Team

Thomas O. Whitener Jr.
President and Founding Partner

Thomas O. Whitener Jr.

President and Founding Partner

(214) 987-6105

As President and a founding partner of Energy Spectrum, Mr. Whitener leads the firm’s midstream private equity business. His responsibilities include leading negotiations, structuring and executing investment transactions, actively monitoring existing investments and working closely as a board member with the management teams of portfolio companies.

Mr. Whitener has approximately 44 years of experience financing and advising companies and managing private equity investments in the energy industry. Prior to Energy Spectrum, Mr. Whitener served as a Managing Director at R. Reid Investments Inc. and as a Senior Vice President of Dean Witter Reynolds’ Energy Corporate Finance Group. Through these positions, he gained significant experience with mergers and acquisitions, institutional equity and debt placements and energy asset divestitures.

Following college, Mr. Whitener served three years as an officer in the U.S. Navy and began his professional career as an energy lender with InterFirst Bank Dallas. Later, as a senior manager, he was responsible for managing and overseeing commitments in excess of $1.5 billion to the upstream, midstream and oil field service sectors of the energy industry.

Mr. Whitener received his Bachelor of Business Administration degree with highest honors and his Master of Business Administration degree from The University of Texas at Austin.

James P. Benson
Founding Partner

James P. Benson

Founding Partner

(214) 987-6103

Mr. Benson is a founding partner of Energy Spectrum, with extensive relationships and networks within the energy industry. Historically, Mr. Benson has been instrumental in and responsible for originating many of Energy Spectrum’s most successful investments. Mr. Benson primarily focuses on business development activities and the sourcing and financing of new transactions for Energy Spectrum’s midstream private equity business. Through his extensive industry relationships and active marketing efforts, Mr. Benson participates in the evaluation and negotiation of potential investments and assists portfolio companies in arranging and structuring debt financing.

Mr. Benson has approximately 34 years of private equity, investment banking, financial advisory and commercial banking experience in the energy industry. Prior to co-founding Energy Spectrum in 1996, Mr. Benson served for 10 years as a Managing Director at R. Reid Investments Inc., where his experience included energy-related private placements of debt and equity, acquisitions and divestitures.

Mr. Benson began his career at InterFirst Bank Dallas, where he served for four years and was responsible for various energy financings and financial recapitalizations.

Mr. Benson received his Bachelor of Science degree from the University of Kansas and his Master of Business Administration degree with high honors from Texas Christian University.

James W. Spann
Chief Compliance Officer and Founding Partner

James W. Spann

Chief Compliance Officer and Founding Partner

(214) 987-6102

A founding partner of Energy Spectrum, Mr. Spann is responsible for screening and originating investment opportunities, conducting due diligence, assisting portfolio companies in the evaluation and completion of follow-on acquisitions and financings and evaluating the energy industry’s macroeconomic trends. Mr. Spann also serves as Chief Compliance Officer of ESC Investment Advisors, an Energy Spectrum affiliate, which files with the SEC in compliance with the Investment Advisors Act.

Mr. Spann has over 40 years of experience financing oil and gas companies and managing private equity investments in the energy industry. Prior to forming Energy Spectrum, Mr. Spann served as a Managing Director of CIGNA Private Securities, where he specialized in energy and petrochemical companies.

Mr. Spann received his Bachelor of Science degree in Finance with highest honors from Syracuse University’s School of Management and his Master of Business Administration degree from the University of Connecticut.

Leland B. White
Founding Partner

Leland B. White

Founding Partner

(214) 987-6104

Mr. White is a founding partner of Energy Spectrum. Through his extensive industry contacts and experience, Mr. White has helped source several attractive investments made by Energy Spectrum. In conjunction with New York-based Energy Trust Partners and its affiliates, Mr. White currently devotes substantially all of his business time and energies to co-managing the Energy Trust Funds, which focus on the upstream sector. His responsibilities for these funds include originating and structuring new transactions, participating in the ongoing management and oversight of portfolio investments and directing the strategy as well as the overall management for Energy Trust Partners.

Mr. White has approximately over 40 years of private equity, investment banking, financial advisory and commercial banking investment and finance experience primarily in the energy oil and gas industry. This experience includes private equity, energy-related private placements and debt and project financings, mergers and acquisitions, financial recapitalizations and strategic divestitures. Prior to helping found Energy Spectrum, Mr. White served for 10 years as a Managing Director at R. Reid Investments Inc. and 13 years as a Senior Vice President with InterFirst Bank Dallas.

Mr. White received his Bachelor of Arts degree from Southern Methodist University and his Master of Management degree from the Kellogg School of Management at Northwestern University.

