YEAR |
COMPANY |
DESCRIPTION |
FIRM |
1986 |
NL Industries |
Restructuring
and defense advisory major oilfield services company
versus Valhi |
Aegis Energy* |
1986 |
USX |
Defense and
restructuring advisory versus Carl Ichan |
Aegis Energy* |
1987 |
Tenneco |
Defense and
restructuring advisory: complete analysis and valuation
of all lines of business of large industrial conglomerate,
including recommendations on restructuring and divestiture
options |
Aegis Energy* |
1988 |
Sun |
Restructuring
advisory: spin-off of Sun's exploration and production
business; created two publicly traded securities
(Oryx) |
Aegis Energy* |
1989 |
CITGO |
Represented
CITGO Petroleum Corporation in the negotiation of
a cogeneration joint venture among CITGO, CONOCO,
Vista Chemical, and Gulf States Utilities.The joint
venture purchased an existing 200-MW, gas-fired
generating station and constructed new coke-fired
boilers at a cost of $200 million. |
Muse Stancil |
1989 |
National
Intergroup |
Defense advisory
versus Butler and Estrin |
Aegis Energy* |
1989 |
Texas Eastern |
Defense advisory
versus Coastal Corp.; resulted in White Knight acquisition
by Panhandle; included complete valuation of all
business segments, including refining and E&P,
as well as a financial restructuring and leveraged
buyout |
Aegis Energy* |
1989 |
USX |
Proxy contest
advisory versus Carl Icahn |
Aegis Energy* |
1990 |
Private Investment
Group |
Provided
due diligence for investment group considering the
acquisition of Tesoro's refinery in Kenai, Alaska |
Muse Stancil |
1991 |
Statoil |
Advised on
company's North American acquisition strategy; evaluated
three refineries owned by three separate companies
and negotiated on the possible acquisition of each. |
Aegis Energy* |
1991 |
PDV Europa |
Advised European
subsidiary of Petroleos de Venezuela on their European
downstream acquisition strategy: approached two
separate companies on potential refining JVs. |
Aegis Energy* |
1992 |
Confidential |
Provided
an assessment of Argentina refineries, product terminals,
pipelines, and other related assets which underwent
privatization |
Muse Stancil |
1992 |
TMR |
Retained
as technical and economic advisors to help establish
a number of FSU refinery joint ventures including
Petromidia in Romania, Baku in Azerbaijan, Volgograd
in Russia, and Lisichansk in Ukraine |
Muse Stancil |
1993 |
Greek Ministry |
Advised the
government on the privatization of the Greek refining
and marketing industry |
Muse Stancil |
1993 |
AGIP |
Advisory
on sale of AGIP's interest in a refining and marketing
affiliate |
Aegis Energy* |
1994 |
TUPRAS/POAS |
Advisors
to the Turkish ministry on privatization |
Muse Stancil |
|
|
|
|
1996 |
EBRD |
Advisors
to the EBRD on upgrading of the Lukoil, Volgograd
refinery |
Muse Stancil |
1996 |
Confidential |
Provided
advice on operation, optimization and business outlook
for two U.S. Gulf Coast refineries |
Muse Stancil |
1996 |
Basis |
Retained
to work with company staff to develop strategic
business plan |
Muse Stancil |
1996 |
Fina, Inc. |
Advisor on
U.S. refining and marketing strategy, including
an evaluation of the downstream operations and strategies
of all US R&M companies |
Aegis Energy |
1997 |
Gazprom |
Advised the
Eximbank on Gazprom's third tranch of investments
under the Oil and Gas Framework Agreement |
Muse Stancil |
1997 |
Price Waterhouse |
Evaluation
of products terminal in Turkey |
Muse Stancil |
1997 |
Confidential |
Advised private
investment group on the take over of a small Louisiana
refinery |
Muse Stancil |
1997 |
Ecopetrol |
Advised on
investment options relating to the disposition of
heavy Colombian crude oil |
Muse Stancil |
1998 |
Nafta Polska |
Retained
as technical and economic advisors in the privatization
of the Polish state refining and marketing assets |
Muse Stancil |
1998 |
POAS |
Retained
as technical and economic advisors in the privatization
of the Turkish state petroleum products marketing
company |
Muse Stancil |
1998 |
Petro Yemen |
Technical
and economic advisor to a grassroots refinery |
Muse Stancil |
1998 |
Confidential |
Joint venture
assessment for an alliance between two U.S. Gulf
Coast refiners; including valuation of each partner’s
respective contribution |
Aegis Muse |
1998 |
Confidential |
Strategic
and financial advisor on a roll-up of Eastern U.S.
petroleum retail marketing |
Aegis Muse |
1998 |
Confidential |
Financial,
technical, and economic advisory services to a U.S.
product pipeline |
Aegis Muse |
1999 |
Confidential |
Evaluating
and advising prospective purchaser of refining and
marketing assets in mid-west |
Aegis Muse |
2000 |
Confidential |
Technical
and economic advisor to a specialty lubricant manufacturer/marketer
concerning investment options for upgrading their
product offering |
Aegis Muse |
2000 |
Confidential |
Strategic
evaluation services for a Latin American oil company
related to investment opportunities in the U.S.
downstream energy industry |
Aegis Muse |
2000 |
Confidential |
Advisor to
a major U.S. refining and marketing company regarding
acquisition opportunity |
Aegis Muse |
2001 |
Confidential |
Competitive
and strategic analysis of mid-continent refineries
for a major multinational oil company |
Aegis Muse |
2001 |
Confidential |
Assisting
with the development of an independent U.S. refining
and marketing company 's strategic response to the
various mergers among competitors |
Aegis Muse |
2001 |
Confidential |
Acquisition
candidate Identification and screening assignment
for a northeast terminal and marketing company |
Aegis Muse |
2001 |
Confidential |
Advisor to
a Latin American oil company considering a joint
venture investment in a Gulf Coast refining and
marketing system |
Aegis Muse |
2002 |
Confidential |
Strategic
advisor on identification and valuation of potential
acquisition candidates: assessed more than 20 Gulf
Coast and East coast refineries for a Latin American
oil company. |
Aegis Muse |
2002 |
Confidential |
Advisor to
a major U.S. refining and marketing company regarding
the company's competitive position versus major
regional refineries |
Aegis Muse |
2002 |
Confidential |
Advisor to
a Gulf Coast refined products pipeline on valuation
and financial structure |
Aegis Muse |