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 transactions.
- Founded: 2002
- Annual Transactions: $10 Billion
- Ownership: Privately Held
- Location Office Headquarters: Houston, Texas
- Average Employee Industry Experience: 15 Years
- Corporate Confidentiality Policy
- Corporate Conflict of Interest Policy
- Non-Conflicted Advice
- 100% Retainer Based Services
Key Operating Principles
- Our integrity, experience and leadership in the marketplace are put to work for the specific needs of our clients;
- Non-Conflicted Advice is critical for effective consulting;
- 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.
Relevant Links

