CFO & Co-Founder
Jim Stanislaus is a Co-Founder and Managing Director of Petros.
Prior to Petros, Jim was the CFO & COO of Enhanced Capital Partners, a national, private asset management and investment firm, specializing in utilizing state and federal tax credit programs to finance lower middle market companies in the United States. While there, Jim structured an array of complex, primarily tax credit-based, transactions with Berkshire Hathaway and other financial partners and secured over $700 million in institutional investor commitments. He started and was the Co-Head of the firm’s Tax Credit Monetization business and he also sourced and managed investments for the firm, primarily in Texas.
Prior to joining Enhanced Capital, Jim worked with Reservoir Capital Group, a New York based private investment firm with over $6.5 billion currently under management. Prior to Reservoir, Jim held senior positions at Fortune 50 companies, Dell and Procter & Gamble.
Jim holds an Engineering undergraduate degree from the University of Texas at Austin and an MBA with a concentration in Finance from SMU in Dallas.
Chief Operating Officer
Tommy Deavenport is Chief Operating Officer of Petros PACE Finance.
Tommy has over 30 years of experience in the financial services sector. Prior to Petros, Tommy was on the founding team and a Managing Director of Square 1 Bank (acquired by Pacific Western Bank).
Prior to Square 1 Bank Tommy served at AV Labs, an accelerator fund of Austin Ventures.
Prior to AV Labs, Tommy held an SVP role at Imperial Bank (acquired by Comerica). Tommy was also co-founder of VCFO, a leading fractional accounting firm headquartered in Austin.
Tommy holds a BBA in accounting from Texas State University and is a Texas CPA.
SVP – PACE Originations
Jake Kelley has spent his entire 17-year career in the commercial real estate finance business. He was the founder and principal of Redbud Capital, an Austin-based boutique advisory business focused on arranging debt & equity capital on behalf of institutional and private CRE investors/developers. Prior to forming Redbud Capital, Mr. Kelley led JLL’s Capital Markets business in central Texas, and prior to that he was a partner in CBRE’s Debt & Equity Finance business, both based in Austin. Before moving to Texas, Mr. Kelley worked in the New York office of Terra Capital Partners where he sourced mezzanine debt investments for the company’s high-yield debt funds. Prior to that, he was a Director in Lehman Brothers’ London office where he originated structured-debt investments secured by European assets. Mr. Kelley began his career on Morgan Stanley’s CMBS desk in New York. He holds a BBA in Finance from The University of Texas at Austin.
VP Legal and Policy
Josh Smith is the Vice President of Legal and Policy for Petros PACE Finance.
Josh has considerable experience in the C-PACE industry, having previously served as Senior Transaction Counsel to CleanFund. Prior to CleanFund, Josh worked as a commercial loan administrator for Umpqua Bank. While there, he helped restructure the Commercial Real Estate Servicing Team and processed the following for commercial real estate transactions: Loan extensions, modifications, and workouts. After law school, Josh worked as a law clerk for the Hon. Scott A. Oravec, U.S. Magistrate Judge for the District of Alaska.
Josh received a B.A. in Economics and Political Science from Loyola University Chicago in 2007, and a J.D. from the University of the Pacific (McGeorge School of Law) in 2010, where he was a member of the Roger Traynor Honor Society and a research assistant for Professor Miriam Cherry.
Managing Director Petros Connecticut Investment Fund
Barry Schwimmer is Managing Director of the Petros Connecticut Investment Fund, Petros Partners’ Stamford Connecticut based investment fund. He is also Founder and Managing Partner of the Stamford Innovation Center. The iCenter is a small business incubator whose mission is to create jobs and provide training while developing the entrepreneurial community throughout the State of Connecticut. Utilizing funding from Connecticut Innovations to augment its private resources, it serves as a hub in the CTNext Innovation Ecosystem under the state’s Department of Economic and Community Development.
Previously Mr. Schwimmer founded Stoneybrook Capital, a private investment firm. Stoneybrook’s activities included leading the acquisitions of several private companies including Computer Shopper (SX2 MediaLabs), The Corporate Presence, Distance Learning Co., Litespeed Titanium Components, Inc., and Dynamic Graphics, Inc. (Creatas LLC). Stoneybrook also participated in several acquisitions/recapitalizations which were organized by larger institutional investors.
From 1989 to 1994, Mr. Schwimmer was a Managing Director of Commonwealth Capital Partners, a $68.5 million private equity fund. While at Commonwealth, he helped to organize the acquisitions of NFO Research and Coast Community News and served as a Director of those firms as well as ACX Pacific. During 1989, he also helped to organize the acquisition of Aldila, Inc. and served as a Director of the firm until its sale in 1994 to Forstmann Little and Co.
In 1984, Mr. Schwimmer co-founded Chemical Venture Partners and served as an original General Partner of the firm. His responsibilities at CVP included directing and overseeing venture capital, growth equity and leveraged buyout investments in 12 separate transactions including PTN Holding Corp., Boys Market, Inc., Eric Chandler Holding, Inc. and PT Components. During this period, Mr. Schwimmer developed direct investment expertise in several industries including; specialty retailing and supermarkets, media, basic manufacturing and a variety of service providers. Prior to joining CVP Mr. Schwimmer worked as a Senior Consultant for Arthur Andersen & Co and a Securities Analyst at Value Line Investment Survey.
