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Showing 1 - 12 of 37 results
KMS VENTURES, INC.
KMS VENTURES, INC.
Dallas, Texas
1-24 employees
MSA Ventures partners with businesses & startups to achieve their strategic objectives.
Retirement Benefits Rank
Below Market
PENN DAVIS MCFARLAND, INC.
PENN DAVIS MCFARLAND, INC.
Dallas, Texas
1-24 employees
Penn Davis McFarland, Inc. is an independent SEC-registered investment advisor based in Dallas, TX. It provides asset management and family office services for its clients. More information about Penn Davis McFarland, Inc. can be found by visiting its website at www.pdavis.org.
Retirement Benefits Rank
Top Benefits
KORENVAES MANAGEMENT LLC
KORENVAES MANAGEMENT LLC
Dallas, Texas
1-24 employees
The firm invests across the capital structure in both public and private investments. Starting with zero finance background, I climbed the learning curve quickly and enjoyed working long hours because there were constantly new areas to explore. My investment research and analysis supported credit investments and equity strategies such as long/short equity, risk arbitrage, and special situations. I also conducted due diligence for various private equity and venture capital opportunities. My quantitative skills contributed to building the firm's risk management system for public securities and derivative instruments. Experience gained during these years were worth multiple MBA degrees but I left to pursue more responsibilities and bigger opportunities.
Retirement Benefits Rank
Top Benefits
THE MCGOWANGROUP ASSET MANAGEMENT, INC.
THE MCGOWANGROUP ASSET MANAGEMENT, INC.
Dallas, Texas
1-24 employees
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high net worth families with the ultimate goal of delivering superior client profitability through excellence in service. With over *$554 Million in assets under management, MGAM’s expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with income. MGAM investment disciplines emphasize generating current income along with opportunities for capital gains. With full recognition that profits are not an assurance, the MGAM team platform is steadfast in the daily, ongoing, global search for the investment assets that can meet or exceed client objectives. In addition, MGAM offers each client family comprehensive performance tracking to provide clear bottom line results from inception. MGAM is firmly dedicated to empowering clients through education. The firm’s portfolio strategies and client education platforms are provided through trademarked NetWorth Radio broadcasts. In addition, the team’s articles and recommended investment intelligence reports are made available through the MGAM newsletter subscription broadcast. *Total client assets as of 3/1/15 Please review our social media guidelines: http://themcgowangroup.com/social-media-guidelines
Retirement Benefits Rank
Top Benefits
ANNANDALE CAPITAL, LLC
ANNANDALE CAPITAL, LLC
Dallas, Texas
1-24 employees
Annandale is an independent investment advisor delivering global investment solutions. Annandale provides investment counsel to clients and selects investments and investment managers for clients to meet each client’s investment objectives and financial needs. It focuses on advancing each client’s distinct investment objectives through asset allocation, manager selection, research, portfolio customization and reporting.
Retirement Benefits Rank
Top Benefits
ZEAL CAPITAL MANAGEMENT, LLC
ZEAL CAPITAL MANAGEMENT, LLC
Dallas, Texas
100-499 employees
Zeal Capital Partners is a venture capital fund seeking to generate top-tier financial and social returns by partnering with strong management teams with diverse backgrounds and skillsets who are building early-stage businesses. The target businesses are high-growth companies focused on bridging the Wealth and Skills gap through the development of innovative technologies, tech-enabled services, and platforms. Our aim is to unlock resources and access to opportunities that we believe can turbocharge economic mobility. **Are you a founder looking for investment? Please submit details on your project here: https://www.zealvc.co/ready-for-investment. We review every submission.**
Retirement Benefits Rank
Market Leading
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DEAN, JACOBSON FINANCIAL SERVICES, LLC
DEAN, JACOBSON FINANCIAL SERVICES, LLC
Fort Worth, Texas
1-24 employees
* Managed $100 million in discretionary investment accounts, researched mutual funds and individual stocks, designed asset allocation models and made manager fund selections. Integrated estate and income tax planning with asset management and asset protection from creditors. * Offered Partnership based upon technical expertise, facility with key, top-demand clients and revenue generation: for high-net-worth clients, produced calculations supporting retirement, estate tax liability and tolerance for gifting; for business owners, planned retirement and business succession strategies.
