David Charles, Managing Director, joined Headwaters MB in 2016. David has over 18 years of investment banking and corporate advisory services principally focused in the oil and gas sector.
David joined Headwaters from Sierra Partners LLC, an advisory firm to domestic and international metals and mining and energy clients he founded with Headwaters Managing Directors Randy Eppler and John Gaensbauer in 2007. At Sierra, David has advised multiple oil and gas clients in connection with M&A transactions, A&D projects and private equity capital raises, including over $600 million in private equity capital 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 (NASDAQ: GSX), and Petroleum Development Corp. (NASDAQ: PDCE), among others.
Mr. Charles earned his BS in marketing from the University of San Francisco and his MA in journalism from the University of Iowa.