Marathon Capital
Industry: Investment banking company
DescriptionMarathon Capital is an independent investment bank delivering financial advice to the global energy and infrastructure markets. Marathon Capital specializes in the sale and financing of companies, portfolios and assets within these markets. Marathon Capital, founded in 1999, is privately held. Headquarters: Chicago, IL Founded: 1999 Subsidiary: Marathon Capital Markets, LLC
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Marathon Capital Employees
Employee
Years
Job
Industry
Matt Shanahan Matt Shanahan's Marathon Capital Experience January 2010 - Present
Job Managing Director at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital January 2010 - Present
Education
Northwestern University - Kellogg School of Management 1981 — 1984
Master of Business Administration (MBA), Finance
Kenyon College 1973 — 1977
AB, Economics
Marathon Capital January 2010 - Present
Education
Northwestern University - Kellogg School of Management 1981 — 1984
Master of Business Administration (MBA), Finance
Kenyon College 1973 — 1977
AB, Economics
David Fennema David Fennema's Marathon Capital Experience April 2004 - April 2011
Job Managing Director, M&A/Environment, Cohn Reznick Capital Markets Securities
Industry Investment Banking
Experience
Cohn Reznick Capital Markets Securities 2014 - Present
Reznick Capital Markets Securities, LLC 2014 - 2015
BiOWiSH Technologies April 2011 - March 2014
Marathon Capital April 2004 - April 2011
TPOH Ventures, LLC January 1999 - April 2004
Skills
Executive Management, Business Strategy, Start-ups, International Business, Strategic Planning, Business Development, Biotechnology, Marketing Strategy, Energy, Private Equity, Contract Negotiation, Mergers & Acquisitions, Investments, Management, Corporate Finance, Entrepreneurship, Corporate Development, Renewable Energy, Venture Capital, Leadership, Due Diligence, Strategy, Sales Management, New Business Development, Financial Analysis, Financial Modeling, Negotiation, Joint Ventures, Capital Markets
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Masters Business Administration
Illiana Christian
Cohn Reznick Capital Markets Securities 2014 - Present
Reznick Capital Markets Securities, LLC 2014 - 2015
BiOWiSH Technologies April 2011 - March 2014
Marathon Capital April 2004 - April 2011
TPOH Ventures, LLC January 1999 - April 2004
Skills
Executive Management, Business Strategy, Start-ups, International Business, Strategic Planning, Business Development, Biotechnology, Marketing Strategy, Energy, Private Equity, Contract Negotiation, Mergers & Acquisitions, Investments, Management, Corporate Finance, Entrepreneurship, Corporate Development, Renewable Energy, Venture Capital, Leadership, Due Diligence, Strategy, Sales Management, New Business Development, Financial Analysis, Financial Modeling, Negotiation, Joint Ventures, Capital Markets
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Masters Business Administration
Illiana Christian
Eric Sabelhaus Eric Sabelhaus's Marathon Capital Experience February 2013 - May 2013
Job Investment Banking Associate at Robert W. Baird
Industry Investment Banking
Experience
Robert W. Baird & Co. August 2014 - Present
Marathon Capital February 2013 - May 2013
GE Energy July 2009 - July 2012
GE Energy June 2007 - July 2009
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgia Institute of Technology 2007 — 2010
MSME, Mechanical Engineering
University of Notre Dame 2003 — 2007
BSME, Mechanical Engineering
Robert W. Baird & Co. August 2014 - Present
Marathon Capital February 2013 - May 2013
GE Energy July 2009 - July 2012
GE Energy June 2007 - July 2009
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgia Institute of Technology 2007 — 2010
MSME, Mechanical Engineering
University of Notre Dame 2003 — 2007
BSME, Mechanical Engineering
Tristan Cheal Tristan Cheal's Marathon Capital Experience September 2014 - Present
Job Controller at Marathon Capital
Industry Financial Services
Experience
Marathon Capital September 2014 - Present
PEAK6 Investments LP - Apex Clearing February 2014 - August 2014
PEAK6 Investments LP - Apex Clearing January 2013 - February 2014
PEAK6 Investments LP - OptionsHouse January 2011 - April 2013
Platinum Asset Management July 2006 - October 2010
Macquarie Group October 2005 - July 2006
Skills
Financial Analysis, Equities, Business Analysis, Bloomberg, Investments, Financial Modeling, Hedge Funds, Securities, Options, Derivatives, Series 27, Series 7, Mutual Funds, Trading, Financial Markets, Accounting, Financial Reporting, Microsoft Excel, Internal Controls, Corporate Finance, Asset Management, Finance
Education
CPA Australia 2014 — 2016
CPA, Accounting
Kaplan Professional 2006 — 2009
Graduate Diploma, Applied Finance
