Tim Carlson

Managing Director & Head of Upstream

Intrepid Investment Management

Office Phone:

(713) 292-0863


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Bio

Tim Carlson is the Head of Upstream at Intrepid Financial Partners. Tim is based in Houston. Prior to joining Intrepid, Tim was a Senior Managing Director at Evercore, where he focused on advising Upstream clients on a range of strategic advisory, M&A, restructuring and capital markets transactions. Before that, Tim held senior roles in the energy groups of J.P. Morgan, Merrill Lynch and Petrie Parkman, where he began his career. Tim has over 23 years of experience advising on some of the energy sector’s most important strategic transactions. Tim received a B.A. in Economics and Managerial Studies from Rice University where he was captain of the golf team and an Academic All-American.

Education