An independent firm for AI data center development.
HampTex Capital Partners was established to provide independent analytical capabilities and full-lifecycle execution to the parties shaping the U.S. AI data center buildout. The firm operates as a senior team extension on engagements where customers require analytical clarity, operational capability, and methodological grounding they do not have to the required depth internally.
How the firm behaves.
Independence is institutional.
HampTex does not invest in the projects it assesses and does not collect contingent fees based on project outcomes. The firm's independence is a structural constraint on its other activities, not a marketing claim.
Methodology before opinion.
Every conclusion is derivable from a published framework, primary sources, and a defensible analytical chain. Methodology is the substance; opinion is what falls out of applying it carefully.
Senior team extension.
Engagements are led by senior practitioners, not by junior staff under senior supervision. The customer engages with the people doing the work, and the people doing the work carry the analytical accountability.
Founded and led by James Macedonio and Tony Timmons.
HampTex was founded by two partners with three decades each of senior operational experience across the infrastructure stack the AI data center buildout now requires. James anchors the firm's analytical methodology, capital structuring, and hyperscaler and operator relationships built across Wall Street trading-platform buildouts, Savvis data center engagements, AWS, and Blockstream/Exacore. Tony anchors the firm's Texas-rooted stakeholder network, energy and permitting acceleration, and on-the-ground execution discipline. Both partners bring career-long track records of direct revenue generation and anchor-customer acquisition at institutional scale.
James founded HampTex Capital Partners to provide the AI data center buildout with the independent analytical capabilities and execution discipline the scale of the buildout requires. The firm operates from the premise that data center development at the scale the United States now requires cannot be coordinated effectively without a shared analytical framework, and that the methodological work to build that framework is the firm's substantive contribution.
James authored the firm's proprietary Six Forces framework, the analytical framework for assessing the structural risks of data center development, and shaped how HampTex aligns to the Factory Model, the industry's emerging design and execution approach for infrastructure engineered for the workloads of the next decade. He also authored Shield, the platform on the firm's development roadmap that will automate the Six Forces analytical workflow at scale. James leads the firm's senior engagements across customers spanning developers, hyperscalers, enterprise infrastructure builders, infrastructure investors, and sovereign entities. HampTex's flagship publication, The Great Data Center Reckoning, documents the firm's analytical thesis on the U.S. AI infrastructure buildout.
The work draws on three decades of senior operating experience program-managing data center buildouts and the institutional capital that funds them. As Chief Growth and Strategy Officer at Exacore, James has helped lead the firm's scaling to 2.5 GW of acquired energy capacity and the deployment of $1.3B+ in structured capital raised against the Blockstream Mining Note. He co-created BMN2 at Blockstream Mining with Adam Back, Blockstream's co-founder, prior to Exacore's acquisition of Blockstream's mining division, making BMN2 the underlying instrument behind the subsequent Exacore raise.
Before Exacore, James held leadership roles at AWS over six years, helping build the Cloud Value Engineering group, the GSI partner organization (Deloitte as primary alliance), and the Managed Services Organization. The relationship network from those years now extends across the hyperscaler ecosystem, with former colleagues in senior leadership at Microsoft and Google.
Across his career, James has personally led the revenue-generation and anchor-customer acquisition motions inside each role, scaling the AWS / Deloitte alliance from $21M to $240M in 24 months, structuring institutional capital at Blockstream, and standing up the Savvis financial vertical from a standing start. This direct sales execution track record is the basis on which HampTex lands anchor data center customers.
Earlier in his career, James held executive roles in the technology groups at Bear Stearns, Credit Suisse, and Morgan Stanley. At Morgan Stanley, he led two parallel programs as Executive Director, the Velocity Program, a $200M+ three-year rebuild of the firm's low-latency trading infrastructure across the U.S., Asia, and Europe, with executive reporting up to board and Fed level, and a separate data center consolidation that retired five legacy data centers into two, migrating 10,000+ applications and 8,000+ hosts. At Savvis, he created the firm's financial vertical professional services organization, program-managing data center buildouts for the largest global financial customers. The relationship network established during that work has grown into executive-level relationships across the U.S. data center operator and colocation ecosystem, including Digital Realty, Lumen, Equinix, 365 Data Centers, T5, and CyrusOne, among many others, complementing the hyperscaler relationships and giving HampTex direct executive reach across both sides of the buildout.
