David Charles has over 18 years of investment banking and corporate advisory services principally focused in the oil and gas sector.
David joined Capstone Headwaters from Sierra Partners LLC, an advisory firm to domestic and international metals and mining and energy clients he founded with Headwaters MB Managing Directors Randy Eppler and John Gaensbauer in 2007. At Sierra, David advised multiple oil and gas clients in connection with M&A transactions, A&D projects and private equity capital raises, including private equity capital raises for PRE Resources, LLC and PRE’s spin-out of Extraction Oil & Gas, LLC, a DJ Basin-focused pure play E&P company. Prior to Sierra Partners, David spent nine years with a Denver-based oil and gas investor relations consultancy where he specialized in targeting institutional investors and sell-side analysts for public E&P companies, including Kodiak Oil & Gas Corp. (NYSE: KOG), Denbury Resources (NYSE: DNR), Gasco Energy, TXCO Resources and Petroleum Development Corp., among many others.
In August 2017, he advised on a private placement of private equity capital for Denver-based Thunder Basin Resources, a Powder River Basin pure-play exploration and production company focused on the horizontal Turner and Muddy formations.
University of Iowa - MA - Journalism
University of San Francisco - BS - Marketing
FINRA - Series 63 Registered Uniform Securities Agent
FINRA - Series 79 Registered Investment Banking Representative