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Professionals

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 29 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 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.

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.

Roy Piskadlo
Roy Piskadlo is 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.