Morris Energy professionals have well established, longstanding industry relationships which help facilitate the successful execution of strategic and financial transactions.
George C. Morris III
George Morris currently manages Morris Energy, a strategic and financial advisory firm focused on mergers, acquisitions and financings in the energy industry. During most of his 36 year career on Wall Street, he has specialized in the midstream and downstream sectors of the energy industry. He also developed significant sector experience in the oilfield and downstream services & equipment sectors. This specialization has given him an in-depth understanding of the unique economic and competitive dynamics of these elements of the energy value chain. Before starting his own firm, he was a senior banker in Merrill Lynch & Co.’s Global Energy & Power Group having rejoined the firm with its acquisition of Petrie Parkman & Co. Prior to joining Petrie Parkman, Mr. Morris was a partner at Simmons & Company International. Mr. Morris began his career at The First Boston Corporation in 1982 as a generalist in the firm’s Corporate Finance Department and later a specialist in its highly recognized Merger Group. During his eleven years at First Boston, he helped build the premier Energy Group of its time on Wall Street. Mr. Morris has led large project teams in the privatizations of Petrogal, Portugal’s national oil company, and Petro-Canada, Canada’s national oil company as well as high profile takeover defense assignments for Phillips Petroleum, Texas Eastern, CNG, Transco Energy, Texaco and several others. Critical to the midstream energy business, he has advised on the formations, restructurings, mergers, acquisitions, and liquidations of numerous Master Limited Partnerships including TEPPCO, Plains AllAmerican, Calumet Specialty Products, Pacific Energy, Pride Companies, Hiland and Huntway Refining. He has also managed numerous financial and strategic advisory assignments and capital financings for clients such as Conoco, Exxon, Phillips Petroleum, Dow Chemical, Dynegy, Enron, Petro-Canada, Transco Energy, Williams Companies, Consolidated Natural Gas, Pacific Enterprises, Kinder Morgan, Texaco, Shell, Mobil, Tenneco, Valero, Tesoro, Cameron, CSX, Entergy, Holly, Panhandle Eastern, Texas Eastern, Petrolane, SEMPRA, SOHIO, Sun, BFI, SCI, Southdown, NATCO, Copano, Tejas Gas, TransMontaigne, and many other large and small public and private companies and partnerships. Mr. Morris has also previously served on the Boards of several publicly traded companies and partnerships, typically as a Financial Expert under SEC and NYSE Rules, including Arch Coal Inc., Energy XXI Gulf Coast, Inc., and Calumet Specialty Products Partners, LP. He is also a member of the National Association of Corporate Directors (NACD). Mr. Morris graduated from the University of Texas where he received a BBA in 1977 and a MBA in 1979. He also earned a Doctorate in Jurisprudence from Southern Methodist University in 1982 and is a member or past member of the State Bar of Texas, the National Petrochemical & Refiners Association and the Gas Processors Association.
Jerry J. Langon
Jerry J. Langdon served in various senior executive positions with Energy Transfer Partners, Reliant Energy and El Paso Energy. In each of those capacities Mr. Langdon led teams to resolve more than $3.5B in potential market manipulation claims by various state agencies in California and with the Commodities Exchange Commission and the Federal Energy Regulatory Commission. In each case, Mr. Langdon oversaw sweeping governance changes in each company to ensure future regulatory compliance. Mr. Langdon was appointed by Presidents Ronald Reagan and George H.W. Bush to serve two terms as Commissioner to the Federal Energy Regulatory Commission (FERC). He co-authored the Joint FERC/DOE Natural Gas Deliverability Task Force Report at the direction of Energy Secretary James Watkins and FERC Chairman, Martin L. Allday. He was the Chairman of the National Petroleum Counsel’s 2002 Natural Gas Study entitled Balancing Natural Gas Policy – Fueling the Demands of a Growing Economy and presented same to Energy Secretary Abraham in September 2002. He testified by invitation before the Railroad Commission of Texas’ State of the Industry Conference and was a panelist at the Texas Railroad Commission’s First Annual Natural Gas Forum in Houston, TX. Mr. Langdon has testified before the United States Senate Committee on Energy and Natural Resources, the United States House of Representatives Committee on Energy and Commerce, the National Energy Board of Canada and various state Public Utility Commissions. He is also a board member of the North American Energy Standards Board, The Galveston Bay Foundation and Abraxas Petroleum. Beginning his career in 1975, Mr. Langdon has built and owned five successful businesses with annual sales of more $300M. He has more than 40 years of business experience in the energy industry.
