YEAR |
COMPANY |
DESCRIPTION |
FIRM |
1976 |
Penn Central |
Valuation of Edgington Oil Company
in connection with Penn Central’s acquisition and
non-recourse financing of this Southern California
refining and asphalt company |
Aegis Energy* |
1978 |
Penn Central |
Valuation of Jet Lines in connection
with Penn Central’s acquisition and non-recourse
financing of this small independent refined products
pipeline company |
Aegis Energy* |
1980 |
Earth Resources |
Valuation of Earth Resources’ refining,
marketing and mining operations in connection with
the sale of the company |
Aegis Energy* |
1982 |
Private Shareholder |
Valuation of Tosco’s refining and shale
oil operations in connection withKen Good’s proxy
contest and take over attempt of the company |
Aegis Energy* |
1984 |
Controling
Shareholder |
Valuation or refining and marketing
operations of USA Petroleum in connection with the
valuation John Moller’s right to acquire management’s
equity options |
Aegis Energy* |
1984 |
Southland |
Valuation of Citgo refinery for Southland
in connection with its negotiation with PDVSA for
sale of 50% of the Lake Charles refinery |
Muse Stancil |
1986 |
NL Industries |
Valuation of petroleum service and
chemicals operations in connection with defense
advisory versus Valhi |
Aegis Energy* |
1986 |
Occidental
|
Valuation of Midcon’s natural gas pipeline
operations in connection with Occidental’s acquisition |
Aegis Energy* |
1986 |
Texas Eastern |
Fairness opinion on disposition of
various oil service subsidiaries |
Aegis Energy* |
1986 |
Texas Oil
& Gas |
Valuation of both TXO’s E&P and
gathering and marketing operations and Marathon’s
operations in connection with TXO’s merger with
USX in a $2.5 billion exchange offer |
Aegis Energy* |
1986 |
USX |
Valuation of Marathon subsidiary in
connection with defense and restructing advisory
versus Carl Ichan |
Aegis Energy* |
1987 |
Tenneco |
Valuation of E&P and R&M operations
in connection with defense and restructuring advisory |
Aegis Energy* |
1988 |
PDVSA |
Evaluated Tenneco Chalmette, Louisiana,
refinery and assisted in bid preparation |
Muse Stancil |
1988 |
Sun |
Valuation of Suncor’s E&P, R&M
and syncrude operations in connection with potential
merger of Suncor into Texaco Canada |
Aegis Energy* |
1988 |
Sun |
Valuation of Sun’s E&P and R&M
operations in connection with restructuring and
spin-off of Sun's exploration and production business,
creating Oryx |
Aegis Energy* |
1989 |
PDVSA |
Due diligence on acquisition of 50%
of Unocal's Lemont, Illinois, refinery, and Unocal's
marketing prospects east of the Rockies |
Muse Stancil |
1989 |
Unocal |
Valuation ofLemont (Chicago) refinery
and PDVSA crude supply contract in connection with
the formation of UnoVen joint venture with PDVSA |
Aegis Energy* |
1989 |
Texas Eastern |
Valuation of refining, contract drilling,
propane distribution and E&P operations in connection
with defense advisory against Coastal Corp |
Aegis Energy* |
1989 |
USX |
Valuation of upstream and downstream
operations of Marathon in connection with proxy
contest advisory versus Carl Icahn |
Aegis Energy* |
1990 |
NNPC |
Evaluated Phibro refineries on U.S.
Gulf Coast for potential acquisition |
Muse Stancil |
1990 |
Private Investment
Group |
Provided due diligence for investment
group considering the acquisition of Tesoro's refinery
in Kenai, Alaska |
Muse Stancil |
1990 |
Southland |
Valuation of Citgo’s refining and branded
jobber network in connection with advising Southland
on sale of their 50% interest in Citgo to PDVSA |
Aegis Energy* |
1991 |
USX-Delhi |
Valuation of Delhi’s gas gathering
and marketing operations in connection with IPO
of alphabet share of USX subsidiary |
Aegis Energy* |
1992 |
NNPC |
Evaluated Wilhelmshaven refinery in
Germany for potential acquisition |
Muse Stancil |
1992 |
Confidential |
Provided an assessment of Argentina
refineries, product terminals, pipelines, and other
related assets which underwent privatization |
Muse Stancil |
1992 |
Tesoro |
Due diligence support and valuation
services for evaluation of Ultramar Wilmington California
refinery |
Aegis Energy* |
1993 |
AGIP |
Valuation of Priolo refinery in connection
with advisory on sale of AGIP's interest in a refining
and marketing affiliate |
Aegis Energy* |
1993 |
Petro Star |
Valuation and preparation of descriptivememorandum
for Valdez refinery |
Aegis Energy* |
1994 |
Chieftain |
Evaluation of Placid refinery for potential
acquisition |
Muse Stancil |
1994 |
Carlyle |
Valuation of independent Italian refiner/marketer
in connection with acquisition advisory for Carlyle |
Aegis Energy* |
1994 |
Sun |
Valuation services on the acquisition
of Chevron Philadelphia refinery |
Aegis Energy* |
1996 |
Confidential |
Evaluated the Amerada Hess downstream
business in support of potential acquisition |
Muse Stancil |
1996 |
Macpherson |
Valuation of industrial lubricants
and asphalt refinery in connection with proposed
acquisition of Witco's Golden Bear industrial lubricants
and asphalt operations |
Aegis Energy |
1997 |
Pacificorp |
