Clients: Capital Sources
COSCO typically works with professionally managed investors who have a history of investment, or who have already determined to invest, in the energy business and who seek advice and support in refining or executing their energy investment strategies. COSCO also assists capital source clients to manage existing energy investments, including acting as interim members of the board or executive management, as well as reorganizing or divesting portfolio holdings through the primary or secondary markets. Capital Source Clients, however, have included sophisticated, high-net-worth individuals, family offices, foundations, trusts, money management firms, including hedge funds and funds-of-funds, pension or endowment fund managers, and corporate and financial investors, including banks and insurance companies.
Capital Sources that have engaged COSCO or with which COSCO has worked closely as the Counterparty to successful Financings are set out below.
Capital Sources (Buy Side)
(1996 – 2008)
Client or Investment Counterparty |
Cities |
Period | Primary Service Provided |
|
AEGON USA Realty Advisors |
(Cedar Rapids IA) |
2003 |
Investment Advisory |
| AIG Financial Products Corp | (Wilton CT) | 2005 | Investment Counterparty |
| Alder Wood Partners, L.P. | (Plano TX) | 2005 | Investment Counterparty |
|
Aquila Energy |
(Houston TX) |
2000 |
Investment Counterparty |
|
ARC Financial |
(Calgary AB) |
1999 |
Investment Counterparty |
|
Associated Energy Managers |
(Longmeadow MA) |
2000 |
Fund Financing |
Beacon Group, The |
(New York NY) |
1997 |
Investment Counterparty |
BlackRock, Inc. |
(Boston MA) |
2006 |
Investment Counterparty |
Cambrian Capital Corp. |
(Houston TX) |
1997 |
Investment Counterparty |
|
Camcor Capital |
(Calgary AB) |
2000, 2003 |
Investment Counterparty |
Carl H. Pforzheimer & Co. |
(New York NY) |
1997 |
Investment Counterparty |
CDC Capital Partners |
(Bolivia) |
2001 |
Strategic Advisory |
Centennial Energy Partners, L.P. |
(New York NY) |
1997 |
Investment Counterparty |
Chase Capital Partners |
(New York NY) |
1996 |
Investment Counterparty |
| Citigroup Investments | (New York NY) | 2005, 2006 | Investment Counterparty |
|
CMP Fund Corporation |
(Calgary AB) |
2003 |
Secondary Sale |
|
Crown Capital Partners Inc. |
(Regina SK) |
2002 |
Investment Counterparty |
|
DB Advisors, LLC |
(New York NY) |
2003 |
Strategic Inv’t Consultation |
|
Diverse Group |
(Houston TX) |
2003 |
Strategic Advisory |
|
EFG Hermes |
(Egypt) |
2001 |
Strategic Advisory |
|
Emerging Markets Partnership |
(Washington DC) |
2000, 2001, 2006 |
Inv’t Due Diligence/Executive; Inv’t Advice |
|
EnCap Investments |
(Houston TX) |
2007 |
Investment Counterparty |
Energy Trust LLC |
(New York NY) |
2006 |
Investment Counterparty |
Energy Trust Partners |
(Houston TX & |
2004 |
Investment Counterparty |
| Enerplus Resources Fund | (Calgary AB) | 2005 | M&A Counterparty |
|
Enron Capital & Trade |
(Houston TX) |
1995 |
Investment Counterparty |
| Fourth Street Capital Ltd | (Calgary AB) | 2005 | Investment Counterparty |
| Franklin Enterprises | (Chicago IL) | 2000 | Inv’t Review, Strategic Advice |
