Strategic Advisory. From Asset Performance to Energy Evolution.
A Calgary-based advisory firm serving oil and gas operators, mining companies, industrial organizations, and institutions at the intersection of operational performance and energy evolution. We help clients produce more efficiently, reduce carbon intensity, and build practical pathways toward cleaner operations, without losing sight of today's production and commercial realities. Every engagement is led directly by the founding principals from start to finish.
International Field Operations
Direct Operational Presence
Advisory Coverage
Every Mandate, Lead-Level Only
Integrated Advisory. Across the Full Energy Value Chain.
Our advisory practice covers the full arc of what energy and industrial organizations need today, from maximizing asset performance and operational efficiency to managing emissions, building internal technical capacity, and accessing the technologies that keep them competitive in evolving markets.
Oil and Gas Production Optimization
Helping oil and gas companies maximize production, improve operational efficiency, and strengthen conventional or unconventional asset reliability through expertise in well completions, artificial lift, production optimization, production system analysis and production technologies. Drawing on 31 years of continuous international field experience to deliver practical, field-tested solutions for both greenfield and brownfield assets.
Emissions Reduction and Low-Carbon Strategy
Carbon intensity reduction and energy efficiency optimization across upstream, midstream, and downstream O&G operations, mining, and heavy industry, including fuel switching, methane management, and selective CCUS applications where economically justified. For organizations pursuing deeper transition mandates, our work extends to hydrogen, sustainable aviation fuel, and low-carbon fuel pathway advisory, calibrated to the commercial and regulatory realities of each jurisdiction.
Technical Training Across the Energy Spectrum
Tailored training courses and programs for field personnel, engineers, managers, executives, regulators, and academic institutions. Areas of expertise include oil and gas production, well completions, well stimulation, artificial lift, facility operations, emissions management, and operational efficiency, extending to low-carbon energies across the full range of client profiles and geographies the firm serves.
Canadian Clean Technology, Delivered to International Markets
Identification, evaluation, and commercialization of Canadian energy and industrial technologies for O&G operators, mining companies, technology companies, and institutions in Latin America and other emerging markets. Including infrared and remote sensing solutions for emissions monitoring equipment and digital optimization tools, we connect technology developers in Canada with organizations that need them, structuring licensing, representation, and market-entry arrangements for both parties.
What Separates a Mandate With Us.
We occupy the space between large strategy firms that price themselves out of mid-market operators.
SLB · Ecopetrol · Suncor · Saudi Aramco · Edmonton International Airport · University of Calgary · Petrobras · Kuwait Oil Company · Petronas
Principal-Led, Every Time
Every engagement is managed and delivered by the founding principals from assessment through to final delivery. Clients receive the same expertise at execution that they evaluated during selection. Strategy, asset optimization, and technical advisory are never delegated.
Field and Boardroom in One Team
Our founding team brings together PhD-level technical depth and Master-level expertise with 31 years of continuous international experience spanning field operations, production engineering, and executive management across four continents. Both dimensions are present in every mandate.
Bilingual, Bicultural, Cross-Border
Our work cuts across technical, commercial, regulatory, and organizational dimensions, delivered across English and Spanish-speaking environments. We bring direct understanding of how decisions are made across multiple international jurisdictions. Geography is not a constraint; it is part of what we bring to the mandate.
Independent and Unconflicted
Our advice is shaped by one thing only: what is best for the client's asset and organization. We hold no undisclosed equipment affiliations, no hidden referral arrangements, and no audit or assurance relationships that constrain what we can say. Where we facilitate access to specific technologies or represent Canadian solutions in international markets, that relationship is always disclosed upfront so clients can evaluate our advice with full context.
Selected Project Engagements. Work the Principals Led Directly.
The work below reflects the direct experience our principals bring to every mandate. These are engagements our founding partners led personally, across organizations and geographies, before establishing this practice.
