About HMJ and Company

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What we do

HMJ and Company is an energy business advisory firm specializing in adding value to our clients across the energy industry, including upstream, midstream, downstream, power and gas, commodities and oilfield service.  Our goal is simple, create value for our clients. We are uniquely positioned to add this value as a result of the energy expertise of our founder James (Jay) Jacobs and our affiliated network of professionals.  Knowing who to hire when dealing with complex operational and financial challenges is often the greatest challenge.  We make this easy by having a single point of contact who can manage your project.  Depending on the engagement, HMJ and Company will either provide the expertise in-house or it will act as a project manager to ensure that you hire the right advisors, while overseeing the entire project to ensure for quality control.  HMJ and Company has built an extensive network of professionals who have been vetted and who offer expert advise at prices often half of what we see in the industry.  We understand that every dollar matters and by hiring HMJ and Company you will avoid the needless markup in services that we see from many of our counterparts.  Each engagement is unique and we pride ourselves in finding the right professionals who will provide tailored solutions to meet our clients' needs.      


Since we are not an audit firm, we are advocates of our clients and are not subject to the restrictions placed on other firms by regulatory bodies. We work collaboratively with you to create  comprehensive solutions to your operational and financial challenges.  We offer objective and credible advice that will always be in our clients best interest.

Who we are

HMJ and Company was founded by James (Jay) Jacobs, an experienced executive with extensive public and private company experience in the energy industry.  Mr. Jacobs brings ~20 years of domestic and international energy and corporate finance expertise having served as the CFO of two public companies, Yuma Energy, Inc. (NYSE American: YUMA) and Houston American Energy (NYSE American: HUSA), as a Senior Vice President of investment banking at Sanders Morris Harris, as well as the experience he gained in private equity and mezzanine finance while working at Duke Capital Partners.  Mr. Jacobs has acted as both a principal investor, advisor, banker and corporate executive which gives him unique insight in serving his clients.   


Mr. Jacobs brings a diverse skill set and a background of solving complex problems and working through tough situations to improve company performance. During his career, Mr. Jacobs has managed all aspects of running a company, including: operations, financial planning and budgeting, SEC reporting, accounting, audit, deal evaluation and due diligence, deal origination, contract negotiation, acquisition implementation, board communication, AIP and LTI program development, hedging, insurance, and corporate tax compliance.  In addition, he has been involved in the management and restructuring of distressed businesses, lead technical and operational initiatives and managed complex financial and accounting matters.   


In his career Mr. Jacobs has been involved in transactions totaling over $3.5 billion. His transaction experience includes M&A, equity financings (IPOs, PIPEs, Registered Directs, ATMs, Convertible Preferred and Private Placement transactions), reverse mergers, debt placement, sell-side (both as an advisor and principal), joint ventures, fairness opinions and valuation work.  


Mr. Jacobs formed HMJ and Company because he wanted to start a company that was guided by the principles of his grandfathers whose initials are in our name.  Both of Mr. Jacobs grandfathers served in WWII and their principles of integrity, fair dealings, work ethic and a commitment to community shape how we treat our clients.    

Services

In today’s ever-changing market, you often need experienced individuals on an interim or project basis.  We are a small firm by design, but our relationships with other industry professionals allows us to partner with others (as-needed) to bring the necessary resources to ensure the best outcome for our clients.  HMJ and Company provides financial consulting expertise in a variety of roles and functions to support organizations during times of transition, transaction and transformation. 


Below is a list of the type of services we provide: 


  • Outsourced CFO  
  • Restructuring  
    • Chief Restructuring Officer
    • Assist with Engaging Appropriate Professionals; Liaison with Attorneys and Investment Bankers
    • Re-negotiating Terms of Troubled Debt
    • Identifying New Sources of Capital
    • Organizational Design and Talent Management
    • Develop Strategy for G&A, Opex, and Capex Reduction
    • Exit Strategy 
  • Internal Reporting Including Lease Operating Statements, G&A Analysis, AFE versus Actual, Financial Statements, and Ad Hoc Reports
  • Transaction Execution Advice and Assistance
  • Working Capital Improvement
  • Integrated Due Diligence for Buy-Side and Sell-Side Engagements   
  • Develop Valuation Models
  • Develop Board Materials 
  • Develop Planning, Budgeting and Forecasting Models
  • Develop Annual, Quarterly and Monthly Financial Reports
  • Develop Employee Compensation and Incentive Plans  
  • Facilitate and Prepare Materials for Capital Providers and Banking Institutions
  • Develop Hedging Strategies  
  • Assist in Budget Preparation and Reconciliation to Actuals
  • Provide Expert Testimony in Energy Disputes
  • Provide Reserve Engineering Evaluations and Reports Commonly Required for Lending & Underwriting, Acquisitions and Divestitures 
  • Provide Engineering Diligence for A&D Processes   

Investment Banking / Capital Raising

HMJ and Company has partnered with Donovan Ventures http://dv-llc.com/ to provide debt and equity capital advisory to energy entrepreneurs.  For over 10 years, Donovan Ventures has raised capital totaling over $1 billion for its energy clients.  In addition, Donovan Ventures provides early-stage growth capital to energy companies seeking less than $5 million through its dedicated private equity fund, Energy Founders Fund, LP and its co-investors.  Depending on the engagement, HMJ and Company will partner with Donovan Ventures to help you raise capital.  

Contact Information

You can reach us at 281-772-5816 or at jjj@hmjcompany.com 

Our Address is located at:   

1700 West Loop South, Suite 450

Houston, Texas  77027