Jan. 29, 2019


Description

Please join us at a SPE-GCS Investment & Finance Initiative event, created to open a dialogue between SPE members and the oil and gas investment community. 

Join us for a networking reception starting at 5:30pm sponsored by our host Vinson & Elkins LLP.

The current uncertainty in oil and gas prices presents many challenges for the energy industry. Successfully executing Mergers & Acquisitions is a major one. But near-term volatility can create opportunities for those able to get deals across the finish line. Our panel of seasoned investment bankers has closed transactions over multiple industry cycles. Join us for an exciting Q&A session where you’ll hear about current M&A topics as well as solutions and best practices for getting a deal done in an uncertain business climate. 

Moderator:

Daniel Williams – CEO, Rod & Tubing Services LLC

Panelists:

  • Joe Buchanan – Partner, PPHB LP
  • Stephen Hardin – Director, Houlihan Lokey
  • Sanjiv Shah – Managing Director, Simmons & Company International, Energy Specialists of Piper Jaffray

 

 

Committee Members

Daniel Carter

Linkedin: Daniel Carter

Daniel Carter is Chairman & Founder of the SPE-GCS Investment & Finance Initiative.  He is Investment Director at Saudi Aramco Energy Ventures, the strategic venture and growth equity investment arm of Saudi Aramco ("SAEV"), and brings more than 20 years of energy investing & finance experience.  Prior to joining SAEV in 2013, he was Principal at a fund focused on energy that counted Shell, Kuwait Petroleum Company, Goldman Sachs and others as investors and prior to that, Daniel was Vice President, Investment Banking at Citigroup/Salomon Smith Barney. Daniel holds MBAs from Columbia Business School and London Business School.   

Bryan Marlborough

Linkedin: Bryan Marlborough

Bryan is a Business Development Manager for Peloton. Peloton has been on the leading edge of oil and gas data management and visualization (WellView, SiteView, RigView, ProdView and LandView) for over 25 years, growing from a two person startup in 1991 to a global software company with subsidiaries in all regions of the world. Bryan serves as an advisor to the Board of Directors for the Society of Petroleum Engineers Gulf Coast Section as well as founder of the Blockchain Collaborative. Prior to his current role, Bryan worked in O&G operations and founded multiple eCommerce and technology companies in the USA and overseas. Bryan holds a MBA from the Jones School at Rice University.

Jason Turowsky

Linkedin: Jason Turowsky

Jason joined Intervale in 2013 after spending the preceding 10 years at Falconhead Capital, a New York based middle market private equity fund. At Falconhead, Jason focused on evaluating, executing and monitoring investments across a wide range of industries. Prior to Falconhead, Jason worked at UBS Investment Bank where he advised on a variety of capital markets and M&A transactions. Jason received his B.A. in Economics, with honors, from the University of Pennsylvania.

Daniel E. Williams

Linkedin: Daniel Williams

Daniel Williams is the CEO of Rod and Tubing Services (“RTS”), a leading provider of inspection and integrity services, asset management and data analytics to oil and gas companies. Daniel is also a Co-Founder and Managing Partner of Ascent Equity Group, a private investment firm focused on acquiring and operating lower middle market companies. Prior to his current roles, Daniel was an Associate at CCMP Capital, a private equity firm based in New York. At CCMP he evaluated, executed and managed investments in energy, industrial and consumer goods companies. Prior to that, Daniel worked in the Natural Resources Investment Banking group at Lehman Brothers in New York and Hong Kong. Daniel holds a MBA from Columbia Business School and a BBA in Finance from Southern Methodist University.

Yuliya Olsen

Linkedin: Yuliya Olsen

Yuliya Olsen joined McKinsey & Company in 2016 as the Client Development Manager for Energy Insights - the analytical and market intelligence arm of the firm’s Global Energy and Materials (GEM) practice. Yuliya leads the group’s client development efforts across upstream, oilfield services, and private equity within North America. Prior to joining McKinsey & Co, Yuliya worked as an Energy Trading Executive Recruiter at Richard Wayne and Roberts, responsible for recruiting niche and executive level talent, as well as, generating new business opportunities within the energy trading and investment banking industries. Prior to that she was at Spencer Ogden – a global energy recruitment company. As one of the first employees in Americas, she focused on launching and growing the upstream permanent and contract staffing business by partnering with major and independent E&Ps, and oilfield service companies.  Yuliya holds a B.A. in International Commerce from Texas A&M University.