Valuation of TPC Corporation.Acquisition
in excess of $400 million |
Muse Stancil |
1997 |
Price Waterhouse |
Evaluation of products terminal in
Turkey |
Muse Stancil |
1997 |
Occidental |
Acquisition support for Oxy regarding
possible purchase of Louisiana refinery |
Aegis Energy |
1998 |
PanCanadian |
Valuation of the Shell Anacortes refinery
in connection with acquisition bid |
Muse Stancil |
2000 |
Rosemore,
Inc. |
Valuation of Crown Central’s refining,
gasoline retailing and refined product terminal
operations in connection with the minority closeout
by Rosemore |
Aegis Muse |
2000 |
Confidential |
Valuation services on an acquisition
of products terminals in the Northeast U.S. |
Aegis Muse |
2000 |
Confidential |
Valuation of Tosco’s refining and marketing
in connection with a strategic acquisition advisory
for a large R&M company |
Aegis Muse |
2002 |
Confidential |
Valuation of a Northeast US pipeline
and products terminal operation in connection with
advisory to a major shareholder regarding the exercise
of a purchase option |
Aegis Muse |
2002 |
Confidential |
Valuation of the terminaling and marketing
operations of a target company in connection with
merger advisory |
Aegis Muse |
2002 |
Confidential |
Valuation of more than twenty Gulf
Coast and East Coast refineries in connection with
advisory to a Latin American oil company considering
a joint venture investment in a Gulf Coast refining
and marketing system. |
Aegis Muse |
2002 |
Confidential |
Advisor to a major U.S. refining and
marketing company regarding the company's competitive
position versus major regional refineries |
Aegis Muse |
2002 |
Custodian
for Cumberland Farms |
Provided an independent opinion regarding
alternatives for maximizing shareholder value of
Cumberland Farms, a large Northeast convience store
network |
Aegis Muse |
2002 |
Confidential |
Valuation of a refinery and crude gathering
system in connection with an acquisition bid |
Aegis Muse |
2002 |
Confidential |
Valuation of two separate Gulf Coast
refineries in connection with strategic , technical
and financial advisory services to bidder |
Aegis Muse |
2002 |
Confidential |
Valuation of a refined products pipeline
company in connection with a financial restructuring
advisory |
Aegis Muse |
YEAR |
COMPANY |
DESCRIPTION |
FIRM |
1986 |
Union Texas
Petroleum |
Valuation
of E&P and gas processing and marketing operations
in connection with Quarterly “statutory surplus”
dividend opinion for purpose of Delaware Corporation
Law |
Aegis Energy* |
1987 |
Murphy Oil
Corporation |
Valuation
of Canadian E&P operations in connection with
minority closeout of Murphy Canada Ltd. |
|
1987 |
Union Texas
Petroleum |
Valuation
of E&P and gas processing and marketing operations
in connection with IPO for KKR and Allied Signal |
Aegis Energy* |
1989 |
Saga |
Valuation
of Unocal’s Norwegian North Sea E&P operations
in connection with acquisition bid |
Aegis Energy* |
1989 |
National Intergroup |
Valuation
of Permian Corporation crude gathering operations
in connection with defense advisory versus Butler
and Estrin |
Aegis Energy* |
1989 |
ODECO |
Valuation
of ODECO’s E&P and contract dirlling operations
in connection with Murphy’s proposed minority closeout |
Aegis Energy* |
1989 |
Texas Eastern |
Valuation
of E&P, propane distribution, and refining operations
in connection with thevdefense advisory against
Coastal Corp. |
Aegis Energy* |
1990 |
Murphy Oil |
Valuation
of both Murphy and ODECO in connection with proposed
IPO and exchange offer spin-off of ODECO |
Aegis Energy* |
1990 |
Total |
Valuation
of both Total Minatome’s and proposed partner’s
E&P operations in connection with proposed acquisition/merger |
Aegis Energy* |
1990 |
Chinese Petroleum |
Valuation
of Union Texas’ E&P and gas processing operations
in connection with CPC’s potential acquisition of
Union Texas Petroleum |
Aegis Energy* |
1990 |
Graham Resources |
Valuation
of Graham’s various oil income funds in connection
with advising on potential roll-up of oil and gas
income partnerships |
Aegis Energy* |
1990 |
Saga |
Valuation
of Saga’s North Sea E&P operations in connection
with defense advisory concerning third-party sale
of 20 percent equity block |
Aegis Energy* |
1991 |
Phoenix Resources |
Valuation
of US and Egyptian E&P operations in connection
with advising company on restructuring of post-bankruptcy
balance sheet on behalf of Goldman Sachs |
Aegis Energy* |
1995 |
Hondo |
Valuation
of Hondo’s Colombian E&P operations in connection
with advising parent of Hondo Oil & Gas on ownership
restructuring between R.O. Anderson and Lonrho |
Aegis Energy |
1995 |
Tatham Offshore |
Valuation
of Tatham’s Gulf of Mexico E&P operations in
connection with advising independent committee of
the Board of Directors on structure of warrant recapitalization |
Aegis Energy |
1996 |
Ural Petroleum |
Valuation
of Russian E&P assets in connection with advising
private Russian E&P company on acquisition of
a 22% interest in Chernogoskoye producing joint
venture in Western Siberia |
Aegis Energy |