James holds a degree in Finance from NYU Stern School of Business. He advises early-stage companies in immersion cooling and ASIC/mining technologies, co-founded Wall Street Rocks, and previously served on the board of the Henry Viscardi School for Children with Disabilities.
Tony co-founded HampTex Capital Partners to bring three decades of senior operational leadership across energy, infrastructure, and frontier computing, the on-the-ground discipline required to execute AI data center development at the scale and timeline the buildout demands. Where the firm's analytical frameworks define the path, Tony's work translates those frameworks into deployed outcomes by retiring the structural risks that delay revenue: energy, permitting, and stakeholder alignment.
Tony's executive relationship network is rooted in Texas and extends across the U.S. and global infrastructure ecosystem. These relationships have a measurable track record of accelerating energy and permitting for clients on prior engagements, enabling those clients to realize revenue meaningfully sooner than baseline development timelines. Force 1 (energy and power) and Force 2 (permitting and entitlement) are the two structural risks most likely to delay revenue on any U.S. data center project; the relationships Tony brings to HampTex are calibrated to retire that risk.
Tony's Texas network anchors the firm's stakeholder reach. He holds longstanding membership in the Texas Lyceum, the state's convening body for senior entrepreneurs, business leaders, ranchers, and policymakers, with deep relationships across Texas energy executives, regulators, municipalities, and economic development entities. As Director of Sports Officials at the University Interscholastic League (UT Austin), Tony navigated statewide legislation and policy with full operational authority, managing 21,000 officials and 5 million annual contacts across 1,400 schools, an institutional-scale stakeholder management credential that translates directly to the scope of data center development.
Tony's operational career spans energy, infrastructure, and frontier computing. As VP of Operations and Global Deployments at Rosseau Group, he scaled immersion-cooled high-density compute infrastructure globally, delivering 20–30%+ efficiency gains through flare-gas innovation and custom Kelvion deployments in extreme environments. Earlier, he co-launched a Texas oil and gas venture and secured one of the first non-domestic drilling contracts under Mexico's 2013 Reforma.
Tony's career has been built on landing and closing anchor customers at Fortune 500 scale. As CEO of UMS Services, he closed first-of-their-kind enterprise agreements with NAPA and Carvana, agreements that established UMS as the category vendor of record for those customers. As Chief Revenue Officer of Mascot Media, he scaled revenue to ~$31.4M by expanding broadcast infrastructure to all 50 states and 10,000+ schools. As Managing Director of ArbiterPay Texas, he deployed the NCAA-aligned payments platform that now processes $500M+ in annual transactions across 1,000+ schools. The combination of operational depth and anchor-customer-closing track record is the basis on which HampTex lands the developers, hyperscalers, and infrastructure investors that the firm targets.
Tony is the steward of the historic H.E. Sproul Ranch, family-owned since 1886, which he transformed into a venue that has hosted Forbes 500 CEOs and senior Texas energy leaders. He is an IFR-rated private pilot with 3,000+ flight hours. He is also a longstanding supporter of child rescue initiatives through The OpenDoor Church and Troy Brewer Ministries.
Advisory partners who extend the firm's reach.
Michael extends the firm's institutional capacity in public-markets capital formation and technology commercialization, the disciplines required to take emerging infrastructure platforms from concept through public-market scale and to evaluate the technologies on which next-generation data center economics depend. The AI data center buildout is fundamentally a capital formation problem at institutional scale, and Michael's career has been built on structuring the vehicles through which that capital moves.