University of Newcastle 2001 — 2004
Bachelor of Economics + Bachelor of Finance
University of North Carolina at Wilmington 2003 — 2003
Bachelor of Finance - Study abroad program
Marathon Capital September 2014 - Present
PEAK6 Investments LP - Apex Clearing February 2014 - August 2014
PEAK6 Investments LP - Apex Clearing January 2013 - February 2014
PEAK6 Investments LP - OptionsHouse January 2011 - April 2013
Platinum Asset Management July 2006 - October 2010
Macquarie Group October 2005 - July 2006
Skills
Financial Analysis, Equities, Business Analysis, Bloomberg, Investments, Financial Modeling, Hedge Funds, Securities, Options, Derivatives, Series 27, Series 7, Mutual Funds, Trading, Financial Markets, Accounting, Financial Reporting, Microsoft Excel, Internal Controls, Corporate Finance, Asset Management, Finance
Education
CPA Australia 2014 — 2016
CPA, Accounting
Kaplan Professional 2006 — 2009
Graduate Diploma, Applied Finance
University of Newcastle 2001 — 2004
Bachelor of Economics + Bachelor of Finance
University of North Carolina at Wilmington 2003 — 2003
Bachelor of Finance - Study abroad program
Greg Remec Greg Remec's Marathon Capital Experience 2004 - 2005
Job Senior Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings 2005 - Present
Marathon Capital 2004 - 2005
Harza Engineering Company / MWH 2000 - 2004
MWH 2001 - 2003
Montgomery Watson Harza 2000 - 2003
Sargent & Lundy November 1997 - October 2000
IPC Group LLC August 1989 - November 1997
Skills
Project Finance, Renewable Energy, Energy, Mergers, Financial Modeling, Credit analysis, Management, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Risk Management, Portfolio Management, Private Equity, Investment Banking, Finance, Credit Analysis, Mergers & Acquisitions
Education
The University of Chicago 1986 — 1989
MBA, Finance & Statistics
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Mechanical Engineering
Fitch Ratings 2005 - Present
Marathon Capital 2004 - 2005
Harza Engineering Company / MWH 2000 - 2004
MWH 2001 - 2003
Montgomery Watson Harza 2000 - 2003
Sargent & Lundy November 1997 - October 2000
IPC Group LLC August 1989 - November 1997
Skills
Project Finance, Renewable Energy, Energy, Mergers, Financial Modeling, Credit analysis, Management, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Risk Management, Portfolio Management, Private Equity, Investment Banking, Finance, Credit Analysis, Mergers & Acquisitions
Education
The University of Chicago 1986 — 1989
MBA, Finance & Statistics
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Mechanical Engineering
Patrick J. Norton Patrick J. Norton's Marathon Capital Experience August 2013 - June 2015
Job Energy Venture Capital
Industry Venture Capital & Private Equity
Experience
Energy Foundry June 2015 - Present
Marathon Capital August 2013 - June 2015
Sustainable Development Capital, LLP October 2012 - December 2012
Honest Buildings June 2012 - September 2012
Sustainable Venture Development Partners January 2012 - August 2012
Nordex USA November 2010 - August 2011
Suzlon Wind Energy December 2008 - November 2010
Walgreens May 2006 - December 2008
Education
London Business School 2011 — 2013
MBA
Purdue University 2002 — 2006
BS, Civil Engineering
Energy Foundry June 2015 - Present
Marathon Capital August 2013 - June 2015
Sustainable Development Capital, LLP October 2012 - December 2012
Honest Buildings June 2012 - September 2012
Sustainable Venture Development Partners January 2012 - August 2012
Nordex USA November 2010 - August 2011
Suzlon Wind Energy December 2008 - November 2010
Walgreens May 2006 - December 2008
Education
London Business School 2011 — 2013
MBA
Purdue University 2002 — 2006
BS, Civil Engineering
Geet Bhatt Geet Bhatt's Marathon Capital Experience September 2013 - Present
Job Investment Banking Analyst at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital September 2013 - Present
Global Vision Magazine September 2009 - April 2015
Morningstar July 2012 - August 2013
OppenheimerFunds June 2011 - August 2011
The Westchester Group May 2009 - March 2011
Skills
Financial Markets, Development Economics, Equity Research, Commodity, Valuation, Economics, Strategy, Emerging Markets, Financial Modeling, Corporate Finance, Competitive Analysis, Private Equity, Corporate Development, Investment Banking, Project Finance, Mergers & Acquisitions, Investments
Education
Emory University 2008 — 2012
BA, Economics
Marathon Capital September 2013 - Present
Global Vision Magazine September 2009 - April 2015
Morningstar July 2012 - August 2013
OppenheimerFunds June 2011 - August 2011
The Westchester Group May 2009 - March 2011
Skills
