(714) 644-9350
Mergers & Acquisitions 2018-12-12T03:21:28+00:00

The SoCal team has more than 120 years of collective experience in mergers and acquisitions in mid- and downstream oil, having worked on both sides of the table in senior management roles for global petrol companies, as well as entrepreneurs creating wealth for ourselves, our investors and our employees.

Our Key Advantage

We have developed a proprietary spreadsheet that encompasses all aspects of an M & A transaction, including private equity and financing. This spreadsheet gives each client a timeline with costs and the ability to follow every step of the process in real time, so they always have control of the project and costs.

We Handle All the Details

The SoCal team has been responsible for billions of dollars in M & A transactions for others, along with handling hundreds of millions of dollars of its own money in its own M & A transactions. We oversee everything from due diligence, retail acquisition, P/L, PSA and contracts to fuel agreements, franchise disclosure documents, PMPA and assessing business and retail site value. We have worked in every aspect of the gas, oil and refining industry, both nationwide and internationally.

We also help manage the granular details in purchasing and divesting of assets, and can not only assist in the closing, but in the day-to-day operations after the closing, such as audited financials. We can be the senior management team in daily operations, or we can teach the management team best practices and act more like an advisory board for the operational team. To learn more about what we can do for you, call us at (714) 644-9350.


We are here to help you.


(714) 644-9350