Michael has structured and executed over thirty public-company reverse mergers and restructurings across U.S. and Canadian markets, the cross-border capital-markets architecture through which emerging platforms reach institutional investors. The work includes one transaction that produced a $12B+ market capitalization within sixty days of close, a demonstration of the speed at which a properly structured public vehicle can position an emerging platform for institutional-scale capital. His capital-formation work spans capital structuring, financial modeling, and market-entry strategies for technologies requiring both technical validation and investor confidence.
Michael's technology commercialization track record spans green energy, advanced materials, and emissions-reduction systems, the categories most directly relevant to the energy economics, cooling architectures, and emissions profiles of contemporary data center development. His commercialization work has produced products validated by global manufacturers and deployed through multinational procurement channels, with the underlying capability, taking a technology through technical validation, regulatory approval, and institutional adoption, directly applicable to the cooling, power-density, and grid-edge technologies that determine AI infrastructure performance.
Michael has secured and executed contracts with government entities and major industrial organizations worldwide. The institutional counterparty execution this represents, multi-year procurement programs, government-grade contractual frameworks, and the regulatory and compliance architecture required to operate across jurisdictions, is the same credential set HampTex needs to serve its sovereign-entity, hyperscaler, and large-industrial customer categories. The relationship network built through this work extends across governments, multilateral institutions, and regulatory bodies on multiple continents.
Michael's two-decades-plus track record of international deal-making spans multi-jurisdictional regulatory environments, institutional stakeholder alignment, and capital deployment for high-risk, high-reward ventures. He brings to HampTex capital-markets execution, technical evaluation, and global regulatory navigation, strengthening the firm's ability to structure, validate, and advance complex infrastructure and energy projects from early-stage concept through institutional readiness.
Todd extends the firm's institutional capacity in governance, multi-stakeholder coordination, and facilities-development discipline, the operational architecture required to move complex projects through the policy, regulatory, and stakeholder layers that determine whether large-scale infrastructure actually executes on its stated timeline. The AI data center buildout is a coordination problem as much as a capital and engineering problem, and Todd's career has been built on running institutional systems at the scale and complexity that data center development now demands.
As Executive Director of Athletics for Fort Worth ISD and Ector County ISD, Todd directed multimillion-dollar operations serving ~80,000 students across 140+ campuses. Running an institutional system at that scale required precise coordination across school boards, state regulatory bodies, municipal stakeholders, facility operators, and community constituencies, the same multi-stakeholder coordination structure that governs data center development, where developer, capital partner, utility, regulator, hyperscaler, and local government must all be aligned for a project to deliver.
Todd's work has consistently included facilities planning, construction coordination, and policy development across the Texas public-sector institutional environment. Public-school facilities programs operate under bond-funded budgets, board approvals, contractor management, regulatory compliance, and long-term operational integration, the same operational disciplines that determine whether a data center project moves from entitled land to delivered, performing asset on schedule. Todd's track record of moving facilities from planning through construction to operations within demanding regulatory environments is the discipline HampTex's customers require at the execution phase of development.
At the state and national levels, Todd has held executive positions within Texas and national coaching associations, shaping policy, safety protocols, and program standards across thousands of institutions. This governance-tier credential, translating complex regulatory frameworks into operational standards that institutions can actually execute, is directly applicable to the policy-and-standards work that increasingly governs U.S. data center development as the buildout reaches the scale that triggers state and federal regulatory attention.
Todd's experience extends into data center and advanced-technology operations through advisory engagements where the same governance discipline, operational clarity, and stakeholder-alignment capability that defined his public-sector leadership applies directly to infrastructure development. He brings to HampTex institutional judgment, regulatory fluency, and system-level coordination, strengthening the firm's ability to guide complex projects that require disciplined coordination across governance, infrastructure, and long-term execution pathways.
Sam extends the firm's institutional capacity in capital markets execution and structured finance for AI compute and digital asset infrastructure, the disciplines that translate Building Stack and Compute Stack project economics into capital structures institutional investors can underwrite. His career spans the major Wall Street institutions, the investment banking platforms purpose-built for crypto and AI compute, and the operating-board mandates through which the largest publicly traded Bitcoin mining platform is governed.