LinkedIn

Peter W. Augustini
Partner

Peter W. Augustini

Partner

(214) 987-6128

Mr. Augustini joined Energy Spectrum in 2004. Mr. Augustini conducts financial and strategic due diligence for potential investments, negotiates and structures new investments, leads deal execution and is actively involved in the ongoing monitoring and oversight of portfolio companies.

Mr. Augustini has approximately 26 years of private equity, management consulting, and corporate finance and strategy experience in the energy industry. Prior to joining Energy Spectrum, Mr. Augustini served five years as a consultant at McKinsey & Company, Inc., an international strategic management consulting firm, primarily working on energy-related assignments. Prior to McKinsey, Mr. Augustini served seven years in a variety of finance and strategic planning management positions at Atlantic Richfield Company (ARCO) and four years as an analyst for Metropolitan Life Insurance Company’s investments group.

Mr. Augustini received his Bachelor of Science degree in Industrial Engineering from Lehigh University and his Master of Business Administration degree with high honors from the University of Chicago.

Benjamin H. Davis
Partner

Benjamin H. Davis

Partner

(214) 987-6122

Mr. Davis joined Energy Spectrum in 1997. He originates new investment opportunities for Energy Spectrum and its portfolio companies, evaluates potential investments, structures and closes investment transactions and serves on the Board of Directors of several Energy Spectrum portfolio companies.

Prior to focusing on midstream private equity, Mr. Davis worked for ten years as an investment banker focused on the upstream sector of the oil and gas industry. Mr. Davis spent the first four years of his career as an organizational management consultant.

Mr. Davis received his Bachelor of Arts degree from the University of Richmond. He currently serves on the Board of Trustees of Woodberry Forest School in Virginia and the Board of Directors of the Dallas Petroleum Club.

LinkedIn

Mark S. Honeybone
Partner

Mark S. Honeybone

Partner

(214) 987-6119

Mr. Honeybone joined Energy Spectrum in 2004. His responsibilities include business development activities, evaluating potential investments, deal execution and the ongoing monitoring and oversight of portfolio companies.

Mr. Honeybone has approximately 20 years of private equity, restructuring, and investment banking experience in the energy industry. Prior to joining Energy Spectrum, Mr. Honeybone was in the restructuring practice of FTI Consulting, Inc. Previously, Mr. Honeybone worked at Houlihan Lokey Howard & Zukin, providing financial advisory and investment banking services to middle-market companies, and at Price Waterhouse, where he served as a consultant in the upstream energy practice.

Mr. Honeybone received his Bachelor of Science degree in Business Administration with highest honors from Trinity University.

LinkedIn

Michael C. Mayon
Vice President

Michael C. Mayon

Vice President

(214) 987-6141

Mr. Mayon joined Energy Spectrum in 2011. His primary responsibilities include sourcing new investment opportunities, conducting financial and strategic due diligence and monitoring portfolio company performance.

Prior to joining Energy Spectrum, Mr. Mayon was an Associate at Key Principal Partners, a private equity fund that provides mezzanine and equity capital to middle market companies. Mr. Mayon began his career as an investment banker with Banc of America Securities and Growth Capital Partners.

Mr. Mayon received his Bachelor of Business Administration in Finance and Bachelor of Arts in Biological Sciences degrees from Southern Methodist University, and his Master of Business Administration degree from the Wharton School of the University of Pennsylvania.

LinkedIn

Chandler A. Phillips
Vice President

Chandler A. Phillips

Vice President

(214) 987-6106

Mr. Phillips rejoined Energy Spectrum in 2011. His responsibilities include investment sourcing, due diligence and monitoring portfolio companies. Previously he had been with Energy Spectrum from 2004 until 2008, including two years with Energy Spectrum Advisors.

Prior to rejoining Energy Spectrum, Mr. Phillips worked three years with a diversified private family office located in Louisiana in various risk management and project management roles. Mr. Phillips previously worked as an engineer in Tom Brown Inc.’s acquisitions and divestitures group, and as an engineer coordinating the management of Matador Petroleum’s outside-operated properties.

Mr. Phillips received his Bachelor of Science degree in Industrial Engineering with honors from Texas A&M University.

Austin P. Lutz
Senior Associate

Austin P. Lutz

Senior Associate

(214) 987-6164

Mr. Lutz joined Energy Spectrum in 2018.  His responsibilities include conducting financial due diligence, transaction execution and monitoring of investment performance.

