The Next Imperative: Recent Episodes

Alvarez & Marsal

The Next Imperative by A&M is drilling into the key issues and trends in the energy industry today. Join A&M’s Energy experts as they discuss what is happening across the industry.

Welcome back to The Next Imperative! Today, on our segment on Energy, Industry, and M&A, our host Geoff Angulo is joined by Wade Stubblefield - Managing Director with Alvarez & Marsal, Teal Reamer - Managing Director with Alvarez & Marsal, and Mark Clevenger - Managing Director with Alvarez & Marsal. Listen in as these industry experts share their tips and advice on preparing for the pre-close phase of a deal. Learn how to deal with imperfect information and the importance of communication to your entire team in this phase of the deal. You won’t want to miss out on this informative episode. Make sure to like and subscribe!

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Wade Stubblefield - Managing Director with Alvarez & Marsal

Mark Clevenger - Managing Director with Alvarez & Marsal

Teal Reamer - Managing Director with Alvarez & Marsal

Time Stamps:

(00:00 - 00:56) Introductions

(00:57 - 03:01) Before the Announcement

(03:02 - 06:06) Pitfalls in the Early Stages

(06:07 - 10:10) Dealing with Imperfect Information

(10:11 - 16:14) It’s Never Too Early to Plan

(16:15 - 20:03) Real World Examples

(20:04 - 21:21) Advice to Help You Begin

(21:22 - 22:00) Closing

Welcome back to The Next Imperative! Today, on our new segment on Energy, Industry, and M&A, our host Geoff Angulo is joined by Ken Brandes - Senior Advisor with Alvarez & Marsal, Julie McLaughlin - Managing Director with Alvarez & Marsal, and Mark Clevenger - Managing Director with Alvarez & Marsal. Our guests bring up interesting points regarding synergy, portfolio optimization, consolidation, and current oil and gas industry trends. The Alvarez & Marsal team gives us an insight into what innovations and systems are currently in place and evolving to continue growing the energy industry. Don’t miss out on this informational episode, and tune in now!

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Ken Brandes - Senior Advisor with Alvarez & Marsal

Julie McLaughlin - Managing Director with Alvarez & Marsal

Mark Clevenger - Managing Director with Alvarez & Marsal

Time Stamps:

(00:00 - 01:00) Introductions

(01:01 - 05:58) Portfolio Optimization and Consolidation

(05:59 - 07:53) Different Distributions Systems and Processes

(07:54 - 10:50) Oil and Gas Trends

(10:51 - 13:20) Expansion of the Oil and Gas Sector

(13:21 - 17:22) Power Generation Innovations

(17:23 - 22:00) Researching Trends and Projections

(22:01 - 25:30) Communicating the Strategy for Success

(25:31 - 28:47) Different Risks and Opportunities of Synergy

(28:28 - 29:19) Closing

Welcome back to The Next Imperative! Our host Geoff Angulo is joined by Reyad Nasser - Managing Director with Alvarez & Marsal, Ben Jackson - Managing Director with Alvarez & Marsal - Energy, and Alan Pender - Managing Director with Alvarez & Marsal - Energy. In today’s episode, join these gentlemen as they discuss the new corporate metric put onto the drilling sites, and how you can reach this capital efficiency. Dive into the different pros and cons that come from IOCS vs. independents and how these two could take the best of each other to change the game in the oil & gas industry. Don’t miss out on this informational episode and tune in now!

To learn more about Alvarez & Marsal click here: https://www.alvarezandmarsal.com/industries/energy

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Reyad Nasser - Managing Director with Alvarez & Marsal
Ben Jackson - Managing Director with Alvarez & Marsal - Energy
Alan Pender - Managing Director with Alvarez & Marsal - Energy

Time Stamps:

(00:00 - 01:10) Introductions
(01:11 - 04:23) Defining Capital Efficiency
(04:24 - 06:44) Delivering the Corporate Metric
(06:45 - 09:11) Historical Context
(09:12 - 14:22) Getting an Even Recovery
(14:23 - 17:30) Trends Today
(17:31 - 19:50) The Now What
(19:51 - 27:42) Trial & Error vs. Modeling
(27:43 - 31:16) Differentiating Between IOCs and Independents
(31:17 - 36:56) Levers of Succes for IOCs
(36:57 - 40:36) Key Takeaways
(40:37 - 40:56) Closing

Welcome back to The Next Imperative! Our host Geoff Angulo is joined by Reyad Nasser - Managing Director with Alvarez & Marsal, Jay Campbell - Managing Director with Alvarez & Marsal - Energy, and Alan Pender - Managing Director with Alvarez & Marsal - Energy. In today’s episode, hear how Alvarez and Marsal use data to help their clients get a holistic view of their sites. Tune in near the end to hear how the oil and gas industry is dealing with emission regulation and the future that may come from electronification. Don’t miss out on this informational episode and tune in now!

