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
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.
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.
Financial Advisory
Our Financial Advisory team provides expert financial leadership, tailored to the energy sector, without the cost of a full-time staff. Our team has decades of experience across the energy value chain and aims to help bridge your financial team as your business scales, and / or to compliment your team for demanding strategic initiatives (e.g. transaction support for M&A&D, IPO readiness, or other time-sensitive projects). Our goal is to provide seamless integration with and into the senior management team to serve as your in-house financial team (or add depth where an existing financial team exists). We view our clients as partners and seek to build long-term, trusted advisor relationships. Our position as an "insider" allows us to provide unbiased, honest advice to best advance our clients' objectives. Our team includes investment bankers with decades of transactional experience, offering a level of market intelligence and transactional awareness that is unmatched by our competition.