Who We Are

Energy Sell-Side veteran Timm Schneider founded the Schneider Capital Group LLC in the fall of 2022. The Firm offers unique perspectives, insights and differentiated thought for a variety of stakeholders focused on the dynamic and exciting Energy space. Our services are designed to meet the diverse needs of 1) Institutional Asset Managers; 2) Private Equity Firms; 3) Infrastructure Funds; 4) Commodity Trading Houses; 5) Sovereign Wealth Funds; and 6) Companies (both Public & Private).

Our mission is to help our customers navigate complexities along the Energy value chain while identifying opportunities to unlock and capture value. Our purpose is defined by our passion for the Energy industry and the vital role the Energy ecosystem plays in the continued advancement of society.

September 21, 2026

So Who is Going to Buy HighPeak Energy (HPK; N/R)?

By Timm Schneider

First instinct, who cares? *BUT* this does fit our Energy M&A thesis. Btw, this one was not on our offical 2H’26 M&A Outlook survey results, which can be found here: Mergerpalooza: Your 2H’26 Energy M&A…

September 20, 2026

Weekly News/ Weekend Update & Oil Marks/ How Did Our Latest Pair Trade Do Week One??

By Timm Schneider

Happy Sunday from a rainy Midwest. I have some good news to share to kick this off… After thinking our team came in dead last at my buddy’s ‘member/ guest’ in Chicago, we did, in…

September 19, 2026

NFG (N/R): Base Case ~$94 on Hypothetical Split vs ~$81 Today. Follow-Up Post Our Chat with Management

By Timm Schneider

Two days ago we wrote that the leaked ~$5bn for Seneca screened low (we believe there is no way management would sell at that price given current fundamentals) and that the structure, not the price,…

September 18, 2026

Halftime Report: Love/Hate 19 Eeks Out 10Bps for the Week as The SEI Short Absolutely Crushes…

By Timm Schneider

…like in a bad way for our short book. Shares ripped ~14% this week. Read On. Long story short, we are basically flat half-way through the Love/ Hate Portfolio 19 (LHP19) run time at +10bps,…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

So Who is Going to Buy HighPeak Energy (HPK; N/R)?

Weekly News/ Weekend Update & Oil Marks/ How Did Our Latest Pair Trade Do Week One??

NFG (N/R): Base Case ~$94 on Hypothetical Split vs ~$81 Today. Follow-Up Post Our Chat with Management

Halftime Report: Love/Hate 19 Eeks Out 10Bps for the Week as The SEI Short Absolutely Crushes…

Our Leadership