Investment Capital Group – Leadership

Investment Capital Group is a private consulting firm specializing in transactions which involve the merging, buying, selling, or financing well-established companies across a wide range of industries. Our leadership team’s extensive track record of successful multi-million dollar transactions is driven by broad experience and specific expertise crafting rewarding deals on behalf of our client base.

O. Victor Lattanzi, Managing Partner, Investment Capital Group

Victor Lattanzi has 30 years of experience in corporate advisory and operational roles with both private and public companies. Victor started his career in commercial real estate and facilities management with Coldwell Banker Commercial Real Estate Services and then subsequently with Congress Realty Investors. He has negotiated hundreds of sales, finance and lease transactions while representing both buyers and sellers. His early career also included roles at Paine Webber and Prudential Securities.

Victor also brings extensive knowledge and operational experience in the energy sector, having been actively involved in the oil business in East Texas.

Prior to founding Investment Capital Group Victor was at Barrier Advisors and Capital Alliance where he focused on M&A advisory services and financing support to his clients.

Victor’s educational background includes degrees from Harvard University (AB) where he was an All Ivy performer on the Harvard football team and has been recognized as one of the University’s best during his era.

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Joseph Conroy, Chief Marketing Officer, Investment Capital Group & Texas EOR Associates, LLC

As a successful startup owner in the financial, high-tech and environmental markets, Joe brings a unique set of skills and experience to Investment Capital Group and Texas EOR Associates, LLC. From technology and product development, to the commercialization of the product, Joe has many successes which have impacted multiple industries across the US.

Joe’s experience makes him adept at understanding the market, the competition, and the unique selling attributes of the product / service, and then being able to craft strategies to get the product to market to successfully. From the boardroom to the guy in the field, Joe has the ability to communicate across multiple mediums effectively, in order to establish credibility and buy-in of the product or service.

After optimizing the New England Power Grid and Electricity Pricing Forecasts , Joe is now optimizing marketing processes to explode the growth of small businesses. As a 15-year data and result driven Online Marketing Director with industry leading results, his 6 year R.O.I average is currently 423%.

Joe is truly a serial optimizer. From the first car he owned, to optimizing a website where 3 keywords are valued at $ 25 million / month, he is driven to improve. Here is a quote from a recent client; “Joe brings unmatched enthusiasm and energy to every engagement. He exhibits a true investment in his clients and seeks to optimize every opportunity for the client’s benefit.

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Michael J. Schuback, Senior Managing Director, Corporate Engagements

Mr. Schuback has over 35 years of executive management experience as the CEO or President of 5 Companies.

Industry experience includes energy, mining, equipment manufacturing and advisory.

With special focus on top line growth, Mike has managed large sales forces and is a dynamic  expert in traversing this process all the way from business development to discounted cash flow analysis.

Range of Responsibilities:

  • Negotiated and signed all  clients contracts for the company.
  • Successfully supervised & launched sales programs that allowed penetration into resistant markets.
  • Managed all financial activities for the company and was responsible for P&L.
  • Ensured profitability from first year of implementation always.
  • Streamlined products  to meet market requirements.
  • Developed relationships with Academic institutions to facilitate market support.
  • Developed and oversaw executed market  plans

Mr. Schuback is a graduate of St. Mary’s University.

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James Spillane, Chief Financial Officer/Controller

James Spillane has over 31+ years of experience in the upstream and midstream energy field (and service companies).  His background ranges from reorganizations, contracts, accounting, treasury, FP&A, M&A, land, legal, marketing, risk management, operations, and due-diligence. James’ last two positions over the last five years was as CFO of independent E&P companies working with hedge funds, bankruptcies, and investors in distressed properties to recoup losses and turn the properties around.

Expertise includes cash flow optimization and debottlenecking processes to find efficiencies. James has performed (and closed) over $4 billion of due-diligence on acquisitions of oil and gas properties and companies from the GOM, Gulf Coast, TX, Permian Basin, Mid-Continent, Rockies, and CA (onshore and offshore).

James’ education includes a BBA-Finance from the University of Houston.

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Delo H. Caspary III, E&P Land and HSE Manager

Delo H. Caspary III has over 30 years of extensive E&P Land and HSE knowledge in the oil and gas industry. Delo began his career with Pennzoil Company in 1980 as a Land Professional working throughout the Continental US and became Independent in 1989. He continues to practice same and is a member of the American Association of Professional Landmen. From 2011 to 2014, Delo served as Director of QHSE for Sharewell Energy Services LLC, a directional and horizontal drilling company, until it was sold to GE Oil and Gas.

Specialized expertise is in Leasehold/Mineral due diligence evaluations to ensure Reserves and Cash Flows are real and achievable in a Sound & Safe Business Environment.

Delo’s education background includes a BBA in General Business and Petroleum Land Management from the University of Texas at Austin and is OSHA Certified.

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Harry H. Ting, Director of Research

Harry focuses primarily in growth strategies, valuation, and M&A due diligence. He brings valuable skills to the firm with his background in private equity, consulting, investment banking, and entrepreneurship. He has helped structure capital for leveraged buyouts, growth capital, management buyouts, and recapitalizations.

Prior to joining Investment Capital Group, Harry gained valuable qualitative and quantitative skill sets in each role that have been transferrable to the next. He was involved from an early age with his family’s entrepreneurial ventures, such as a non-profit radio and Chinese school, which helped him co-found a technology start-up venture during college.

Harry graduated from Southern Methodist University, Cox School of Business, where he was a merit scholarship student and an active member in the professional business fraternity, Delta Sigma Pi.

A New Approach to Dealmaking