RedOaks Energy Advisors

What RedOaks Energy Advisors does

RedOaks Energy Advisors, LLC is a private advisory firm founded in 2018 and headquartered in Addison, Texas, that provides divestiture advisory services to lower middle market oil and gas companies in the United States. The firm is structured as an affiliate of TenOaks Energy Advisors, from which it draws a shared technical bench spanning reservoir engineering, geology, and energy finance; securities transactions are executed through TenOaks. Its single-service offering covers the sale of operated properties, non-operated working interests, and mineral/royalty holdings across U.S. basins including the Permian (Delaware/Mid-), East Texas, Mid-Con, Haynesville, Eagle Ford, DJ Basin, and Powder River Basin.

The core product is a sell-side divestiture process built on technically driven sale materials, tailored marketing strategies, sealed-bid offerings, and a user-friendly online data room supported by an extensive contact database for broad buyer distribution. The team is approximately ten professionals, led by Partner David Carter (former SVP, Energy Finance at LegacyTexas Bank), with Director Will McDonald, Director-Engineering Tara Sharma, VP-Geology Adam Shear, VP-Engineering Zach Friesenhahn, Reservoir Engineer Jeremiah Sheppard, Senior Associates Heather Agnew and Austin Cain, and analysts Caden Carlson and Eli Garcia. At the time of data capture, the firm had at least nine concurrently active mandates, including engagements for ETX Energy, Kelly E&P, Tailwater E&P, Astra Energy Holdings, Ellipsis Oil & Gas, Cardinal, Wing Resources, and several private mineral/royalty sellers.

The business model is professional services / success-fee advisory, with no publicly disclosed pricing and a relationship-based, sales-led go-to-market targeting a historically underserved segment of the upstream A&D market. Marketing channels are primarily professional-network referrals, the firm website, and industry-event participation (e.g., YPE Dallas). The firm holds no patents, has no disclosed AI/ML capabilities, and has not raised institutional funding; growth to date has been financed organically through advisory fees.

Name

RedOaks Energy Advisors

Legal name

RedOaks Energy Advisors, LLC

Website

https://redoaksenergyadvisors.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

RedOaks Energy Advisors is a private Addison, Texas-based advisory firm founded in 2018 that provides sell-side divestiture advisory for lower middle market U.S. oil and gas companies, covering operated, non-operated, and mineral/royalty assets across major U.S. basins.

Ownership category

akta.pro rank

Product category

Energy M&A and Divestiture Advisory Services

NAICS

Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

Keywords

• Oil and gas divestiture advisory
• Upstream asset sales
• Mineral and royalty brokerage
• M&A advisory services
• Energy transaction advisory

Headquarters

HQ city

Addison

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Divestiture Advisory Services: Advisory fees for facilitating oil and gas property divestitures including operated assets, non-operated assets, and mineral/royalty interests. Services include marketing strategy, data room management, negotiations, and process guidance through closing.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

RedOaks Energy Advisors is an advisory firm that provides divestiture advisory services to the lower middle market oil and gas space. The firm facilitates the sale of operated properties, non-operated assets, and mineral/royalty interests across U.S. basins, delivering marketing strategy, data room management, negotiations, and process guidance through closing. Each mandate is supported by technically-driven sale materials, comprehensive online data rooms, sealed-bid offerings, and broad distribution to qualified buyers via an extensive contact database.

Product overview

RedOaks Energy Advisors operates as a single-service advisory firm specializing in asset divestiture services for the lower middle market oil and gas space. The company offers a unified service offering centered on Oil and Gas Property Divestiture Services, which encompasses the sale of operated assets, non-operated assets, and mineral/royalty interests across various U.S. basins. Each current engagement represents a specific mandate where RedOaks is exclusively engaged to facilitate the sale of a client's properties, with detailed sale materials, tailored marketing strategies, and technical data room presentations.

Differentiator

Problem solved

Functional benefit

Products and services

• Oil and Gas Property Divestiture Services End-to-end divestiture advisory services for oil and gas asset owners, covering the sale of operated properties, non-operated working interests, and mineral/royalty holdings across U.S. basins. Includes tailored marketing strategy, technically-driven sale materials, comprehensive online data room management, sealed-bid offerings, broad distribution to qualified buyers, and negotiation facilitation through closing. Targeted at lower middle market E&P operators and private mineral/royalty owners.

Named customers9 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• TenOaks Energy AdvisorscoreStrategic or Co-development Partner · 1 January 2018TenOaks Energy Advisors is an affiliate of RedOaks Energy Advisors, founded by the same team. RedOaks leverages the deep technical bench of its affiliate TenOaks Energy Advisors to ensure that each mandate receives unprecedented level of service. TenOaks provides technical expertise including reservoir engineering and geology capabilities that support RedOaks' divestiture advisory services.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Detring Energy Advisors: Boutique upstream oil and gas M&A advisory firm providing divestiture and acquisition services to private and public operators. Competes with RedOaks on Texas and Gulf Coast basin mandates with a similar boutique, technical positioning.
• Accretive Energy Advisors: Specialized oil and gas M&A advisory focused on upstream divestitures for lower-middle-market producers. Direct competitor for sale-of-business mandates and asset packages of similar size to RedOaks' typical engagement.
• Pickering Energy Partners: Houston-based advisory firm focused on upstream oil and gas M&A and A&D services for lower-middle-market and middle-market clients. Direct head-to-head on divestiture mandates with similar asset coverage (operated, non-op, mineral/royalty) across U.S. basins.
• TenOaks Energy Advisors: Founding-team affiliate that handles the securities side of RedOaks' divestiture mandates. Both firms share the same leadership and target upstream oil and gas sellers, making TenOaks the closest direct comparable despite the affiliate structure.

Broad incumbents

• Jefferies Energy Investment Banking: Large investment bank with one of the most active U.S. oil and gas A&D franchises. Competes with RedOaks on mandates that fall between pure lower-middle-market and middle-market deal sizes, and increasingly pressures boutique advisors on larger packages.
• Citi Energy Investment Banking: Global investment bank with a deep upstream oil and gas M&A franchise. Sets the competitive benchmark for process rigor and buyer reach on mandates large enough to attract bulge-bracket interest.
• Tudor, Pickering, Holt & Co. (now part of Perella Weinberg): Historically a leading specialist advisor to energy companies across M&A, capital raising, and research. Represents an upper-tier competitor for divestiture mandates, particularly in upstream E&P, though now operating within a broader diversified platform.
• BMO Capital Markets Energy Group: Major bulge-bracket bank with a long-standing oil and gas A&D practice covering upstream divestitures. Serves as the incumbent competitive alternative when RedOaks pursues larger mandates with cross-border or public-company sellers.

Emerging players

• EnergyNet: Online marketplace and auction platform for buying and selling oil and gas properties, including operated, non-operated, and mineral/royalty interests. Adjacent to RedOaks' sealed-bid offering model; competes at the smaller end of the divestiture spectrum with a tech-enabled rather than advisor-led approach.

Others

• Enverus (formerly DrillingInfo): Energy data, analytics, and advisory platform serving upstream operators, mineral buyers, and A&D professionals. Indirectly comparable because it provides the research, valuation, and buyer-matching data layer that underpins divestiture processes - including those facilitated by RedOaks.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/redoaksenergadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RedOaks Energy Advisors