Financial Markets, Development Economics, Equity Research, Commodity, Valuation, Economics, Strategy, Emerging Markets, Financial Modeling, Corporate Finance, Competitive Analysis, Private Equity, Corporate Development, Investment Banking, Project Finance, Mergers & Acquisitions, Investments
Education
Emory University 2008 — 2012
BA, Economics
Greg Lamberg, CWAS's Marathon Capital Experience 2004 - 2005
Job Senior Vice President
Industry Oil & Energy
Experience
Radback Energy, Inc. September 2007 - Present
Power Association of Northern California March 2008 - August 2013
PG&E 2005 - 2006
Marathon Capital 2004 - 2005
Calpine Corporation 1998 - 2004
GE 1989 - 1993
GE 1989 - 1993
Skills
Engineering, Energy, Solar Energy, Renewable Energy, Electric Power, Management, Power Generation, Sustainability, Contract Negotiation, Sustainable Energy, Project Finance, Project Management, Business Development, Power Plants, Natural Gas, Cleantech, Energy Policy, Environmental Awareness, Smart Grid, Financial Modeling, Start-ups, Program Management, Environmental Permitting, Commodity Markets, Due Diligence, Contract Management, Asset Management, Photovoltaics, Energy Efficiency, Strategic Planning, Business Strategy, Mergers & Acquisitions, Management Consulting, Environmental Policy, Wind, Energy Management, Alternative Energy, Construction, Strategy, Gas, Public Policy, Project Planning, Biomass, Risk Management, Climate Change, Demand Response, Environmental Compliance, Nuclear, Policy Analysis, Executive Management
Education
Rochester Institute of Technology 1984 — 1989
BSME
Radback Energy, Inc. September 2007 - Present
Power Association of Northern California March 2008 - August 2013
PG&E 2005 - 2006
Marathon Capital 2004 - 2005
Calpine Corporation 1998 - 2004
GE 1989 - 1993
GE 1989 - 1993
Skills
Engineering, Energy, Solar Energy, Renewable Energy, Electric Power, Management, Power Generation, Sustainability, Contract Negotiation, Sustainable Energy, Project Finance, Project Management, Business Development, Power Plants, Natural Gas, Cleantech, Energy Policy, Environmental Awareness, Smart Grid, Financial Modeling, Start-ups, Program Management, Environmental Permitting, Commodity Markets, Due Diligence, Contract Management, Asset Management, Photovoltaics, Energy Efficiency, Strategic Planning, Business Strategy, Mergers & Acquisitions, Management Consulting, Environmental Policy, Wind, Energy Management, Alternative Energy, Construction, Strategy, Gas, Public Policy, Project Planning, Biomass, Risk Management, Climate Change, Demand Response, Environmental Compliance, Nuclear, Policy Analysis, Executive Management
Education
Rochester Institute of Technology 1984 — 1989
BSME
Joe Stanek Joe Stanek's Marathon Capital Experience November 2013 - Present
Job Investment Banking Analyst at Marathon Capital
Industry Financial Services
Experience
Marathon Capital November 2013 - Present
JMH Capital July 2013 - October 2013
Atkins Investment Group August 2010 - May 2013
Education
University of New Hampshire 2009 — 2013
B.S. Business Administration & B.A. Economics, Finance and Economics, GPA: 3.82
Budapesti Corvinus Egyetem 2011 — 2011
B.S. Business Administration, Finance and Economics
Marathon Capital November 2013 - Present
JMH Capital July 2013 - October 2013
Atkins Investment Group August 2010 - May 2013
Education
University of New Hampshire 2009 — 2013
B.S. Business Administration & B.A. Economics, Finance and Economics, GPA: 3.82
Budapesti Corvinus Egyetem 2011 — 2011
B.S. Business Administration, Finance and Economics
Matthew Hantzmon Matthew Hantzmon's Marathon Capital Experience June 2015 - Present
Job Investment Banking Analyst at Marathon Capital
Industry Banking
Experience
Marathon Capital June 2015 - Present
Amcor Flexibles Europe & Americas June 2014 - September 2014
HemoSonics, LLC June 2013 - September 2013
Focused Ultrasound Foundation June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Stata, Matlab, C++, Public Speaking
Education
Northwestern University 2011 — 2015
Bachelor’s Degree, Chemical Engineering
St. Anne's Belfield 2007 — 2011
High School
Marathon Capital June 2015 - Present
Amcor Flexibles Europe & Americas June 2014 - September 2014
HemoSonics, LLC June 2013 - September 2013
Focused Ultrasound Foundation June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Stata, Matlab, C++, Public Speaking
Education
Northwestern University 2011 — 2015
Bachelor’s Degree, Chemical Engineering
St. Anne's Belfield 2007 — 2011
High School
Nader Masarweh's Marathon Capital Experience May 2015 - Present
Job Investment Banking Analyst at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital May 2015 - Present
Safeway July 2013 - April 2015
Phineus Partners June 2012 - July 2013
CalSTRS December 2010 - April 2012
CreekStone Capital Management, L.L.C March 2012 - 2012
Triangle Petroleum Corporation 2012 - 2012
