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YEAR COMPANY DESCRIPTION FIRM
1976 Penn Central Exclusive financial advisor to Penn Central on the acquisition and non-recourse financing of Edgington Oil Company, and independent southern California refinery and asphalt company Aegis Energy*
1978 Penn Central Exclusive financial advisor to Penn Central on the acquisition and non-recourse financing of Jet Lines, a New Haven-to-Hartford Connecticut independent refined products pipeline company Aegis Energy*
1980 Earth Resources Advisor to Earth Resources on sale of public company: sold to Mapco in an exchange of common stock Aegis Energy*
1981 Suburban Propane Advisor to Suburban Propane on potential sale of Plateau and Malco, New Mexico and Utah based refining and marketing operations Aegis Energy*
1982 Private Shareholder Advisor to Ken Good on proxy contest and take over attempt of Tosco, an oil shale and refining company Aegis Energy*
1984 Controlling Shareholder Exclusive financial advisor to John Moller on right to acquire management’s equity options in USA Petroleum, a Southern California independent refining and marketing company Aegis Energy*
1985 Power Test (Getty) Advised Power Test on partnership financing for the acquisition of Getty gasoline retailing properties purchased from Texaco pursuant to divestiture order.  Created first public trust to own gasoline retailing stations. Aegis Energy*
1985 E-Z Serve Advised company on potential mergers with Circle K and Pacific Resources, Inc. Aegis Energy*
1986 PDVSA Due diligence on purchase of remaining 50% of Lake Charles refinery Muse Stancil
1986 Private Investment Group Led investor group in purchasing the El Paso refinery.  Subsequently assisted in managing and optimizing operations Muse Stancil
1986 Occidental Advsior on the acquisition of Midcon, a $3.0 billion natural gas pipeline company Aegis Energy*
1986 Texas Oil & Gas Exclusive advisor on TXO’s merger with USX:  $2.5 billion exchange offer Aegis Energy*
1988 PDVSA Evaluated Tenneco’s Chalmette, Louisiana, refinery and assisted in bid preparation Muse Stancil
1988 Sun Represented Sun on discussions of potential merger of Canadian affiliate Suncor into Texaco Canada Aegis Energy*
1989 PDVSA Due diligence on acquisition of 50% of Unocal's Lemont, Illinois, refinery, and Unocal's marketing prospects east of the Rockies Muse Stancil
1989 Unocal Exclusive advisor to Unocal on the formation of Uno-Ven, a refining and marketing joint venture with PDVSA Aegis Energy*
1990 NNPC Evaluated Phibro refineries on U.S. Gulf Coast for potential acquisition Muse Stancil
1990 Private Investment Group Provided due diligence for investment group considering the acquisition of Tesoro's refinery in Kenai, Alaska Muse Stancil
1990 National Intergroup Exclusive advisor on the minority close-out of Permian MLP Aegis Energy*
1990 Chinese Petroleum Exclusive advisor to Republic of China’s national oil company on their evaluation and potential acquisition of Union Texas Petroleum Aegis Energy*
1991 Gary Williams Assisted with due diligence on the Bloomfield refinery and Bluebell and Altonah gas plants as required for bank financing Muse Stancil
1991 PDV Europa Exlcusive advisor to European subsidiary of PDVSA on their European downstream strategy, negotiating with two separate European majors on potential refinery joint ventures Aegis Energy*
1992 NNPC Evaluated Wilhelmshaven refinery in Germany for potential acquisition Muse Stancil
1992 Tesoro Due diligence support and valuation services for evaluation of Ultramar Wilmington California refinery Aegis Energy*
1993 Petron Exclusive advisor on privatization of Philippine National Oil Company's refining and marketing operations, 40% equity sold to Saudi Aramco Aegis Energy*
1994 Corral Assisted Corral in its acquisition of OK Petroleum, the Swedish state refining, marketing, and production company Muse Stancil
1994 Private Company Advisor on the Indian refinery acquisition in Lawrenceville, Illinois Muse Stancil
1994 Chieftain Evaluation of Placid refinery for potential acquisition Muse Stancil
1994 Daewoo Retained by Daewoo to evaluate the Petromidia refinery in Russia for a potential acquisition Muse Stancil
1994 Carlyle Acquisition analysis for ISAB Italy Aegis Energy*
1995 Carlyle Exclusive strategic advisor for proposed New IP joint venture with Agip: led to subsequent evaluation, structuring and detailed negotiations on JV Aegis Energy*
1996 Corral Assisted Corral in its acquisition of the Samir and SCP refineries in Morocco Muse Stancil
1996 Nimir Advised on potential acquisition of a major refining and marketing company in France Muse Stancil
1996 Arco Provided technical and economic analysis in support of its potential acquisition of a major North American refining and marketing company Muse Stancil
1996 Confidential Evaluated the Amerada Hess downstream business in support of potential acquisition Muse Stancil
1996 Macpherson Exclusive advisor on proposed acquisition of Witco's Golden Bear industrial lubricants and asphalt operations Aegis Energy
1996 Fina, Inc. Exclusive advisor on U.S. refining and marketing acquisition strategy Aegis Energy
1997 Fletcher Challenge Advised on potential acquisition of U.S. downstream company Muse Stancil
1997 Petrogal Assisted Petrogal in negotiating the sale of the Portuguese state refining and marketing company to Saudi Aramco Muse Stancil
1997 Confidential Advised private investment group on the take over of a small Louisiana refinery Muse Stancil
1997 Williams Valuation advisory on the purchase of MAPCOs downstream assets Aegis Energy
1998 PanCanadian Advised on the company's bid for the Shell Anacortes refinery Muse Stancil
1998 Confidential Valuation and joint venture assessment for an alliance between two U.S. Gulf Coast refiners Aegis Muse
1998 Confidential Strategic and financial advisor on a roll-up of Eastern U.S. petroleum retail marketing Aegis Muse
1999 Confidential Evaluating and advising prospective purchaser of refining and marketing assets in mid-west Aegis Muse
1999 Colonial Pipeline Exclusive advisor on proposed acquisition of 11 petroleum products terminals with a storage capacity of over 5 million barrels Aegis Muse
1999 Confidential Valuation and advisory services on a proposed joint venture between two asphalt refining companies Aegis Muse
2000 Rosemore, Inc. Exclusive advisor on Rosemore Inc.’s minority close-out of Crown Central Petroleum, including valuation and Fairness Opinion Aegis Muse
2001 Confidential Exclusive advisor to a major Latin American oil company considering a joint venture investment in a Gulf Coast refining and marketing system Aegis Muse
2001 Confidential Advisor to a private refined products wholesale distribution company evaluating on the proposed merger with a public company.  AegisMuse identified the target company and initiated contact on behalf of its client Aegis Muse
2002 Confidential Advisor to major shareholder of a petroleum product distribution system regarding exercise of purchase option Aegis Muse
2002 Confidential Evaluation and financial advisory services for private purchaser of a refined products distribution company with terminal, marketing and support services operations Aegis Muse
2002 Confidential Advisor to bidder on the purchase of an inland coking refinery Aegis Muse
2002 Confidential Exclusive strategic, technical and financial advisory services to bidder for the purchase of a large U.S. Gulf Coast cracking refinery.  AegisMuse initiated the project and identified the target acquisition Aegis Muse
NOTES: *Experience of Aegis and Aegis Muse senior staff prior to joining the company.

