Quick Facts

Experience. Client Knowledge. Proprietary Technology. As a boutique risk advisory firm, we strive to understand what really matters to our clients. While our expertise starts in the world of energy, our primary competency is in managing risk across all the key drivers for our client’s businesses. We do this through deep understanding of our client’s business process, mastery and access to financial markets, products and services, understanding of how technology can leverage business productivity, and a clear view on how the regulatory environment will affect every organization engaged in large-scale commodity and financial transaction. 

  • Founded: 2002
  • Annual Transactions: $10 Billion
  • Ownership: Privately Held
  • Location Office Headquarters: Houston, Texas
  • Average Employee Industry Experience: 20 Years
  • Corporate Confidentiality Policy
  • Corporate Conflict of Interest Policy
  • Non-Conflicted Advice
  • 100% Retainer Based Services

Key Operating Principles

  1. Our integrity, experience and leadership in the marketplace are put to work for the specific needs of our clients;
  2. Non-Conflicted Advice is critical for effective consulting;
  3. Risk Management is not about picking price, but establishing the process, procedures and strategies for maintaining price and market predictability for long-term sustainability;

Our recommendations will always be based on your needs and objectives, and your commitments to investors, shareholders, and capital partners.

Learn more about our team of experts here.

Commodities Managed & Markets Served

By Commodity or Instrument

Financial Risk Management

  • Natural Gas
  • Electricity
  • Coal
  • Crude
  • Diesel
  • Jet Fuel
  • Fuel Oil
  • Bunker
  • NGL’s
  • Non-Ferrous Metals
  • Steel & Steel Products
  • Plastics
  • Chemicals
  • Interest Rates
  • Foreign Exchange
  • Carbon Credit

Physical Marketing, Procurement, and Fuel Optimization

  • Natural Gas
  • Electricity
  • Coal
  • Crude
  • Diesel
  • Fuel Oil
  • Bunker C
  • NGLs

By Sectors

  • Producers
  • Consumers
  • Private Equity Companies
  • Investment Banks
  • Municipalities
  • Utilities
  • Market Participants
  • Regulated Oversight Bodies
  • Co-Ops
  • Energy Management Companies


Regions Served

  • North America
  • South America
  • Europe

By Vertical

Energy Companies

  • Energy Management Companies
  • Energy and Commodity Marketing Companies
  • Utilities
  • Co-Ops

Capital Providers

  • Banks
  • Investment Banks
  • Hedge Funds
  • Private Equity
  • Market Participants

Exploration & Production

  • Crude Producers
  • Natural Gas Producers
  • Refiners
  • Processors




  • Steel
  • Chemical
  • Pulp and Paper
  • Alumina
  • Auto
  • Glass
  • Mining
  • Building Material Producers


  • Supercenters
  • Restaurants
  • Gaming
  • Education
  • Real Estate
  • Airlines