We are a relationship-driven private equity and consulting firm that can help

you with all of your small to middle market capital needs.



Our Capabilities


Private Equity Investments


We are actively seeking direct private equity investment opportunities in Texas and Oklahoma.  Our flexible options  can provide you with a structure to achieve your financial goals.  Our interests include:


- Complete Acquisitions

- Partial Buyouts

- Preferred Equity Investments




Our ability to lend directly as well as our extensive network of banks and private lenders helps you find the right financing for your business.   We can provide:


- Senior Debt

- Mezzanine Financing

- Royalty Lending


Consulting Services


Our network of seasoned consultants can provide you with expertise, manpower, or representation for a wide variety of your needs. Our expertise includes:


- Consulting CFO

- Turnarounds and Restructuring

- Strategic and Capital Planning




Our Latest News


Summit Alliance Insurance Advisors, LLC


May 15, 2015


We are pleased to announce our acquisition of  Summit Alliance Insurance Advisors, LLC, a personal and commercial  insurance products agency.


Collateral Protection Insurance Agency


March 15, 2015


We are pleased to announce our acquisition of Collateral Protection Insurance Agency, specializing in credit-related insurance products.


Empire Finance


October 25, 2014


We are pleased to announce our acquisition of Tulsa-based equipment leasing company Empire Finance.



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