Summit Energy Services Overview
In 2017, Summit Energy Research was spun out of our sister company, Summit Financial, founded in 2012 and is a subsidiary of Summit Companies.
Summit Energy Research is a firm entirely dedicated to servicing the Energy Sector. Our goal is to provide actionable intelligence to Royalty Owners, Upstream Firms, and Midstream Firms. We are just as comfortable striking valuations on public companies as we are managing a leasing campaign or planning an upstream development program.
Our team today is comprised of professionals with expertise in Geology, Engineering, Land, Finance & Accounting. Our collective experiences include both the investment world and corporate environments. We have direct expertise in regions such as the Williston Basin, Powder River Basin, DJ Basin, Uinta Basin, Permian Basin, Eagleford, and Marcellus. We are your one-stop resource for nearly everything energy. Our clients gain an edge by minimizing pitfalls, thus maximizing their investment dollars.
We operate a with simple month-to-month contract based upon discipline-specific hourly rates. Our fee structure is designed such that our clients gain access to seasoned professionals at the cost of a part-time employee. We are your organization’s alternative to instituting a high fixed-cost employee base.
•MS Finance, Suffolk University, MA
•BS Finance & Economics, UNH, NH
•Over 15 Years Professional Experience
•M&A Transactions Totaling Over $2.0B
•Investment Management Over $350B
Ben founded Summit Financial, a fractional Accounting & Financial Management consulting firm in 2012. Summit was created to help business owners wrap their heads around the financial management aspects of a growing organization. At the time, Summit Financial was a consulting firm solely devoted to assisting businesses resolve their financial management issues. Over time however, Summit expanded into Tax, Accounting and Business Valuation to provide a comprehensive solution for the client’s needs.
Ben’s professional experience began in 2004 after completing his undergraduate degree in Finance & Economics. He spent 3 years with State Street Bank in Boston, MA as a Business Development Analyst, ultimately leading a small staff of employees. In 2007, after completing his Master’s degree in Finance, he accepted a position as an Equity Analyst at MFS Investment Management. While at MFS Ben evaluated the future prospects of many publicly traded companies, presenting investment recommendations to Senior Management to allocate a portion of the firm’s $350 Billion in assets.
In an effort to attain work-life balance, he relocated to Colorado in 2010, accepting a role as an Equity Analyst at private hedge fund. For the following 2 years he continued to evaluate and present investment recommendations, assisting in the management of the firm’s assets. However, as time passed, he realized his true calling was in the development of businesses.
In late 2012, Ben shifted back toward the corporate world, accepting a role in Business Development with Newfield Exploration while simultaneously launching Summit Financial. As demand for Summit's services grew, it became apparent he had to make a choice as to what path to head down. So, in early 2015, Ben left the “corporate world” for Summit Financial, where his true calling lies. Over the years he expanded the business throughout the Rocky Mountain and Gulf Coast States and currently splits his time between Bozeman, Montana, and Park City, Utah.
•BS, Petroleum Engineering, Mines, CO
•Over 10 Years Professional Experience
•M&A Transactions Totaling Over $400MM
•Field Operations: DJ, Marcellus, Barnett
Executed Budgets >$900MM
Oil & Gas Firms
•Caza Drilling Inc
•El Paso Exploration & Production
•EnCana Oil & Gas
•Fidelity Exploration & Production
•Great Western Oil & Gas
•Kerr-Mcgee Oil & Gas
•Range Resources Corporation
Oil & Gas Basins
•Central Kansas Uplift
•Fort Worth Basin
•Green River Basin
•San Juan Basin
We are a team of professionals providing advisory services in the fields of Accounting, Tax and Financial Management. We were founded to help small business owners get their hands around the financial aspects of managing and planning a growing organization.
Do I need to be located in the Rockies region of the United States to work with Summit?
No! Much of our work is remote in nature. We have clients from Europe to the United States, from east coast to west coast. If we are required onsite, we will be there. However, since much of our work is remote, nearly everything can be completed from our offices in Utah and Colorado.
Can I Afford Summit Services?
YES! As a result of our low overhead, we are capable of offering your business extremely competitive pricing vs. the large consulting firms. Furthermore, our flexible fee structure based upon an hourly rate with no long-term contract allows you to use as much, or as little of our expertise to help guide your business to success. Contact us for a free Consultation to determine if our services are a proper fit for your business.
Can I Select Certain Services?
Not a problem, think of Our Services as a la carte! We will custom-fit our services to your business’s needs. In addition, we recognize that at times you may also require services Summit does not offer. To bring our clients the best service possible, we have partnered with trusted firms to offer these services, enabling us to help you find the assistance you need as we help guide your business to success.
Where Do I Begin?
It’s Easy! In our experience many clients aren’t sure how all of our services fit their organization. That is why we offer a free assessment, so let us schedule a Consultation to evaluate what your business’s needs.