|
Gemini Oil & Gas Ltd. |
(London) |
2001, 2002 |
Fund Financing |
|
Gerson Lehrman Group |
(New York NY) |
2003 |
Expert Consultation |
Goldman Sachs Capital Partners |
(New York NY) |
1997 |
Investment Counterparty |
Goldman Sachs E&P Capital |
(New York NY) |
2004 |
Investment Counterparty |
| Greenhill Capital Partners, LLC | (New York NY) | 2005, 2006 | Investment Counterparty |
| Guggenheim Partners | (Houston TX) | 2007 | Investment Counterparty |
| Hesperian Capital Management | (Calgary AB) | 2005 | Investment Counterparty |
| Huff Alternative Fund, L.P., The | (Morristown NJ) | 2005, 2006 | Investment Counterparty |
Ingalls & Snyder |
(New York NY) |
1997 |
Investment Counterparty |
|
JOG Capital |
(Calgary AB) |
2004, 2006 |
Fund Financing |
|
Kaiser-Francis Oil Company |
(Tulsa OK) |
2002, 2003 |
Investment Counterparty |
|
Kayne Anderson Capital Advisors LP |
(Houston TX) |
2003 |
Investment Counterparty |
KGL Investment Company |
(Kuwait City) |
2007 |
Buy Side Advisory |
Lefrak Organization |
(New York NY) |
2007 |
Investment Counterparty |
Lime Rock Partners LP |
(Westport CT) |
1999, 2003 |
Strategic Advice, Fund Financing |
|
Maple Leaf Energy Group LLC |
(Calgary AB) |
1999 - 2002 |
Managing Member |
|
Morgan Stanley Private Equity |
(New York NY) |
1996, |
Inv’t Due Dil/Strategic Advice/Execution |
|
Nassau Capital L.L.C. |
(Princeton NJ) |
1998 |
Inv’t Due Diligence, Strategic Advisory |
|
Natural Gas Partners |
(Dallas TX) |
1999, 2003, 2005 |
Investment Counterparty |
|
Odyssey Partners, L.P. |
(New York NY) |
1992 - 1997 |
Inv’t Adv, Divest, Due Dil, Admin |
|
Peipers and Company, Inc. |
(New York NY) |
1996 - 1997 |
Inv’t Due Diligence, Asset Farm-out |
| Promethean Asset Mgmt, L.L.C. | (New York NY) | 2005 | Investment Due Diligence and Advice |
|
Quantum Energy Partners |
(Houston TX) |
1999, 2003, 2005, 2006 |
Investment Counterparty |
|
Quellos Private Cap Mkts, L.P. |
(New York NY & Seattle WA) |
2004 |
Investment Counterparty |
|
Quest Capital Corp |
(Vancouver BC) |
2004, 2005 |
Investment Counterparty |
Ramius Capital Group, LLC |
(New York NY) |
2007 |
Investment Counterparty |
|
Sandefer Capital Partners |
(Austin TX) |
2003 |
Investment Counterparty |
|
Sayer Securities Limited |
(Calgary AB) |
1996 |
Fund Financing |
|
SG Capital Partners LLC |
(New York NY) |
1998 |
Investment Due Diligence |
|
Shell Capital Inc. |
(Houston TX) |
2000 |
Investment Counterparty |
|
Stratum Group LP |
(New York NY) |
1997 - 1998 |
Strategic Advisory, Canadian Intro |
|
Stephens Inc. |
(Little Rock AR) |
2004 |
Investment Counterparty |
TCW Asset Management Co. |
(Houston TX) |
2006 |
Investment Counterparty |
| Toscana Capital Corporation | (Calgary AB) | 2005, 2006 | Investment Counterparty |
|
Warburg, Pincus & Co., Inc. |
(New York NY) |
1999, 2001 |
Portfolio Co. Divest., Strategic Advisory |
|
Wellington Management Co. LLP |
(Boston MA) |
2004, 2005 |
Investment Counterparty |
|
Windrock Asset Mgmt LLC |
(Houston TX) |
2000 - 2001 |
Fund of Funds Financing |
|
Yorktown Partners LLC |
(New York NY) |
2004 |
Investment Counterparty |
|
66 Buy Side Clients/Counterparties |
|||
