YEAR |
COMPANY |
DESCRIPTION |
FIRM |
1976 |
Penn Central |
Arranged
non-recourse financing for Penn Central’s acquisition
of Edgington Oil, an independent southern California
refinery and asphalt company |
Aegis Energy* |
1978 |
Penn Central |
Arranged
non-recourse financing of Penn Central’s acquisition
Jet Lines, a Connecticut based independent refined
products pipeline company |
Aegis Energy* |
1982 |
Private Shareholder
|
Advised Ken
Good on proxy contest and take over attempt of oil
shale and refining company, including arranging
share acquisition financing from private equity
sources |
Aegis Energy* |
1985 |
Power Test
(Getty) |
Advised Power
Test on partnership financing acquisition of Getty
gasoline retailing properties acquired from Texaco
pursuant to divestiture order |
Aegis Energy* |
1989 |
ODECO |
Designed
and advised on proposed IPO in connection with exchange
offer spin-off of contract drilling subsidiary |
Aegis Energy* |
1991 |
Elf Acquitaine
|
Co-manager
of initial ADR offering in the U.S. |
Aegis Energy* |
1991 |
USX-Delhi
|
Co-managed
IPO of “alphabet” share of USX's gas processing
and marketing subsidiary |
Aegis Energy* |
1993 |
YPF |
Co-managed
privatization IPO of Argentine state-owned oil company
|
Aegis Energy* |
1993 |
Petro Star
|
Valuation
and preparation of financing memorandum for Valdez
refinery |
Aegis Energy* |
1995 |
Dragados
|
Yield consultant
on the Eximbank financing of a hydrocracker project
at the Saratov refinery in Russia |
Muse Stancil
|
1995 |
Carlyle |
Assisted
in raising private equity commitments in connection
with proposed New IP joint venture with Aegis |
Aegis Energy* |
1996 |
Macpherson
|
Assisted
in raising private equity commitments in connection
with proposed acquisition of Witco's Golden Bear
industrial lubricants and asphalt operations |
Aegis Energy
|
1997 |
YFPB |
Evaluated
the Bolivia downstream business in support of the
capitalization |
Muse Stancil
|
1997 |
Express Pipeline
|
Provided
market opinion for the offering circular prepared
for the refinancing of the refined products pipeline
|
Muse Stancil
|
2002 |
Confidential
|
Obtained
equity commitments for a major shareholder of a
petroleum product distribution system to finance
exercise of purchase option |
Aegis Muse
|
2002 |
Confidential
|
Evaluation
and financial advisory services for private purchaser
of a refined products distribution company with
terminal, marketing and support services operations
|
Aegis Muse
|
2002 |
Confidential
|
Assisted
in raising private equity commitments for a bidder
on the purchase of an inland coking refinery |
Aegis Muse
|
YEAR |
COMPANY |
DESCRIPTION |
FIRM |
1987 |
Union Texas
Petroleum |
Lead managed
IPO for KKR and Allied Signal |
Aegis Energy*
|
1990 |
Murphy Oil |
Advised Murphy
on and was designated lead manager on IPO in connection
with exchange offer spin-off of ODECO |
Aegis Energy*
|
1990 |
Graham Resources |
Advised on
potential roll-up of oil and gas income partnerships |
Aegis Energy*
|
1991 |
Union Texas |
Co-managed
secondary offering of Allied Signal’s 40 percent
equity holding: $600 million |
Aegis Energy*
|
1994 |
Phoenix Resources |
Underwriting
of Goldman Sachs’ control block in this independent
oil company |
Aegis Energy |
1996 |
Windsor Energy |
Advised on
private placement of warrants to U.S. investors |
Aegis Energy |
1996 |
KMOC |
$10 million
private placement of equity for Russian oil company |
Aegis Energy |
1997 |
KMOC |
$55 million
private equity placement and acquisition advisory
for Russian oil company |
Aegis Energy |