To learn more about Alvarez & Marsal click here: https://www.alvarezandmarsal.com/industries/energy

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Reyad Nasser - Managing Director with Alvarez & Marsal
Jay Campbell - Managing Director with Alvarez & Marsal - Energy
Alan Pender - Managing Director with Alvarez & Marsal - Energy

Time Stamps:

(00:00 - 00:23) Intro
(00:24 - 01:41) The Risk of Tolerance
(01:42 - 09:10) Two-Pronged Approach
(09:11 - 14:40) Utilizing Data to Improve
(14:41 - 21:07) Focus Beyond Costs and Key Takeaways
(21:08 - 22:56) Culture Matters
(22:57 - 31:27) Role of Emissions
(31:28 - 31:48) Closing

Welcome back to The Next Imperative! Our host Geoff Angulo is joined by Reyad Nasser - Managing Director with Alvarez & Marsal, Jay Campbell - Managing Director with Alvarez & Marsal - Energy, and Alan Pender - Managing Director with Alvarez & Marsal - Energy. Listen to a conversation about managing base production and the opportunity for improvement at the drilling site. Learn how to optimize your capital and workforce to make your well the most profitable it can be! Don’t miss out on this informational episode and tune in now!

To learn more about Alvarez & Marsal click here: https://www.alvarezandmarsal.com/industries/energy

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Reyad Nasser - Managing Director with Alvarez & Marsal
Jay Campbell - Managing Director with Alvarez & Marsal - Energy
Alan Pender - Managing Director with Alvarez & Marsal - Energy

Time Stamps:

(00:00 - 01:00) Introductions
(01:01 - 10:03) Managing Base Production
(10:04 - 12:49) What Does Good Look Like?
(12:50 - 16:11) Allocating Capital
(16:12 - 20:34) Finding Marginal Wells
(20:35 - 22:02) The Benefit of Scale
(22:03 - 26:55) Optimizing Lease Operators
(26:56 - 27:17) Closing

Welcome back to The Next Imperative! Our host Geoff Angulo is joined by Nick Carnrite, Reyad Nasser, and Renee Klimczak, all Managing Directors with Alvarez & Marsal. They discuss the change in using portfolios in today's climate, IOC optimization, learning from independent players, and so much more. You will not want to miss out on this insightful episode.

Welcome back to The Next Imperative! Our host Geoff Angulo is joined by Managing Director AI Carnrite and Senior Advisor Jay Johnson.

In today’s episode, join these gentlemen as they discuss the constant change in the oil and gas industries, and current innovations that are leading to great solutions. Learn how Integrated Oil companies are planning towards success in this constant evolving economy. They also bring up how exploration in these industries is having a comeback due to high demand of resources. Don’t miss out on this informational episode and tune in now!

To learn more about Alvarez & Marsal: https://www.alvarezandmarsal.com/insights/shifts-energy-landscape

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

AI Carnrite - Managing Director with Alvarez & Marsal

Jay Johnson - Senior Advisor with Alvarez & Marsal - Energy

Time Stamps:

(00:00 - 01:10) Introductions

(01:11 - 03:11) New Changes in the Oil Field

(03:12 - 06:16) Natural Gas as an Ideal Fuel

(06:17 - 08:40) Integrated Oil Companies

(08:41 - 11:40) Developing Solutions for Constant Changes

(11:41 - 13:13) Relentlessly Pursuing Objectives Towards Success

(13:14 - 17:15) IOC Energy Transition

(17:16 - 19:55) Independent Cash Flows

(19:56 - 23:37) Comeback of Exploration

(23:38 - 28:33) Future of HydroCarbons

(28:34 - 32:15) Opportunity to Grow People

(32:16 - 32:56) Closing

Welcome back to The Next Imperative! Out host Geoff Angulo is joined by Rogers Herndon and a special guest Ryan Phillips the CEO of Axis Energy Services. Ryan tells us how he started in the oil industry and started working with Rogers, a Managing Director with Alvarez & Marsal. We then get into how Ryan runs Axis Energy Services differently by doing a P&L with every rig every day, and how he accomplished this with the help of A&M. Follow the discussion as we dive into subjects like giving ownership to your employees, saving profit with change, moving rigs, and so much more. Don’t miss out on this informational episode and tune in now!

