Tristone is a global energy advisory firm, specializing in the energy industry. Based on its client-driven strategy, Tristone provides a wide range of services to a substantial and diversified client base that includes industry and institutional investors. Tristone strives to be the advisor of choice for oil and gas clients to help meet their financial and strategic objectives.
Tristone's vision is simple - to provide unparalleled advisory services with respect to the global energy sector and to continue to grow its three core businesses - Investment Banking, Acquisitions and Divestitures, and Global Equity Capital Markets - in regions throughout the world.
Tristone will only open accounts in those jurisdictions in which it is registered.
Investment Banking
Corporate Finance
Tristone is a forerunner in equity underwriting for the global energy sector. Since 2001, Tristone has completed 387 equity financings with proceeds of over $22.2 billion. Our effectiveness in equity underwriting is a result of our superior technical and transactional background in Investment Banking, our strong execution capabilities in Capital Markets, and our focused and in-depth understanding of what our clients need.
Having multi-institutional sales and trading operations in three global centres favours Tristone with strong relationships alongside leading institutional investors and allows for successful transactions in all market conditions.
Mergers & Acquisitions
Tristone's M&A group is composed of both financial and technical experts providing clients with unmatched evaluation and execution abilities. The Tristone team can identify and evaluate suitable opportunities with strategic and technical precision, and along with geoscientists and engineers, the quality of the opportunity can be assessed properly. Having M&A financial professionals on three continents allows Tristone to provide advanced execution capabilities, including advising and assisting on value assessment, negotiation of price, deal structuring, due diligence and post acquisition integration.
Technical and financial execution, combined with a successful track record and market insight, has made Tristone a leader in energy M&A. Since 2001 Tristone has completed over 90 transactions with a value over $26.6 billion.
Energy market transactions require unparalleled experience and expertise. Tristone supports clients on an ongoing basis through the typical cycle of a business as specific issues or problems arise involving financial, technical or strategic matters. In doing so, we have the ability to draw on multi-disciplinary knowledge from one or more of our core service areas to partner with our clients in building world-class enterprises, establishing corporate goals, providing strategic advice on business, or assisting with financial and management issues.
Acquisitions & Divestitures
Tristone’s exemplary track record in A&D is a result of its unparalleled suite of asset disposition processes, coupled with superior senior-level industry relationships. Our in-house technical team of engineers, geoscientists and economists possesses a wide range of A&D experience in order to design an asset sale that will maximize value for the seller, while ensuring minimum inefficiencies for the buyer.
Unlike some investment banking and property divestiture firms, Tristone provides both financial and technical expertise for all phases of the disposition process. Our team will craft technical evaluations and upside identification, host technical presentations, provide value expectation analysis and marketing materials, identify and qualify potential buyers, manage and staff data rooms, as well as assist with financial negotiations and legal documentation; all as part of typical divestiture assignments.
Since 2001, Tristone has completed 361 energy asset packages valued over $15.9 billion.
Property Dispositions
Our full-scale process for asset dispositions has foundations in our technical excellence. Tristone’s experienced staff of engineers and geoscientists prepare the offerings by searching out and quantifying additional upside potential, while economizing on our client’s time wherever possible. In addition, Tristone makes every effort to create easier alternatives for prospective buyers to finalize their proposals by providing focused detailed presentations, user-friendly data documents, virtual data rooms and timely responses to questions.
Corporate Dispositions
Tristone has a strong track record in facilitating comprehensive corporate dispositions, by providing superior technical and strategic knowledge of global properties to our clients. As well, fully integrating our clients with our Investment Banking group ensures a superior technical, marketing and execution process.
Undeveloped Land Transactions
The undeveloped land process provides a structured way to market and facilitate transactions for land that is currently undeveloped or non-producing. As a result, our clients are able to broadly offer lands that might otherwise be dormant, and creates a position to simultaneously consider competing proposals in the forms of cash, farmout or swap.
Global Equity Capital Markets
Global Institutional Research
The Tristone Research Team is comprised of some of the most sought after and recognized energy investment analysts in the industry. By combining meticulous financial, geological, and petroleum engineering expertise, Tristone provides clients with a complete understanding of the global energy sector. Tristone possesses comprehensive analysis and investment opinions on numerous oil and gas producers ranging from the large integrated producers down to the micro-cap junior producers.
Timely macro analysis of the global energy industry including gas resource plays, coal-bed methane, oil sands, global LNG and heavy oil, allows Tristone to generate unique perspectives and insightful, relevant recommendations to its institutional and corporate clients worldwide.
Institutional Equity Sales & Trading
Tristone’s Sales and Trading personnel provide institutional investors with differentiated, research-driven ideas and products, and possess a deep loyalty to our clients’ needs. We are widely acknowledged as a premier equity sales and trading firm and are among the most active traders of oil and gas, oilfield service and income trust securities. Tristone provides global energy ideas, new issue distribution capability and trade execution through specialized trading desks in North America and the UK.
Our sales teams focus solely on the energy industry and possess unrivaled oil and gas product knowledge and expertise in the market. They work closely with the research analysts and traders to provide the best available insights on the energy markets on a real-time basis. Our international trading desks strive to ensure liquidity through a balance of innovative execution solutions and capital commitments. Confidentiality, execution, market intelligence and product knowledge are our key success factors.
Private Client Group
Founded in 2003, the Tristone Private Client Group offers a full range of energy investment solutions to high net-worth clients. Access to the global resources of Tristone Capital allows our investment advisors to deliver exceptional energy investment advice to the most sophisticated investors. Our private clients have access to top quality global institutional research, trading execution and new issue investment opportunities.
Tristone is committed to developing long-term relationships with clients that are based on professional trust, communication and integrity. Through continual support and extraordinary service, we are able to provide a superior investing experience to each and every client.
