We specialize in financial advice to businesses engaged in all aspects of the energy industry, and industry specific advice to governments, banks and professional service firms. Principal services include financing plans, business valuations, financial modeling and analysis, strategic counseling, due diligence and expert testimony.
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Mr. Lupia combines an exceptional knowledge of finance with rigorous analysis and broad energy experience. He is an expert in financial policy and planning, a strategic thinker and creative problem solver, who moves easily between “details” and the “big picture”. He maintains collaborative relationships with experts in other disciplines to best serve the needs of his clients. Alliances
Prior to establishing the firm in 1992, Mr. Lupia was a senior banker in Lehman Brothers’ energy group and held a variety of international and domestic finance positions at Exxon Mobil Corporation. This rare combination of corporate finance, banking and industry experience is essential to providing outstanding services tailored to the demands of a complex industry.
Mr. Lupia earned an MBA in finance from Wharton and graduated Phi Beta
Kappa from Rutgers College with highest honors in economics. He has
authored several papers dealing with practical issues in corporate
finance. Articles | More About David Lupia