Marshall Green

Marshall Green is a Director at Merit Advisors, where he leads the firm’s business development efforts.

He joined Merit in 2025 after more than 15 years in institutional equity sales. Most recently, Marshall served as a Vice President in the investment banking division at UBS, managing relationships with institutional investors and senior executives at publicly traded companies. Earlier in his career, he worked at a boutique oil and gas investment bank in Chicago and began his career trading commodity futures at the Chicago Board of Trade.

Marshall earned a Bachelor of Arts in Political Science from Auburn University.

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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.