Live Oak Merchant Partners is focused on three primary businesses: Principal Investments, Special Purpose Acquisition Companies (SPACs) and Advisory.Our Principal Investment group partners with owners and management teams by providing capital and management advice that supports continued profitable growth and aids in attracting additional capital and/or strategic partners. LOMP is also the sponsor of the Live Oak Series of SPACs: Live Oak Acquisition Corp I; Live Oak Acquisition Corp II; Live Oak Mobility Acquisition Corp.; and Live Oak Crestview Climate Acquisition Corp. We have closed two mergers, for Danimer Scientific (NYSE: DNMR) and Navitas Semiconductor (Nasdaq: NVTS). This segment of our business capitalizes on our deep capital markets expertise and unparalleled experience in helping companies achieve a public listing through means other than a traditional IPO. We focus our efforts on public-ready companies across all industry groups.Our advisory practice supports companies looking for a long-term partner to advise them across a series of planned capital raises and corporate objectives as the team builds towards a public offering or strategic sale.

COO, Live Oak Acquisition Corp II (NYSE: LOKB.U). Raised $253mm in a SPAC IPO in December 2020. Announced a merger with Navitas Semiconductor in May 2021, and closed in October 2021. https://www.liveoakmerchant.com/blog/industry-leader-in-gallium-nitride-gan-power-ics-to-go-public-at-an-enterprise-value-of-104-billion-via-live-oak-ii-spac-business-combinationCOO, Live Oak Mobility Acquisition Corp. (NYSE: LOKM.U). Raised $253mm in a SPAC IPO in March 2020, in partnership with the Hawksbill Group. Looked to partner with companies in the mobility and motion technology sectors, including emerging technology companies, component/material suppliers, infrastructure providers and other mobility-related services. Returned capital to shareholders in March 2023 after failing to find a suitable business combination.https://www.prnewswire.com/news-releases/live-oak-mobility-acquisition-corp-announces-pricing-of-upsized-220-000-000-initial-public-offering-301238911.htmlCOO, Live Oak Crestview Climate Acquisition Corp.. Raised $200mm in a SPAC IPO in September 2021, in partnership with Crestview Partners. We are seeking to partner with companies in the climate and sustainability spaces which facilitate the Circular Economy, progress via the energy transition away from fossil fuels, enhance food chain continuity, recycling and alternative sourcing, as well as mitigate greenhouse gases and reduce plastic waste in the environment. Returned capital to shareholders in November 2023 after failing to find a suitable business combination.https://www.prnewswire.com/news-releases/live-oak-crestview-climate-acquisition-corp-announces-pricing-of-200-000-000-initial-public-offering-301383383.html?tc=eml_cleartime

Co-founded a group specializing in (1) late stage Pre-IPO funding for private companies; and (2) Special Purpose Acquisition Companies (SPACs). Pre-IPO capital sourced from institutional fund managers seeking strong investment opportunities and alpha returns, on behalf of innovative and market-leading companies seeking a sophisticated and stable shareholder base. SPAC business focused on IPO, Advisory, PIPEs and de-SPACs. Member of Global Equities Commitment Committee, evaluating IPO and Follow-On transactions

Executive Officer and member of five-person Executive Committee. Provided executive leadership in expanding the product set, reinforcing competitive advantages, and optimizing the firm's cost structure. Evaluated and executed corporate acquisitions and partnerships. Sold FBR in June 2017 for a 150% total return / 22% IRR from appointment to Executive team. Member of Commitment Committee, securing investment banking mandates, and analyzing / structuring lead-managed capital raises.Head of Institutional Brokerage. Directed strategy for the Sales, Research, and Trading business units, generating organic growth and developing new revenue sources. Managed relationships at investment management clients through comprehensive marketing effort. Developed a proprietary research framework called The Debate™.Led sales force to the #3 ranking in small cap, Lead-Managed Initial Common Stock Offerings for the period 2009-1H17.Created proprietary technology systems for use in tailored client-level analysis