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UPSTREAM


YEAR COMPANY DESCRIPTION FIRM
1987 Murphy Oil Exclusive advisor on the minority close-out of Murphy Canada Ltd., Murphy’s Canadian E&P subsidiary Aegis Energy*
1987 Shell Oil Exclusive advisor on the negotiated acquisition of various domestic properties from Union Texas Aegis Energy*
1989 Sage Energy Exclusive advisor on the potential sale of entire company; concluded as a minority close-out of public shareholders Aegis Energy*
1989 Saga Exclusive advisor on potential acquisition of Unocal’s Norwegian operations Aegis Energy*
1989 Murphy Oil Exclusive advisor on the minority close-out of ODECO, contract drilling and E&P subsidiary Aegis Energy*
1990 Inpex Exclusive advisor to Japanese company on evaluation of Huffco, Roy M. Huffington’s Indonesian oil and gas properties Aegis Energy*
1990 Total Exclusive advisor to French oil company on identfying and negotiating on their behalf with a merger partner for Total MInatome, Total’s U.S. E&P subsidiary Aegis Energy*
1990 Chinese Petroleum Exclusive advisor to Republic of China’s national oil company on their evaluation and potential acquisition of Union Texas Petroleum Aegis Energy*
1990 Graham Resources Advisor on potential roll-up of oil and gas income partnerships Aegis Energy*
1996 Ural Petroleum Exclusive advisor to private start-up Russian company on acquisition of Saint Mary Land & Exploration’s 22% interest in Chernogoskoye producing joint venture in Western Siberia Aegis Energy
1996 Windsor Energy Advised on acquisition and financing of block of NuGas Aegis Energy
NOTES: *Experience of Aegis and Aegis Muse senior staff prior to joining the company.

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