Investment Services - International Energy Investment for Japan

W Energy Advisory Oil & Gas Investing

+1 (713) 518-1126
hyunus1@w-advisory.com
W-Energy on Twitter

W Energy Advisory

International Energy Investment Services






Transaction Advisory



Deal Execution

Focused on Deal Execution


Pushing through to the finish line can be the hardest part. Many deals fall apart after 90% of the work has been completed. As a deal specialist, W Advisory provides the following services to close the deal:


Bridging communication issues

— Distilling information so that it is easy to understand

— Overcoming language barriers

— Managing communication across time zones

— Handling information flow among professional service providers


Getting through the finish line

— Overseeing all steps through Closing

— Maintaining focus and organization to minimize roadblocks

— Ensuring all tasks, no matter how small, are competed timely


Managing costs, workflow, timeline

— Due diligence (legal, financial)

— Financial modeling

— Transaction documents

— Technical review (engineering, geology)



Post-Closing



Post-closing project management

W Advisory will manage the transition from closing to day-to-day operations. Ensuring a smooth transition from the deal team to the operations team is critical.


Services for post-closing project management:


Communication with the operator/JV partner

— Acting as intermediary on day-to-day communication issues

— Creating monthly timelines for reporting

— Establishing method of communication, such as ftp site, mailing list, etc.

Financial reporting

— Comparison of pro forma financial statements to actual and reconciliation of differences

— Establishing procedures and controls to ensure a smooth financial audit

Accounting Processes

— Input of revenue statements

— Processing of joint interest billing (JIB) and AFE

— Establishing processes to manage monthly financial reporting

Reserve Report

— Maintaining well and production data to prepare reserve estimates

— Creating processes for a smooth reserve audit process

Registration of title/land files/well files

— Managing the transition from due diligence to creating/maintaining title files

— Designing a process to create well files

— Creating clean, organized files ensuring a smooth sales process



Buyside Advisory



Business development

W Advisory specializes in working with Asian investors/buyers seeking investments in North America.


Patience

— W Advisory understands that the decision process can be longer than North American companies are accustomed to

— W Advisory will endeavor to manage the time expectations of the Seller

Long-term Commitments

— W Advisory is committed to developing a long-term strategic relationship with its Clients

— W Advisory seeks Clients that echo its long-term commitment to excellence and integrity

Communication

— W Advisory takes pride in consistent communication

— W Advisory will help to educate its Clients to assist in a well-informed decision through buyside advisory


Market research

Help buyers with market evaluation. Design a strategy for a focused approach to finding the best investment.


Samples:

LNG Market study report

Oklahoma vs. Colorado tax comparison

Canada small operator review



Financial Advisory



CFO Outsourcing


Expertise not Expense

Having a plan is essential. Whether your need is project-specific or company-wide, W Advisory can provide financial guidance, strategy and support to meet your business goals.

Financial Leadership

— Interface for investors/bankers so that management can focus on making money

— Develop best-in-class financial operations

— Create turnkey procedures to facilitate growth and/or exit

Operational Support

— Develop procedures and processes for timely financial reporting

— Streamline reporting steps to reduce costs and chance of error

— Prepare documentation that is clear and concise

Capital Structure

— Reformulate capital structure to reduce high cost capital

— Managing investor reporting

— Monitor financial metrics for loan covenants/investor commitments

— Manage financial reporting



Tax Advisory



Minimize Tax with Structure

There are multiple ways to structure a transaction. The key is finding one that matches your business needs while minimizing tax liability. W Advisory understands that finding a tax structure to compliment your acquisition strategy is critical to any deal negotiation but having that structure in place prior to closing is optimal.


Before closing the deal:


Minimize transaction taxes

— minimize non-income based taxes such as share issuance duties, transfer duties, stamp tax, etc.

— avoid taxes that could immediately affect deal economics

Maximize deductions in high-tax jurisdictions

— push down debt to high-tax jurisdictions

— understand and manage thin capitalization rules

— review salaries, G&A and other expenses to maximize tax impact

Maximize tax basis

— Structure transactions to allow for set-up of tax basis

— Tax basis review and valuation

— Review transaction documents


Operating and the Exit:


Operations

— Transfer pricing, planning and documentation

— Minimize impact of withholding tax on repatriation of earnings

Exit

— Structuring to minimize multiple layers of taxation

— Reduce impact of local capital gains, tax on repatriation, and for smooth capital re-deployment

— Tax structure to avoid FIRPTA in US and Canada








Contact W Energy Advisory






Houston

Phone: +1 (713) 518-1126

Fax: +1 (281) 617-5819

Office address:

17385 Village Green, Suite C

Houston, Texas 77040 USA



Tokyo

Phone: +81 (0) 80 3356 8958

Office address:

Toranomon 3-18-6

Asahi Toranomon Mansion #705

Minato ku, Tokyo 105-0001




W-Advisory Home About Us Projects Services Publications Contact

Copyright© 2014-2017