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Rogers Herndon - Managing Director with Alvarez & Marsal
Ryan Phillips - Axis Energy Services CEO

Time Stamps:

(00:00 - 00:51) Introductions
(00:52 - 10:45) Background on our Guest
(10:46 - 12:35) Meeting Rogers
(12:36 - 20:52) Dayliy P&L
(20:53 - 30:30) Saving A Month & Improving Rigs
(30:31 - 39:35) Giving a Sense of Ownership
(39:36 - 40:43) Closing Thoughts

Welcome back! In this episode, we discuss the changing landscape of the supply chain industry and how you can take control of your supply chain department with Sean Laffere and Jacques Deplantis. We dig deep into the supply chain processes and how essential a trustworthy system is to creating forecasts and maximizing efficiency in your supply chain. If you are a business-minded individual looking for a trustworthy source of information, you have come to the right place, don’t miss this episode!

To learn more about Alvarez & Marsal click here: Energy | Alvarez & Marsal | Management Consulting | Professional Services (alvarezandmarsal.com)

Host:Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:
Sean Laffere, Managing Director with Alvarez & Marsal
Jacques Deplantis, Managing Director with Alvarez & Marsal - Energy

Time Stamps:

(00:00 - 01:01) Introductions
(01:02 - 03:24) Supply chain steps into the spotlight
(03:25 - 06:56) Supply chain changes affecting OFS
(06:57 - 08:53) Steps to improve your supply chain department
(08:54 - 10:00) Capitalizing on processes, people, and technologies
(10:01 - 11:16) Trusting in the plans and systems
(11:17 - 12:18) Analyzing revenue, costs, and efficiency in supply chains
(12:19 - 14:26) Where to begin with improving supply chains
(14:27 - 17:10) Additional challenges to developing SIOP systems
(17:11 - 18:53) Big takeaways
(18:54 - 19:34) Closing

Description:

Welcome back! In this episode, we discuss mergers and acquisitions in the oilfield sector with our guests Jacques Duplantis, and Mark Clevenger. We go in depth on transactions, client relationships, navigating culture and much more, if you are in the oil investment industry this is a must watch episode, as it is full of business-altering information, don’t miss out and watch now!

Host:Geoff Angulo, Senior Director

Guests:
Jacques Duplantis - Managing Director
Mark Clevenger - Managing Director

Time Stamps:

(00:00 - 00:42) Introduction
(00:43 - 02:29) Slow down on transactions
(02:30 - 04:15) Drivers in the oilfield sector today
(04:16 - 09:19) How to build a good investment strategy for clients
(09:20 - 12:00) The best way to advise clients and stay away of traps
(12:01 - 15:14) Looking at the future of transactions in the industry
(15:15 - 17:36) Investment advice for oilfield executives
(17:37 - 18:11) Closing

As we approach the one-year anniversary of the signing of the Inflation Reduction Act, join us and a panel of industry experts to share front-line learnings related to one of the key frontier areas of the IRA: the extension of tax incentives to stand-alone battery energy storage.

Join Kevin M. Jacobs, Managing Director at Alvarez & Marsal Tax, Rogers Herndon, Managing Director at Alvarez & Marsal Corporate Performance Improvement, Christopher Scott, Renewable Energy Investments at Google, Chris Taylor, CEO at GridStor, Jamie Stahle, President/COO at CCA Group, Sharriff Barakat, Partner at Akin Gump.

Topics that will be covered include:

Tax Equity Partnerships vs. Transferability – pros and cons
Diligence and structuring – early learnings
Tax credit recapture risk and related insurance requirements
Domestic content guidance
Alta Wind – US federal Court Claims Case fallout
Pricing and market participation

In this episode, host Geoff Angulo, Senior Director with Alvarez & Marsal Energy, sits down with two other Senior Directors of Alvarez & Marsal Energy, Gillian Tilbury and Jeff Cass. The three discuss talent management and retention within an OFSE company. Tune in to learn more about challenges affecting retention, KPI’s, turnovers, enhancing margins, and more!

Host:Geoff Angulo, Senior Director

Guests:
Gillian Tilbury, Senior Director
Jeff Cass, Senior Director

Time Stamps:

(00:00 - 00:51) Introduction
(00:52 - 04:07) New Challenges Affecting Retention
(04:08 - 07:06) Advising Clients
(07:08 - 19:13) Enhancing Margins and Company Culture
(19:14 - 20:59) Key Pieces of Advice
(21:00 - 26:05) Initial Approaches for CHRO/COO
(26:06 - 26:42) Outro

In this episode, host Geoff Angulo, Senior Director with Alvarez & Marsal Energy, sits down with two Managing Directors from Alvarez & Marsal Energy, Al Carnrite and Francois Bardi. They discuss what a world-class OFSE company looks like, the future of OFSE, and how those companies can differentiate themselves. Tune in for a deep dive into the need for short term compensation and why there is a need to go digital in order to succeed. To learn more about Alvarez & Marsal click here: https://www.alvarezandmarsal.com/insights/what-does-world-class-ofse-company-look