Featured Speakers

Speaker: Joe Buchanan, Partner at PPHB, LP
Speaker Joe Buchanan, Partner at PPHB, LP
Mr. Buchanan is a Partner at PPHB, LP, an independent investment bank providing strategic, financial and capital raising advisory services to energy services companies. Mr. Buchanan started with PPHB as an analyst in 2006 and worked his way up through the ranks of Associate and Vice President and ultimately was ...

Mr. Buchanan is a Partner at PPHB, LP, an independent investment bank providing strategic, financial and capital raising advisory services to energy services companies. Mr. Buchanan started with PPHB as an analyst in 2006 and worked his way up through the ranks of Associate and Vice President and ultimately was promoted to Partner in 2014. His responsibilities include managing the operating staff, leading and supporting transactions as well as sourcing new clients. Mr. Buchanan grew up in the energy industry and has always had a keen interest in the segment. In his spare time Mr. Buchanan enjoys spending time with his wife and three sons as well as spending time doing almost anything outdoors.


Mr. Buchanan received his BBA in finance from Texas A&M University and MBA from The University of Texas at Austin.

Full Description

Speaker: Stephen Hardin,  Director at Houlihan Lokey
Speaker Stephen Hardin, Director at Houlihan Lokey
Mr. Hardin is a Director in Houlihan Lokey’s Industrials Group, with a primary focus on the Oilfield Services & Equipment industry. Over the last few years, he has worked on a wide range of sellside and buyside M&A transactions, recapitalizations, strategic alternatives advisory engagements, fairness and solvency opinions, and restructurings ...

Mr. Hardin is a Director in Houlihan Lokey’s Industrials Group, with a primary focus on the Oilfield Services & Equipment industry. Over the last few years, he has worked on a wide range of sellside and buyside M&A transactions, recapitalizations, strategic alternatives advisory engagements, fairness and solvency opinions, and restructurings for companies across the energy services sector.  He is based in the firm’s Dallas office.


Prior to joining Houlihan Lokey, Mr. Hardin was part of the corporate finance group at Wachovia Securities. Before that, he was part of the investment banking division in Merrill Lynch’s New York office. Earlier, he was an Associate in the operations group at Maverick Capital and a Senior Associate in PricewaterhouseCoopers’ business assurance division.


Mr. Hardin graduated magna cum laude from Texas Tech University with a B.B.A. and an M.S. in Accounting, and he holds an MBA from the Owen Graduate School of Management at Vanderbilt University. He holds the designation of Chartered Financial Analyst and is a Certified Public Accountant.

Full Description

Speaker: Sanjiv Shah, Managing Director at Simmons Energy I Energy Specialists of Piper Jaffray
Speaker Sanjiv Shah, Managing Director at Simmons Energy I Energy Specialists of Piper Jaffray
Sanjiv Shah joined the energy services and equipment investment banking team at Simmons Energy | A Division of Piper Jaffray℠ in early 2008 and has worked on more than 100 successful M&A, strategic advisory and capital markets projects during that time.  Prior to joining the firm, Shah worked for Citigroup for ...

Sanjiv Shah joined the energy services and equipment investment banking team at Simmons Energy | A Division of Piper Jaffray℠ in early 2008 and has worked on more than 100 successful M&A, strategic advisory and capital markets projects during that time. 


Prior to joining the firm, Shah worked for Citigroup for four years in London and Zurich, in fixed income credit markets and the financial institutions group, respectively. In Zurich, he worked as a corporate banker covering the banking and insurance sectors and in London, he worked as a controller for the European global loans and leveraged finance product groups. Shah has more than 14 years of investment banking experience. 


Shah is originally from Manchester, England and graduated with bachelor’s degree with honors in economics from the University of Manchester. He is an active member of the Petroleum Equipment & Services Association (“PESA”), among the largest trade associations for the energy services and equipment industry, serving on its emerging leaders committee from 2015 to 2017 and on the advisory board since 2017. In 2018, Shah was named a 40 under 40 honoree by both the Houston Business Journal and Oil & Gas Investor.

Full Description

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Organizer

Bryan Marlborough


Date and Time

Tue, Jan. 29, 2019

5 p.m. - 7 p.m.
(GMT-0500) US/Central

Event has ended

If you do not have a full-time job in the oil and gas industry, are a full-time student or Member in Transition (MiT) member, and you do not see a discounted registration fee for students/MiT regarding this event, please contact the GCS manager at spe-gcs@spe.org.


Location

Vinson and Elkins

1001 Fannin St #2300
Houston, TX 77002