Prior to joining Energy Spectrum, Mr. Lutz was an Associate at Edge Natural Resources LLC, an energy private equity firm focused on upstream and oilfield service investments.  At Edge, Mr. Lutz was involved with the due diligence, execution, on-going transaction support and portfolio monitoring of various investments.  Prior to his time at Edge, Mr. Lutz was a Manager in the Finance & Strategic Planning group at Energy Transfer (NYSE: ETP/ETE) where he focused on mergers and acquisitions and capital market transactions across the family of partnerships.  Mr. Lutz began his career at J.P. Morgan as an Analyst on the Mid-Cap Investment Banking team where he focused on financing and merger and acquisition transactions across the diversified mid-cap space.

Mr. Lutz received a B.B.A. with majors in Finance and Business Honors, magna cum laude, from Texas A&M University.

Michael P. Mitchell
Senior Associate

Michael P. Mitchell

Senior Associate

(214) 987-6112

Mr. Mitchell joined Energy Spectrum in 2014. His responsibilities include conducting financial due diligence, execution and monitoring investment performance.

Prior to joining Energy Spectrum, Mr. Mitchell was an investment banking analyst in the Global Natural Resources Group at RBC Capital Markets in Houston, where he focused primarily on public capital raises and M&A advisory within the energy industry. Mr. Mitchell began his career in energy lending with Amegy Bank of Texas in Houston.

Mr. Mitchell received his Bachelor of Business Administration degree in Finance from Texas A&M University.

LinkedIn

Alison K. Fischer, CPA
Chief Financial Officer

Alison K. Fischer, CPA

Chief Financial Officer

(214) 987-6114

Mrs. Fischer joined Energy Spectrum and Energy Trust Partners in 2005 and currently serves as Chief Financial Officer for both funds. Her responsibilities include the oversight of the firm’s financial and tax reporting functions, as well as the internal accounting department. Mrs. Fischer provides operational support to the organization in areas including strategic planning, financial forecasting and treasury administration. Additionally, she is actively involved with both investor relations and the various portfolio companies.

Previously, Mrs. Fischer worked for PricewaterhouseCoopers LLP from 2002 to 2005 and Arthur Andersen LLP from 1999 to 2002. During that time, she provided tax compliance and consultation services to clients within the financial services, real estate and private client service industries.

Mrs. Fischer received her Bachelor of Business Administration and Master of Science degrees in Accounting with high honors from Texas A&M University and has been a licensed Certified Public Accountant since 2000.

Christopher C. Stewart, CPA
Director of Financial Reporting

Christopher C. Stewart, CPA

Director of Financial Reporting

(214) 987-6142

Mr. Stewart joined Energy Spectrum and Energy Trust Partners in 2007 and currently serves as Director of Financial Reporting. His responsibilities include management of the firm’s financial and tax reporting functions, as well as the firm’s internal accounting function. Additionally, he is involved with investor communications and serves as a liaison with portfolio companies to further enhance the reporting process.

Previously, Mr. Stewart worked for PricewaterhouseCoopers LLP from 2003 to 2007. During that time, he provided tax and audit services to clients within the crude oil and natural gas, manufacturing, defense and private client service industries.

Mr. Stewart received his Bachelor of Business Administration and Master of Science degrees in Accounting from Texas A&M University and has been a licensed Certified Public Accountant since 2006.

Elizabeth C. Valek, CPA
Manager of Financial Reporting

Elizabeth C. Valek, CPA

Manager of Financial Reporting

(214) 987-6121

Mrs. Valek joined Energy Spectrum and Energy Trust Partners in 2009 and currently serves as Manager of Financial Reporting. Her responsibilities include review of the firm’s financial and tax reporting and internal accounting. Additionally, she interfaces with portfolio companies to streamline the reporting process.

Previously, Ms. Valek served as an Associate Accountant in the financial services practice of KPMG LLP. She provided tax consulting services to clients within the real estate and private equity industries.

Mrs. Valek received her Bachelor of Business Administration and Master of Science degrees in Accounting from Texas A&M University and has been a licensed Certified Public Accountant since 2009.

Terry A. Lowry, CPA
Controller

Terry A. Lowry, CPA

Controller

(214) 987-6117

Ms. Lowry joined Energy Spectrum and Energy Trust Partners in 2001 and currently serves as Controller. Her responsibilities include internal accounting and reporting for all Energy Spectrum entities, investor communications and supervision of the Intralinks website.

Previously, Ms. Lowry served in the accounts payable division of the Fleming Companies.

Ms. Lowry received her Bachelor of Business Administration degree from the University of Oklahoma and has been a licensed Certified Public Accountant since 2001.