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We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

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The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

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Investment Banking

Transactions

Each client, and each investment banking transaction, is unique. However, we bring a wealth of experience and depth of expertise to all assignments, delivering consistently insightful perspectives coupled with strong execution.

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Acquisitions & Divestitures
  • M&A Advisory

    Has Divested Assets In The Haynesville To

    Undisclosed

    M&A Advisory

    EnSight IV Energy Management, LLC

    Financial Advisor

    Private Companies

    Undisclosed

    08/02/2024

    Learn More
  • M&A Advisory

    Has Divested Oil & Gas Assets In Southwest Texas

    M&A Advisory

    El Toro Resources LLC

    Financial Advisor

    Private Companies

    Not Disclosed

    12/23/2023

    Learn More
  • M&A Advisory

    Has Divested Assets To

    Undisclosed Public Buyer

    M&A Advisory

    RAM Energy Holdings, LLC

    Financial Advisor

    Not Disclosed

    12/29/2022

    Learn More
  • M&A Advisory

    Undisclosed Seller

    Corporate Sale To

    Sitka Petroleum, LLC And Pontem Energy, LLC

    M&A Advisory

    Williston Basin Seller

    Financial Advisor

    Private Companies

    Not Disclosed

    12/02/2022

    Learn More
  • M&A Advisory

    In Partnership With

    Has Sold An Undivided Working Interested To

    M&A Advisory

    Sponte Resources, LLC

    Financial Advisor

    Private Companies

    Not Disclosed

    09/01/2022

    Learn More
  • M&A Advisory

    Has Sold Certain Assets To

    $125.5 Million

    M&A Advisory

    EnSight IV Energy Partners, LLC

    Financial Advisor

    Private Companies

    $125.5 Million

    08/18/2022

    Learn More
  • Debt Capital Markets

    Senior Secured Term Loan

    $225 Million

    Debt Capital Markets

    Murchison Oil and Gas, LLC

    Financial Advisor

    Private Companies

    $225 Million

    06/30/2022

    Learn More
  • Debt Capital Markets

    Preferred Equity Units

    $82 Million

    Debt Capital Markets

    Murchison Oil and Gas, LLC

    Financial Advisor

    Private Companies

    $82 Million

    06/30/2022

    Learn More
  • Equity Capital Markets

    Initial Public Offering

    $180 Million

    Equity Capital Markets

    Accretion Acquisition Corp.

    Book-Running Manager

    Public Companies

    $180 Million

    10/20/2021

    Learn More
  • Equity Capital Markets

    Initial Public Offering

    $240 Million

    Equity Capital Markets

    Black Mountain Acquisition Corp.

    Book-Running Manager

    Public Companies

    $240 Million

    10/14/2021

    Learn More
  • M&A Advisory

    Has Acquired Certain Assets Of

    M&A Advisory

    Intrepid Direction Drilling Specialists, Ltd

    Financial Advisor

    Not Disclosed

    04/30/2020

    Learn More
  • M&A Advisory

    Has Divested Its Lincoln County, OK and Glasscock County, TX Assets

    M&A Advisory

    Petroflow Energy Corporation

    Financial Advisor

    Not Disclosed

    02/08/2019

    Learn More

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