Sam founded and scaled the investment banking division at BitOoda Holdings, the institutional brokerage and capital markets firm focused on AI/HPC, Bitcoin mining, and power infrastructure. Over five years as Chief Strategy Officer and Head of Investment Banking, he structured a $500M PIPE for an AI deSPAC transaction, executed $125M in AI/HPC project financing, and led 600 MW in data center asset sales. He also designed BitOoda's proprietary hash rate and difficulty derivatives, the BitOoda Hash Contract and Fee/Difficulty Swaps, the structured products through which capital partners can hedge or take direct exposure to Bitcoin mining cash flows.
Sam currently serves as Advisory Board member at Marathon Digital Holdings (NASDAQ: MARA), the largest publicly traded Bitcoin mining platform in the United States, providing counsel on infrastructure, capital markets, and compute monetization. Through his independent practice, Doctor Advisory Services, he has led a $500M capital raise for an AI-native data center and a $150–200M raise for a public crypto/AI hybrid platform, and consults to independent power producers, infrastructure funds, and institutional investors on valuation, modeling, and strategy across AI compute, digital assets, and the energy transition.
Earlier in his career, Sam was Managing Director, Quant Strategy and Head of Data Science at Fundstrat Global Advisors, where he designed the Doctor Quant Model, a 500-stock multi-factor US equity model used by approximately 20 percent of the firm's institutional clients and the analytical basis for an institutional ETF. He began his career as a US technology and emerging markets equity analyst at JPMorgan Chase, covering more than 45 public technology companies in the US and APAC and pioneering Monte Carlo real-options valuation for intellectual-property-heavy issuers.
Sam holds an MBA in Finance and Strategy from the Indian Institute of Management, Ahmedabad and undergraduate degrees from the University of Bombay.
Bill anchors the firm's depth in cross-border capital formation and public-markets execution, the disciplines on which the AI data center buildout ultimately depends. HampTex's central thesis is a financing problem, the Building Stack and the Compute Stack must be funded across capital pools that move at different speeds, and Bill brings more than three decades of structuring, raising, and placing the equity and debt that projects of this scale require.
He is Co-Founding Partner and Global Managing Director of Ubequity Capital Partners Inc., an international merchant and investment bank with offices in Toronto, Vancouver, New York, and Paris that develops and accelerates public and private growth-stage companies across financial services, technology, alternative energy, and natural resources. Across his career he has participated in hundreds of millions of dollars of equity and debt financings for client and portfolio firms, and as founder and CEO of BGC Consultants Limited since 1983 has advised companies on mergers and acquisitions, corporate development, and financial strategy.
Bill has served as a director and officer of public corporations on the Toronto and Nasdaq exchanges, including board roles in the energy and resource sectors, and has held positions as chairman, corporate secretary, and audit-committee member, giving HampTex senior, board-level fluency in the institutional and public-capital markets its clients must access. He began his career in banking and trust services before consulting to clients including the Vancouver Stock Exchange, Expo 86, and MacDonald Dettwiler (MDA).
Andy extends the firm's institutional capacity in enterprise sales leadership, go-to-market construction, and financial-services demand-side relationships, the revenue-execution architecture required to land the anchor customers that determine whether a data center project earns its return. The AI data center buildout is, on the demand side, a problem of structuring institutional sales motions into the enterprises whose AI workloads fill the capacity HampTex's clients build, and Andy's career has been built on running exactly that motion at scale.
As Regional Vice President, North America at Salesforce.com for nearly ten years, Andy managed multi-million-dollar territories and led the account team that closed the largest global deal in Salesforce history at $105M and 3.9M users, earning Presidents Club and AE of the Year (Global). Across his Salesforce tenure he consistently exceeded quota from 120% to 311% and grew his territory by 20% year over year, a sustained track record of institutional-scale revenue execution against the kind of enterprise accounts that anchor data center demand.
