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Energy & resources
Portfolio optimization & modeling
Business Advisory

Development of a Financial Model Related to Certain Investment Funds of an Upstream Oil and Gas Investment Firm

Business Advisory
Energy & resources
Portfolio optimization & modeling
March 2023

TOP was  engaged by an oil and gas investment firm holding working and DrillCo  interests in the Gulf Coast basin of Texas to develop a multi-year financial  model. The financial model included cash-flow projections related to the  funds' existing assets and future investment opportunities, as well as a key  performance indicators (KPI) dashboard. The model outputs and dashboard were  utilized to assist the client with preparing quarterly fund  performance/outlook presentations for internal management and investors.

About us

Based in Houston, TX, Tall Oaks Partners provides valuation and financial advisory services to corporate management of public and private companies, investment and fund managers, and stakeholders in businesses of a variety of scale. The Tall Oaks Partners team has significant experience assisting clients with a multitude of valuation matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry and economic trends.

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For more information, please contact:

Development of a Financial Model Related to Certain Investment Funds of an Upstream Oil and Gas Investment Firm

Business Advisory
Energy & resources
Portfolio optimization & modeling
October 2026

TOP was  engaged by an oil and gas investment firm holding working and DrillCo  interests in the Gulf Coast basin of Texas to develop a multi-year financial  model. The financial model included cash-flow projections related to the  funds' existing assets and future investment opportunities, as well as a key  performance indicators (KPI) dashboard. The model outputs and dashboard were  utilized to assist the client with preparing quarterly fund  performance/outlook presentations for internal management and investors.

About Us

Based in Houston, TX, Tall Oaks Partners provides valuation and financial advisory services to corporate management of public and private companies, investment and fund managers, and stakeholders in businesses of a variety of scale. The Tall Oaks Partners team has significant experience assisting clients with a multitude of valuation matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry and economic trends.

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For more information, please contact:

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