J.D. McCormick Financial Advice Assignments

McCormick Financial provides strategic and financial advice to companies in a host of industries including, oil and gas, transportation and specialty chemicals.

The nature of the assignments vary from assisting in negotiating the terms of financings, through negotiating joint venture agreements, to assisting in the planning of mergers and acquisitions. The term of these assignments may range from a matter of a few days to as long as a year.

While our advice assignments are highly confidential, we are grateful to those clients who have permitted us to include their names in the partial list of our work set out below.

Retained to provide a Calgary based energy producer with advice with respect to the financial arrangements related to the acquisition of a group of exploration permits	April - June 2006
Retained to provide a financial boutique with models which address the of implications of business combinations	January 2006
Retained to provide a Calgary based gas producer with advice with respect to possible changes in the various incentive arrangements	January - February 2004
During 2000 and 2001, McCormick Financial was retained by more than 10 oil and gas producers to assist in merger and acquisition assignments. These assignments ranged from the planning of a hostile bid, through assisting in the pricing of negotiated transactions, to the negotiation of a "white knight" role.	2000-2001
Retained to assist a Calgary transportation company in setting the terms of an accounts receivable securitization.	Summer 2001
Assisted Interaction Resources Ltd. in considering a range of strategic and financial opportunities.	Spring 2000
Advised Sunoma Energy Corp. on its attempted recapitalization, the disposition of a significant portion of its producing properties and opportunities for refinancing over $400 million in acquisition debt.	Fall 1998 to Fall 1999
Assisted Deer Creek Energy Limited in the negotiating of a capital infusion with an existing minority shareholder.	Summer 1999
Assisted Petrohawk Energy Ltd. in negotiation of the share exchange ratio as part of its acquisition by another energy company.	Summer 1999
Assisted a Calgary based energy company in the disposition of a substantial portion of its assets.	Winter 1998
Assisted a Calgary based transportation equipment company in the acquisition of a communications technology.	Fall 1997
Assisted Bovar Inc. to obtain approximately $14 million of equity on the most cost effective terms after reviewing the alternatives of a bought deal, long form underwritten transaction or rights issue.	Summer 1997
Assisted the shareholders of an oil field supplies manufacturing company in its disposition.	Spring 1994
Developed the strategic plan and assisted Bovar Inc. in renegotiation of its joint venture arrangement with the Alberta Special Waste Management Corporation.	Spring 1992 to Spring 1993
Evaluated and assessed the impact of historical changes in natural gas purchase and sale contracts within North America for Alberta & Southern Gas Co. Ltd.	Spring 1993
Strategic planning assignments assessing how the Companies Creditors Arrangements Act may protect stakeholder interests in a Canadian energy company.	Various dates