Retirement Benefits Rank
Market Competitive
PENROSE GROUP, LLC
PENROSE GROUP, LLC
Fort Worth, Texas
1-24 employees
• Staff accountant at the meat processing and packing facility from 01/2008 to 08/2008 performing various accounts payable, accounts receivable, payroll, and financial audit support activities • Perform accounts payable and monthly bank account reconciliation for various investment entities • Lead efforts in gathering necessary tax supporting documentation for the charitable trust and personal contributions to 501(c)3 charitable organizations • Perform market, menu, and financial research on competitors within the restaurant industry • Reorganize the office records for the various investment and charitable trust entities
Retirement Benefits Rank
Below Market
CYPRESS GROWTH CAPITAL, LLC
CYPRESS GROWTH CAPITAL, LLC
Dallas, Texas
1-24 employees
For an entrepreneur considering growth funding, Cypress Growth Capital provides an innovative alternative to equity and traditional debt. Our firm invests in emerging companies using a royalty-based approach that preserves an entrepreneur's equity and control. With investments in more than 58 premier software and technology-enabled services companies since 2010, Cypress offers a flexible, patient form of debt capital that is well-suited to the unique financing needs of fast-growing companies. Offering more than just capital, our partners have extensive operating and entrepreneurial experience bringing useful, practical assistance to our portfolio companies. More than 90% of the companies we fund and support achieve their desired outcome--typically a large, follow-on growth equity round, a majority recapitalization, or a strategic sale.
Retirement Benefits Rank
Market Leading
ALLRED CAPITAL MANAGEMENT, LLC
ALLRED CAPITAL MANAGEMENT, LLC
Dallas, Texas
1-24 employees
Allred Capital Management, LLC is a company based out of DALLAS, TX, United States.
Retirement Benefits Rank
Market Leading
CONGRUENT INVESTMENT PARTNERS, LLC
CONGRUENT INVESTMENT PARTNERS, LLC
Dallas, Texas
1-24 employees
Congruent Investment Partners, LLC, a private investment firm based in Dallas, Texas, primarily invests in lower middle market companies. Congruent manages capital in long-term private funds, partnerships, and SPVs, with an investor base comprising foundations, endowments, pension funds, insurance companies, and high net worth individuals. Congruent acquires majority control of companies for the following: o Recapitalizations o Growth capital initiatives o Add-on acquisitions o Management buyouts (MBOs) o Partner buyouts o Estate planning o Ownership succession o Management succession o Transformative growth initiatives o Balance sheet reorganization Congruent also makes non-control investments through minority equity and mezzanine structures by partnering with proven operators to facilitate their growth and recapitalization goals. Congruent creates alignment with existing ownership and management to properly incentivize the key value creators, while also providing oversight and governance based on its deep track record of investing in lower middle market businesses. Industry Focus: o Industrial Services o Niche Manufacturing o Distribution o Aerospace o Business Services Investment Parameters: o Revenue: $10 million – $100 million o EBITDA: $2 million – $10 million+ o Investment Size: $5 million – $30 million+ o Security: Majority Equity, Minority Equity, and Mezzanine Capital o Location: United States with particular emphasis on Texas and surrounding states For more information, please visit: http://congruentinv.com
Retirement Benefits Rank
Top Benefits
LNA MANAGEMENT CO.
LNA MANAGEMENT CO.
Dallas, Texas
1-24 employees
LNA MANAGEMENT CO is a real estate company based out of 3889 MAPLE AVE, Dallas, Texas, United States.
Retirement Benefits Rank
Below Market