At Petrie Partners, our long-term, exclusive focus on energy uniquely positions us to assist our clients as they navigate some of the industry’s most important and complex transactions.
Expert Advice for the Energy Industry
The senior leadership of Petrie has a multi-decade legacy of delivering specialized advice on mergers and acquisitions, asset transactions, financings, and valuations to the managements and boards of public, private and sovereign entities.
Our clients benefit from the independent, conflict-free perspective and unwavering advocacy of their best interests that we bring to every engagement.
Our Focus
Mergers
Acquisitions & Divestitures
Strategic Advisory
Financings
Select Recent Transactions
2026

Fairness Opinions on Permian
Asset Divestitures
Fairness Opinions on Permian
Asset Divestitures
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Separate transactions involving non-operated working interests and mineral assets
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Transactions involved multiple selling entities
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Petrie rendered two fairness opinions addressing total consideration and its allocation
2026

Acquisition of Non-Operated
Gulf of America Assets
Acquisition of Non-Operated
Gulf of America Assets
- Acquisition of offshore oil and gas properties
- 12.5% non-operated interest in the Big Foot Field
- Petrie advised Modiin Energy on this acquisition
2026

Merger of Civitas Resources
and SM Energy
Merger of Civitas Resources
and SM Energy
- All-stock merger valued at $12.8 billion at announcement
- Creates a top-10 oil-focused independent with > 800,000 net acres across the highest-return shale basins
- Petrie advised Civitas Resources on this transaction
