2019 Texas ACG Capital Connection Attendee List

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Last updated on March 21, 2019. Emails available to sponsors upon request.

First Name Last Name Title Company Business Category City
Richard Bollinger Vice President, Originations 36th Street Capital LENDER San Diego
Jim Bridgman Managing Director 3CR – Riverbend Capital Advisors INVESTMENT BANKER Dallas
Kevin Mischnick Director 9Gauge Partners ADVISOR Austin
Kevin Mischnick 9Gauge Partnes, LLC
Thor Gudbrandsson 9Gauge Partnes, LLC
Patrick Gimlett Managing Director AB Private Credit Investors LENDER Houston
Eric Petersen Senior Vice President Abacus Finance LENDER New York
Christopher Lisle Managing Partner Acclaro Growth Partners, LLC ADVISOR leesburg
Lilies Lanway Senior Vice President Accord Financial, Inc. LENDER St. Petersburg
Sara Singer Chapter Executive ACG Central Texas EXECUTIVE DIRECTOR Austin
Kim Hammond CEO ACG Chicago ACG STAFF Chicago
Kris Mayo Convention and Events Manager ACG Chicago ACG STAFF Chicago
Marcie Taylor Director ACG Cincinnati EXECUTIVE DIRECTOR Cincinnati
John O’Loughlin President & CEO ACG Corporate OTHER Chicago
Leslie Whittet Vice President – Chapter Operations ACG Corporate OTHER Chicago
Kristi Roberts Administration ACG Dallas / Ft. Worth ACG STAFF Dallas
Brittany Timmerman Executive Director ACG Dallas / Ft. Worth EXECUTIVE DIRECTOR Dallas
Morgan Stone Executive Director ACG Houston EXECUTIVE DIRECTOR Houston
Marc Wilkins Administration ACG Houston /Assoc. Mgmt. Consultants, LLC ACG STAFF Houston
Dale Wilkins Administration ACG Houston /Assoc. Mgmt. Consultants, LLC ACG STAFF Houston
Yu-chi Wang ACG Intern ACG STAFF Dallas
Katie Newland Executive Director ACG National Capital EXECUTIVE DIRECTOR McLean
Robert Blumenfeld exec Director ACG New York EXECUTIVE DIRECTOR New York
Stephanie McAlaine Executive Director ACG Philadelphia EXECUTIVE DIRECTOR Wayne
Judy Susser-Travis Executive Director ACG San Diego EXECUTIVE DIRECTOR Del Mar
Sherry Smith Chapter Executive ACG Tampa Bay ACG STAFF Tampa
Mike Fenton President & CEO ACG Toronto OTHER Toronto
Michael Fussell President Aegis Tampa
Nick Anacreonte CEO/CIO AFO Capital LENDER *rr
Jeff Peterson Managing Director AG Hill Partners FAMILY OFFICE Dallas
Mark Hull Director – Acquisitions AIC Ventures PRIVATE EQUITY Austin
Jim Bland Managing Director Akoya Capital Partners LLC PRIVATE EQUITY Chicago
Eric Banduch Senior Associate Alera Group ADVISOR Pflugerville
Joey Eichmann Senior Associate Alera Group ADVISOR Dallas
Matt Iodice Vice President Align Capital Partners PRIVATE EQUITY Dallas
Kurt Smentek Senior Associate Align Capital Partners PRIVATE EQUITY Dallas
Shane Mahmood Vice President Allegiance Capital Corporation INVESTMENT BANKER Dallas
Connie Mahmood Co-founder/Chairperson Allegiance Capital Corporation INVESTMENT BANKER Dallas
Nancy Wilson Business Development Officer Allegiance Capital Corporation INVESTMENT BANKER Dallas
Jason Scott Director Alliant INVESTMENT BANKER Dallas
Daniel Burgos President Alphanova Consulting
Ajeet Gautam Investing Professional Alpine Investors PRIVATE EQUITY San Francisco
Austin King Investment Professional Alpine Investors PRIVATE EQUITY San Francisco
Lewis Chan EVP & Managing Partner Alterna Capital Solutions, LLC LENDER Alpharetta
Chad Hufsey Alturus Strategic Capital Partners FAMILY OFFICE Dallas
Brook Smith Managing Director Ancor Capital Partners PRIVATE EQUITY Southlake
Himanshu Anand Founder and CEO Anplify Services (M&A Research) CORPORATE Tampa
Andrew Mabey Vice President Apex Leaders ADVISOR Glen Ridge
Olivia Weitz Lead Generation Associate Apex Leaders OTHER Boise
Samuel Eady Business Development Apex Leaders, LLC INVESTMENT BANKER New York
