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Investment Team

Stephen C. Merchant


  • Energy and consumer investment banking roles at UBS and Merrill Lynch
  • Developed and executed principal investments for MatlinPatterson Asset Management and Cyrus Capital
    • Financial services focused
  • Senior M&A leadership team for Curtiss Wright Flow Control
    • Energy and industrials
    • NYSE: CW
  • Boston College, BA, Accounting
  • Georgetown University, MBA, Finance
  • CPA (Maryland), Accredited in Business Valuation (AICPA)

Robert Schimmel

Vice President

  • Investment banking roles at Deutsche Bank (Leveraged Finance Group) and Berenson & Company (M&A Advisory)
  • Transaction execution experience in Technology & Media; Energy; and Real Estate industries
  • Princeton University, A.B., Woodrow Wilson School of Public and International Affairs; Certificate in Finance
  • University of Texas at Austin, MBA, Graduated with Highest Honors

Ivan Neilson

Senior Associate

  • Practiced alternative asset valuation for FMV Opinions (Consulting & Advisory), with a focus on real estate vehicles and private equity managers
  • Former research associate for Dow Jones & Company
  • McGill University, BA, Economics & Finance
  • CFA Charterholder

Katie Waylett

Business Manager

  • Equity trading operations, business administration and executive support at proprietary trading broker/dealer
  • Manager of Financial Planning and Analysis in Advertising, Media, and Technology industries
  • Lean Six Sigma Black Belt Certified​
  • Jones School of Business, University at Albany, BS in Finance and Marketing, with Honors

Mark Tomassini

Operational Advisor

  • Extensive energy and industrial related background in accounting, finance and mergers/acquisitions
  • Chief Financial Officer for organizations with revenues in excess of $1BN
  • Significant experience in corporate restructuring, merger and acquisitions and business development
  • University of Illinois, BS, Accounting
  • University of Chicago Booth, MBA
  • CPA (Illinois)

David A. Cunningham

Operational Advisor

  • Seasoned business executive with over thirty years of diversified industrial experience with manufacturers of technology-based systems
  • Former President and CEO of Precisions Governors LLC
  • Previously Vice President and General Manager of Curtiss-Wright Flow Control's Valve Systems Division
  • 20+ years of management experience with United Technologies Corporation, primarily at Hamilton Sundstrand
  • Ohio Northern University, Electrical Engineering, Bsc
  • MIT, Sloan School of Management, MBA

Paul T. Codd

Operational Advisor

  • Executive engineer with domestic / international roles. Extensive full cycle experience with an emphasis on upstream and midstream
  • Led BNK Petroleum’s (TSE: BKX) strategic planning and operations execution; oversaw operations team and proved reserve portfolio
  • COO for Renegade Petroleum; built 2 successful companies, raised capital, closed acquisitions and built-out a Canadian operation
  • University of Calgary, BSc., Chemical Engineering (P. Eng.)

Mikhail Tretyak

Operational Advisor

  • 26+ years’ experience in progressively higher level senior leadership roles in Oil and Gas Mid/Downstream
  • Executive Management roles: Mumbai, India; Moscow Russia; Sohar, Oman; Chicago, IL
  • Extensive Canadian operational experience; (Vancouver, Windsor, Calgary)
  • Operational background in Technology, Consulting, Restructuring, M&A, R&D, and General Management of Oil and Gas processing plants
  • University of Michigan, BS, Chemical Engineering
  • University of Chicago Booth, MBA