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Francois Bardi, Managing Director with Alvarez & Marsal - Energy

Al Carnrite, Managing Director with Alvarez & Marsal - Energy

Time Stamps:

00:00 - 00:56 Introduction
00:57 - 05:17 What Does A World-Class OFSE Look Like
5:18 - 08:30 The Future of World-Class OFSE
08:31 - 12:33 OFSE Companies Differentiating Themselves
12:34 - 18:54 How to Move OFSE Forward
18:55 - 19:39 Outro

In this episode, host Geoff Angulo, Senior Director, sits down with two Managing Directors with Alvarez & Marsal - Energy, Al Carnrite and Francois Bardi. Tune in to listen to discussions on the changes in innovation, demand, employee turnover and recruiting. They discuss the emergence of new market opportunities in the energy industry, including the growth of renewable energy sources and the potential for energy storage solutions. Francois and Al highlight the importance of adopting new pricing strategies in the energy industry, including the potential for dynamic pricing models. You won’t want to miss this episode! To learn more about Alvarez & Marsal click here: https://www.alvarezandmarsal.com/industries/energy

Time Stamps:

(00:00 - 00:44) Introduction

(00:45 - 02:43) Offshore vs Onshore Implementations

(02:44 - 04:34) New Market opportunities

(04:35 - 06:17) Investment Attractiveness

(06:18 - 08:43) New Equipment and Maintenance

(08:44 - 10:20) New Pricing Strategy

(10:21 - 13:05) Differentiating Technology

(13:06 - 15:54) Turn Key Solutions

(15:55 - 19:38) Lost of Employees

(19:39 - 20:50) Human vs. Ai

(20:51 - 22:58) Adapting Solutions to Change in Demand

(22:59 - 25:32) Next Frontier of Innovations

(25:33 - 28:00) Reinventing Industry and Transitions

(28:01 - 29:54) Improving Performance and Metrics

(29:55 - 30:31) Capital Allocation

(30:32 - 31:13) Outro

In this episode, Senior Director Geoff Angulo and co-host Adnan Khan are joined by industry experts Ben Brulet from Ovintiv, Afshean Talasaz from Magellan Midstream Partners, and Brandon Brown from Vital Energy to discuss the right approach to take for innovation.

Learn more about how A&M can help you at https://www.alvarezandmarsal.com/industries/energy

In this episode, Senior Director Geoff Angulo and co-host Adnan Khan are joined by industry experts Ben Brulet from Ovintiv, Afshean Talasaz from Magellan Midstream Partners, and Brandon Brown from Vital Energy to discuss partnerships for innovation and how to best leverage those partnerships.

Learn more about how A&M can help you at https://www.alvarezandmarsal.com/industries/energy

In this episode, Senior Director Geoff Angulo and co-host Adnan Khan are joined by industry experts Ben Brulet from Ovintiv, Afshean Talasaz from Magellan Midstream Partners, and Brandon Brown from Vital Energy to discuss innovation ecosystems and how to leverage them to get the most value add for the business.

Learn more about how A&M can help you at https://www.alvarezandmarsal.com/industries/energy

In this episode, Senior Director Geoff Angulo and co-host Adnan Khan are joined by industry experts Ben Brulet from Ovintiv, Afshean Talasaz from Magellan Midstream Partners, and Brandon Brown from Vital Energy to discuss what digital innovation is and how technology can help businesses innovate.

Learn more about how A&M can help you at https://www.alvarezandmarsal.com/industries/energy

In this episode, Senior Director Geoff Angulo is joined by co-host Senior Director Kyle Vano along with energy experts from Talos Energy, Trafigura, and Oaktree Capital Management to share their views on the future of energy.

In this episode, Senior Director Geoff Angulo is joined by co-host Senior Director Kyle Vano along with energy experts from Talos Energy, Trafigura, and Oaktree Capital Management to discuss how world events impact energy.

In this episode, Senior Director Geoff Angulo is joined by co-host Senior Director Kyle Vano along with energy experts from Talos Energy, Trafigura, and Oaktree Capital Management to discuss how companies are addressing emissions management.

In this episode, Senior Director Geoff Angulo, and co-host Senior Director Kyle Vano, are joined by energy experts from Talos Energy, Trafigura, and Oaktree Capital Management to provide clarity on what energy transition is all about.

The Carnrite Group joins Alvarez & Marsal U.S. Energy Practice and bolsters the firm’s proven track record for maximizing enterprise value for corporate and private equity clients in the industry. Hear from practice leaders of both groups about why Carnrite chose to join A&M.

https://www.alvarezandmarsal.com/insights/carnrite-group-joins-alvarez-marsal.

Coming soon from Alvarez & Marsal is The Next Imperative, a podcast hosted by A&M energy leaders tackling key issues and trends in the industry.