and its services, please call: David E. Preng,
(713) 266-2600 or visit www.preng.com.
For more than 35 years, Hein & Associates has been recognized as a leading accounting and advisory firm where its people and clients share knowledge, thrive in a culture of teamwork, and build long-term relationships deeply rooted in integrity. With offices in Denver, Dallas, Houston and Irvine, Hein serves public and private companies in a variety of industries across the country. Hein is a member of two of the largest international associations of accounting and advisory firms, which allows us to provide seamless client care domestically and throughout the world. Hein is ranked as one of the “Top 100” accounting and advisory firms in the country by Accounting Today, and consistently recognized by Inside Public Accounting as a “Best of the Best” firm, an honor bestowed on only 25 firms each year, based exclusively on management performance.
PLS was started in 1987 to adapt the real estate industry’s highly effective MLS (multiple listing service) for the oil and gas industry. The firm takes its name from the simple concept of a “Petroleum Listing Service” but PLS has since expanded to provide operators and investors the information, marketing and advisory services they need to better manage their portfolios and facilitate profitable transactions.
To that end, PLS publishes various listings, news and research reports; offers proprietary databases; hosts prospect and property expos; brokers and direct markets properties, prospects, overrides and midstream assets for sellers seeking additional services; and provides advisory and consulting services on an as needed or project basis.
For more information, visit www.plsx.com.
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, 12,500 ATMs, and the internet (wellsfargo.com) and mobile banking, and has offices in 36 countries to support customers who conduct business in the global economy.
The Energy Banking Group, headed by Bart Schouest, provides corporate banking products and services to the energy sector, including upstream, midstream, oilfield services, and diversified industries. With offices in Houston, Dallas, Denver, Calgary, and Aberdeen the group’s success is driven by in-depth industry expertise and longstanding relationships with key industry participants. The group has over $45 billion of credit commitments to public and private companies across the upstream, midstream, downstream, services, and power and utilities sectors.
The Energy & Power Investment Banking Group, headed by James Kipp, provides strategic advisory and corporate finance expertise to energy and power clients, including upstream, midstream, oilfield services, downstream, coal and the power & utilities sectors. Areas of focus include equity, equity-linked and debt underwritings, private placements, syndications, and mergers and acquisitions. The Energy & Power Investment Banking Group has offices in Houston and Charlotte.
These teams work together to offer clients industry and product expertise, in addition to sharing their understanding of internal and external forces that drive both industry trends and financial markets. For additional information, contact us at 713-319-1350 or Energy@wellsfargo.com.
To learn more about Wells Fargo & Company, please visit the company’s web site at www.wellsfargo.com.
CIBC (NYSE: CM) is a leading global financial institution based in Canada and is rated A+/Aa3 by S&P and Moody’s, respectively. Through three main businesses—Retail and Business Banking, Wealth Management, and CIBC Capital Markets—we provide a full range of financial products and services to nearly 11 million individual, small business, commercial, corporate and institutional clients around the world.
Our professionals across CIBC Capital Markets work with corporate and institutional clients in the U.S. and abroad who value a banking relationship that combines in-depth industry knowledge with comprehensive capital markets, investment banking and corporate banking capabilities. Our energy specialists based in Houston, New York, Calgary, London, and Asia draw on the breadth of our products and services to support market participants across the entire oil and gas value chain seeking to access capital, manage risk and execute an effective A&D strategy. Our commodity specialists are recognized for their insights and analysis of global supply/demand fundamentals across the energy sector. We are a market maker in commodities, and known for our highly customized derivative solutions tailored to various market views and risk tolerances. Located in Houston, CIBC Griffis & Small provides oil and gas technical and financial advisory services for best A&D execution.
CIBC Capital Markets ranked as World’s Best Investment Bank – Oil & Gas Sector (Global Finance magazine, 2015), and as the strongest publicly traded bank in Canada – the only North American bank in the ranking for the last five years (Bloomberg Markets, 2015). Dr. Avery Shenfeld, Managing Director and Chief Economist is a five-time winner of the Dow Jones MarketWatch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
Founded in 1933, Stephens is a privately-held, independent financial services firm focused on building value for companies, state and local governments, institutions and high-net-worth investors. We are headquartered in Little Rock, Arkansas, with offices in leading cities across the country.
