CAC’s new acquisition & divestiture practice offers oil & gas developers and investors confidentiality and an alternative to auctions

By Bryan Livingston
Managing Partner and CEO

Investors and owners/developers in the conventional oil & gas assets and infrastructure middle market now have an advisor with a truly global reach and an alternative to the auction process for acquisitions and divestitures (A&D).

Capital Alliance Corp. (CAC) recently added A&D to its suite of transaction services in the oil & gas space. Using its industry knowledge and global reach in the energy sector, CAC matches buyers/investors to sellers and offers market-leading results in a negotiated process. The firm is serving investors and owners/developers with interests in oil & gas upstream, midstream and downstream segments.

CAC has hired two veteran energy professionals to lead the A&D initiative.

Neal Patel serves as managing director and head of the energy infrastructure practice and brings a background in the midstream and downstream oil & gas sector. Neal began his career at Lazard, a boutique investment bank, where he completed M&A and corporate finance engagements for utilities, midstream oil & gas companies and clients in other industries. Neal will focus on conventional oil & gas infrastructure transactions, with an emphasis on midstream, hydrocarbon processing facilities and utilities.

CAC also named Todd Garner as managing director to lead the upstream oil & gas A&D practice. He is a senior oil & gas executive who most recently served as chief operating officer at a Dallas-based oil & gas fund operating in the Permian Basin. Todd is advising on working interest, royalty, mineral assets, utility infrastructure and acreage in deals valued from $20 million to $200 million.

One important advantage for sellers and developers offered by CAC over the typical public auction process is the Oaklins global investment banking organization – an efficient means of finding overseas investors and capital, even for smaller sell-side and buy-side transactions.

CAC is a long-time member firm of Oaklins, which combines experienced local industry specialists with unparalleled global resources and reach. Oaklins has 800 professionals globally and dedicated industry teams in 40 countries where potential deals can be marketed. Exposure to this private market is available to oil & gas asset owners/developers exclusively through CAC.

Capital Alliance Corporation is a Dallas-based investment banking firm with a four-decade history and deep operational and M&A experience across many sectors, including energy infrastructure, oilfield services and oilfield manufacturing/supply chain. Capital Alliance is affiliated with Oaklins International, the world’s most experienced mid-market M&A advisor, with 800 professionals globally and dedicated industry teams in 40 countries worldwide. We have closed over 1,500 transactions in the past five years.