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About the Firm
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About the Firm
Our Team
History
Events
Recent Transactions
Investment Banking
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Corporate Investment Banking
Providing innovative investment banking services
Financial Institutions
Bank advisory practice
Real Estate Investment Banking
Arranging debt and equity for commercial real estate
Energy Investment Banking
Experienced energy specialists
Valuations and Fairness Opinions
Objective and independent evaluation of value
Capital Raising
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Bank Capital
Evaluate and execute funding options
SBIC Funds
Assistance with fundraising, governance and regulation
Private Placements
Raising equity and debt for investment opportunities
Investment Management
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Discretionary Investment Management Solutions
For RIAs and institutional investors
Private Equity
Accelerate growth in banks and financial institutions
OCIO Solutions
Optimize investment strategy and implementation
Portfolio SMAs
Simplify the investment process
Retirement Solutions
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Recent Transactions
July 23, 2025
Texas National Bank
The undersigned initiated the transaction and acted as Exclusive Financial Advisor to Texas National Bancorporation.
July 14, 2025
Huntington
The undersigned initiated the transaction and acted as a Financial Advisor to Huntington Bancshares Incorporated
June 1, 2025
Security State Bank
The undersigned acted as Exclusive Financial Advisor to Security State Bank.
May 9, 2025
Spokane Teacher’s Credit Union
The undersigned acted as Exclusive Financial Advisor to Spokane Teachers Credit Union.
July 31, 2024
Fidelity Bank of Texas
April 17, 2024
Patrons Holdings
September 30, 2023
Cendera Financial Holdings
August 31, 2023
Lamar Street Investment Partners
August 31, 2023
Fidelity Bank of Texas
May 12, 2023
Texas Brand Bank
The undersigned acted as Exclusive Financial Advisor to Texas Brand Bancshares, Inc.
September 8, 2022
Rice Bancshares
September 24, 2021
Energy Related Properties
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