Russ is a managing director at Capital Alliance, Oaklins’ member firm in Dallas. He has over 20 years of institutional sales, research and investment management experience specific to the small capitalization public equity marketplace. He works on sell-side mergers & acquisitions for clients across several industries, including tech-enabled manufacturing and distribution companies, consumer and e-commerce companies, communications equipment companies and the energy E&P supply chain. He also assists micro- and small-cap public companies in examining strategic alternatives.
Most recently, Russ was with Roth Capital Partners in Dallas, where he managed a proprietary fund that invested in undervalued micro-cap special situation companies. In prior roles at Roth Capital, he was managing director of institutional sales and research. Before becoming involved in capital markets, he was a research associate at RJ Rudden Associates, where he provided management consulting services to public utilities. Russ has an MBA from the University of Iowa and a bachelor’s degree in energy engineering from the University of Arizona.