Experience

Parkman Whaling LLC

• United States
• Oil and Gas
• 1 - 100 Employee

• Mnaging Director

  • Jan 2020 - Present

  An Independent Investment and Merchant Bank focused exclusively on the energy industry. Parkman Whaling was created in 2007 in response to the increasing need for independent, qualified, conflict-free advice to companies, investors and participants involved with the energy industry. Its professionals include some of the most respected and well-known people in the industry. Its advisory business is focused on helping companies, investors and lenders make and execute strategic decisions in the energy industry, whether in exploration & production, oilfield services, midstream, downstream or power. Parkman Whaling has a vast amount of experience in Mergers & Acquisitions, Divestitures, Restructuring Advisory, Private Finance and Strategic Advisory. Its professionals come from both the technical and financial sides of the energy investment banking industry. Since the late 1970s, Parkman Whaling senior advisors have prospered in every phase of the last four business cycles and its reputation ensures that its clients benefit from the decades of goodwill they have created. Through its merchant banking activities, Parkman Whaling invests directly in energy-focused businesses, ventures and projects. It understands that no two deals are identical, so it works to creatively develop capital structures that align the interest of each stakeholder. Typically, Parkman Whaling provides ongoing advisory services on corporate matters to the firms in which it invests. Show less



Morris Energy Advisors, LLC

• Houston, Texas, United States

• President

  • Mar 2009 - Dec 2019

  Founded the firm, a boutique investment and merchant bank, which provides strategic and financial advisory services, including mergers, acquisitions, divestitures and financings and for companies and their assets throughout the energy industry. Founded the firm, a boutique investment and merchant bank, which provides strategic and financial advisory services, including mergers, acquisitions, divestitures and financings and for companies and their assets throughout the energy industry.



Calumet Specialty Products Partners, L.P.

• United States
• Oil and Gas
• 700 & Above Employee

• Independent Director

  • 2009 - 2017

  On the Board of Directors of Calumet GP, LLC, the general partner of Calumet Specialty Products Partners, L.P, a publicly traded master limited partnership and leading independent producer of high-quality, specialty hydrocarbon products in North America, serving as Chairman of the Audit Committee from 2009 to 2016, Chairman of the CEO Search Committee 2015 and Chairman of the Strategy and Growth Committee from 2016 to present, member of the CFO Search Committee 2016 and member of the Compensation Committee from 2016 to present. Areas of expertise include a long tenure in the investment banking industry with a focus on the energy sector providing a unique breadth of experience to the board of directors in areas of finance and capital markets. In his role as a financial advisor to the Company prior to joining the board of directors, Mr. Morris gained significant insight into the Company’s operations and strategy. Show less



Energy XXI Gulf Coast, Inc.

• Houston, Texas, United States

• Independent Director

  • 2016 - 2016

  Energy XXI Gulf Coast, Inc., is a subsidiary of Energy XXI, Ltd., the largest publicly traded independent oil and natural gas exploration and production company on the Gulf of Mexico Shelf, operating seven of the largest fields, engaged in the acquisition, exploration, development and operation of oil and natural gas properties onshore in Louisiana and Texas and on the Gulf of Mexico Shelf. Appointed by EGC’s board of directors as an independent member of its board to ensure that the interests of its stakeholders would be appropriately considered and protected. As the sole member of an independent Special Committee of the board, reviewed and evaluated, potential restructuring transactions, the treatment of the EGC Unsecured Notes and the Second Lien Notes, the secured second lien loan to EGC’s affiliate EPL and matters on which an actual conflict existed between EGC, Energy XXI, its parent, and other affiliates. Show less



Arch Coal, Inc.

• St Louis, Missouri, United States

• Independent Director

  • 2012 - 2016

  Public company which produces thermal and metallurgical coal from surface and underground mines, serving on the Audit Committee and the Finance Committee of the Board of Directors. Areas of expertise include CEO/Senior Management, Energy, Finance and Accounting, Governance/Board and Strategic Planning with a strong understanding of the financial hurdles public companies face, including the various financing avenues available for a company. In addition, provided valuable additional management and oversight knowledge. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • 2006 - 2009

  Energy & Power Group, Global Markets & Investment Banking Department, rejoined the firm in Petrie Parkman & Co acquisition. Primarily responsible for account coverage of Midstream, Downstream and Oilfield Service companies in the Americas and sector expertise in support of account coverage worldwide. Coverage responsibility includes a full range of financial and strategic advisory services; commodity based structured financing and principal investing transactions as well as public and private debt and equity offerings. Show less



Petrie Parkman & Co

• United States
• Investment Banking

• Managing Director

  • 2003 - 2006

  Joined the firm to expand its specialization in the Midstream, Downstream and Oilfield Service sectors in the Investment Banking Department. Account coverage included companies principally headquartered in the United States and Canada. Coverage responsibility included a wide range of strategic advisory services, including advice on mergers, acquisitions, divestitures, restructurings and leveraged buyouts, and public and private debt and equity financings. Joined the firm to expand its specialization in the Midstream, Downstream and Oilfield Service sectors in the Investment Banking Department. Account coverage included companies principally headquartered in the United States and Canada. Coverage responsibility included a wide range of strategic advisory services, including advice on mergers, acquisitions, divestitures, restructurings and leveraged buyouts, and public and private debt and equity financings.



Simmons & Company International

• Houston, Texas, United States

• Managing Director

  • 1996 - 2002

  Served in the Investment Banking Department. Joined the firm to expand its specialization beyond the Oilfield Services sector of the Energy Industry into the Midstream and Downstream sectors. Account coverage included companies principally headquartered in the United States and Canada as well as the United Kingdom. Coverage responsibility included a wide range of strategic advisory services, including advice on mergers, acquisitions, divestitures, restructurings and leveraged buyouts, and public and private debt and equity financings. Served on the firm’s Executive Committee and I/T Committee. Designed and implemented firm wide Mentoring and Continuing Education Programs as well as a new professional management position of Assignments Officer in the Investment Banking Department. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director

  • 1993 - 1996

  Served in the Investment Banking Department, primarily responsible for account coverage in the Energy Industry in the United States and Canada and general industrial coverage in the Southwest. Coverage responsibility included a full range of financial and strategic advisory services as well as public and private debt and equity offerings Served in the Investment Banking Department, primarily responsible for account coverage in the Energy Industry in the United States and Canada and general industrial coverage in the Southwest. Coverage responsibility included a full range of financial and strategic advisory services as well as public and private debt and equity offerings



The First Boston Corporation

• Real Estate

• Director

  • 1982 - 1993

  Served in the Investment Banking Department, primarily responsible for account coverage in the Southwest assisting clients on private and public debt and equity financings as well as providing a full range of financial advisory services. Prior to this, a Vice President in the Merger Group. Transferred to Houston from New York City in May, 1985 to help establish a major new regional office. Developed extensive transaction experience in mergers, acquisitions, divestitures, restructurings, merchant banking, and leveraged buyouts as an Associate after joining the Merger Group in October, 1983. Prior to this, developed expertise in debt and equity underwriting as an Associate in the Corporate Finance Group. Show less