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 |