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Director, Financial Advisor, Texas, United States


Advisor in Texas Seeking Businesses Upto USD 25 million

  • Name, Phone, Email
    Available after connect
  • Company
    Available after connect
  • Professional Summary

    We are a group of advisors with extensive transactional, operational, legal, and financial experience. Therefore, we are able to provide a comprehensive approach to advisory services for lower middle market companies. The president is honored by the Dallas Business Journal as a forty under forty honorees. He is also a recipient of a distinguished Alumni Award from SMU School of Law and a Ph. D. degree holder.

  • Transaction Preference
  • Investment Size
    Between 10 million - 25 million USD
  • Investment Criteria

    We look to advise lower middle market companies in managing all phases of the M & A process and growth strategies. Lower middle market companies should have at least $2 million EBITDA.

  • Overall Rating
    6.9 / 10
    View Details
  • Local Time
    6:16 AM (America / Chicago)
  • Status
    Moderately Active
  • Sector Preference
  • Location Preference
  • Recent Activity
  • Preferences
    Industries10%175.3951216287465225.23026992451986710%208.3951216287465249.2061733486967710%221.088.010%208.39512162874652126.7938266513032210%175.39512162874655150.7697300754801450%89.088.00000000000001IndustriesEnergy & UtilitiesIntegrated Oil and …Integrated Oil and GasOil & Gas Explorati…Oil & Gas Exploration and ProductionEducationRetail ShopsOthers
    Locations50%234.5106.050%75.5106.00000000000001LocationsNew JerseyTexas
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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