New Era Investors 2012 - 2012
Student Investment Fund, California State University, Sacramento September 2010 - 2012
Education
California State University-Sacramento 2008 — 2012
Bachelor of Science
California State University-Sacramento 2008 — 2012
Bachelor of Science (BS)
Marathon Capital May 2015 - Present
Safeway July 2013 - April 2015
Phineus Partners June 2012 - July 2013
CalSTRS December 2010 - April 2012
CreekStone Capital Management, L.L.C March 2012 - 2012
Triangle Petroleum Corporation 2012 - 2012
New Era Investors 2012 - 2012
Student Investment Fund, California State University, Sacramento September 2010 - 2012
Education
California State University-Sacramento 2008 — 2012
Bachelor of Science
California State University-Sacramento 2008 — 2012
Bachelor of Science (BS)
Eric Fitzgerald's Marathon Capital Experience June 2015 - Present
Job Investment Banking Analyst at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital June 2015 - Present
Orange Value Fund March 2013 - Present
Syracuse University Men's Ice Hockey January 2013 - February 2015
Ascent Wealth Partners May 2014 - August 2014
Bloomberg LP May 2013 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Time Management, Management, Equity Research, PowerPoint, Microsoft Word, Analysis, Interpersonal Skill, Investments, Accounting, Customer Satisfaction, Team Building, Bloomberg, Sales, Data Analysis, Equities, Research, Economics, Teamwork, Team Leadership, Corporate Finance, Fundamental Analysis, Strategic HR, Learning Quickly, Spanish-speaking, Marketing Strategy, Portfolio Management, Mutual Funds, Financial Analysis, Business Strategy, Financial Accounting, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2015
Bachelor of Science (B.S.), Finance and Accounting (Magna Cum Laude)
Marathon Capital June 2015 - Present
Orange Value Fund March 2013 - Present
Syracuse University Men's Ice Hockey January 2013 - February 2015
Ascent Wealth Partners May 2014 - August 2014
Bloomberg LP May 2013 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Time Management, Management, Equity Research, PowerPoint, Microsoft Word, Analysis, Interpersonal Skill, Investments, Accounting, Customer Satisfaction, Team Building, Bloomberg, Sales, Data Analysis, Equities, Research, Economics, Teamwork, Team Leadership, Corporate Finance, Fundamental Analysis, Strategic HR, Learning Quickly, Spanish-speaking, Marketing Strategy, Portfolio Management, Mutual Funds, Financial Analysis, Business Strategy, Financial Accounting, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2015
Bachelor of Science (B.S.), Finance and Accounting (Magna Cum Laude)
Rob Stefani Rob Stefani's Marathon Capital Experience January 2009 - May 2011
Job Vice President, Corporate Development Exelon
Industry Utilities
Experience
Exelon September 2012 - Present
Caterpillar Inc. May 2011 - September 2012
Marathon Capital January 2009 - May 2011
Citigroup August 2003 - January 2009
United States Navy May 1996 - August 2003
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Mergers, Private Equity, Corporate Development, Capital Markets, Mergers & Acquisitions, Venture Capital, M&A experience, Due Diligence, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Accounting
Exelon September 2012 - Present
Caterpillar Inc. May 2011 - September 2012
Marathon Capital January 2009 - May 2011
Citigroup August 2003 - January 2009
United States Navy May 1996 - August 2003
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Mergers, Private Equity, Corporate Development, Capital Markets, Mergers & Acquisitions, Venture Capital, M&A experience, Due Diligence, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Accounting
Tim Meyer's Marathon Capital Experience April 2013 - Present
Job Managing Director at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital April 2013 - Present
Duff & Phelps, Investment Banking June 2011 - March 2013
CRT Capital Group June 2008 - June 2011
BMO Capital Markets June 2001 - June 2008
ING Barings 1997 - 2001
SPP Capital Partners 1989 - 1997
Skills
Private Equity, Leveraged Finance, Capital Raising, Capital Markets, Recapitalizations, Venture Financing, M&A experience, Business Strategy, Business Development, Healthcare Banking, Private Placements, Emerging Markets, High Yield, Investment Banking, Venture Capital, Equities, Mergers & Acquisitions, Hedge Funds, Capital Structure, Mezzanine, Restructuring, Capital, Structured Finance, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1988
BBA, Finance / Marketing
Marathon Capital April 2013 - Present
Duff & Phelps, Investment Banking June 2011 - March 2013
CRT Capital Group June 2008 - June 2011
BMO Capital Markets June 2001 - June 2008
ING Barings 1997 - 2001
SPP Capital Partners 1989 - 1997
Skills
