5

Comprehensive Advisory Services

At Turtleback, we specialize in providing comprehensive investment banking services tailored to the unique needs of the energy sector, encompassing the upstream, midstream, downstream, and service areas. Our expert team is dedicated to helping clients navigate the complexities of the markets, ensuring that strategic goals are achieved with confidence.

Our Services - Capabilities

Private Capital Solutions

Our Private Capital Solutions team provides tailored private capital solutions for the energy sector. Our depth of investor relationships within the energy industry is unparalleled. We source capital from private equity, private credit, hedge funds, pensions and endowments, family offices, insurance companies, balance sheet banks, and strategic partners; matching the capital solution to our client’s objectives. Our financing solutions include senior and junior debt, equity and equity-linked products, drilling joint ventures, structured commodity finance, asset-backed financing, and working interest partnerships. Our execution process is designed to maximize competitive tension (across investors and products) to ensure the best possible outcome for our clients.

Mergers, Acquisitions, and Divestiture Advisory

We advise clients on mergers, acquisitions, and divestitures. Our M&A&D advisory services guide you through the complexities of transactions, ensuring strategic alignment and maximized value. Our team provides critical insights into market trends and competitive landscapes to support our clients on the buy side or the sell side. With our expertise, you can navigate the entire process with confidence.

Strategic Advisory

We advise clients on strategic alternatives, including optimal capital structure, buy vs. build growth initiatives, competitive market positioning, pre-sale positioning, exit strategies and pre-IPO readiness, joint ventures, corporate restructuring and liability management, and special committee assignments. We aim to be your trusted advisor and partner throughout your company's lifecycle.