Energy

A Pro-Active, Long-Term Partner

ROTH’s Energy Team has over 20 years of industry experience and offers a full array of investment banking services ranging from capital formation to advisory/debt restructuring. We are a pro-active, value-added partner that builds solid long-term relationships based upon a deep understanding of our clients, their business objectives and goals.  Our experience spans multiple commodity cycles with transaction history across major producing basins in the U.S. and select international basins, both onshore and offshore.

Investment Banking

Sector Focus

  • Exploration & Production (“E&P”)
  • Liquified Natural Gas (“LNG”)
  • Oilfield Services (“OFS”)
  • Oilfield Technology (“OFT”)
  • Specialty Chemical
  • Water Management
  • Field Infrastructure / Construction
  • Mineral Management

Investment Banking Team

Alexander Montano

Managing Director, Head of Energy Investment Banking

Otilia "Tilin" Chen

Director, Investment Banking

Dustin Cabrera

Director, Investment Banking

Troy Niklas

Vice President, Investment Banking

Select Transactions

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$13,829,000

Evolution Petroleum Corp.

Follow-On

Sole Book-Running Manager August 2026

$20,000,000

Hollywood Trucks Technologies, Inc.

Debt Facility

Financial Advisor July 2026

$1,265,000,000

Magnolia Oil & Gas Corp.

Follow-On

Co-Manager JULY 2026

$69,000,000

Ring Energy, Inc.

Follow-On

Co-Manager May 2026

$8,800,000

U.S. Energy Corp.

Follow-On

Sole Book-Running Manager March 2026

$15,000,000

Battalion Oil Corporation

PIPE

Sole Agent March 2026

$201,250,000

Select Water Solutions, Inc

Follow-On

Co-Manager February 2026

$295,000,000

Sable Offshore Corp.

Follow-On

Co-Manager May 2025

Research

Research Team

Leo Mariani, CFA

Managing Director, Senior Research Analyst

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Nicholas Pope

Managing Director, Senior Research Analyst

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