Mr. Schwimmer received a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and a Master in Business Administration degree from The Booth School of The University of Chicago.
VP – PACE Originations
Rachel Davis is a Vice President of Originations of Petros PACE Finance. Rachel is based in Texas and focuses on building our PACE business in Houston and in other select PACE markets throughout the country.
She began her career at Reliant Energy, a Houston based provider of electricity and smart energy services. As a Marketing Manager, she spent 12 years working with customers and consultants managing commodity price risk through electricity contracts in Texas and the Northeast. Most recently, Rachel led a national business development team for NRG Energy, a Fortune 200 energy company, where along with her team, she pursued partnerships for onsite/offsite solar, wind, community solar, energy efficiency and combined heat and power systems with Fortune 500 clients. Additionally, she worked with strategic partner firms in the energy efficiency sector to develop and implement sales acquisition strategies for thermal energy storage and evaporative pre-cooling solutions for utility programs in California. Most of her experience is with clients in the commercial real estate, retail, hospitality, and banking sectors.
Rachel graduated with honors from Texas A&M University with a BBA in Marketing.
VP – PACE Originations
Dustin Gabriel is a Vice President of Originations of Petros PACE Finance. Dustin is based in Dallas and focuses on building the PACE business in the Dallas area and in other select PACE markets throughout the country.
He joins Petros from Bank of the Ozarks, where he oversaw the construction and operations of a national loan portfolio for 7.2 million square feet valued at $2.3 billion in commercial real estate. Prior to Bank of the Ozarks, he worked at Commercial Real Estate Investment Management where he was responsible for commercial real estate asset management, leasing, disposition, finance and operations.
He is also a former strategy and research consultant at Cicero Group.
Mr. Gabriel is a graduate of Brigham Young University’s Marriott School of Management and holds an MPA with an emphasis in finance from the Romney Institute.
Jeff Walter, CFA
Senior Financial Analyst
Jeff Walter is a Senior Financial Analyst of Petros. Prior to joining Petros, Jeff was a Portfolio Manager at Wells Fargo. While there, he underwrote a variety of credit and treasury management products for middle market companies. He was also a Financial Analyst at Wells Fargo and successfully completed their Financial Analyst Program.
Jeff holds a BS in Finance from Illinois State University and is a CFA Charterholder.
Matt Malcom is a consultant with Petros and a certified public accountant, licensed in Maryland and Texas.
Prior to working with Petros, Matt worked for Reznick Group, a national accounting firm, for fifteen years. During that time, Matt worked with all types of tax credit transactions, including New Market Tax Credits (NMTC), historic tax credits (HTC), renewable energy credits, including the Section 1603 grant program, and other credit programs.
Beginning in 2005, Matt became extensively involved in the NMTC program, working with over 40 Community Development Entities (CDEs) to help structure transactions as well as provide tax and audit services. He has worked with well over 250 transactions in the NMTC program, including projects that involved non-profits, entertainment facilities, hotels, office buildings, health and wellness facilities, retail, charter schools, and numerous other transactions. In addition, some of these transactions have included the combination of NMTC with HTC to increase community and economic impact as well as create additional benefit for NMTC investors.
Matt graduated from Towson State University in Towson, Maryland with a B.S. in Accounting. He is currently an executive board member of the Austin Chapter of the Texas Society of CPAs (TSCPA) and a director at the state level of TSCPA.
Marcia Singleton is a staff accountant for Petros PACE Finance.
Marcia has over 25 years of accounting experience in both private and public accounting firms. Prior to joining the Petros team, she worked at Carr Riggs & Ingram LLC, focusing on financial services, client training and support, and tax preparation.
Marcia holds a degree in Accounting from Merrick College in North Andover, MA and is a Certified QuickBooks Pro-Advisor.
As a Transaction Specialist, Amy supports the Petros PACE Finance team in underwriting and closing PACE financial transactions. Prior to joining Petros, Amy was a seasoned legal assistant with extensive experience in litigation and complex corporate transactions.
Public Relations Manager
Natalie Groves is a public relations manager for Petros. Prior to joining the Petros team, Natalie was the social media manager at Charles Schwab corporate. During her time at Schwab, Natalie created the content strategy for their social media channels. Prior to Schwab, Natalie worked in the communications department in the President’s Office at the University of Texas at Austin. Additionally, Natalie spent time as a journalist at KVUE News, the ABC affiliate in Austin, Texas. Natalie worked as an on-air correspondent for KVUE News Daybreak. Natalie was awarded a Texas AP Broadcasters award for her work on KVUE.com.
Natalie holds a journalism degree from the University of Texas at Austin.
As an Executive Administrator Debbie plays an integral role in supporting the Petros PACE Finance team. Debbie is a seasoned executive assistant with extensive experience in support of high level executives.