Adam Tauzel Principal Appian Way Capital Partners PRIVATE EQUITY Dallas
David McGuire V.P. Business Development Arcosa, Inc. CORPORATE Dallas
Phil Leathers Vice President, Private Equity Ardenton Los Angeles
Tanner Vick Vice President/Private Equity Ardenton Dallas
Brendan Achariyakosol Director Ardenton Capital PRIVATE EQUITY Dallas
Philip Lea Vice President of Business Development Ardenton Capital Corporation PRIVATE EQUITY Dallas
Cale Schulz Arizona State University VOLUNTEER Dallas
Jared Selewski Arthur J. Gallagher VOLUNTEER Dallas
James Lynch Senior Analyst Ashland Capital Partners FAMILY OFFICE Chicago
Daniel Newland AT&T Dallas
Christian Remmel Vice President ATERIAN INVESTMENT PARTNERS PRIVATE EQUITY New York
Brian Sutton CEO Austin Freight Systems, Inc. OTHER Austin
Lisa Sutton Consultant Austin Freight Systems, Inc. OTHER
Curtis Chu Associate Auxo Investment Partners PRIVATE EQUITY Grand Rapids
Brian Dora Vice President Auxo Investment Partners PRIVATE EQUITY Chicago
Akeel Rangwala Vice President AVALT FAMILY OFFICE Boston
Trevor Schueren Business Development Associate Axial ADVISOR New York
Wilhem Enthoven Managing Director B. Riley FBR INVESTMENT BANKER New York
Joseph Nardini Sr Managing Director B. Riley FBR INVESTMENT BANKER Arlington
Jess Bailey Managing Attorney Bailey Law Firm PLLC ATTORNEY
Lenin Ruiz Vice President Bainbridge Capital Inc. INVESTMENT BANKER San Diego
Bill Chapman Managing Director Baker Tilly Capital, LLC INVESTMENT BANKER Chicago
Michael Perrine Managing Director Baker Tilly Capital, LLC INVESTMENT BANKER Austin
Thomas Walker Managing Director Baker Tilly Capital, LLC INVESTMENT BANKER Chicago
Tim Meyers Senior Advisor Baker Tilly Virchow Krause, LLP ADVISOR Tysons Corner
Nadeem Sheikh Director – Business Development Baker Tilly Virchow Krause, LLP ADVISOR Houston
Evan Tierce Managing Director – Houston Practice Growth Baker Tilly Virchow Krause, LLP ADVISOR Houston
Alex Bues Vice President Balance Point Capital PRIVATE EQUITY Westport
Mark Champion Bank of America Business Capital LENDER Dallas
Donald Parker Senior Vice President Bank of America Business Capital LENDER Houston
Joe Areddy Sr. Managing Partner Bannockburn Global Forex ADVISOR Cincinnati
Chie Nicholson Managing Partner Bannockburn Global Forex ADVISOR Chicago
Jenni Tauzel Attorney Barnes and Thornburg LLP ATTORNEY Dallas
Daniel Voigt Baylor VOLUNTEER Dallas
Brianna Letzelter Director of Investor Relations Baymark Partners PRIVATE EQUITY Dallas
Andy Waltman Director Baymark Partners PRIVATE EQUITY Dallas
Stephen Lewis Senior Vice President/Business Development BB&T Dallas
Douglas Lies Senior Vice President BBVA Compass LENDER Dallas
Jason Nichols ABL Business Development Officer BBVA Compass LENDER Dallas
Kenny Moore Executive Vice President BBVA Sponsor Coverage LENDER Dallas
Janet Petersen Assistant Vice President BBVA Sponsor Coverage LENDER Dallas
Katie Smith Assistant Vice President BBVA Sponsor Coverage LENDER Dallas
Shaun Buckley Transaction Advisory Services Partner BDO USA, LLP ACCOUNTANT Dallas
Tony Enlow Transaction Advisory Services Partner BDO USA, LLP ACCOUNTANT Dallas
Bryan Fischer Director, Private Equity Services BDO USA, LLP ACCOUNTANT Plano
Brad Goonan Tax Office Managing Partner BDO USA, LLP ACCOUNTANT Ft. Worth
Scott Hendon National Private Equity Industry Group Leader BDO USA, LLP ACCOUNTANT Dallas
Kevin Sendlenski BDO Capital Advisors, LLC BDO USA, LLP ACCOUNTANT Boston
Stephen Stagg Beach Community Bank LENDER Tampa
Tim Serritella Managing Director Belvidere Capital LLC LENDER Bensenville
Kendall Stafford Managing Director Benchmark International INVESTMENT BANKER Austin
Kenneth Winslow President Benefit Capital SouthWest, Inc. ADVISOR Dallas