Private Equity, Leveraged Finance, Capital Raising, Capital Markets, Recapitalizations, Venture Financing, M&A experience, Business Strategy, Business Development, Healthcare Banking, Private Placements, Emerging Markets, High Yield, Investment Banking, Venture Capital, Equities, Mergers & Acquisitions, Hedge Funds, Capital Structure, Mezzanine, Restructuring, Capital, Structured Finance, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1988
BBA, Finance / Marketing
Kali (Denney) Holstein's Marathon Capital Experience March 2015 - Present
Job Office Manager at Marathon Capital
Industry Financial Services
Experience
Marathon Capital March 2015 - Present
PEAK6 Investments LP August 2013 - Present
Urogynecology Associates March 2012 - August 2013
Enterprise Rent-A-Car April 2011 - June 2012
Seals Ambulance Service June 2008 - May 2010
Indiana University Bloomington August 2008 - December 2009
Skills
Time Management, Cpr Certified, PowerPoint, Microsoft Office, Healthcare, Customer Service, Microsoft Excel, Microsoft Word, Sales, Social Media, Social Networking, Training, Public Speaking, Management, Teaching
Education
Indiana University Bloomington 2006 — 2010
Exercise Science, Kinesiology
Indiana University Bloomington 2006 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Marathon Capital March 2015 - Present
PEAK6 Investments LP August 2013 - Present
Urogynecology Associates March 2012 - August 2013
Enterprise Rent-A-Car April 2011 - June 2012
Seals Ambulance Service June 2008 - May 2010
Indiana University Bloomington August 2008 - December 2009
Skills
Time Management, Cpr Certified, PowerPoint, Microsoft Office, Healthcare, Customer Service, Microsoft Excel, Microsoft Word, Sales, Social Media, Social Networking, Training, Public Speaking, Management, Teaching
Education
Indiana University Bloomington 2006 — 2010
Exercise Science, Kinesiology
Indiana University Bloomington 2006 — 2010
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Henry Pynchon's Marathon Capital Experience May 2008 - October 2008
Job Senior Manager at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
State Street Technology Zhejiang January 2014 - June 2015
State Street Technology Zhejiang June 2012 - January 2014
State Street December 2010 - June 2012
State Street January 2010 - November 2010
Silvercrest Asset Management May 2008 - May 2009
Providence College February 2008 - May 2009
Marathon Capital May 2008 - October 2008
Winchester Investments September 2006 - December 2006
Skills
Bloomberg, Bloomberg Terminal, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Private Equity, Due Diligence, Hedge Funds, Research, Microsoft Word, Networking, Valuation, Management, Public Speaking, Marketing, Investments, Sales, Financial Analysis, Social Media
Education
Providence College 2007 — 2009
Masters, Business Administration
Providence College 2003 — 2007
B.A., English
State Street June 2015 - Present
State Street Technology Zhejiang January 2014 - June 2015
State Street Technology Zhejiang June 2012 - January 2014
State Street December 2010 - June 2012
State Street January 2010 - November 2010
Silvercrest Asset Management May 2008 - May 2009
Providence College February 2008 - May 2009
Marathon Capital May 2008 - October 2008
Winchester Investments September 2006 - December 2006
Skills
Bloomberg, Bloomberg Terminal, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Private Equity, Due Diligence, Hedge Funds, Research, Microsoft Word, Networking, Valuation, Management, Public Speaking, Marketing, Investments, Sales, Financial Analysis, Social Media
Education
Providence College 2007 — 2009
Masters, Business Administration
Providence College 2003 — 2007
B.A., English
Steven L. Nagel, CPA's Marathon Capital Experience 2001 - 2003
Job Chief Financial Officer at Villa Healthcare
Industry Venture Capital & Private Equity
Experience
Villa Healthcare September 2013 - Present
ASG September 2012 - August 2013
Heico Acquisitions August 2005 - September 2012
Hilco Appraisal Services November 2004 - August 2005
Allstate July 2003 - November 2004
Marathon Capital 2001 - 2003
Skills
Private Equity, Corporate Development, Project Management, Venture Capital, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Strategic Financial..., Insurance, DCF, Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Business Valuation, Strategy, Start-ups, Forecasting, Risk Management, Analysis, Business Process..., Business Development
Education
Keller Graduate School of Management 2003 — 2005
Masters, Accounting and Financial Management
Indiana University Bloomington 1996 — 2000
Bachelor's degree, Computer Information Systems
Villa Healthcare September 2013 - Present
ASG September 2012 - August 2013
Heico Acquisitions August 2005 - September 2012
