Data Models

September 25, 2026

UGI (N/R) & KKR (N/R)… Or Whoever: We Put a Ring (Fence) on It; Next Week Might be Interesting

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September 25, 2026

By Popular Demand: Illustrative EPD (N/R) Take-Private Analysis… This Would be a Big One

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September 25, 2026

Deep Dive: IG on the Street, ‘Freaks’ in the Balance Sheets

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September 25, 2026

Aboot That Premium, Eh? Tamarack’s (TVE.CN) Bid for Headwater (HWX.CN)…

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September 25, 2026

ENB (N/R): Signed, Sealed, Delivered By Pony Express. 10-11x… Cheap, Rich, or Neither?

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September 25, 2026

Kinetik Holdings (KNTK; N/R): Framing a Potential Buyer Universe and a Hypothetical LBO For Good Measure (Full Models Available)

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September 25, 2026

KNTK (N/R) M&A Chatter Follow-Up: Fine, We Added a Few More Buyers (and Backed Into Sponsor Returns, for Fun)

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September 25, 2026

Tallgrass Energy (Private): What Comes Next – Strategic Options for the Gas-Pure ‘RemainCo’ Under Blackstone Ownership (Full Note)

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September 25, 2026

GFL (N/R): Not a Seller at 70?! The Math Behind the Privatization Premium (Or Lack Thereof)

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September 25, 2026

So Who is Going to Buy HighPeak Energy (HPK; N/R)?

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September 25, 2026

NFG (N/R): Spin & Stub Dynamics Are Extremely Interesting for an Undercovered Stock…

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September 25, 2026

KMI (N/R): The Natural Gas Re-Rating Is Coming. Will KMI Capture It?

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September 25, 2026

Saudi Aramco (N/R): First Look at a Potential GasCo Listing…

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September 24, 2026

DVN (N/R): Who Can Buy It Without Creating a Second Portfolio Problem?

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