Scott Kaplan


Scott is a senior executive and brings over 25 years of financial and operational leadership experience to Bakken Energy. Scott partners with Steve Lebow and Lebow & Co. organizing investments in entrepreneurial companies in a variety of industries including automotive, energy/power, technology, healthcare, food & retail. Scott also provides financial advisory services to the companies we invest in, helping those businesses with capital raising, financial modeling, investor decks, formation documents and operational matters.

Previously, Scott was a Co-Founder, COO, CFO and Board member of Sagent Advisors Inc., a New York City based investment banking firm for over a decade from 2003 – 2014. At Sagent, Scott led all financial and operational matters for the firm. Scott helped lead the firm from founding to over 125 employees in 5 US cities, with alliances in Europe, South America and Asia. Sagent (DCS Advisory) was recently acquired by Daiwa Capital Markets, of Japan, in 2017.

Earlier in his career, Scott was CFO of Donaldson, Lufkin & Jenrette’s Los Angeles business, where he worked with Steve Lebow and Ken Moelis to build the largest investment banking firm outside of New York which had over 150 investment bankers and 500 total employees, prior to its sale to Credit Suisse First Boston in 2000. Scott has also been an investment banker at UBS (where he worked on mergers, acquisitions and public and private capital raising transactions), a member of the investment banking management teams at UBS and Credit Suisse, and COO of KB Financial Partners (a wealth management registered investment advisor).

Scott holds a BS from Pepperdine University and a MBA from the University of California Los Angeles.