Stephens has a been a principal investor in the Energy space since 1952 and has a longstanding commitment to assisting and advising public and private Energy companies throughout their life cycles. Stephens Energy investment banking practice began in 2009 and has completed 35 transactions to-date. There are currently 9 professionals in the Energy investment banking group complemented by 7 equity research analysts and associates covering the Exploration & Production, Oilfield Service, and Master Limited Partnership sectors. The combined knowledge base of the Energy team enables us to provide clients an unmatched level of investment banking service, including mergers and acquisitions advisory, fairness opinions and public and private debt and equity offerings. Our extensive network of relationships in the Energy sector and continued presence in the strategic and capital markets allows Stephens to provide clients with actionable advice and an independent perspective on asset valuations, potential strategic issues and financing alternatives.
For more information about Stephens, please visit www.stephens.com.
Oil and gas is and has always been a volatile business, and today’s environment is no exception. Haynes and Boone, LLP is an energy focused corporate law firm, providing a full spectrum of legal services to our clients across the oil and gas industry, including the upstream, midstream, and downstream sectors. Evidence of our commitment to the industry is our opening of our Denver office last year to better serve our energy clients along with our existing offices in Texas, Mexico City, New York, California, Chicago, Washington, D.C., and Shanghai. Haynes and Boone lawyers from all offices work as a team to meet the legal needs of our domestic and international clients involved in oil and gas. We represent domestic and foreign public and private companies engaged in the dynamic day-to-day work of finding and extracting energy in the form of oil and gas and the banks, investment funds and other investors that support them. Our team of more than 100 energy lawyers and landmen understands the domestic and international physical and financial energy markets, and the firm has been helping both operators and lenders complete some of the largest financings to date in 2015. With more than 575 attorneys, Haynes and Boone is ranked among the largest law firms in the nation by The National Law Journal.
For more info, visit www.haynesboone.com.
Wunderlich Securities is a full service investment firm providing wealth management, equity research, investment banking services, and institutional sales and trading to individuals, corporations and institutional clients. Wunderlich’s Investment Bank offers a wide variety of services including public offerings, merger & acquisitions, valuations, private placements and other services for our corporate clients. Wunderlich is dedicated to building trusted partnerships and lasting relationships with each client we serve both before and beyond transactions. At Wunderlich, we take each client’s goals and success personally.
Wunderlich’s senior energy bankers have extensive energy industry knowledge and transaction experience comprising a broad range of financing and M&A transactions. We provide a full-range of services to public and private “middle-market” energy companies. Over the last two years, Wunderlich has raised over $10 billion for energy companies.
For more information, please contact R. Kevin Andrews, Managing Director, Investment Banking, at (713) 403-3979 or visit www.wunderlichsecurities.com.
Fifth Third Bank is a diversified financial services company with over $120 billion in assets. The Bank’s energy group is comprised of experienced and knowledgeable individuals that can assist in providing and structuring financial solutions to meet their clients’ needs across the upstream, midstream, downstream and services sectors. Solutions and capabilities include commodity hedging, interest rate management, foreign exchange, debt capital markets, treasury management, and depository/investment products.
For more information, please contact Richard Butler at 713-401-6101 or email@example.com.
The Corporate Banking department is focused on relationship lending within the oil & gas and power & renewables sectors, primarily serving investment grade customers based in North America. As many of these customers have a large global footprint, DNB Houston works closely with the energy teams in London, Norway, Singapore and Santiago to service customers’ needs.
For more information, please visit www.dnb.no.
We have been a leading provider of banking services to the oil and gas industry in the Americas for more than 30 years, consistently ranking in the Top 10 Lead Arrangers and Top 10 Bond Arrangers in the Thomson Reuters Oil and Gas League Tables. We support clients across the industry—from regional exploration and production to global diversified services companies—that benefit from our focused approach, strong execution, and customized services. Whether you are looking to expand existing reserves, make an acquisition, or streamline operations, we can support your growth2 with services, including: underwriting and syndications; U.S./Canadian cross-border funding; securities underwriting and placements; leasing and tax equity financing; and commodities, interest rate, and foreign exchange risk management.
For more information, visit: www.mufgamericas.com/oil-gas.
The Bank of America Merrill Lynch (BofAML) Oil and Gas practice is comprised of a global team of bankers dedicated to covering the energy industry, dating back to the 1920s when Texas predecessor banks pioneered reserve-based lending. The practice includes an experienced in-house Petroleum Engineering team with over 150 years of combined experience. With one of the only full-service financial energy platforms in the industry, the BofAML oil and gas team manages significant capital commitments in the energy sector with dedicated bankers based in Houston and Dallas.
Bank of America Merrill Lynch was named Institutional Investor magazine’s “Top Global Research Firm of 2015.” This was achieved by BofA Merrill Lynch Global Research winning 242 total team positions – more than any other firm – in the 12 Institutional Investor research team surveys published this year. This is the fifth consecutive year Bank of America has received this recognition.
