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Showing 1 - 12 of 57 results
PETRUS TRUST COMPANY, LTA
PETRUS TRUST COMPANY, LTA
Dallas, Texas
11-50 employees
Petrus Trust Co LTA is a company based out of PO BOX 269014, Plano, Texas, United States.
Retirement Benefits Rank
Market Leading
P10 HOLDINGS, INC.
P10 HOLDINGS, INC.
Dallas, Texas
11-50 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
HODGES CAPITAL HOLDINGS, INC.
HODGES CAPITAL HOLDINGS, INC.
Dallas, Texas
11-50 employees
Hodges Capital is a 100% employee-owned, research-driven investment manager founded in 1989 by Don and Craig Hodges and headquartered in Dallas, Texas. Our roots are in small-cap investing, but our philosophy has proven successful in identifying quality businesses of all sizes. Our extensive experience helps us conduct intensive research to build detailed understandings of companies and their prospects. Hodges Capital is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Learn more at hodgescapital.com. Important Disclosures; https://hodgescapital.com/about/advisory-disclosures
Retirement Benefits Rank
Market Leading
PEREGRINE GROUP, LLC
PEREGRINE GROUP, LLC
Dallas, Texas
11-50 employees
PEREGRINE PETROLEUM, LLC, with offices in Houston and Dallas, was founded in October of 2008 by former Hunt Petroleum Corporation personnel. The Peregrine Petroleum team is focused on creating sustainable long-term growth through exploration and development in established producing basins with infrastructure in place. Peregrine is seeking joint ventures with proven, reputable partners, and acquisitions in our focus areas: the Rockies, Mid-Continent, Permian Basin and South Texas/Gulf Coast. Peregrine is targeting significant producing assets with underdeveloped opportunities where utilization of new drilling and completion technology will provide long term growth.
Retirement Benefits Rank
Market Leading
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
Plano, Texas
11-50 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
11-50 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
11-50 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
GAUGE CAPITAL LLC
GAUGE CAPITAL LLC
Southlake, Texas
11-50 employees
Gauge Capital is a private equity firm that partners with owners, managers and equity stakeholders of successful middle-market companies to maximize their potential. Gauge’s primary aim is long-term, sustainable value creation through alignment of interests, transformational change and organic and strategically acquired growth. The Gauge team collaborates with management and its network of advisors and influencers and primarily focuses on four things: (1) optimizing the strategy and value creation agenda; (2) ensuring the right talent exists at the management and board levels; (3) creating alignment among all stakeholders; and (4) providing sufficient capital to achieve the company’s vision. Gauge invests in high-potential businesses in the United States and Canada with $5-50 million in EBITDA. Typical transactions include management buy-outs, recapitalizations, divestitures, consolidation, and growth investments.
Retirement Benefits Rank
Top Benefits
CAPITAL SOUTHWEST CORPORATION
CAPITAL SOUTHWEST CORPORATION
Dallas, Texas
11-50 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
TRINITY HUNT MANAGEMENT, L.P.
TRINITY HUNT MANAGEMENT, L.P.
Dallas, Texas
11-50 employees
Trinity Hunt Partners is a growth-oriented middle market private equity firm with over $1.7 billion of assets under management focused on partnering with business owners to build world-class companies within business, healthcare, and consumer services sectors. Since we were founded in 1993, our firm has earned a reputation for providing the strategic, operational, and financial expertise to take entrepreneurial services companies to the next level. Trinity Hunt has invested in 30+ platform companies over the past 18 years. Our proven value creation process accelerates growth by providing our companies with the right resources, talent, and strategic guidance to materially scale organically and via acquisitions. We build relationships with exceptional management teams that share our passion for growing businesses based on trust, transparency, and respect. We are proud to have been consistently named a Top 50 Founder-Friendly Private Equity Firm by Inc. Magazine. In 2022, Trinity Hunt ranked No. 2 amongst U.S. firms on the inaugural HEC-Dow Jones Best Performing Small-Cap Private Equity Firms ranking. Our current portfolio companies include: BUSINESS SERVICES Aperture Argano Dataprise Delve Exclusive Concepts IMS ExpertServices Improving Juris Medicus MarksNelson NexCore Veracity Research Company Visterra Landscape Group HEALTHCARE SERVICES Centrata Centricity Research Family Help and Wellness MainStreet Urgent Care Parallel ENT & Allergy Partners Supreme Optimization Unity MSK CONSUMER SERVICES Fleet Response For more information or to submit an investment proposal, please visit our website at www.trinityhunt.com.
Retirement Benefits Rank
Market Competitive
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GLOBAL FINANCIAL SERVICES, INC.
GLOBAL FINANCIAL SERVICES, INC.
Plano, Texas
11-50 employees
Global Financial Services can find solutions for all your financing needs. From the real estate investor to small or medium size business, we can finance A, B, C, D credits as well as startup companies while still being competitive with the banks. Global is a nationally recognized financial company serving our clients financing needs. In these trying times, most banks have a policy to lend money only to those companies that don’t really need it. Additionally, most banks are one-dimensional and only do one type of financing. They are not in a position to provide all the different types of financing small to medium-sized businesses need. With our expertise and our partnerships with national lenders can provide all of your financing needs. ✓ 95% Approval Rate ✓ Approved in 24 Hours or Less Our services include but are not limited to: Equipment Leasing Equipment Financing Accounts Receivable Financing Commercial Equipment Financing Construction Equipment Financing Church Equipment Financing Medical Working Capital Loans Commercial Bridge Loans Business Acquisition Financing Restaurant Cash Advance Easy Pay Cash Advance and more... Whether you need to get new equipment, finance your accounts receivable and inventory, raise working capital, or acquire a company, Global can do it all. Whether your business has just started, or is well established, we have a financing solution for you. Please contact us today for a free, no obligation analysis of your financing needs.
Retirement Benefits Rank
Market Laggard
RANGER INVESTMENT MANAGEMENT LP
RANGER INVESTMENT MANAGEMENT LP
Dallas, Texas
11-50 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