Dave B. Marshall
Dave Marshall's over 40-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 efficiency and seeking straightforward solutions to complex issues.
Dave is the founder and President of Meridian Energy Advisors, a privately held company, providing value-added energy advisory services. Meridian offers owners, financial managers, fiduciaries, private equity groups and E&P companies, solutions that maximize value of oil and gas as well as renewable energy interests through a consulting team approach.
Meridian and Mr. Marshall as CFO (2009-10) and CEO (2011-12) 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.
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. had interests in wells located in Colorado, New Mexico, Texas and Louisiana and an active drilling program in the Permian Basin. Murchison Realty, Inc. developed multifamily projects and held commercial real estate interests. Murchison Properties, Inc. participated 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.
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.
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.
Dave entered the University of Texas School of Law in August 1977 and earned his Doctor of Jurisprudence in December 1979. Dave received his Bachelor of Accountancy with Special Distinction from the University of Oklahoma in Norman in May 1975. While in law school, he was a Law Clerk for Scott, Douglas & Keeton in Austin, Texas as well as McAfee Taft in Oklahoma City. Dave also worked as a Financial Analyst for the Gas Utilities Division of the Railroad Commission of Texas.
Mr. Marshall is a member of many Professional Boards and Societies including: State Bar of Texas, Dallas Bar Association, Texas Society of CPA's; Past Member, Board of Directors; Dallas CPA Society; Past Board of Directors Member; Past Chair - Public Affairs Committee and Political Action Committee, American Association of Attorney-CPA's, Financial Executives International, National Association of Royalty Owners (“NARO”) and the NARO Post-Production Deduction Committee. Mr. Marshall has served as a mentor to the Health Wildcatters business incubator center in Dallas.
Mr. Marshall is licensed as an attorney in the State of Texas and as a Certified Public Accountant in the States of Texas and Florida. Meridian Energy Advisors is not registered as a law firm or CPA firm in either Texas or Florida and does not provide legal services or public accounting services.
Dave is the founder and President of Meridian Energy Advisors, a privately held company, providing value-added energy advisory services. Meridian offers owners, financial managers, fiduciaries, private equity groups and E&P companies, solutions that maximize value of oil and gas as well as renewable energy interests through a consulting team approach.
Meridian and Mr. Marshall as CFO (2009-10) and CEO (2011-12) 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.
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. had interests in wells located in Colorado, New Mexico, Texas and Louisiana and an active drilling program in the Permian Basin. Murchison Realty, Inc. developed multifamily projects and held commercial real estate interests. Murchison Properties, Inc. participated 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.
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.
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.
Dave entered the University of Texas School of Law in August 1977 and earned his Doctor of Jurisprudence in December 1979. Dave received his Bachelor of Accountancy with Special Distinction from the University of Oklahoma in Norman in May 1975. While in law school, he was a Law Clerk for Scott, Douglas & Keeton in Austin, Texas as well as McAfee Taft in Oklahoma City. Dave also worked as a Financial Analyst for the Gas Utilities Division of the Railroad Commission of Texas.
Mr. Marshall is a member of many Professional Boards and Societies including: State Bar of Texas, Dallas Bar Association, Texas Society of CPA's; Past Member, Board of Directors; Dallas CPA Society; Past Board of Directors Member; Past Chair - Public Affairs Committee and Political Action Committee, American Association of Attorney-CPA's, Financial Executives International, National Association of Royalty Owners (“NARO”) and the NARO Post-Production Deduction Committee. Mr. Marshall has served as a mentor to the Health Wildcatters business incubator center in Dallas.
Mr. Marshall is licensed as an attorney in the State of Texas and as a Certified Public Accountant in the States of Texas and Florida. Meridian Energy Advisors is not registered as a law firm or CPA firm in either Texas or Florida and does not provide legal services or public accounting services.