About Bank of America
Bank of America is one of the world’s largest financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 48 million consumer and small business relationships with approximately 4,800 retail financial centers and approximately 15,900 ATMs and award-winning online banking with 31 million active users and approximately 17 million mobile users. Bank of America is among the world’s leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in all 50 states, the District of Columbia, the U.S. Virgin Islands, Puerto Rico and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
With expert banking talent and nearly $7 billion in total assets and $760 million in capital as of 12/31/15, Mutual of Omaha Bank provides financial solutions to individuals and businesses across the United States. The bank is a subsidiary of Mutual of Omaha, a highly rated insurance and financial services leader for more than 100 years.
When it comes to the energy industry, Mutual of Omaha Bank’s Houston-based energy group is uniquely positioned to meet the specialized lending needs of energy companies, their owners and investors. With a strong capital base and a team of highly experienced energy specialists, commercial bankers and wealth management advisors, Mutual of Omaha Bank offers the financial resources and expertise to be a value added partner. For more information, visit www.mutualofomahabank.com.
Petrie Partners, LLC is a boutique investment banking firm offering financial advisory services to the oil and gas industry. We provide specialized advice on mergers, divestitures and acquisitions and private placements. The firm was formed in 2011 (as Strategic Energy Advisors) by senior bankers formerly with Bank of America Merrill Lynch and Petrie Parkman & Co., an investment bank that built a reputation as a most trusted advisor to energy clients during the nearly two decades leading up to its merger into Merrill Lynch in 2006.
Through tenure with Petrie Parkman, Merrill Lynch and Bank of America Merrill Lynch, the senior members of the Petrie team bring to bear an average of more than 25 years of energy investment banking experience, including over 300 energy M&A and capital raising transactions representing over $350 billion of aggregate consideration.
For more information, visit www.petrie.com.
PNC is one of the largest, best-regarded and best-capitalized financial services companies in the country, with approximately $325 billion in assets and offices in 33 states, Canada and the United Kingdom. PNC’s Energy Group, headed by Tom Byargeon, is a significant capital and service provider to energy companies, with approximately $6.5 billion in commitments to the industry. The Energy office in Houston houses a team with extensive experience and deep relationships across the entire energy supply chain. This group also offers strategic corporate finance advice and delivers PNC’s comprehensive set of solutions and capabilities, including commodity and interest rate hedging, debt capital markets, loan syndications, treasury management, asset securitization, equipment finance and institutional investments.
Scotiabank is a leading global bank that provides a broad array of financial products and services to the energy industry in close to 50 countries. Our sophisticated energy platform fully integrates equity, debt, corporate lending, commodity hedging and capital markets solutions for energy sector companies in North America and around the world.
Scotia Howard Weil, our U.S.-based energy investment arm, provides equity research, institutional sales and trading, and equity capital markets services, with an exclusive focus on the energy industry. Scotia Howard Weil’s equity research professionals cover over 140 energy companies, including European Integrated Oils/Independent Refiners, Infrastructure MLPs, Exploration and Production, Oilfield Equipment & Services, Appalachian Energy, and Coal Producers. Scotia Howard Weil sales and trading professionals possess a deep understanding of the energy industry and company-specific events and trends. Focused on optimizing your growth strategy, Scotia Howard Weil brings deep industry knowledge, experience, relationships and broad distribution capabilities to each transaction we execute in the U.S. energy equity capital markets.
Scotiabank is a global leader in oil and gas M&A, offering corporate M&A, asset acquisition and divestiture, and corporate finance services to its international clientele. With over 100 mandates completed since 2010 worth more than $85 billion*, Scotiabank provides best-in-class advisory solutions, market intelligence, technical expertise and unique global footprint to help drive your business forward.
* Bloomberg League Tables, Jan 1, 2010 – Dec 31, 2015. Excluding FSU.
Royal Dutch Shell plc is incorporated in England and Wales, has its headquarters in The Hague and is listed on the London, Amsterdam, and New York stock exchanges. Shell companies have operations in more than 90 countries and territories with businesses including oil and gas exploration and production; production and marketing of liquefied natural gas and gas to liquids; manufacturing, marketing and shipping of oil products and chemicals and renewable energy projects.
For further information, visit www.shell.com.
Rivington Holdings, LLC, is an independent investment and merchant banking firm specializing in institutional private capital placements to the middle market upstream energy sector. Founded in 2002, Rivington has successfully executed 86 private capital and M&A transactions with total consideration exceeding $6.5 billion. Rivington Securities, LLC is a registered Broker-Dealer and member of FINRA and SIPC. Further information can be found at Rivington’s website: www.rivingtoncap.com.