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Showing 1 - 12 of 30 results
P10 HOLDINGS, INC.
P10 HOLDINGS, INC.
Dallas, Texas
100-499 employees
P10 is a leading multi-asset class private markets solutions provider in the alternative asset management industry. Our mission is to provide investors differentiated access to a broad set of investment solutions that address their diverse investment needs within private markets.
Retirement Benefits Rank
Market Competitive
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
Plano, Texas
50-99 employees
Founded in 1974, BVA is a boutique litigation, valuation, and financial advisory firm. This year marks our 50th in business–a legacy built on the collective power of our people, and a milestone we are proud to celebrate. With integrity, conviction, and unmatched precision, our team of experts serve as trusted advisors to a diverse set of law firms, organizations, and enterprises across a wide range of industries. BVA’s professionals have experience in Big Four accounting, investment banking, and strategy consulting. Our clients include Fortune 100 companies, private equity firms and other privately funded enterprises, family-owned businesses, accounting firms, and law firms. No matter what you do, BVA has the expertise to bring clarity and resolution to the highly complex litigation, valuation, and financial situations you face. At BVA, we are focused on the personal development of our team members, because our firm is powered by our people. We are committed to the progressive development of each individual.
Retirement Benefits Rank
Market Leading
LEE FINANCIAL COMPANY, LLC
LEE FINANCIAL COMPANY, LLC
Dallas, Texas
25-49 employees
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (800) 960-1703. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.
Retirement Benefits Rank
Below Market
SUNTX CAPITAL MANAGEMENT CORP.
SUNTX CAPITAL MANAGEMENT CORP.
Dallas, Texas
1-24 employees
SunTx Capital Partners is a leading private equity firm, which invests in middle-market manufacturing, distribution and service companies. We partner with business owners and deploy our capital, experience, and relationships to help middle-market companies maximize their potential. Our proven, pragmatic approach and comfort with complex situations has earned SunTx a reputation as a trusted partner.
Retirement Benefits Rank
Top Benefits
CAPITAL SOUTHWEST CORPORATION
CAPITAL SOUTHWEST CORPORATION
Dallas, Texas
25-49 employees
Capital Southwest (NASDAQ: CSWC), is an internally-managed, credit-focused BDC that is an active lender to middle market companies across the capital structure. CSWC provides flexible capital that fills financing needs that traditional first lien senior lenders are unwilling to meet. In particular, CSWC is well-positioned to finance lower middle market businesses with $3 to $12 million of EBITDA. The Company is managed by an investment team with decades of experience working with one another. The firm and all of its employees are located in Dallas, Texas. Investment Criteria: - $5 to $50 million financings with active network of co-investors - $5 to $20 million commitment size per deal - Minimum EBITDA of $3 million - A management team with a proven track record, motivated by continued ownership; - An established market position and history of positive cash flow - US-based Investment Structures: - Unitranche debt (network of first out senior lending relationships) - First Lien debt - Second Lien debt - Subordinated debt - Preferred and common equity - Flexibility to invest across multiple securities - Equity co-investments alongside debt investments, up to 20% of total check - Non-control investor
Retirement Benefits Rank
Market Leading
RANGER INVESTMENT MANAGEMENT LP
RANGER INVESTMENT MANAGEMENT LP
Dallas, Texas
1-24 employees
Ranger Investment Management, LP is an independent investment boutique focused on seeking long-term capital appreciation in U.S. small cap and micro-cap growth equities. Our fundamental investment philosophy has been in place for over 18 years and is supported by a disciplined, consistent approach to security selection, risk management and ESG integration. Established in 2002 in Dallas, TX, Ranger Investments services a diverse client base including pension funds, endowments, foundations and family offices. Professionally, Ranger Investments’ open and collegial culture extends throughout the organization and emphasizes leadership and cross-functional collaboration to provide the best solutions for our clients.
Retirement Benefits Rank
Top Benefits
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SWANK CAPITAL, LLC
SWANK CAPITAL, LLC
Dallas, Texas
1-24 employees
NXG Investment Management is dedicated to providing Next Generation investment strategies to investors seeking long-term growth in companies focused on a clean and sustainable future as well as traditional and transformational infrastructure companies.
Retirement Benefits Rank
Market Laggard
SFMG, LLC
SFMG, LLC
Plano, Texas
25-49 employees
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.
Retirement Benefits Rank
Top Benefits
A.G. HILL PARTNERS, LLC
A.G. HILL PARTNERS, LLC
Dallas, Texas
1-24 employees
A.G. Hill Partners, LLC is a family office based in Dallas, Texas.
Retirement Benefits Rank
Below Market
PROBITY ADVISORS, INC.
PROBITY ADVISORS, INC.
Dallas, Texas
1-24 employees
For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and security. With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions, and tax planning, Probity provides a comprehensive and integrated approach to managing and building wealth. Probity's team of Certified Financial Planners®, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment, and tax strategy.
Retirement Benefits Rank
Top Benefits
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC
Plano, Texas
25-49 employees
At Moss, Luse & Womble, LLC, we look for people who care about what they do and who they are. As a company, we also care about having fun and giving back to our community. Using our collaborative approach, all team members learn the full breadth of our comprehensive service offerings through internal professional growth opportunities. We believe this is imperative to providing exceptional client service. Our senior planners lead their teams with the expectation that staff accountants, paraplanners and associate planners will perform at their best because they are continually challenged to improve and excel. We learn from the bottom up and every task is important. Our goal is to ensure that our people are fulfilled in their roles and have every opportunity to advance their careers. For information on current job openings, visit http://www.mlwfinancial.com/careers/.
Retirement Benefits Rank
Below Market
TELESIS MANAGEMENT CORPORATION
TELESIS MANAGEMENT CORPORATION
Dallas, Texas
1-24 employees
• Reviewed existing telecommunications solutions for customers, presented solutions to optimize monthly spending—reviewed existing customer contracts to ensure accurate billing, and negotiated contracts on behalf of customers to capitalize on current trends. Prepared customer Request for Proposal responses for new contracts for company. Retained existing customers by renewing customer contracts. Expanded customer base in assigned regions and up-sold products and services to current customers. Prepared direct sale’s team quotes and reported to senior-level management.
Retirement Benefits Rank
Market Laggard