Hana Askren is a Senior Reporter in New York for Mergermarket’s energy team. Hana joined the company in 2007 as the markets began to crash, and has covered the energy and infrastructure industry through the credit crisis and through the ups and downs in oil and gas prices. Prior to joining Mergermarket, Hana completed an MA in Arabic Literature at McGill University and trained as an Olympic hopeful in freestyle wrestling.
Ray leads Deloitte’s Oil & Gas M&A Transaction Services practice. He has extensive experience providing buy-side and sell-side M&A transaction assistance to private equity and strategic buyers. Ray has conducted financial due diligence on hundreds of proposed and completed acquisitions, including leveraged buyout, public-to-private, carve out, distressed debt, and bankruptcy transactions. Areas of expertise include financial pre-acquisition due diligence analysis, deal structuring, financial modeling, contract and financing issues, deal negotiation support, and post-transaction integration matters. Ray received a BBA in accountancy from the University of Notre Dame and an MBA from the Kellogg School of Management at Northwestern University.
William R. Brown is a Director with First Reserve, a leading global private equity investment firm exclusively focused on energy. With over 30 years of industry insight, investment expertise and operational excellence, the Firm has cultivated an enduring network of global relationships and raised approximately USD $31 billion of aggregate capital since inception. Mr. Brown joined First Reserve in 2006, and his responsibilities include investment origination and structuring, due diligence, execution and monitoring, with particular emphasis on the equipment, manufacturing and services sectors. Prior to joining First Reserve, he was an Investment Banking Analyst for Banc of America Securities LLC. He holds a BS from Duke University and an MBA from Columbia Business School.
David has an extensive corporate and securities law practice emphasizing transactional and governance matters. His corporate finance practice includes representing both issuers and investment banks in initial public offerings and other public, private equity and debt offerings. His mergers and acquisitions practice includes advising companies, private equity firms, special committees and financial advisors in both public and private transactions. In addition, David regularly counsels public clients regarding compliance with periodic reporting, proxy solicitation, corporate governance matters and other requirements of the federal securities laws, the New York Stock Exchange, the NASDAQ Stock Market and other exchange rules. David has also advised on numerous oil and gas-related Chapter 11 and debt restructurings. David's energy industry experience includes upstream oil & gas, midstream (including pipeline, storage and maritime transportation), energy services (including well servicing, offshore drilling, and seismic and oilfield equipment) manufacturing and supply businesses, and he has significant experience with master limited partnerships (MLPs). He received his J.D. in 1994 from Vanderbilt Law School and his B.A. in History from Princeton University in 1990.
Mark Burroughs is a Managing Director at EnCap Investments, a private equity firm focused on the upstream and midstream sectors of the oil and gas industry. Prior to joining EnCap in 2007, Mark worked in UBS Investment Bank’s Energy Group as well as Sanders Morris Harris. At both firms, he worked on capital markets transactions and M&A advisory assignments focused on the energy sector. He has an MBA from the Jesse H. Jones School of Management at Rice University and a BA Economics from The University of Texas at Austin. He serves on the board of directors of several EnCap portfolio companies and is a member of the Houston Producers’ Forum and the Independent Petroleum Association of America.
Michael Casey is Managing Director in Citi’s Global Energy Investment Banking Group and jointly leads the firm’s midstream practice. Michael has over 18 years of experience in M&A, strategic advisory and financing transactions with companies across the energy sector as well as significant expertise with master limited partnerships. During his career, Michael has been involved in the structuring and execution of over $150bn of mergers, acquisitions, restructurings, and conflict transactions as well as over 45 initial public offerings, and numerous equity and debt capital formation transactions.
Michael received his BS in Political Science from Texas A&M University and resides with his family in Houston, Texas.
Chris Christopher is a member of the Torys LLP energy team in Calgary. He advises oil and gas and power companies on a variety of commercial projects and transactions. His practice encompasses the acquisition and divestiture of energy assets and advising on a wide variety of aspects pertaining to energy project development, including joint ventures, construction, operation and maintenance, logistics and transportation, processing and marketing arrangements as they relate to LNG, oil sands, shale gas and power projects. Chris’ legal expertise is supplemented by five years of business experience in various oil and gas companies.
Daniel Dorney is Director of Corporate Development for Halliburton focused on the evaluation and execution of investment opportunities in the oilfield services sector. His responsibilities include deal sourcing, valuation, structuring, due diligence, and negotiation. Prior to joining Halliburton, Dan spent ten years in investment banking with UBS, Deutsche Bank, and Scotia Waterous. Dan is based in Houston, TX, holds a Bachelor of Commerce from the University of Calgary. Dan is a father of two young children and enjoys outdoor sports including skiing and mountain climbing.
Mark Druskoff is based in Houston, and has been reporting on M&A for Mergermarket for almost six years. He specializes in oil and gas primarily covering midstream and master limited partnerships (MLPs), private equity, and exploration and production. Mark has been quoted in media on oil and gas topics, and is a frequent contributor to Forbes.com. Previously, Mark worked at Vinson & Elkins as the law firm’s in-house writer, and as managing editor of MinnesotaBusiness, a monthly business magazine.
