Nick Robinson
About Nick Robinson
Nick Robinson, 45, is a Preferred Director at Eos Energy Enterprises (EOSE) appointed in 2024. He is Global Head of Critical Minerals & Battery Materials and a Senior Managing Director on Cerberus Capital Management’s Supply Chain & Strategic Opportunities team, with prior credit trading roles at Morgan Stanley and Goldman Sachs; he holds an undergraduate degree from Acadia University . He serves on the board of Torngat Metals (private), and was Co-Chief Investment Officer of Cerberus Telecom Acquisition Corp until its business combination with KORE Wireless in 2021 . As of March 1, 2025, he is classified by Eos as an independent director under Nasdaq rules .
Past Roles
| Organization | Role | Tenure | Committees/Impact |
|---|---|---|---|
| Cerberus Capital Management | Global Head of Critical Minerals & Battery Materials; Senior Managing Director (Supply Chain & Strategic Opportunities) | Joined 2011; current | Leads investments in next‑gen technologies and capabilities to advance supply chain integrity |
| Cerberus Telecom Acquisition Corp | Co‑Chief Investment Officer | Until completion with KORE Wireless in 2021 | SPAC investment leadership through de‑SPAC |
| Morgan Stanley | Executive Director, credit trader (high‑yield and distressed desk) | Prior to 2011 | Trading leadership in HY/distressed credit |
| Goldman Sachs | Credit Analyst, Leveraged Loan Group | Started 2004 | Credit analysis in leveraged loans |
External Roles
| Organization | Role | Tenure | Notes |
|---|---|---|---|
| Torngat Metals (private) | Director | Current | Rare earths development company |
Board Governance
| Attribute | Detail |
|---|---|
| Appointment | Preferred Director designated by holders of Investor Preferred Stock; current Preferred Directors include Nick Robinson, Gregory Nixon, and David Urban |
| Independence | Board determined Robinson is “independent” under Nasdaq and SEC rules |
| Committees | Member, Leadership Development & Compensation Committee (“Compensation Committee”) |
| Committee Chairs | Compensation Committee chaired by Russell Stidolph; Audit chaired by Jeff Bornstein; Nominating & Governance chaired by Alex Dimitrief |
| Board Meetings (2024) | Board met 26 times; overall Board and committee attendance was 81% |
| Committee Meetings (2024) | Audit: 4; Compensation: 5; Nominating & Governance: 6 |
| Executive Sessions | Independent Directors meet in executive session at least twice per year, presided by the independent Chair |
Fixed Compensation
| Year | Annual Cash Retainer ($) | Equity Retainer (RSUs) ($) | Committee/Chair Fees ($) | Meeting Fees ($) | Total ($) |
|---|---|---|---|---|---|
| 2024 | $0 (declined) | $0 (declined) | $0 (no chair role; policy grants in RSUs for chairs) | $0 (none disclosed) | $0 |
Director Compensation Policy provides non-employee directors a $25,000 cash retainer and $150,000 in RSUs annually, with chair RSUs of $50,000 (Audit/Board) and $25,000 (Comp/NomGov); Robinson did not accept compensation in 2024 under Cerberus internal policy .
Performance Compensation
| Element | Terms | Notes |
|---|---|---|
| None | Non-employee director compensation consists of time-based RSUs per policy; Robinson did not accept awards in 2024 |
Other Directorships & Interlocks
| Entity | Relationship to EOSE | Robinson Role | Interlock Details |
|---|---|---|---|
| Cerberus Capital Management / CCM Denali Equity Holdings, LP | Controlling investor; 41.15% beneficial owner as of Mar 1, 2025 | Senior Managing Director at Cerberus | Cerberus provides financing and holds warrants/convertible preferred; aggregate initial convertibility equal to ~33% of common, up to 37% if milestones missed |
| Investor Preferred Stock (Series B) | Appoints up to three Preferred Directors exclusively as a separate class | Preferred Director appointee | Holders of Investor Preferred Stock have committee invite rights and board observer rights; cannot vote converted common in director elections while appointment right exists |
Expertise & Qualifications
- Credit markets and distressed/high-yield trading experience (Morgan Stanley; Goldman Sachs) .
- Strategic investing across critical minerals, battery materials, and supply chain resilience (Cerberus) .
- Boardroom exposure via SPAC leadership and private company directorship; undergraduate education from Acadia University .
Equity Ownership
| As-of Date | Shares Beneficially Owned | Ownership % | Notes |
|---|---|---|---|
| March 1, 2025 | — | <1% (none reported) | Includes RSUs if any; none disclosed for Robinson |
| August 12, 2025 | — | <1% (none reported) | Security ownership table lists Nicholas Robinson with “—” |
- Hedging and pledging of Company stock are prohibited by Insider Trading Policy; no pledging disclosed for directors .
- Shares outstanding: 226,599,297 (Mar 1, 2025) ; 279,213,528 (Aug 12, 2025) .
Governance Assessment
-
Positives
- Independence designation under Nasdaq; independent Board Chair; executive sessions conducted at least twice annually .
- Robust policies: anti-hedging/pledging, related party transaction review by Nominating & Governance Committee, and clawback policy compliant with Section 10D and Nasdaq .
- Compensation consultant independence (Mercer in 2024; Pay Governance engaged in 2025) supports pay governance rigor .
- Robinson declined director compensation in 2024, limiting direct pay-related conflicts .
-
Risks and RED FLAGS
- Significant investor interlock: Robinson is a senior leader at Cerberus, which controls a large equity position (41.15%) and financing agreements with substantial equity convertibility and dilution escalators; Robinson simultaneously serves on Eos’s Compensation Committee . RED FLAG: Potential conflict of interest in compensation and equity plan decisions influenced by lender/investor milestones.
- The Compensation Committee explicitly aligned PRSUs with Cerberus Agreement milestones to mitigate equity-penalty dilution; while rationale is shareholder-protective, it ties management incentives to lender covenants, raising alignment/perception concerns . RED FLAG: Pay program shaped by financing terms.
- Preferred Directors appointed by Investor Preferred Stock holders (including Robinson) may challenge perceived independence despite Nasdaq classification; voting limitations on converted common mitigate control but do not eliminate influence . RED FLAG: Concentrated investor control in board composition.
- Overall Board and committee attendance in 2024 was 81%; if persistent, this below-ideal engagement metric can erode governance effectiveness .
-
Additional signals
- Share overhang and dilution risk heightened by Cerberus warrants/preferred (33% initial, up to 37% if milestones missed) and ongoing increases to equity plan share pool, requiring vigilant oversight by independent directors .
- Related party transaction policies are in place, and the Board has documented recusals for conflicted directors (e.g., Chair on AE Convert notes), but no specific recusal disclosures are noted for Robinson regarding Cerberus Agreements; monitoring is advised .
Overall: Robinson brings relevant supply chain and critical materials expertise, but his dual role at Cerberus—EOSE’s dominant investor and lender—combined with Compensation Committee membership presents material conflict risks that warrant active recusal practices and robust independent oversight to sustain investor confidence .