Investment management organizations are stepping up their commitment to the role ESG plays in long-term value creation, but what are the broader implications for the energy industry? Investment management organizations like Canada Pension Plan Investment Board (“CPP Investments”), which recently announced its updated “Policy on Sustainable Investing”, are actively stepping…
Josh Sherman is the Partner in charge of the Complex Financial Reporting group of Opportune LLP, including oversight of the firm’s Denver and Tulsa offices. Josh has 20 years of experience in providing clients across the energy spectrum with technical research, capital marketsandSEC reporting assistance. Josh and his team of over 30 professionals have led all financial statement and disclosure aspects of the IPO process for over two dozen clients within the E&P, midstream, oilfield service and power sectors. In addition, he assists over 100 clients annually with researching, concluding and reporting for the most complex transactions affecting their businesses. Prior to joining Opportune, Josh worked in the audit and global energy markets department with Deloitte & Touche, where he managed the audits of regulated gas and electric utilities, independent power producers, and energy trading entities.
Josh previously served on the board of directors as Audit Committee Chairman of JP Energy GP II LLC (MLP), Trans Energy, Inc and Voyager Oil & Gas (Emerald Oil). Specifically, as the Lead Independent Director of Trans Energy, Josh initiated and led the company’s successful restructuring and ultimate sale to EQT – a transaction recognized by the M&A Advisor as a winner for the 2017 M&A Deal of the Year ($100MM-$200MM).
Outside of Opportune, Josh has been involved inseveral communityand school activities, including as a past Board Member and Audit Chair of the Literacy Council of Fort Bend County. Josh currently serves as Chairman Emeritus of the American Heart Association’s Paul “Bear” Bryant Award honoring college football’s Coach of the Year. Josh also currently serves on the Dean’s Energy Task Force and Executive Council of the Energy Management Program at The University of Texas at Austin McCombs School of Business.