Latest Insight
Last Look - Oil gains nearly $2 as OPEC is expected to delay supply increase
Latest Insight
Last Look - Oil gains nearly $2 as OPEC is expected to delay supply increase

We can help you navigate Mergers & Acquisitions.

Start protecting your cash flow with our goal-based strategies.

Unlock Key Benefits for Your Business with our Proven Strategies

Access to Capital Providers and Lenders

yes
 AEGIS has a vast network of relationships with private equity shops, other capital providers, and lenders and can facilitate introductions for you

General Asset Review

yes
 Share market intelligence
yes
 Provide basin specific trends
yes
 Deliver commodity pricing data

Specific Asset Review

yes
 Measure downside and upside revenue risk, inclusive of “natural” hedges across products
yes
 Review physical price formula
yes
 Review asset specific commodity pricing
yes
 Perform a liquidity study and share market insights
yes
 Provide common hedging and earn-out approaches based on the company’s history

Bid Preparation

yes
 Conduct counterparty intros (AEGIS can help shorten this process)
yes
 Outline general hedge strategy
yes
 Look at potential earn outs and their effect on strategy
yes
 Discuss in-depth market conditions
yes
 Model earn-out risk and recommend hedges to neutralize exposures

Purchase & Sale Agreement

yes
 If hedging at PSA, execution of initial hedges
yes
 If hedging at PSA, store and value all open positions
yes Review any existing hedges that may be novated in a transaction
yes
 Traders will continuously update market conditions and planning for any actions at closing
yes
 Reduce exposure of hedging large volumes in a short time span

Due Diligence

yes
 Discuss in-depth specifics to basis/diffs related to the asset completed by market analytics team
yes
 Monitor market conditions ahead of any actions at closing completed by in-house traders
yes
 Finalize hedge strategy given any market movement

Closing

yes
 If hedged at PSA, review market conditions, discuss options, and complete the hedge
yes
 If hedging at close, review market conditions and execute the final hedge strategy
yes
 Store and value all open positions

Post Close

yes
 Manage open positions through AEGIS’ cutting-edge technology platform
yes
 Monitor the book for opportunities to add or adjust positions
yes
 Continue to update client on market dynamics and the impact specific to their asset(s)

Special Topic - M&A Hedging excerpt from our Jan 2021 Webcast

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