The Energy 1031 Experts

Headquartered in Midland, Texas since 1991 and founded by principals that are directly invested in the Oil & Gas business, Petroleum Strategies is the only Qualified Intermediary in the nation that focuses on energy assets 1031 like-kind tax exchanges. Our experience in the Oil & Gas industry, combined with technical experience in 1031 exchange services gives Petroleum Strategies the unique ability to assist a company in its tax deferral strategy.

Over 30 Years of Experience

During the past three decades Petroleum Strategies has become the industry leader in Oil & Gas 1031 exchanges by facilitating the largest and most complex exchanges for the Majors, Independents, and Family Offices. We can structure every type of like-kind exchange; Forward, Reverse or Improvement. Our organic growth has led to a natural expansion into the real estate sector, and we facilitate exchanges on ranches, rental properties, office buildings, commercial properties, and we also provide traditional escrow agent services.


Founded in 1991, Petroleum Strategies Inc. is one of the nation’s oldest and most trusted providers of Qualified Intermediary services for energy and real estate clients looking to structure tax-deferred exchanges under IRC Section 1031. Petroleum Strategies is unique in that it is the only Qualified Intermediary in the nation that focuses primarily on the Oil & Gas sector, with the industry expertise needed to handle the complex issues surrounding these large energy asset transactions. Over the past three decades, Petroleum Strategies has facilitated over $49 billion of exchange transaction proceeds, which is unprecedented in this industry. Petroleum Strategies and our team of exchange experts have enabled our clients to successfully defer hundreds of millions of capital gains tax dollars over the years. While we began this business with an emphasis on the Oil & Gas sector, we have also become recognized for our ability to provide expertise in all types of real estate transactions.


Petroleum Strategies is a proud and integral part of the Moriah Group companies, a diversified organization and proven leader in the oil & gas, technology, real estate and financial industries. Learn more about capabilities and resources afforded to our clients through our Moriah Group affiliation


Safety and Funds Security

Asset Preservation

World Class Customer Service

Wires to Segregated Accounts

Never a Commingling of Funds

Proven Legal Documents and Structures

Full Compliance with IRC Regulations



    Headquarter Office

    Midland, TX Office

    303 W. Wall Street, Suite 2400 Midland, TX 79707


    Mailing Address

    Petroleum Strategies, Inc. P.O. Box 5562

    Midland, Texas 79704

    Alan Brown - President

    432.638.0886 (direct)

    Lauri Keller - Vice President of Operations

    432.218.4638 (direct)

    Matthew Martinez - Controller

    432.695.4857 (direct)

    Colorado Office

    Evergreen, CO Office

    30752 Southview Drive, Evergreen, CO 80439

    Mailing Address

    P.O. Box 5562, Midland, Texas 79704

    Mark Nierenberg - Executive Vice President

    720.635.1031 (direct)