Dimple Kaur, a multilingual US citizen, has been involved in oil & gas mergers and acquisitions and debt and equity finance deals amounting to approximately US$30 billion. Her experience includes, among others, experience at Morgan Stanley’s Global Natural Resources Group in Houston, TX and UBS investment bank in its U.S. headquarters on Park Avenue, New York City, where she was with the Financial Institutions Group. Ms. Kaur also worked formerly at a Fortune 500 global manufacturing company as liaison manager for Latin America and Asia Pacific and at a major international insurance provider as management consultant. An Ivy-League trained MBA and former senatorial intern with current Secretary of State Hillary Clinton, Ms. Kaur has over 15 years of experience in corporate finance, information technology, project management, marketing, distribution and operations as well as living and travel experience in several countries. Ms. Kaur is a Series 7 certified corporate finance professional conducting domestic and international financial due diligence, analysis, valuation, M&A, project development, private equity and investment banking activities. Ms. Kaur has a Bachelor of Business Administration (BBA) degree in Management Information Systems from the University of Wisconsin. She also holds a Masters of Business Administration (MBA) from Columbia University, New York. At Columbia, Ms. Kaur was a Dr. Mark H. Willes scholar, a Chazen Society fellow and co-chair of The Sanford C. Bernstein & Co. Student Leadership and Ethics Board—an institution that promotes ethical and principled leadership among business professionals.
Mr. Bohls was a 3rd year analyst in the Energy Group at Cowen & Company prior to joining Morris Energy Advisors. While at Cowen & Company, Mr. Bohls worked on Capital Markets and M&A transactions involved in numerous segments of the energy industry including Frac Sand, E&P, and Oilfield Services. Prior to joining Cowen & Company, Mr. Bohls was a summer intern at Morris Energy Advisors in 2012. He graduated from Texas Tech University with a B.A. in Political Science and Economics.
Roy Piskadlo is the co-founder and managing partner of Pareto Commodities, LLC, a boutique commodities advisory firm. He has been a leader in the field of structured finance and principal activity on Wall Street for 17 years, pioneering the field of taking risk in transactions that focus on credit, commodity, tax, accounting and regulatory variables across corporations in the energy, power, natural resource, base metal, pharmaceutical and technologies sectors. Mr. Piskadlo is an expert at quantifying and transforming risk in the commodity and non-commodity derivative risk markets, the insurance markets and debt & equity capital markets. Since 1999, his primary focus has been the energy, power and metals industries. Roy has managed transactions in the public and private debt and equity capital markets, placed risks in the insurance markets as well as in the debt, equity and commodity derivative markets. At Merrill Lynch, he originated, was the lead structurer and senior negotiator of Merrill Lynch’s acquisition of Entergy-Koch trading (rebranded as Merrill Lynch Commodities, Inc.). MLCI is widely considered to be one of Merrill Lynch’s most successful acquisitions. He was tasked with integrating the trading operation into the structuring efforts of the investment bank as Head of the Commodities Corporate Finance team. In this role Mr. Piskadlo originated, structured and executed a number of Merrill Lynch’s and MLCI’s most profitable principal transactions. Prior to Merrill Lynch, Mr. Piskadlo worked for CSFB, DLJ, Sosin & Co and AIG-FP. Roy holds a BS in Physics and a Master in Finance from the University of Utah. Roy is also currently affiliated with Pareto Commodities LLC, an internationally focused commodities transactions consulting firm.
Dr. Richard Jefferis
Dick Jefferis is co-founder and managing partner of Pareto Commodities, LLC, a boutique commodities advisory firm. He has been involved in commodity trading since 1994, when he joined Koch Industries in Wichita, KS. During his career at Koch, Entergy-Koch Trading and Merrill Lynch Commodities, Inc. (MLCI), Dick designed, structured and executed transactions involving petroleum, refined products, chemicals, natural gas, power, minerals, metals, grains, fertilizer and weather. This activity included commodity market trades, structured transactions and principal investments. Dick is also currently affiliated with Pareto Commodities LLC, an internationally focused commodities transactions consulting firm.
Dick is a Phi Beta Kappa graduate of Kenyon College, and holds a Ph.D. in Economics and Engineering-Economic Systems from Stanford University. He is the coauthor of The Econometrics of Corporate Governance Studies, which was published by the MIT Press in 2002, and is the author of numerous academic articles in the areas of statistics and finance. He is a former Professor of Finance at the University of Colorado at Boulder. In 2000, Dick was named as one of the 100 most important figures in gas and power in the twentieth century in recognition for his work on weather derivatives.