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
Pending
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
2025
Merger of California Resources and Berry Corporation
Merger of California Resources and Berry Corporation
- All-stock merger valued at $717 million at announcement
- Creates a stronger, more efficient California energy leader
- Petrie advised California Resources on this transaction
2025
Strategic Equity Recapitalization
Strategic Equity Recapitalization
- Recapitalization of equity plus primary growth capital
- Natural gas and CCS assets located in Northern Michigan
- Petrie advised Riverside Energy Group on this recapitalization
