Conference Agenda

Volatile macro-dynamics can hamper or accelerate dealmaking. How will upcoming A&D be influenced by investor and geopolitical penchant along with current baseline upstream operations?  Have investor preferences toward the capital markets changed in recent months? How will recent and future Democratic administration policies influence the future macro environment and thus ultimately financing activities? Here's a look.

Amidst one of the most difficult years in history, A&D activity went nearly silent as the world dealt with a pandemic and volatile prices. This A&D advisor will boldly look back at basin-by-basin metrics of the recent past, what’s transacting and what’s not, what’s in the market now, and indicators on the horizon for what will lead to more deals going forward.

This operator showcases its deal to build scale while others hunker down, why it was able to transact during the crisis, and how the assets will transform its portfolio and outlook.

Everything changed in 2020, and maybe forever. How will the way operators approach production, rig count and capital affect deal flow? Who are the buyers and sellers, and what are their motivations? Will portfolios change with new strategies? And how long will PUDs sell for free?

Capital providers are becoming more wary of — and increasingly absent from — oil and gas. It’s been suggested that banks will begin taking a corporate-finance approach to operators’ revolvers. Meanwhile, PE firms are working to monetize their investments. Where do investors and financiers stand on further E&P commitments?

The era of build-and-flip is over, but private-equity investors are ever-astute in finding ways to get a return on investment. Are PE partners still funding new ideas? Where are PE-backers finding opportunities? And what will a PE-backed portfolio look like going forward?

Many companies are liquidity constrained and looking to raise capital via asset sales, whether or not in conjunction with a restructuring or bankruptcy.  What should buyers and sellers know to make the most of a distressed sale transaction?  Conversely, what potential risks should be acknowledged and avoided if possible?  Gain insight into how to differentiate between the opportunities and pitfalls to succeed in any such A&D transaction.

After two previous partnerships with traditional private equity, this entrepreneurial team reimagined its business model, targeted return-generative assets, and clawed together the acquisition funding for a successful close and a new beginning during a global pandemic.

Volatile times result in unprecedented opportunities for those who can see through the chaos. These industry veteran dealmakers will discuss their insights and what potential wins they see in today’s market that others might not.