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Tailored Investment Management for the Energy Sector

Turtleback Investment Partners acts as the deal sourcing and syndication team for a select group of family offices looking to invest in the energy sector. Our investors invest across the energy value chain and the capital structure, including secondary positions in debt and equity. Our focus is on off-the-run opportunities ranging from $10 million to $100 million per investment.

Turtleback Investment Partners offers comprehensive investment management services designed to help our clients navigate the complexities of the energy sector and achieve outsized risk adjusted returns. Our team brings deep expertise in the energy markets, guiding our clients through the ever-changing industry dynamics while helping them capitalize on new opportunities.

Our Approach

We specialize in off-the-run opportunities, favoring proprietary deal flow over deals in marketed processes. Our data driven model is focused on capital preservation and risk adjusted returns that outperform our peers. We employ a multi-strategy approach to meet the different financial objectives of our clients, offering investment profiles that vary from bank-like risk/return to common equity (including real asset exposure). We focus on delivering long-term value by aligning our investment strategies with your financial objectives and the specific dynamics of the energy market.

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Current Strategies

Our current strategies are a reflection of our clients’ current allocation objectives:

  • Credit Strategy: Targeting investments in the $25 million to $75 million range if the form of 1st Lien (unitranche), Volumetric Production Payments (or alternative pre-pay structures), 2nd Lien, PDP weighted non-op working interests and royalties.
  • Equity Strategy: Targeting investments in the $10 million to $100 million range in the form of common equity (including minority equity, LP interests, and real asset exposure).