Phoenix Capital Group Secures $100 Million Financing Agreement With Fortress Investment Group


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Denver, CO - October 3, 2024 - Phoenix Capital Group Holdings, LLC (“Phoenix”), an emerging leader in domestic oil and gas production, is excited to announce that it has secured a $100 million financing agreement with Fortress investment Group (“Fortress”), a top-tier credit provider with a long history in the energy sector. This significant financial backing will fuel Phoenix's continued growth and strategic expansion in key oil U.S. natural resource regions, such as the Williston Basin.

The New York-based Fortress has long been recognized for providing large-scale financing to oil and gas companies. This investment not only validates the operational success Phoenix has demonstrated but also signals the company's emergence as a major player in the energy sector.

“Fortress is a top-tier financing partner for oil and gas companies,” said CEO Adam Ferrari.“Their support speaks volumes about the strength and potential of Phoenix. It's a clear signal that we are now playing in the big leagues. As a company, we are committed to expanding our footprint in the key basins in which we operate. Adding Fortress to our team goes a long way toward that goal.”

Accelerating Growth in the Williston Basin

The financing will primarily be allocated toward expanding Phoenix Operating, the company's operating arm, which has already made significant strides in North Dakota's Williston Basin. Phoenix Operating has broken multiple industry records for speed and efficiency in the basin, delivering impressive results, including:

  • 3x faster completion-to-production timeline

  • 4x faster permit-to-production process

  • 5x faster spud-to-sales cycle


These metrics highlight Phoenix's exceptional ability to efficiently convert new capital into revenue-generating assets. With this new capital, Phoenix Operating is poised to build on these achievements, with plans to bring a second drilling rig online.

In 2024 alone, Phoenix has successfully brought 20 new wells into production with their first drilling rig and anticipates putting up to 14 additional wells online by the end of 2024.

  • Jean Ferrari Pad (5 wells) – Q1 2024

  • Young Pad (5 wells) – Q1 2024

  • Nate Pad (5 wells) – Q3 2024

  • Daniele Pad (5 wells) – Q3 2024

  • Axel Ferrari Pad (5 wells) – Q4 2024 (anticipated)

  • Jacobson Pad (6 wells) – Q4 2024 (anticipated)

  • Scadden South Pad (3 wells) – Q4 2024 or Q1 2025 (anticipated)


Supported by the financing from Fortress, the second drilling rig positions the company to drill an additional 30–35 new wells in 2025. Each rig, along with a full-time crew, requires an annual operational cost of approximately $300 million. This expansion is expected to accelerate Phoenix's revenue trajectory, which reached $79.8 million in Q2 2024, marking a 96% increase from Q1 2024.

“We are eager to deploy this capital to continue driving our operational momentum,” Ferrari added.“Adding another drilling rig will enhance our capacity to deliver more wells, more revenue, and ultimately, value for our investors.”

Enhanced Hedging Program with BP

Alongside the financing agreement, Phoenix is also updating its hedging program in partnership with British Petroleum (BP). The new hedge, which covers 2.55 million barrels of Phoenix's reserves between August 2024 and July 2027, is structured to include 573,000 barrels using collars and 1.98 million barrels through swaps. This will provide Phoenix with increased security against oil price fluctuations and ensure stable cash flows during this period.

“This enhanced hedging program, mandated by our financing agreement, ensures we can safeguard a significant portion of our production while still benefiting from potential upside in oil prices,” explained CFO Curtis Allen.“It's an essential part of how we manage risk and maintain a solid foundation for our investors.”

A Strategic Partnership for Growth

The $100 million financing from Fortress marks a key milestone in Phoenix's growth story. With the company's proven track record of turning capital into cash flow and a forward-looking strategy focused on operational efficiency, this new partnership lays the groundwork for sustained success.

“Fortress is a trusted name in energy financing, and their involvement is a testament to the strength of our business model and our potential for continued growth,” said Ferrari.“We look forward to working with them to drive Phoenix Capital Group to new heights in the months and years ahead.”

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