What's the Deal on FTC Deal Reviews? 

The consensus now seems to be that if you’re doing a major deal, expect the Federal Trade Commission to take a second look. In recent years, the FTC has reviewed large-scale oil and gas sector transactions, and there’s no reason to believe that trend will end soon. Hear from analysts and legal experts as they break down the FTC review process. 

Buying In: The Non-op Perspective 

Entering into non-op agreements certainly comes with risks, but attractive buy-in opportunities make entry into a deal attractive—particularly solid free cash flow generation. This session will explore the trends in non-op M&A deals and why they make sense for some investors. 

Speaker:
Nick O’Grady, CEO, Northern Oil & Gas

Upcoming Opportunities: Asset Divestitures

Fallout from the megadeals over the past two years will be seen for years to come. But among the most immediate impacts is likely to be several billion dollars worth of acreage expected to be divested by the buyers. What acreage might come available? 

MODERATOR:
Jay Young, Founder and CEO, King Operating Corporation

Networking Luncheon

Adding on in the Eagle Ford: Crescent Energy 

In this session, we take a look at the most recent A&D metrics and trends and the data behind the deal flow. Which basins are transacting, and which are not? What types of assets are attracting capital? Are valuations improving year-over-year, and is upside back in play? Who are the buyers and sellers?

SPEAKER:
David Rockecharlie,  CEO, Crescent Energy

Europe and Asia: More Than Just Energy Demand

Not only are European and Asian markets demanding more energy supply, investors there are making deals to get skin in the game. What’s driving the trend of foreign buyers into domestic oil and gas assets? And how does low-carbon and cleaner energy generation impact potential M&A with foreign buyers? This session will examine who the buyers and sellers, and what dynamics are at play.

MODERATOR:
Rahul D. Vashi, Partner, Co-Chair Oil & Gas Practice, Gibson, Dunn & Crutcher

SPEAKER:
Bill Marko, Managing Director, Jefferies

Asset Deal Flow: What's Left and Who Could Be Making the Deals

Significant consolidation in the upstream space has reduced the number of publicly traded companies while allowing the survivors to high-grade their larger drilling inventories. As recently announced transactions close and acquirors’ focus shifts from consolidation to integration, some assets previously earmarked for near-term development will fall later in the development schedule. There is now a limited landscape of remaining acquisition targets and logical buyers that have not already made significant investments. 

SPEAKER:
Edward Geiser, Managing Partner, Juniper Capital
Richard Moss, Managing Director, Petrie Partners
Geoff Vernon, Vice President, Business Development, Chord Energy

Behind the Scenes: Vital Energy Expands in the Permian Basin

In August, Vital Energy, along with Northern Oil & Gas, announced its $1.1 billion acquisition of Point Energy Partners. The deal adds to Vital’s existing Permian assets by adding 16,300 net acres and 30,000 boe/d. Hear from Vital CEO Jason Pigott as he shares the work behind the deal, and why expanding in the Delaware Basin was the right move for Vital. 

SPEAKER:
Jason Pigott, CEO, Vital Energy

Networking Break 

Fast & Furious: Increased Volatility

Production has doubled since 2018. The energy industry has never experienced a market with so much production. But how will record production levels affect volatility? Where will the opportunities appear, in which commodity and when? Will public companies or private money fill the infrastructure needs?

Outlook for Emerging Plays and their Role in M&A

Signs are emerging that exploration is once again returning to the Permian Basin, with the First and Second Bonesprings in the Delaware Basin showing promise. In the Midland Basin, the Barnett and Clear Fork benches are also attracting attention. Could these and other emerging plays play a role in deals in the near future? This session will explore these possibilities, and other new developments worth keeping an eye on.

SPEAKER:
J.P. Hanson, Managing Director, Houlihan Lokey

Vertical Integration and Asset Growth: M&A in Natural Gas

The Permian Basin isn’t the only shale play attracting attention from buyers looking for scale. Natural gas plays in Appalachia and the Haynesville have also seen M&A activity with both vertical integration efforts through midstream deals and core acreage acquisitions. 

Networking Reception

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