Advisory

Our Advisory practice provides Internal Audit, Risk and Compliance; Management & Technology Consulting, and Resource Solutions for all sectors of the energy industry, with a particular focus on middle market and mid to small cap public entities. 

Of particular interest to the energy sector are vendor and construction audits, which have proven valuable to the many oilfield services and E&P companies entering into joint ventures.  Preventative measures around risk and controls are designed to limit or reduce risk associated with fraud, regulatory compliance, and other operational surprises which often accompany business ventures in high risk areas.   

Business Acquisition Due Diligence

  • Identify Risks & Rewards
  • Business Viability
  • Financial Due Diligence (including Enterprise Value Analysis)
  • Human Resources
  • Information Technology Systems
  • Market Analysis
  • Competitive Analysis
  • Working Capital Analysis
  • Evaluation of Significant Tax Attributes & Potential Exposure Items
  • Analysis of Financial Statement Information & Process
  • Quality of Assets & Adequacy of Reserves & Accruals
  • Commitments & Contingency Analysis

Consideration of Financial Alternatives & Introduction to Sources of Capital

  • Equity (including Start-Up/Seed & Angel Financing)
  • Mezzanine (Subordinate Debt/Preferred Stock)
  • Senior Debt
  • Corporate Partners

Transaction Planning & Structuring

  • Asset Acquisition/Sale Considerations
  • Stock Acquisition/Sale Considerations
  • Purchase Price Allocation
  • ASC 740 Deferred Tax Analysis
  • Effective Income Tax Planning
  • Business Valuations