About Our Principal

Over 35 years of expert financial, tax and legal advice in energy and finance

Dave B. Marshall

President & Founder, Meridian Energy Advisors, LLC

Dave Marshall's over 35-year career of providing expert financial, tax and legal advice within the oil and gas, renewable energy, real estate and family office environments, is highlighted by a personal dedication to maximizing organization efficiency and empowering others to succeed.

Meridian Energy Advisors

Dave is the founder and President of Meridian Energy Advisors, a privately held company, providing value-added energy advisory services. Meridian offers owners, E&P companies, private equity companies and commercial banks solutions that facilitate organization restructuring, financial and strategic planning and operations improvements through a team approach. Meridian and Mr. Marshall, as CEO of GeoTek Energy, an energy technology developer, drove the effort to refine its business model, raise private equity and DOE research grants and progress toward completion of the first sub-surface expander driven pump.

J. D. Murchison Interests (1987-2008)

From January 1987 to September 2008, Dave was Chief Financial Officer, General Counsel (1996-2008), and Member, Board of Directors at J. D. Murchison Interests, a privately held company active in oil and gas exploration, real estate development and financial investments. Murchison Oil and Gas, Inc. has interests in wells located in Colorado, New Mexico, Texas and Louisiana and an active drilling program in the Permian Basin. Murchison Realty, Inc. has developed multifamily projects and holds commercial real estate interests. Murchison Properties, Inc. participates in lot developments and homebuilding in the DFW area.

As Chief Financial Officer, General Counsel, and Member, Board of Directors, Dave was responsible for financial, accounting, tax, legal, administrative, risk management and information systems matters for various companies and majority shareholder. He jointly managed a professional staff of 15.

D.B. Marshall & Co. (1981-1986)

From August 1981 to December 1986, Dave was President and Owner of D.B. Marshall & Co., a Dallas-based oil and gas tax and litigation consulting practice. Dave founded the firm and grew the company into a comprehensive tax and consulting entity.

Peat, Marwick, Mitchell & Co. (1980-1981)

From January 1980 to August 1981, Dave was Tax Manager for Peat, Marwick, Mitchell & Co. in Dallas, Texas. As Tax Manager, he specialized in oil and gas, estate tax planning, and compliance. Major clients included the Hunt Families, Richard and Harry Bass Families, and Belo Entities.

Education

University of Texas School of Law
Doctor of Jurisprudence, December 1979

University of Oklahoma, Norman
Bachelor of Accountancy with Special Distinction, May 1975

Professional Experience During Education:
Law Clerk for Scott, Douglas & Keeton (Austin, Texas) and McAfee Taft (Oklahoma City). Financial Analyst for the Gas Utilities Division of the Railroad Commission of Texas.

Licenses & Certifications

• Licensed Attorney - State of Texas
• Certified Public Accountant - Texas
• Certified Public Accountant - Florida

Professional Memberships & Leadership

Dave is a member of many Professional Boards and Societies including:

  • American Bar Association
  • State Bar of Texas
  • Dallas Bar Association
  • Texas Society of CPA's (Member, Board of Directors)
  • Dallas CPA Society (Past Board of Directors Member; Past Chair - Public Affairs Committee and Political Action Committee)
  • Dallas Petroleum Accountants Society
  • American Association of Attorney-CPA's
  • Financial Executives International
  • COPAS of Dallas
  • NARO Post-Production Deduction Committee
  • National Association of Royalty Owners

Mentor: Mr. Marshall has served as a mentor to the Health Wildcatters business incubator center in Dallas.

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