Delivering and continually investing in the
full spectrum of capabilities

Market Analytics

An in-depth view of the energy markets is critical.

Matt Marshall and his Market Analytics team study the markets each day – following developments and deriving insights from drilling to production to infrastructure development to marketing to distribution.

We provide insights on supply/demand changes, technical and physical market attributes, gas basis and crude locational differentials and infrastructure changes impacting takeaway capacity – all of which inform client hedge strategies, board presentations and investor updates.

Our research can be viewed under Our Insights.

Market Analytics

An in-depth view of the energy markets is critical.

Matt Marshall and his Market Analytics team study the markets each day – following developments and deriving insights from drilling to production to infrastructure development to marketing to distribution.

We provide insights on supply/demand changes, technical and physical market attributes, gas basis and crude locational differentials and infrastructure changes impacting takeaway capacity – all of which inform client hedge strategies, board presentations and investor updates.

Our research can be viewed under Our Insights.

Hedge Strategy & Execution

The best of strategies must be well executed.

With a full understanding of production profiles, investor objectives, lender requirements and risk tolerance – we tailor a unique hedge strategy, grounded in fundamental and technical analysis.

Isaac Lewis and his Trading team are in the markets every day – resulting in best market pricing and assisting with efficient counterparty implementation (introductions, inter-creditor or joinder agreements, ISDA schedules, Dodd-Frank onboarding, etc.).

Further, while we believe active trading around a hedge portfolio is counter-productive, we keep a watchful eye on the markets and act with clear intent on meaningful opportunities to protect our clients from price risk.

Hedge Strategy & Execution

The best of strategies must be well executed.

With a full understanding of production profiles, investor objectives, lender requirements and risk tolerance – we tailor a unique hedge strategy, grounded in fundamental and technical analysis.

Isaac Lewis and his Trading team are in the markets every day – resulting in best market pricing and assisting with efficient counterparty implementation (introductions, inter-creditor or joinder agreements, ISDA schedules, Dodd-Frank onboarding, etc.).

Further, while we believe active trading around a hedge portfolio is counter-productive, we keep a watchful eye on the markets and act with clear intent on meaningful opportunities to protect our clients from price risk.

Back Office Operations

Often overlooked but critical to progress – back office operations.

Regulators, investors, auditors, lenders, boards and management teams have differing expectations and needs regarding hedge portfolios.

Trent Sansbury and his team provide real-time support for each audience, including mark-to-market valuations, audit and accounting support, settlement statements and receivables/payables per hedge counterparty.

The team assists management teams with board, lender, investor and internal presentations – and provides custom reporting to suit any need. This is a complex business and we take pride in having received SSAE 18 SOC 1 certification.

Back Office Operations

Often overlooked but critical to progress – back office operations.

Regulators, investors, auditors, lenders, boards and management teams have differing expectations and needs regarding hedge portfolios.

Trent Sansbury and his team provide real-time support for each audience, including mark-to-market valuations, audit and accounting support, settlement statements and receivables/payables per hedge counterparty.

The team assists management teams with board, lender, investor and internal presentations – and provides custom reporting to suit any need. This is a complex business and we take pride in having received SSAE 18 SOC 1 certification.

Digital Insights

Technology is enabling real-time visibility to critical data.

Investors, boards and management teams are in constant search of data to drive improved results – and we have invested heavily in our digital channel.

We started with a simple goal: organize information in a way that is intuitive and drives meaningful insight into client hedge strategies and positions. The launch of FLOW has reset the standard for our industry.

FLOW gives oil and gas executives a view into their hedge positions, structures, counterparty utilization, settlements, mark-to-markets and values their positions daily.

Client response to FLOW has been tremendous and we are already exploring ways to give executives further insights into their business.

Digital Insights

Technology is enabling real-time visibility to critical data.

Investors, boards and management teams are in constant search of data to drive improved results – and we have invested heavily in our digital channel.

We started with a simple goal: organize information in a way that is intuitive and drives meaningful insight into client hedge strategies and positions. The launch of FLOW has reset the standard for our industry.

FLOW gives oil and gas executives a view into their hedge positions, structures, counterparty utilization, settlements, mark-to-markets and values their positions daily.

Client response to FLOW has been tremendous and we are already exploring ways to give executives further insights into their business.