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Deals took off in the first half of 2021, with the second quarter alone reaching a two-year high with about 40 deals representing $33 billion in value. Enverus says the deal environment is reminiscent of 2014. Post pandemic, however, there are new wrinkles for transactions—ESG and capital access among them. As 2021 marches into the second quarter, is it time to start reinventing the deal?
The E&P A&D market is on track to transact more asset deals by value this year than any year since 2014—and coming off of one of its worst years ever in 2020. What are the drivers behind it? How long will it run? And how is it impacting the structure and investability of the industry? This session will address these key questions, plus the outlook for the remainder of 2021 and into 2022.
Spotlight: Scorecard – A&D Metrics, Trends and Top Takeaways
In this session, we take a look at the most recent A&D metrics and trends and the data behind the deal flow. Which basins are transacting, and which are not? What types of assets are attracting capital? Are valuations improving year-over-year, and is upside back in play? Who are the buyers and sellers?
Darren Barbee, Senior Editor, Hart Energy
Craig Lande, Managing Director, RBC Capital Markets LLC
The past 12 months of consolidation have taught the industry something about the risks and rewards of large-scale consolidation—but what exactly? How are mergers impacting the A&D space? Will these larger independents pay for upside again? Are ESG concerns affecting dealmaking? And will cash buyers come back into the marketplace? This panel will prognosticate the outlook of the A&D landscape for the remainder of 2021.
Erin Hopkins, Partner, Baker Botts
Danny Yick, Senior Director, Corporate A&D, ConocoPhillips
Laredo Petroleum's Texas two-step to secure a new core position in the Northern Midland Basin while carving out a working interest farm-down in PDP assets puts the company in boot-scootin' prime position.
Brandy Fidler, Senior Development Editor, Hart Energy
It’s the question everybody’s asking: Will there be new PE money for oil and gas investments? Can they raise new funds, and are they really looking to put money to work? We’re also starting to see more non-op transactions or MLP-style deals for production (without any meaningful intent to drill). This roundtable explores that as well as exit strategies and the side effects of now owning large amounts of public company stock.
Chris Heasley, Partner, Kirkland and Ellis LLP
Kyle Kafka, Partner, EnCap Investments LP
Peter Ray, Principal, NGP Energy Capital Management
Elizabeth DeStephens, Chief Strategy & Sustainability Officer, Black Knight Energy
Roundtable: The Lockbox—Finding Capital to Fund Transactions
Where is all the cash coming from for the A&D market now that deals are moving at a brisk pace? Are the days numbered for RBLs? Will the high-yield market stay hot? What other capital is out there? This panel will explore the state of traditional sources of capital and what new sources of capital are available for acquisitions.
Nissa Darbonne, Executive Editor-at-Large, Hart Energy
Margaret Franks, Managing Partner & Chief Financial Officer, Selenite Energy Partners
Art Krasny, Managing Director, Head of Oil & Gas Finance, Wells Fargo Corporate & Investment Banking
Keith J. Behrens, Managing Director & Group Head, Energy Investment Banking Group, Stephens Inc.
This session takes a deep dive into some of the most recent deals and those with capital to do deals. Hear from the dealmakers as they provide the details of the acquisitions and the motivations behind them.
Darren Barbee, Senior Editor, Hart Energy
Nick O'Grady, CEO, Northern Oil & Gas Inc.
Cameron Brown, Chief Financial Officer, Validus Energy
Once the can't-lose investment, minerals took a long pause during the Covid-era along with all of oil and gas. Will healthy commodity prices elevate the space back to the top of the standings, or will industry capital discipline slow the demand? What are the headwinds and tailwinds whipsawing minerals now?
Steve Toon, Editor-in-Chief, Oil and Gas Investor
Darin A. Zanovich, President & CEO, Mesa Minerals Partners II, LLC
George M. Young Jr., CEO, Pegasus Resources LLC
Mark Deverka, Global Head, Technical Transaction Team, JPMorgan Chase & Co.
Jace Graham, CEO & Founder, Rising Phoenix Royalties