Successful Track Record

Our investment banking track record spans over 75 transactions with aggregate value in excess of $4.0 billion. Clients include distributors, manufacturers and services companies in the energy and industrial sectors. Transactions typically range in size from $20 - $150 million.

In many cases we serve as the merger and acquisition advisor and sell-side business broker, representing clients in a company sale, recapitalization or buyout with strategic corporate buyers or private equity groups as counter-parties. Additionally, we provide expert testimony, litigation consulting, corporate finance/capital raising, fairness opinions and board advisory services.

Example Transactions

Case Studies

Flatland Holdings, Inc. (dba RK Pump & Supply), based in Midland, Texas, is one of the largest industrial distributors of oilfield production supplies (pipe, valves, fittings and other general supplies) in the broader Permian Basin.

Petrosmith, LLC, based in Abilene, Texas, is a premier manufacturer of surface equipment, primarily tanks and vessels, for the oil and gas industry. The Company also operates a large pipe yard and provides pipe refurbishment.

Energy Sales, LLC, based in Odessa, Texas, is one of the leading pipe, valve and fitting (PVF) manufacturers’ representatives and wholesalers for oilfield and energy supplies in the greater Permian Basin the Rockies.

Cypress Energy Partners, L.P. (Cypress), based in Tulsa, Oklahoma, is a master limited partnership traded on the New York Stock Exchange (NYSE: CELP) that provides pipeline inspection, integrity, and support services....

C&J Energy Services, Inc., based in Houston, Texas, is a leading provider of hydraulic fracturing, coiled tubing and pressure pumping services to oil and gas producers primarily in South Texas, East Texas/North Louisiana and..

Tulsa Inspection Resources, LLC (TIR), based in Tulsa, Oklahoma, and its subsidiaries provide pipeline inspection and integrity testing services to U.S. and Canadian oil and gas pipeline and utility operators. TIR was privately held by...

Production Specialty Services, Inc., based in Midland, Texas, is one of the largest industrial distributors of oilfield pipe, valves, fittings (PVF) and other general supplies in the Permian Basin. The Company operates 17...

Elkhorn Energy and its subsidiaries, based in Tulsa, Oklahoma, operates six refrigerated natural gas liquids (NGL) processing and fractionation plants in Pennsylvania and West Virginia that produce propane, butane, natural gasoline and...

Surface Stac Inc., based in Midland, Texas, is a leading provider of surface well control rental equipment (frac stacks) used during oil and gas well stimulation and completion processes. Since inception, the Company rapidly...

ShockWatch's equipment monitoring division, based in Graham, Texas, designs and manufactures its own branded line of equipment monitoring products sold globally through material handling OEMs, OEM dealer ...

Henderson & Erickson, based in Midland, Texas, is a leading developer and operator of high-quality, high-capacity strategically located Class II licensed salt water disposal well facilities in the Permian Basin. The transaction...

Blue Magic, Inc., based in Conroe, Texas, is a world class marketer and manufacturer of specialty aftermarket automotive and consumer products sold under the BlueMagic, PURE CITRUS and GarGo brand names. Blue Magic is ...

AggieTech Operating, LLC, based in Midland, Texas, is a leading developer and operator of seven high-quality, high-capacity strategically located Class II licensed salt water disposal well facilities in the Permian Basin.

Two State Oilfield, Inc., based in Hobbs, New Mexico, is one of the leading providers of water containment and storage rentals and water management services to oil and gas producers in the Permian Basin.

ROC Service Company, LLC, based in Bridgeport, Texas, is a newly formed energy services company providing construction, roustabout and production services to oil and gas producers in the shale producing regions of Texas, New...