Tailwater Capital LLC

Douglas Prieto, CEO of Tailwater E&P, was recently featured in Crain Currency, shedding light on the evolving role of family office capital in U.S. oil and gas investments. In the article,?Doug?discusses how family offices are bridging the capital gap left by traditional private equity’s retreat from the space. He also highlights how Tailwater is strategically partnering with these forward-thinking investors, leveraging our disciplined investment approach to unlock opportunities that deliver both strong returns and lasting impact. Read more about this important shift and Tailwater’s leadership in the space:?https://bit.ly/4hKvl5S?

Tailwater Partner Joel Fry was recently featured in Mergers and Acquisitions - themiddlemarket.com, discussing emerging opportunities in water management within the midstream sector. As demand for sustainable midstream solutions rises, Tailwater is proud to partner with innovative portfolio companies like Goodnight Midstream and Renovo Resources LLC to address critical infrastructure needs in produced water management and reuse. In the article, Joel highlights Tailwater’s perspective on the shifting market landscape and the strategic importance of investments that drive efficiency and long-term value in water management. Find the full article here: https://bit.ly/3UDJ0BH?

We’re thrilled to introduce our new LinkedIn newsletter, the Tailwater Monthly Recap! Each month, we’ll share a concise recap of our latest updates, insights, and highlights from across the energy and environmental infrastructure sectors. This newsletter is designed to keep our network informed and connected, delivering valuable content directly to your inbox. Read the first edition below and subscribe to stay up-to-date with Tailwater’s latest news and industry perspectives.

Tailwater Partner Joel Fry is heading to SuperReturn Energy 2024 in New York next week, where he’ll join a panel to discuss The Future of Energy Investing. This session will explore critical questions around oil and gas demand, clean energy growth, and potential future scenarios. Joel will share insights on ensuring continued investment for stable energy supplies, the evolving pace of the energy landscape, and how pairing traditional with alternative energy sources can drive stronger investment outcomes. It promises to be a forward-thinking conversation on industry-defining topics! #SREnergy

Blue Tide Environmental, a Tailwater portfolio company, today announced the appointment of Terence J. McHugh as Chief Executive Officer. McHugh brings more than 25 years of executive leadership and expertise in the energy and chemical sectors to the company, and has a proven track record in business development, global operations, and process technology innovation. Read more in today’s press release: https://bit.ly/4hyeZgD

McKinsey & Company recently published its Global Energy Perspective 2024, projecting significant growth in global energy demand by 2050.? ? One of the key takeaways is the anticipated doubling of natural gas-fired power generation from 1.5 TW to 3.0 TW. As this energy source remains price-competitive and critical to electricity generation, its role in meeting rising demand will continue to expand. ? While natural gas plays a vital role in this growth, bottlenecks in supply chains and infrastructure development remain key challenges in the energy sector. ? At Tailwater, we’re well-positioned to capitalize on these trends through our expertise in bottleneck identification and experience in developing American natural gas to provide affordable, reliable, and secure energy. #TailwaterInsights

It was a pleasure connecting with students from the Kay Bailey Hutchison Energy Center during their Energy-Finance Trek in Dallas last week. During the event, Tailwater Partner Joel Fry shared insights from our industry research that guide Tailwater’s approach to investment. We appreciate the opportunity to discuss key dynamics shaping the future of energy with the next generation of industry leaders.

Tailwater Principal John Spradling is excited to engage with students from the Harvard Association for Law & Business?at the Energy Transition & the Rise of AI event tomorrow, hosted by Vinson & Elkins. Alongside Lande Spottswood and Crosby Scofield, John will discuss how the rapid expansion of AI datacenters is transforming electricity demand, the growing need for dependable, large-scale energy sources, and the market’s evolving strategies to manage this shift. The speakers will also dive into how the energy sector is responding to ensure a stable and efficient supply amid increasing demand. John is excited to share his perspective on how technology, infrastructure, and policy are coming together to tackle the challenges and seize the opportunities brought about by AI’s rise.

Tailwater recently held its 2024 Annual Partner Meeting at the Hotel Drover, Autograph Collection in Fort Worth, Texas. Thank you to everyone who joined us for the two-day event, which included a keynote presentation from Peter Zeihan and updates from the Tailwater team regarding the state of the firm, macro trends, key strategies shaping our investment outlook, and more. This year’s meeting followed a month of exciting developments, with Tailwater announcing more than $1.3 billion in recent transaction activity. These milestones reflect the continued momentum across our portfolio as we seize new opportunities in the evolving energy and infrastructure markets.

Tailwater Principal John Spradling was recently featured in the Fall 2024 edition of NAPE Expo LP's NAPE Magazine. In his article, "Searching for Uneven Playing Fields," John explores how macroeconomic forces, excessive competition, and inflated asset values are shaping today’s investment strategies. He also shares insights on finding opportunities where competitive dynamics work in your favor — whether through innovation, overlooked sectors, or navigating structural barriers. Read the full article here:?https://bit.ly/3YKT8vf?