Our team is committed to your success.
Speyside Partners is a distinguished team of advisors who have worked at the world’s largest investment banks, including Goldman Sachs, Credit Suisse, Bank of America, Bear Sterns, UBS, and Kidder Peabody. Our Partners individually have over 25 years experience serving in a variety of roles, including CRO, board member, restructuring advisor, corporate executive, and hedge fund executive.
DANIEL A. GILLETT, FOUNDING PARTNER
Daniel Gillett performs consulting, restructuring and investment banking services for companies and investors and serves on boards of public and private oil and gas companies. He has over 30 years of investment banking and senior executive experience, including serving as chief executive officer for companies both in and out of bankruptcy and chief restructuring officer, and has completed over $15 billion in financing, restructuring and merger and acquisition transactions.
Most recently, Mr. Gillett served in the CRO role at Seawolf Resources and Smith Production, and in the Office of the CRO during the $5.4 billion restructuring of Pacific Exploration, followed by working in the Office of the CEO at Pacific after the company exited bankruptcy. This transaction was selected as the 2016 Cross-Border Restructuring of the Year in the "Over $5 Billion" category.
Mr. Gillett has served on multiple boards of directors of public and private companies, including roles as Chairman, Co-Chairman and Audit Committee member. He currently serves on the board of Rover Petroleum, Castex, and Select Sands.
Prior to founding Speyside Partners, Mr. Gillett served as a Co-Founder and Managing Director at Blackhill Partners. While at Blackhill he advised clients on mergers and acquisitions, investing in distressed assets and complex restructurings, including serving as a CRO and representing debtors and creditors and other stakeholders with assets in financial distress. Mr. Gillett has advised clients in the upstream oil and gas and oil field services segments, along with clients in a range of other industries, including manufacturing, distribution, real estate, media/telecom, software, and consumer services. Prior to his time at Blackhill, Mr. Gillett worked in the investment banking group at CS First Boston (n/k/a Credit Suisse), where the majority of his efforts were focused on financing companies in both the upstream and downstream segments of the oil and gas industry.
Mr. Gillett began his business career at Price Waterhouse where he was a certified public accountant in the firm’s audit practice, working primarily in the oil and gas and financial services industries. Mr. Gillett received his MBA from Harvard Business School and a BBA in Accounting from Harding University.
STEVEN J. PULLY, FOUNDING PARTNER
Steven Pully performs consulting, restructuring and investment banking services for companies and investors across a number of different industries and serves on boards of public and private companies across a number of different industries. He has extensive experience serving in executive roles for companies, including companies involved in financial restructurings.
Mr. Pully recently assisted PRIMEXX Energy with a capital raise involving in excess of $900 million of committed capital from a leading private equity fund and also assisted a client with a significant interest in an oil and gas company that was converted to equity as part of a bankruptcy proceeding.
Until September of 2014, Mr. Pully was a partner and the General Counsel of Carlson Capital, L.P., a $9 billion AUM multi-strategy hedge fund where he worked for almost seven years. During his time at Carlson Capital, he worked on the formation of a $700 million AUM oil and gas private equity fund focused on distressed oil and gas investments and also worked on a significant number of restructurings and investments in the energy sector. Prior to working at Carlson Capital, Mr. Pully spent six years as the President of Newcastle Capital Management, a $650 million AUM deep value fund. During his time at Newcastle, he served as the Chief Executive Officer of two operating companies, including a domestic manufacturing company after its emergence from bankruptcy that had over 600 employees and a public company that was seeking to complete an acquisition.
Mr. Pully was a Senior Managing Director at Bear Stearns and a Managing Director at Bank of America Securities and also worked at Kidder Peabody and Wasserstein Perella. He worked on a broad variety of restructurings, financings and mergers and acquisitions involving the energy sector during his time as an investment banker. He was also responsible for the oil service area at the different investment banks where he worked and completed a number of restructurings, financings and mergers and acquisitions involving oil service companies. Mr. Pully began his career at Baker & Botts in Houston.
Mr. Pully has served on twenty-nine boards of directors of public and private companies across the following industries: agriculture, manufacturing, oil and gas, power, real estate, refining, retail, restaurants, technology and telecom.
Mr. Pully is currently serving as the part-time Chief Executive Officer of Harvest Oil & Gas, a company that is in the process of dissolving that was formerly a public company after it emerged from bankruptcy. He was Chairman of the Board of Harvest before it sold substantially all of its assets and the company began the dissolution process.
Mr. Pully is a licensed attorney and CPA and is also a CFA Charterholder. Mr. Pully earned his undergraduate degree with honors in Accounting from Georgetown University and is also a graduate of The University of Texas School of Law. He recently completed a three-year term on the Board of Advisors of the McDonough School of Business at Georgetown University.
JAMES R. LATIMER, III, PARTNER
Mr. Latimer is an accomplished leader with a track record of success in complex and difficult situation. His background includes all phases of corporate finance, business strategy, and operations management in the oil and gas, high-tech, real estate, and distribution industries. He has expertise in creating capital structures that enhance company performance and has helped a diverse group of corporations accelerate their growth and successful transition from mid-market to private-equity backed and publicly held entities.
Most recently, Mr. Latimer served initially as CRO and later as CEO of Pacific Exploration and Production (TFX:PEN), now Frontera Energy, a large E&P company in Bogota Colombia and Toronto, Ontario. Previously he served as CRO of RAAM Global Energy, and has served in the same capacity for ATP Oil & Gas (NYSE:ATPG), Cano Petroleum (AMEX:CFW), Crusader Energy, Rand Energy, Lothian Oil, and others. Directorships include Enron Creditors Recovery Corp. (formerly Enron Corp.), Cinco Resources, the initial Magnum Hunter Resources, Inc., (NYSE:MHR), Prize Energy (AMEX:PRZ), Falcon Drilling Company (NYSE:RIG) (a predecessor to Transocean), and NGP Capital Resources Company (NASDAQ:NGPC).
Over the course of five years with McKinsey & Company, Mr. Latimer was involved in strategy development and operations improvement for the energy, distribution, and professional service industries, with particular focus on technology-based businesses. While co-head of the Dallas Office of Prudential Capital, Mr. Latimer guided an organization that originated and managed over $1.2 billion of private placement investments annually, about $750 million in the oil and gas industry and the remainder in a diverse group of industries. Assets directly managed exceeded $6 billion with excellent ricks risk-adjusted returns.
Mr. Latimer earned his CPA with Coopers & Lybrand (now PwC), and served as a US Army Signal Corps officer, during which time he served in various assignments including in the Pentagon as Executive Officer to the Assistant Secretary of Defense (Comptroller), working extensively on procurement and weapons systems issues. Mr. Latimer received his B.A. degree in economics from Yale University, and his M.B.A. degree (with Distinction) in finance and marketing from Harvard University. He has received the Chartered Financial Analyst and Certified Public Accountant designations.