John serves as Vice Chairman and US Energy & Resources leader for Deloitte across its functions: consulting, tax, audit, and advisory. He takes a pragmatic approach to solving clients’ most complex challenges, while overseeing the significant investment Deloitte is making in its energy practice. Previously, he led the energy trading and risk management practice and served as an audit partner for energy companies of all sizes. He serves on the National Petroleum Council and is frequently quoted by media regarding all aspects of the energy industry. John attained a BBA in Accounting from Stephen F. Austin University.
Margaret Franks is a Principal in the Energy Mezzanine Opportunities Group at The Carlyle Group, focused on investment opportunities in North America. She is based in Houston. Margaret is responsible for making investments across the energy value chain, but primarily focuses on upstream and midstream sectors. Her responsibilities include sourcing, investment structuring, due diligence, and portfolio management. Prior to joining Carlyle, Margaret spent eight years as a Vice President with TCW/EIG Global Energy Partners in its Houston office. Margaret holds a BA and a BBA from the University of Texas at Austin, where she majored in Finance, Business Honors and Plan II.
Brian is a Regional Director of Venue Deal Solutions sales at Donnelley Financial Solutions, formerly RR Donnelley. With more than 17 years of experience within the Global Capital Markets division, his expertise includes implementation of deal focused technology-based platforms and services. Brian works closely with Houston investment banks, law firms and public/private companies on the execution of M&A, IPO and fund raising document organization and dissemination. His knowledge of deal flow has helped his clients prepare for and execute content organization and secure sharing initiatives. Brian attended the University of Georgia and University of Houston.
Neville Jugnauth practises corporate and securities law at Torys LLP with a focus on private equity, corporate finance and M&A transactions. He has practised both in Canada and the United States and has significant experience advising with respect to private equity investments, public offerings, M&A and joint venture transactions in the upstream and midstream sectors of Canada’s oil and gas industry. Neville works from the firm’s Calgary office.
Juan Carlos Machorro, partner at Santamarina y Steta is a corporate and financial lawyer with more than 25 years of experience. As head of the Energy practice area of the firm he has represented several international investors in energy projects and agreements across Mexico. Has broad experience negotiating with PEMEX and local energy authorities regarding oil and gas matters, participating in cutting edge transactions with renewable energies like biogas, wind, biodiesel, photovoltaic, advanced ethanol and animal fat, both in the structuring and implementation of the transactions with local and foreign investors. He studied at the Universidad Iberoamericana in Mexico City.
Prior to joining Petrie Partners at its founding, Jacob Nagy was an Associate in Bank of America Merrill Lynch’s Global Energy & Power Investment Banking group. He joined Bank of America as part of the firm's acquisition of Merrill Lynch. Since his beginning at Merrill Lynch, Jacob has completed over seventy mergers, joint ventures, divestitures and financings, with a majority of recent transactions focused on the Permian Basin. His notable transactions include Noble's merger with Clayton Williams, SM Energy’s acquisitions of Midland Basin assets from QStar and Rock Oil, and Tellurian’s merger with Magellan. He received a BA in Political Science, cum laude, from Rice University.
Rodney Reed is Vice President Corporate Development for National Oilwell Varco (NOV), where he has global responsibility for mergers and acquisitions, developing a transaction strategy and supporting strategic planning. Rodney joined NOV in 2014 as Senior Manager, Internal Audit. Prior to joining NOV, he was a Senior Manager, Audit with Ernst & Young LLP. He received a Bachelor of Science in Accounting and Master of Science in Accounting from Louisiana State University.
Jerry Schretter joined Citi in 2010 as a Managing Director and Co-Head of Upstream for the Global Energy Group headquartered in Houston, Texas. Prior to joining Citi, he was a Managing Director and Head of Upstream for UBS from 2005–2010. Prior to UBS, he worked in the energy groups at Deutsche Bank, Morgan Stanley, Salomon Brothers and Chase Manhattan Bank. Over his career, Jerry has worked on numerous Mergers & Acquisitions and Financing Transactions totaling over $100 billion. Recent assignments include transactions for Anadarko, Blackstone, Centennial, Chevron, Carrizo, Cabot, EP Energy, Noble Energy, Pioneer, Silver Run, Riverstone, and WPX. He received his Bachelor’s Degree in Political Science from Villanova University and his MBA from the Stern School of Business.
Eric Swanson is a managing director at GulfStar Group. He has more than 18 years of investment banking and corporate finance experience that includes mergers and acquisitions transactions, debt and equity offerings and corporate finance advisory. He joined GulfStar from Morgan Stanley's investment banking group, where he spent eight years focused on the E&P segment of the oil and gas industry. Previously, he was an E&P equity research analyst at Deutsche Bank and he began his career at ExxonMobil. Eric holds a Bachelor of Arts in Biochemistry and Molecular Biology and Master of Science from Dartmouth College. He also earned a Master of Business Administration from the Kellogg School of Management at Northwestern University.
Chad Watt is a veteran business journalist and natural resources editor for Mergermarket in North America. Before joining Mergermarket, Chad worked as a reporter and editor at the Dallas Business Journal and Orlando Business Journal and at daily newspapers in Texas, Florida and North Carolina. He is a Southeast Texas native and graduate of Columbia University and Southern Methodist University. Chad is a father of two boys and has completed three marathons since turning 40. He joined Mergermarket Group in 2010.
Brad Wright joined PAA in 2014. Prior to joining PAA, he was an Associate at Barclays Capital, where he advised upstream and midstream clients on M&A and capital markets matters, including a variety of transactions for Plains. He has JD and MBA degrees from the University of Texas.