Hilco Appraisal Services November 2004 - August 2005
Allstate July 2003 - November 2004
Marathon Capital 2001 - 2003
Skills
Private Equity, Corporate Development, Project Management, Venture Capital, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Strategic Financial..., Insurance, DCF, Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Business Valuation, Strategy, Start-ups, Forecasting, Risk Management, Analysis, Business Process..., Business Development
Education
Keller Graduate School of Management 2003 — 2005
Masters, Accounting and Financial Management
Indiana University Bloomington 1996 — 2000
Bachelor's degree, Computer Information Systems
David Egbers's Marathon Capital Experience January 2007 - March 2008
Job Business Development Energy Services
Industry Electrical/Electronic Manufacturing
Experience
Siemens Building Technologies, Inc. April 2008 - Present
Marathon Capital January 2007 - March 2008
Siemens Building Technologies, Inc. 1998 - 2007
Education
Lake Forest Graduate School of Management
MBA
University of Illinois at Urbana-Champaign
BS, General Engineering, Control Theory
Siemens Building Technologies, Inc. April 2008 - Present
Marathon Capital January 2007 - March 2008
Siemens Building Technologies, Inc. 1998 - 2007
Education
Lake Forest Graduate School of Management
MBA
University of Illinois at Urbana-Champaign
BS, General Engineering, Control Theory
Sid Sinha's Marathon Capital Experience January 2009 - Present
Job Vice President at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital January 2009 - Present
JP Morgan Chase May 2007 - January 2009
Deutsche Bank 2004 - 2007
Baker Hughes 1998 - 2002
Education
University of Pennsylvania - The Wharton School
Marathon Capital January 2009 - Present
JP Morgan Chase May 2007 - January 2009
Deutsche Bank 2004 - 2007
Baker Hughes 1998 - 2002
Education
University of Pennsylvania - The Wharton School
Alexis Derksen's Marathon Capital Experience September 2005 - October 2007
Job Account Supervisor at Integer
Industry Marketing and Advertising
Experience
The Integer Group October 2009 - Present
UFood Grill November 2007 - August 2010
Marathon Capital September 2005 - October 2007
Meara Media 2005 - 2005
Skills
Strategic Planning, Advertising, Marketing, Integrated Marketing, Interactive Marketing
Education
Boston University 2000 — 2004
The Integer Group October 2009 - Present
UFood Grill November 2007 - August 2010
Marathon Capital September 2005 - October 2007
Meara Media 2005 - 2005
Skills
Strategic Planning, Advertising, Marketing, Integrated Marketing, Interactive Marketing
Education
Boston University 2000 — 2004
Zach Davis's Marathon Capital Experience March 2010 - June 2011
Job Director, Finance at Cheniere Energy, Inc.
Industry Oil & Energy
Experience
Cheniere Energy, Inc. November 2013 - Present
Credit Suisse July 2011 - October 2013
Marathon Capital March 2010 - June 2011
HSH Nordbank April 2007 - March 2010
Citigroup 2006 - 2007
Skills
Investment Banking, Project Finance, M&A experience, Financial Advisory, Underwriting, Capital Markets, Private Placements, Tax Equity, Private Equity, Credit Analysis, Energy, Power, Renewable Energy, Alternative Energy, Wind Energy, Solar, LNG, Natural Gas, Liquefaction, Regasification, Midstream, Transmission Lines, Pipelines, Utilities, Infrastructure Projects, Cleantech, Green Infrastructure, Clean Energy, Mergers, IPPs, Project development, Solar Energy, Equities, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Corporate Finance, LBO, Corporate Development, Valuation, Leveraged Finance, DCF, Equity Valuation, Credit Risk, Capital Raising, Structured Finance, Finance, Financial Structuring, Strategy
Education
Duke University 2002 — 2006
Bachelor of Science, Economics
Mamaroneck High School 1998 — 2002
Cheniere Energy, Inc. November 2013 - Present
Credit Suisse July 2011 - October 2013
Marathon Capital March 2010 - June 2011
HSH Nordbank April 2007 - March 2010
Citigroup 2006 - 2007
Skills
Investment Banking, Project Finance, M&A experience, Financial Advisory, Underwriting, Capital Markets, Private Placements, Tax Equity, Private Equity, Credit Analysis, Energy, Power, Renewable Energy, Alternative Energy, Wind Energy, Solar, LNG, Natural Gas, Liquefaction, Regasification, Midstream, Transmission Lines, Pipelines, Utilities, Infrastructure Projects, Cleantech, Green Infrastructure, Clean Energy, Mergers, IPPs, Project development, Solar Energy, Equities, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Corporate Finance, LBO, Corporate Development, Valuation, Leveraged Finance, DCF, Equity Valuation, Credit Risk, Capital Raising, Structured Finance, Finance, Financial Structuring, Strategy
Education
Duke University 2002 — 2006
Bachelor of Science, Economics
Mamaroneck High School 1998 — 2002
