investment banking Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 24 May 2022 14:35:13 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png investment banking Archives - Infill Thinking https://www.infillthinking.com 32 32 Is The Water Deal Pipe Going Dry? What WaterBridge Walking Away Says About E&P H2O System M&A https://www.infillthinking.com/infill-thoughts/is-the-water-deal-pipe-going-dry-what-waterbridge-walking-away-says-about-ep-h2o-system-ma/ https://www.infillthinking.com/infill-thoughts/is-the-water-deal-pipe-going-dry-what-waterbridge-walking-away-says-about-ep-h2o-system-ma/#respond Tue, 19 May 2020 15:25:15 +0000 http://www.infillthinking.com/?p=29284 On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we believe most buyers will be: …

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On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm.

What does it mean for E&P water system divestitures? Is the deal pipeline going dry?

In this climate, we believe most buyers will be:

There’s a lot more to this story…

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Graphing Oilfield Water M&A While Waiting For Deal Flow To Pick Up Again [H2O Chart Of The Day] https://www.infillthinking.com/quick-thoughts/graphing-oilfield-water-ma-while-waiting-for-deal-flow-to-pick-up-again-chart-of-the-day/ https://www.infillthinking.com/quick-thoughts/graphing-oilfield-water-ma-while-waiting-for-deal-flow-to-pick-up-again-chart-of-the-day/#respond Tue, 11 Feb 2020 15:27:42 +0000 http://www.infillthinking.com/?p=28585 While waiting for deal flow to pick back up, we dusted off our water M&A database this week. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership …

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While waiting for deal flow to pick back up, we dusted off our water M&A database this week.

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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Frac People On The Move During 2019 https://www.infillthinking.com/infill-thoughts/frac-people-on-the-move-during-2019/ https://www.infillthinking.com/infill-thoughts/frac-people-on-the-move-during-2019/#respond Sat, 11 Jan 2020 18:48:06 +0000 http://www.infillthinking.com/?p=28350 In a recent year-end review, we shared our top 19 stories from 2019 in frac sand and oilfield water as measured by membership interest. Before we leave 2019 behind and fully focus on the new year, we have one more year-in-review recap for you. This one summarizes the installments in a uniquely Infill Thinking series …

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In a recent year-end review, we shared our top 19 stories from 2019 in frac sand and oilfield water as measured by membership interest.

Before we leave 2019 behind and fully focus on the new year, we have one more year-in-review recap for you. This one summarizes the installments in a uniquely Infill Thinking series that tracks the oilfield’s movers and shakers.

There’s a lot more to this story…

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What Does A Potential Energy Banker Exodus Mean For The Future Of The Oil Patch? https://www.infillthinking.com/infill-thoughts/what-does-a-potential-energy-banker-exodus-mean-for-the-future-of-the-oilpatch/ https://www.infillthinking.com/infill-thoughts/what-does-a-potential-energy-banker-exodus-mean-for-the-future-of-the-oilpatch/#comments Thu, 24 Oct 2019 14:09:00 +0000 http://www.infillthinking.com/?p=27907 A recent Bloomberg article highlights several high profile examples of banker to industry leadership role transitions, but it does miss a couple big recent moves. Here are two very recent Banker-to-Industry transitions the solid third-party article doesn’t mention and a big question it raises in our mind… There’s a lot more to this story… Login …

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A recent Bloomberg article highlights several high profile examples of banker to industry leadership role transitions, but it does miss a couple big recent moves. Here are two very recent Banker-to-Industry transitions the solid third-party article doesn’t mention and a big question it raises in our mind…

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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One Of Five Deals On Infill Thinking’s “Oilfield Water M&A Pipeline Watchlist” Just Happened https://www.infillthinking.com/infill-thoughts/one-of-five-deals-on-infill-thinkings-oilfield-water-ma-pipeline-watchlist-just-happened/ https://www.infillthinking.com/infill-thoughts/one-of-five-deals-on-infill-thinkings-oilfield-water-ma-pipeline-watchlist-just-happened/#respond Wed, 01 May 2019 22:30:28 +0000 http://www.infillthinking.com/?p=26562 About one month ago, we tipped readers off about five potential upcoming deals in the oilfield water M&A pipeline. Today, one of the deals on our watch-list came to fruition. We knew the seller before… now we know the buyer. And it is one of the most aggressive consolidators in the space at the moment. …

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About one month ago, we tipped readers off about five potential upcoming deals in the oilfield water M&A pipeline.

Today, one of the deals on our watch-list came to fruition. We knew the seller before… now we know the buyer. And it is one of the most aggressive consolidators in the space at the moment.

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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  • Exclusive research update newsletters
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Four Likely Buyers In Oilfield Service For 2017 https://www.infillthinking.com/infill-thoughts/four-likely-buyers-oilfield-service-2017/ https://www.infillthinking.com/infill-thoughts/four-likely-buyers-oilfield-service-2017/#comments Fri, 06 Jan 2017 05:04:08 +0000 https://www.infillthinking.com/?p=4075 In E&P, most analysts expect M&A action to be hot and heavy during the first half of 2017. There is less consensus about a wave of M&A coming in oilfield service (OFS), partly because of challenging valuations. So we put pen to paper this week and came up with the four names we believe will announce …

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In E&P, most analysts expect M&A action to be hot and heavy during the first half of 2017. There is less consensus about a wave of M&A coming in oilfield service (OFS), partly because of challenging valuations.

So we put pen to paper this week and came up with the four names we believe will announce notable acquisitions during 1H17. We also jotted down some thoughts on the current M&A climate, including drivers and roadblocks.

There’s a lot more to this story…

Login to see the full update… 

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