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 Stearns, 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.
STEVEN J. PULLY, FOUNDING PARTNER
Steven Pully performs investment banking services and restructuring services for companies and investors across a number of different industries and serves on boards of public and private companies across a variety of different industries. He has extensive experience serving in executive roles for companies, including companies involved in financial restructurings. Mr. Pully is also active as an expert witness in litigation, primarily for cases involving governance, fiduciary duty and investment banking issues.
In recent years, Mr. Pully has been active as an investment banker or board member in a number of high-profile financings and M&A transactions. Over the course of his career, Mr. Pully has served on over forty-five corporate boards.
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 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 began the dissolution process.
Mr. Pully is a licensed attorney and CPA and is also a CFA Charterholder. Mr. Pully also holds the Series 7, 63 and 79 FINRA licenses. 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.
THOMAS D. MCCLINTOCK, DIRECTOR
Thomas McClintock is a senior executive and advisor with more than three decades of experience navigating complex financial, operational, and distressed-asset environments. Known for delivering results in high-stakes situations, he brings deep expertise in mergers and acquisitions, bankruptcy processes, asset recovery, judgment enforcement, and strategic advisory engagements across a broad range of industries - including energy, real estate, industrial, technology, biotech, telecommunications, consumer products, and automotive.
Mr. McClintock has led efforts in M&A, valuations, restructuring, and early-stage capital raising, while also working closely with FINRA-registered broker/dealer operations to support compliant and successful private placements.
In addition to his advisory work, Mr. McClintock is also a successful Court-Appointed Pre- and Post-Judgment Receiver, experienced in forensic accounting, cryptocurrency tracing, complex asset recovery, and distressed asset sales. He has provided expert testimony, worked with federal bankruptcy trustees, and acted as a special trustee in high-value recovery matters.
Previously, Mr. McClintock spent over a decade with Blackhill Partners and Blackhill Advisors, ultimately serving as Senior Vice President & COO. His work included management of the firm’s FINRA-registered broker/dealer division and advisory roles in large-scale infrastructure, power generation, petroleum, and natural gas projects exceeding $20 billion in value. He contributed to numerous major bankruptcy processes - including the American Pad & Paper Company (Ampad) Chapter 11 restructuring - and provided financial advisory support to distressed oil & gas and manufacturing companies. Mr. McClintock is also the Founder & CEO of Manik Technologies, where he has built a unique international business in motorsports and engineered automotive products.
Mr. McClintock began his finance career with MG Capital & MG Securities, where he supported merchant banking, investment banking, and restructuring activities dating back to 1996. Prior roles include serving as Vice President at ComTech Associates, a venture-funded telecom infrastructure firm, and as a Market Analyst at The Fennigan Group, a commercial real estate consultancy.
Mr. McClintock holds a Bachelor of Business Administration with dual degrees in Finance and Corporate Real Estate - and additional concentration in Mechanical Engineering - from the Cox School of Business at Southern Methodist University. Mr. McClintock is licensed as a FINRA Series 79 Investment Banking Representative, Series 82 Private Securities Offerings Representative, and Series 63 Securities Agent.
JAMES R. LATIMER, III, PARTNER EMERITUS
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.
DANIEL A. GILLETT, FOUNDING PARTNER (In Memoriam)
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.