Our Services

While we are able to offer a wide variety of investor relations, financial and strategic services, it's our ability to customize these offerings to fit your needs and within your budget that sets us apart from the competition.

Investor Relations

  • Develop clear and executable strategy
  • Draft/review press releases, and investor presentations
  • Draft/review quarterly earnings releases, call scripts and investor decks
  • IPO expertise: Guiding through the transition from private to public company
  • Solicitation/retention of sell side coverage
  • Effective targeting of buy side and coordinate non-deal roadshows
  • Track shareholder ownership
  • Training and compliance under Regulation FD
  • Conduct perception studies
  • Develop annual reports
  • Coordinate/develop annual and bi-annual analyst days


  • Create, Manage and Enhance Corporate ESG Strategy
  • Develop Effective and Sustainable ESG Reporting and Messaging
  • Review various frameworks and standards that are intended to measure, manage and report sustainability information
  • Engage with identified internal and external target audiences to better understand needs, expectations and use of ESG criteria
  • Track Compliance to Rating Agencies and Benchmark with Peer


  • Guide Transition from Private Company to Public Entity
  • Reg FD Training
  • Initial Earnings Releases and Conference Calls Post-IPO
  • Shareholder Tracking Post-IPO
  • Coordinate Initial Conferences and Non-Deal Roadshows

Strategic Planning, Budgeting & Financial Analysis

  • Assist in development of strategy and goal setting
  • Develop valuation and operational results models
  • Develop planning, budgeting and forecasting models
  • Provide peer analysis and benchmarking
  • Provide market intelligence
  • Prepare management teams for calls and presentations with Q&A sessions

Capital Markets Strategy

  • Develop clear and executable strategy
  • Provide Investment, capital markets and corporate finance guidance
  • Facilitate meetings and foster relationships with capital providers and banking institutions


  • Develop corporate strategy and plans
  • Develop emergency response plans
  • Train executives and employees
  • Function as primary spokesman during an emergency


  • Develop corporate strategy and plans
  • Design/re-design corporate websites
  • Logo creation or refresh
  • Full graphics design and updates
  • Assist private companies with developing materials to compete with larger public firms

Affiliated Partner Services



  • Invoice Processing Including Coding, Recording, Check Generation and Vendor Relations
  • Authority for Expenditures (AFE) Set Up, Cost Monitoring and Supplemental AFE
  • Joint Interest Billing (JIB), Deck Maintenance, Costs Allocations and Audit Hosting
  • Receivable Monitoring and Co-Owner Relations


  • Revenue Recordation, Deck Maintenance, and Federal, State & Owner Distributions
  • Volume Reconciliation to Production Reports
  • Production Liaison With the Production Department
  • Severance Calculation and Reporting


  • Cash Management
  • Internal Reporting Including Lease Operating Statements, G&A Analysis, AFE versus Actual, Financial Statements, Ad Hoc Reports
  • Assist in Budget Preparation and Reconciliation to Actuals
  • Generate and Review 1099s
  • Assist in General Office Organization and Duties