Joseph C. Lane's Marathon Capital Experience 2004 - 2006
Job Member, Pete Henderson Society at Kellogg School of Management
Industry Financial Services
Experience
Civic Federation of Chicago March 2012 - Present
Kellogg School of Management April 2010 - Present
Cost Containment Advisors August 2009 - Present
Edgebrook Bank October 2006 - Present
ACI Energy July 2004 - Present
1212 Partners, LLC 2004 - Present
Neapolitan Condo Association 2004 - 2011
Northwestern's Kellogg School of Management June 2002 - June 2010
Marathon Capital 2004 - 2006
ABN AMRO Bank N.V. 1986 - 2003
Skills
Financial Modeling, Private Equity, Structured Finance, Valuation, Mergers, Corporate Finance, Venture Capital, Due Diligence, Portfolio Management, Capital Markets, Asset Managment, Equities, Corporate Development, Financial Structuring, Energy, Start-ups, Joint Ventures, Mergers & Acquisitions, Risk Management, Hedge Funds, Team Leadership, Financial Analysis, Asset Management, Emerging Markets, Strategy, Finance, Project Finance, Business Strategy
Education
Northwestern University - Kellogg School of Management 1965 — 1966
masters, Business Administration, Finance, General
Regis University 1961 — 1964
BA, cum laude, Philosophy, English, Economics
Civic Federation of Chicago March 2012 - Present
Kellogg School of Management April 2010 - Present
Cost Containment Advisors August 2009 - Present
Edgebrook Bank October 2006 - Present
ACI Energy July 2004 - Present
1212 Partners, LLC 2004 - Present
Neapolitan Condo Association 2004 - 2011
Northwestern's Kellogg School of Management June 2002 - June 2010
Marathon Capital 2004 - 2006
ABN AMRO Bank N.V. 1986 - 2003
Skills
Financial Modeling, Private Equity, Structured Finance, Valuation, Mergers, Corporate Finance, Venture Capital, Due Diligence, Portfolio Management, Capital Markets, Asset Managment, Equities, Corporate Development, Financial Structuring, Energy, Start-ups, Joint Ventures, Mergers & Acquisitions, Risk Management, Hedge Funds, Team Leadership, Financial Analysis, Asset Management, Emerging Markets, Strategy, Finance, Project Finance, Business Strategy
Education
Northwestern University - Kellogg School of Management 1965 — 1966
masters, Business Administration, Finance, General
Regis University 1961 — 1964
BA, cum laude, Philosophy, English, Economics
Bryan Fennell's Marathon Capital Experience April 2013 - Present
Job Managing Director at Marathon Capital
Industry Utilities
Experience
Marathon Capital April 2013 - Present
NextEra Energy Resources April 2003 - January 2013
Dresdner Kleinwort June 2000 - October 2001
New Harbor Incorporated November 1994 - June 2000
PSEG Global 1992 - 1994
Enserch Development Corp 1989 - 1992
Skills
Energy, Power Generation, Renewable Energy, Cleantech, Energy Efficiency, Solar Energy, Project Finance, Wind, Power Plants, Energy Management, Corporate Finance, Smart Grid, Alternative Energy, Energy Policy, Nuclear, Natural Gas, Energy Markets, Contract Negotiation, Demand Response, Photovoltaics, Due Diligence, Contract Management, Sustainable Energy, Energy Conservation, Financial Modeling, Valuation, Commodity Markets, Mergers & Acquisitions, Electricity Markets, Energy Industry, Electric Power, Structured Finance, Biomass
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
United States Merchant Marine Academy 1978 — 1982
BS, Engineering
Marathon Capital April 2013 - Present
NextEra Energy Resources April 2003 - January 2013
Dresdner Kleinwort June 2000 - October 2001
New Harbor Incorporated November 1994 - June 2000
PSEG Global 1992 - 1994
Enserch Development Corp 1989 - 1992
Skills
Energy, Power Generation, Renewable Energy, Cleantech, Energy Efficiency, Solar Energy, Project Finance, Wind, Power Plants, Energy Management, Corporate Finance, Smart Grid, Alternative Energy, Energy Policy, Nuclear, Natural Gas, Energy Markets, Contract Negotiation, Demand Response, Photovoltaics, Due Diligence, Contract Management, Sustainable Energy, Energy Conservation, Financial Modeling, Valuation, Commodity Markets, Mergers & Acquisitions, Electricity Markets, Energy Industry, Electric Power, Structured Finance, Biomass
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
United States Merchant Marine Academy 1978 — 1982
BS, Engineering
Julian Kilcullen's Marathon Capital Experience June 2015 - Present
Job Investment Banking Associate at Marathon Capital
Industry Renewables & Environment
Experience
Marathon Capital June 2015 - Present
MacArthur Foundation June 2014 - August 2014
Marine Corps January 2007 - July 2013
Skills
Operational Planning, Leadership, Financial Modeling, Operations Management, Finance, Valuation, Entrepreneurship, Accounting, DCF Valuation, Renewable Energy, Power Markets, Investment Banking, Strategy, Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Analytic Finance, Finance, Accounting, Entrepreneurship
