No Ghost Stories: Tailoring Disclosures to the Energy Investment and Investor Base written by Hunter Hagan Published October 7, 2026 When an energy investment falls short of expectations, investors go back to the PPM to see exactly what they were told. If it says nothing about the specific problem behind the shortfall, some will allege… Read more »
Follow the Money (and the Candy): Getting Energy Economics Right in the PPM written by Miranda Caballero Published October 7, 2026 The first distribution goes out, and an investor calls, confused: the check is smaller than expected, and the sponsor’s promote appears to have kicked in earlier than the investor thought the waterfall allowed. Both… Read more »
No Tricks, Just Treats: Why Energy Investments Require a Tailored PPM written by Tyler Marks Published October 7, 2026 An investor wires $250,000 into what the pitch deck called a “producing asset fund.” A year later, the checks are smaller than expected, because half the fund’s capital actually went into undrilled acreage, a fact buried… Read more »
Investor-Ready: The Legal Foundation You Need Before Raising Capital written by Tyler Marks Published September 3, 2026 Raising capital is a milesont moment for any growing company, but before an investor writes a check, they want confidencte that the business is built on soild legal ground. The good news? Most of the groundwork is entirely… Read more »
Is Your Company Ready for Outside Investment? written by Hunter Hagan Published September 3, 2026 Most business owners will face a moment when outside capital becomes relevant. That moment might be five years away or five months. The capital might be for growth, succession, or a change of control. You may be chasing capital today,… Read more »
Before They Wire the Money: The Legal Issues That Make (or Break) an Investor’s Decision written by Miranda Caballero Published September 3, 2026 Launching a private fund is hard, and first impressions matter. Sophisticated investors do their homework, and a single legal or regulatory misstep can be enough to make them walk away. The good… Read more »
The Best Deals Aren’t Surprise-Free; They Are Surprise-Proof written by Tannon Symm Published August 6, 2026 Every transaction has problems. Title defects surface, contracts require consent, environmental concerns arise, financial assumptions change, and diligence uncovers risks that neither party anticipated. Experienced buyers understand this reality. What often determines whether a deal closes, however, is not… Read more »
The Hidden Deal Killers We See Over and Over Again written by Kaysha Spoon Published August 6, 2026 Most buyers conduct due diligence like a checklist: request the documents, confirm the financials, and verify title and that there are no major red flags. Check the box, move to closing. That approach is not unreasonable. A… Read more »
Your Transaction Started Before the LOI written by Miguel Otero Published August 6, 2026 As deal activity picks up following the summer months, buyers may be eager to identify targets, submit offers, and move quickly toward closing. That momentum can be valuable, but it can also create a costly misconception: that the transaction begins when… Read more »
Common Fund Formation Mistakes That Cost Sponsors Time (and Credibility) written by Taylor Huynh Published July 2, 2026 In a perfect world, fund formation simply involves a strong investment strategy, document preparation, capital raising, and closing. Sponsors, legal counsel, tax advisors, and other stakeholders each focus on their respective roles and work toward a smooth… Read more »
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