Andy's financial-services relationship layer is current and named: enterprise sales leadership engagements have spanned JPMorgan Chase, Citi, Goldman Sachs, Barclays, Bank of America, TD Bank, BNY, Blackstone, Wells Fargo, Merrill Lynch, and TIAA, among others. As Head of Financial Services Sales at Slalom he led the financial-services vertical to $40M+ in annual revenue; as Chief Revenue Officer at Mobeus he built the GTM motion from a standing start and developed a $100M+ pipeline in conjunction with Accenture, Slalom, and Thoughtworks; as Head of Financial Services and Insurance GTM at Netomi he built a $7M AI-customer-experience pipeline across the same institutional FSI footprint. That working financial-services relationship layer directly opens captive and enterprise data center demand-side conversations that sit alongside the hyperscaler channel.
Andy is also an AI patent holder (US 16,929,713) and has built GTM motions at three AI-native companies, including most recently DailyPay, where he serves on the enterprise GTM team. His direct experience selling AI to enterprise customers strengthens the firm's demand-side perspective on Force 6 (Technology), where the question is not only what infrastructure is being built but which AI workloads will fill it and on what economics. Andy serves as Advisory Partner concurrent with his primary enterprise GTM role, bringing the firm institutional sales leadership, financial-services relationship reach, and demand-side AI-customer perspective on a fractional engagement basis.
The senior team supporting the partners.
Adam leads HampTex's energy and land work, sourcing power-anchored sites, structuring the underlying transactions, and running the site-feasibility analysis that determines, before capital commits, whether a candidate site can actually deliver the capacity, economics, and timeline the customer requires.
Adam joins HampTex from Exacore, where as Director, Strategic Development he negotiated and closed greenfield and turnkey site acquisitions totaling 250 MW of grid-tied capacity and 1.2 GW of natural gas capacity. The work spans both grid-tied development paths and behind-the-meter natural gas pathways. Adam evaluates site viability on the four metrics that determine whether a project actually earns its return: price per acre, price per MW, energy cost, and time to energization, the analytical rigor at the front-end of the development lifecycle that the rest of HampTex's engagement work depends on.
Earlier, Adam was Sales Operations Manager at Blockstream Mining during the era of the original Blockstream Mining Note (BMN1), serving as primary liaison for enterprise mining customers and building the forecasting and financial models behind executive strategic planning. At Compass Mining as Senior Sales Representative, he generated $40M+ in hardware and co-location commitments across financial services, oil and gas, private equity, and energy customers.
Adam holds an MBA from Quantic School of Business & Technology and a BBA from Ohio University.
Jack leads HampTex's real estate and development execution work, taking sites through entitlement, vertical construction, and delivered-asset status across the firm's primary geography. Where Adam's work establishes whether a site can deliver the capacity and economics the customer requires, Jack's work runs the development phases that turn an acquired site into a performing asset.
Jack brings nearly four decades of Texas commercial real estate experience, anchored in the Austin market, currently among the most active U.S. data center buildout corridors. The work spans zoning, site feasibility, entitlement, and deal structuring, the pre-development capabilities that determine whether and how a project actually moves from acquired land to delivered asset. As a transactional advisor, Jack has executed site selection, lease negotiation, and Texas market-entry strategy for national operators including Related Group, Home Depot, Brinker International, Starbucks, and Wells Fargo, with closed transaction volume across retail, office, and mixed-use exceeding $120M.
On the principal side, Jack has taken sites through the full development cycle. He developed Parmer McNeil Crossing, a 65,000 SF Austin retail center built for $8.2M and sold for $16.5M, a 101% return over three years. He also led 901 Bouldin, a central-Austin residential infill development that converted prime urban land into a delivered, occupied asset.
Jack held senior leadership roles at Grubb & Ellis and was a founding executive at Quick & Company. He is an active member of the International Council of Shopping Centers (ICSC). The Austin commercial real estate networks Jack has built over three decades give HampTex direct, executive-level reach into the Texas stakeholder ecosystem on which the firm's primary-geography deal flow depends.