Team /

Marc Rose

Marc Rose has served as General Counsel of B-29 Family Holdings, LLC since 2024. He is responsible for overseeing and managing all legal matters for B-29 Family Holdings, LLC, B-29 Investments, LP and their portfolio companies, including Merit Advisors. 

Prior to joining B-29, Marc was a corporate law firm partner, gaining over 20 years of energy industry experience at Sidley Austin LLP and Vinson & Elkins LLP. He received his J.D. from the University of Southern California and his Bachelor of Science in Finance from Brigham Young University.

Rewards of Merit

Explore our case studies to see how Merit helps energy companies unlock trapped value.

Wiping Out Tax Liabilities for Non-Op Interests

Royalties & Non-Op
Case Study

This operator engaged Merit to minimize property tax liabilities for its mineral holdings by reducing the working interest values.

Fixing a Mineral Interest Mistake to Secure Big Savings

Royalties & Non-Op
Case Study

This large operator turned to Merit after a state Tax Commission error resulted in an unfair valuation.

Reducing Inflated Assessments the Competition Overlooked

Downstream
Case Study

Unhappy with its prior tax consultant, this petrochemical facility wanted a partner who could reduce its ad valorem assessments.