Investment Banking
for the
Energy Industry

Leveraging Decades of Experience in the Oil and Gas Industry to Help Clients With Their Banking Needs

Why Clients Choose Us

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Oil & Gas Focus

Dedicated exclusively to the oil and gas industry

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Operator-Aligned Perspective

Deep understanding of the operational realities behind every transaction

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Selective Engagement

We take a limited number of mandates to ensure focus and execution

Trusted Advisor in Oil & Gas Finance

Cynergy Advisors is a privately held investment banking firm rooted in Texas that brings a practical understanding of the upstream business, combining financial expertise with real-world industry insight, to deliver outcomes aligned with our client's objectives.

Our Mission

Our Mission is to partner with select independent oil and gas companies to navigate the capital markets and execute strategic transactions with discipline, discretion, clarity, and a shared commitment to long term value.

On the way, oilfields, far away, joint refineries,

Our Services

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Structured Debt/Mezz Financing

In finance, mezzanine capital is any subordinated debt or preferred equity instrument that represents a claim on a company's assets, which is senior only to that of the common shares. Mezzanine financings can be structured either as debt (typically an unsecured and subordinated note) or preferred stock.

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Acquisitions and Divestitures

Acquisitions and divestitures (A&D) are a part of the asset allocation strategy for oil and gas companies and are constantly evaluated on both a short- and long-term basis. Oil and gas companies seek to acquire assets that maximize core competencies and increase shareholder value.

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Industry Deals

Oil and gas transactions are made between industry groups due to a variety of motives, including when, for example, a buyer has funds but a shortage of acreage and prospects, or conversely, the seller has acreage and is short of funds, or when a group is looking to rationalize or consolidate a portfolio of properties.

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Project/Equipment Financing

Project finance is the long-term financing of infrastructure and industrial projects based upon the projected cash flows of the project rather than the balance sheets of its sponsors.

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JV Equity Placements

A joint venture is a business entity created by two or more parties, generally characterized by shared ownership, shared returns and risks, and shared governance. Companies typically pursue JVs to either access a new market, gain scale efficiencies by combining assets and operations, or share risk for major investments or projects.

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Advisory Services

A consulting service in which a client (business, high-net-worth individual, or family office) is presented with findings, conclusions, and recommendations for consideration and decision-making for capital formation, cash flow, and wealth management.

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