Marine Corps Basic Officer Course and Infantry Officer Course 2007 — 2008
Leadership, Planning, Tactics
University of Miami 2005 — 2006
Bachelor of Business Administration, Finance
Marathon Capital June 2015 - Present
MacArthur Foundation June 2014 - August 2014
Marine Corps January 2007 - July 2013
Skills
Operational Planning, Leadership, Financial Modeling, Operations Management, Finance, Valuation, Entrepreneurship, Accounting, DCF Valuation, Renewable Energy, Power Markets, Investment Banking, Strategy, Management, Corporate Finance
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Analytic Finance, Finance, Accounting, Entrepreneurship
Marine Corps Basic Officer Course and Infantry Officer Course 2007 — 2008
Leadership, Planning, Tactics
University of Miami 2005 — 2006
Bachelor of Business Administration, Finance
Josh Cornfeld's Marathon Capital Experience June 2015 - Present
Job Investment Banking Associate at Marathon Capital | Solar and Energy Storage Enthusiast
Industry Renewables & Environment
Experience
Marathon Capital June 2015 - Present
Greentech Media (GTM Research) June 2014 - August 2014
Jet Capital Management September 2012 - June 2013
United States Department of the Treasury August 2010 - August 2012
Skills
Energy Policy, Policy Analysis, Research, Public Policy, Environmental Policy, Renewable Energy, Energy Efficiency, Energy, Data Analysis, Project Planning, Financial Modeling, Climate Change, Policy, Economics, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Pennsylvania 2008 — 2009
Master of Environmental Studies, Energy and Environmental Policy
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Economics
Marathon Capital June 2015 - Present
Greentech Media (GTM Research) June 2014 - August 2014
Jet Capital Management September 2012 - June 2013
United States Department of the Treasury August 2010 - August 2012
Skills
Energy Policy, Policy Analysis, Research, Public Policy, Environmental Policy, Renewable Energy, Energy Efficiency, Energy, Data Analysis, Project Planning, Financial Modeling, Climate Change, Policy, Economics, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Pennsylvania 2008 — 2009
Master of Environmental Studies, Energy and Environmental Policy
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Economics
Felipe Arrazola's Marathon Capital Experience September 2015 - Present
Job Vice President at Marathon Capital
Industry Renewables & Environment
Experience
Marathon Capital September 2015 - Present
Socore Energy July 2013 - September 2015
Wind Capital Group June 2011 - June 2013
J.P. Morgan Securities Inc 2005 - 2008
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Project Finance, Business Strategy, Due Diligence, Mergers & Acquisitions, Energy, Management Consulting, Strategic Planning
Education
Yale University - Yale School of Management 2009 — 2011
Master of Business Administration (MBA)
Indiana University Bloomington 2001 — 2005
B.S., Finance, Economics
Marathon Capital September 2015 - Present
Socore Energy July 2013 - September 2015
Wind Capital Group June 2011 - June 2013
J.P. Morgan Securities Inc 2005 - 2008
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Project Finance, Business Strategy, Due Diligence, Mergers & Acquisitions, Energy, Management Consulting, Strategic Planning
Education
Yale University - Yale School of Management 2009 — 2011
Master of Business Administration (MBA)
Indiana University Bloomington 2001 — 2005
B.S., Finance, Economics
Lisa Antelo's Marathon Capital Experience March 2015 - Present
Job Investment Banking Analyst at Marathon Capital
Industry Financial Services
Experience
Marathon Capital March 2015 - Present
Skills
Sales, Finance, Microsoft Excel, Customer Service, Leadership, Sales Management, Trend Analysis, Forecasting, Trend Forecasting, Competitive Analysis, Accounting, PowerPoint, DCF Valuation, Investments, Portfolio Management, Financial Modeling, Microsoft Office, Valuation, Financial Analysis, Investment Banking
Education
DePaul University 2012 — 2014
Bachelor's Degree, Finance, 3.4/4.0
Mountain View College 2008 — 2012
Registered Nursing/Registered Nurse
Marathon Capital March 2015 - Present
Skills
Sales, Finance, Microsoft Excel, Customer Service, Leadership, Sales Management, Trend Analysis, Forecasting, Trend Forecasting, Competitive Analysis, Accounting, PowerPoint, DCF Valuation, Investments, Portfolio Management, Financial Modeling, Microsoft Office, Valuation, Financial Analysis, Investment Banking
Education
DePaul University 2012 — 2014
Bachelor's Degree, Finance, 3.4/4.0
Mountain View College 2008 — 2012
Registered Nursing/Registered Nurse
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS