Vaughan Nelson is a Houston-based money manager focused on managing U.S. equity and fixed income portfolios for non-profit, public and corporate plans and individuals. Our investment process focuses on targeted returns designed to meet our clients' future obligations. As an affiliate of Natixis Investment Managers, Vaughan Nelson operates as a boutique firm with access to a proven global distribution network.

Founded in 1996, Eagle Global Advisors is a Houston-based registered investment advisor. Eagle began by managing portfolios focused on large capitalization domestic and international equities. In 2003, Eagle began managing MLPs/Midstream Companies as a separate investment strategy. Today Eagle manages multiple equity strategies in those three areas. Our clients include institutions, financial intermediaries, wealth advisors, family offices, and high net worth individuals. Eagle also is the co-advisor for the Eagle MLP Strategy Fund. Eagle manages taxable and non-taxable fixed income portfolios with intermediate duration. Eagle is independent and 100% owned by its founders and key employees.

Founded in 1982, The Sterling Group, L.P. (www.sterling-group.com) is a private equity investment firm that targets controlling interests in basic manufacturing, industrial services and distribution companies. Typical enterprise values of these companies range from $100 million to $750 million. Sterling has sponsored the buyout of over 55 platform companies and numerous add-on acquisitions for a total transaction value greater than $10 billion. Sterling partners with management teams to grow and build winning businesses in the industrial sector. Nearly 80% of Sterling’s past partnerships have been with family businesses and corporate carve-outs. Sterling excels as a partner where it can bring its operational focus and expertise to a situation.

We are a 100% employee-owned, Texas HUB, and MBE certified asset management firm with over $16.7 billion in high-quality, domestic fixed income assets under management (as of December 31, 2022).

We’re a private equity firm that invests in software, tech-enabled services, and industrial business services companies as a true partner to founders and owners seeking to accelerate their growth trajectory. Since our inception in 1990, we’ve developed a time-tested and repeatable approach as we seek to drive transformative change in our portfolio companies, increasing their value, and position them for the next stage of their growth. We’re thesis-driven investors. We identify, research, and become educated in the areas we invest. This enables us to deploy capital and resources quickly and with deep conviction in opportunities where we can work with management teams as we seek to to build scalable platforms and drive meaningful business transformation through our Capvalue Framework.

CRG is a premier healthcare-focused investment firm that has managed over $3 billion of institutional capital since inception and its senior investment professionals have led over 70 investments. The firm seeks to commit between $20 to $300 million in each investment across the healthcare spectrum, including: medical devices, biopharmaceuticals, tools & diagnostics, services and information technology. CRG provides growth capital in the form of long-term debt and equity to support innovative, commercial-stage healthcare companies that address large, unmet medical needs. The firm partners with public and private companies to provide flexible financing solutions and world-class support to achieve exceptional growth objectives with minimal dilution. CRG maintains offices in Boulder, New York and Houston. For additional information, please visit www.crglp.com.

Founded in 2006, Platform Partners LLC is a Houston-based private investment firm that partners with founders and executives of companies with enterprise values typically between $25 and $250 million. We have invested in over 30 companies through a perpetual holding company structure, which allows for a long-term, patient approach to building strong, profitable companies. As of September 2024, Platform manages approximately $800 million in assets. Platform is almost always the first institutional investor, and we actively assist through identifying and funding growth initiatives, recruiting talented executives and providing access to senior in-house technology, HR and tax resources. Since its founding, Platform’s portfolio companies have grown in value at an average annualized rate of more than 25% per year. For a full list of our partners, please visit https://platformllc.com/our-partners/.

We empower companies to unearth their potential, build lasting value and break apart from the crowd.

Catalyst Financial Company can finance your receivables and put your inactive assets to work within 24 hours. Catalyst is a Houston based factoring company for small to medium-sized businesses. Our principals have over 50 years of experience in accounts receivable financing working with a variety of industries.

Wealth Management The Financial Advisory Group works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is our greatest strength. As a collective group of talented professional advisors, we pride ourselves on being highly-skilled, versatile, and agile. The Financial Advisory Group’s boutique size gives us the ability to deliver individualized wealth maximization strategies. We find areas of opportunity, chart new directions, and efficiently make necessary changes. As wealth managers, we monitor and integrate the ever-changing and complex world of investments, financial instruments, estate, gift and income tax rules, risk management, insurance, qualified retirement plans and IRAs with our clients’ short-and long-range financial goals. Financial & Tax Planning The Financial Advisory Group offers financial planning services delivered through written goal-oriented plans, covering a wide variety of topics, including budgeting, cash flow, income, expenses, retirement savings, college funding, taxes, will and estate planning, investments, qualified pension plans and IRAs, assessment of risk, and various types of insurance. Investment Management The Financial Advisory Group is a fee-only, Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission. We do not take physical possession of your investment securities. Client accounts are established through independent third- party custodial relationships subject to discretionary, limited trading authority. We manage the process, act on your individualized investment policy statement, and measure performance through quarterly reports.

FuelX Energy, LLC is an investment banking company based out of 3050 POST OAK BLVD, Houston, Texas, United States.

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them. Our primary goal is to Simplify Your Financial Life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients. Together we’ll construct a plan and investment strategy to meet your goals, and give you greater confidence in your future. Financial Synergies is an independent Registered Investment Advisor, and we follow the highest fiduciary standard, meaning your interests are our utmost priority. We work on a fee-only basis and do not sell commission-based products. This gives us the freedom to develop your financial plan and investment strategy without outside influence. **The information on this site has been prepared solely for information purposes. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. We do not make any representations or warranties as to the accuracy, timeliness, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to our site or incorporated herein.