Executing Deals in Uncertain Times: M&A Insights from the Pros

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. 


Daniel Williams – CEO, Rod & Tubing Services LLC


  • 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.

Location: Vinson and Elkins
1001 Fannin St #2300
Houston , TX 77002

Date: Jan. 29, 2019, 5 p.m. - Jan. 29, 2019, 7 p.m.