International Integrated Project Management
Over two decades of Integrated Project Management with SLB, delivering production optimization, artificial lift, and completions (onshore and offshore) mandates across multiple basin contexts and regulatory environments on four continents. Direct operational engagement with national oil companies, international operators, and independent producers across the most active hydrocarbon basins in Latin America, the Middle East, and North America.
Production Engineering and Artificial Lift, Greenfield and Brownfield Assets
Field operations and production system analysis for brownfield and greenfield assets, covering artificial lift design, installation, monitoring and surveillance, ESP, SRP, GL optimization and run-life extension, polymer EOR, surface facility engineering, and well completions and well interventions across diverse basin and regulatory contexts.
Technical Knowledge Architecture, Production and Completions Engineering
Served as Global Curriculum Director for Production, Completions, and New Energy at SLB-NExT in Calgary, responsible for the technical knowledge framework used to develop production and completions engineers internationally across SLB's global operations.
Field Process Engineering, Upstream Oil and Gas
Field-level process engineering at Ecopetrol, building direct operational knowledge of large-scale upstream production and industrial process management in one of Latin America's most active hydrocarbon basins.
Corporate Clean Fuels Strategy and Regulatory Analysis
Advised executive leadership at Suncor on clean fuels strategy, identifying addressable market opportunities across hydrogen and biofuels at scale, and assessed the financial and operational implications of TIER, the Clean Fuel Regulations, and the U.S. Inflation Reduction Act on existing and future asset portfolios.
CCUS Technical and Commercial Due Diligence
Conducted technical and commercial due diligence on large-scale carbon capture, transportation, and sequestration projects, evaluating CO₂ capture technology options, pipeline infrastructure, and geological storage to support multi-million-dollar investment decisions for energy sector clients.
Hydrogen and Low-Carbon Fuels Program Leadership
Designed and directed a multi-stream hydrogen and low-carbon fuels program at one of Canada's major international airports, owning strategy, portfolio execution, and government and stakeholder engagement. Authored the institution's Hydrogen and Low-Carbon Fuels Roadmap and co-authored a Sustainable Aviation Fuel White Paper used as a policy advocacy instrument with the Government of Alberta.
Hydrogen Infrastructure Value Chain Development
Supported the strategic development of a regional hydrogen and low-carbon energy value chain involving multi-billion-dollar industrial assets, contributing to alignment across private sector operators, government agencies, and utilities on shared infrastructure investment priorities across Alberta.
Founding Partner, Strategic, Energy and Technology Advisor · Calgary
B.Sc. Petroleum Engineering, Universidad de América. M.Sc. Hydrocarbon Management, Universidad Industrial de Santander. Over 31 years of international field operations and integrated project management across four continents with SLB, Ecopetrol, Petrobras, Saudi Aramco, Hocol, Triton Energy, and Lasmo Oil.
Founding Partner, Technical Strategy and Business Development · Edmonton
Ph.D. Chemical Engineering, University of Calgary. Executive MBA in progress, University of Alberta. Career covering field operations at Ecopetrol, technology commercialization at the University of Calgary, executive advisory at Suncor Energy, CCUS due diligence at Hatch, and low-carbon program leadership at Edmonton International Airport and the Edmonton Region Hydrogen Hub. Board Director, Canadian Hydrogen Association. WIPO Patent WO2023178418.
Full principal profiles available upon request.
International Advisory, Anchored in Calgary.
Our engagements are delivered from our Calgary base, with on-site presence arranged on a project-specific basis. We work where the mandate takes us.
Begin the Conversation.
Calgary Place · 330 5th Avenue SW, Suite 1800 · Calgary, Alberta T2P 0L4 · Canada
S&M Energy Advisory Inc. · Incorporated in Alberta, Canada
Diego Moreno, Ph.D. — Founding Partner, Technical Strategy and Business Development · Edmonton / Luis Sandoval, M.Sc. — Founding Partner, Strategic, Energy and Technology Advisor · Calgary
Every inquiry is handled directly by the founding principals. All communications are treated as strictly confidential.
REQUEST A CONFIDENTIAL CONSULTATIONSpecialized Advisory · No Junior Staff · No Generic Frameworks