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

 

Debt

 

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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