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.

October 6, 2026

HPK (N/R): A Lifeline That Raises the Floor on a Sale

By Timm Schneider

HPK (N/R) just got itself a lifeline, and naturally we tore it apart. What does the Danantara preferred really cost common holders in a (hypothetical) sale? What is the stock worth if HPK simply stops…

October 6, 2026

EMA (N/R)/ CU (N/R): True North, Strong and Accretive? Our Deal Model and Slides

By Timm Schneider

Emera (EMA) and Canadian Utilities (CU) announced an all-share merger this morning, and we spent the day pulling it apart… In our view, there is a lot to like: Two of North America’s best growth…

October 6, 2026

PAIR TRADE CLOSING (+~35%): TLN Long vs. DUK Short… as We Sell Someone Else’s Good News

By Timm Schneider

There is nothing we love more than a thesis that works faster than planned. On 9/15 we initiated a Long TLN/ Short DUK pair on a simple view (PAIR TRADE IDEA: Long TLN vs. Short…

October 6, 2026

ET (N/R): ‘Immediately Accretive’ Checks Out. Our Vaquero (Private) Deal Deck (Model Available)

By Timm Schneider

Today, ET (N/R) announced a ~$2.6bn bolt-on for Vaquero Midstream, roughly three quarters cash and the rest in new ET units (small potatoes on dilution). On paper it is a ~675 MMcf/d gas plant near…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

HPK (N/R): A Lifeline That Raises the Floor on a Sale

EMA (N/R)/ CU (N/R): True North, Strong and Accretive? Our Deal Model and Slides

PAIR TRADE CLOSING (+~35%): TLN Long vs. DUK Short… as We Sell Someone Else’s Good News

ET (N/R): ‘Immediately Accretive’ Checks Out. Our Vaquero (Private) Deal Deck (Model Available)

Our Leadership