Kenneth McDonald Principal – Senior Investment Advisor Group Bernstein Global Wealth Management ADVISOR Dallas
Michelle Chao Vice President Bertram Capital PRIVATE EQUITY San Mateo
Eric Mondloch Vice President Bibby Financial Services LENDER Houston
Chip Scoggins SVP, Southwest Regional Sales Manager Bibby Financial Services LENDER Dallas
August Anderson Biz Com Associates Dallas
Kenneth Hirsch Managing Director BKD Corporate Finance INVESTMENT BANKER Dallas
Matt Klauser Director BKD, LLP ACCOUNTANT Dallas
Chris Basquill Associate BlackArch Partners INVESTMENT BANKER Charlotte
Cael Pulitzer Vice President BlackArch Partners INVESTMENT BANKER Charlotte
Harold Kessler Managing Director BlackBriar Advisors LLC ADVISOR Dallas
Gerald Odwyer Managing Director Blackmore Partners, Inc. INVESTMENT BANKER Chicago
FarooQ Malik Chief Strategy Officer Blue Duck Scooter San Antonio
Megan Kneipp Head of Business Development Blue Point Capital Partners PRIVATE EQUITY Dallas
Erica Holland Vice President Blue Sage Capital PRIVATE EQUITY Austin
Peter Huff Founder Blue Sage Capital PRIVATE EQUITY Austin
Jim McBride Founder Blue Sage Capital PRIVATE EQUITY Austin
Eric Weiner Partner Blue Sage Capital PRIVATE EQUITY Austin
Albert Alexander Vice President Bluehenge Capital Partners PRIVATE EQUITY New Orleans
Mark Gonzalez Managing Partner Bluejack Partners PRIVATE EQUITY Houston
William Moran Managing Partner Bluejack Partners ADVISOR Houston
Tim Ludwick Vice President BMO Capital Markets INVESTMENT BANKER Atlanta
Charlie Cunningham Director BMO Harris Bank LENDER Dallas
Mike Ehlert Managing Director BMO Harris Bank LENDER Dallas
Chardai Johnson BMO Harris Bank, N.A. ADVISOR NA
Brian Boczkowski Managing Director BMO Sponsor Finance LENDER Chicago
Zachary Duloc Director BMO Sponsor Finance LENDER Chicago
Shei Unger director BNY Mellon ADVISOR Dallas
Jason Almiro Vice President BOK Financial LENDER Dallas
Erin Fitzpatrick Vice President BOK Financial OTHER Dallas
Kathleen McQuiston Vice President BOK Financial ADVISOR Dallas
Biddel Tekeste Relationship Manager BOK Financial OTHER Dallas
Mary Jo Wagner Vice President BOK Financial OTHER Houston
Brian Alas Director Boxwood Partners INVESTMENT BANKER Richmond
J. Patrick Galleher Managing Partner Boxwood Partners INVESTMENT BANKER Richmond
Derek Wardlaw Vice President/Business Development Boyne Capital Miami
Renny Sie VP Business Development & Investor Relations Boyne Capital Partners PRIVATE EQUITY Miami
John Castle Managing Partner Branford Castle Partners, LP PRIVATE EQUITY New York
David Castle Managing Partner Branford Castle Partners, LP PRIVATE EQUITY New York
David Carter Vice President Breck Partners PRIVATE EQUITY Frisco
Mike Gorman Bridge House Advisors
Jacob Davis Business Development Manager Bridgepoint Consulting ADVISOR Dallas
Ross Goolsby Director Bridgepoint Consulting ADVISOR Houston
Stephanie McNelis, CPA Director Bridgepoint Consulting ADVISOR AUSTIN
Leslie Thompson Business Development Manager Bridgepoint Consulting ADVISOR Houston
Trent Turner Director, Financial Operations Consulting Bridgepoint Consulting ADVISOR Round Rock
Sam Wood Director, Technology Consulting Bridgepoint Consulting ADVISOR Austin
Tommy Hannan Sr. Business Development Manager Bridgepoint Consulting, LLC ADVISOR Austin
Brad Kirchhofer President Bridgeton Partners CORPORATE Houston
Mark LaGrone Vice President Bright Equities FAMILY OFFICE Lewisville
Christopher Mosley Director Brightwood Capital Advisors, LLC LENDER Dallas
Martin McNulty Director Broadscope ADVISOR Paramus
Jason Hull Managing Director Broadtree Partners CORPORATE Dallas
Bryan Graiff Brown Smith Wallace ACCOUNTANT St. Louis
Dan Schoenleber Partner, Transaction Advisory & Litigation Support Brown Smith Wallace, LLP ACCOUNTANT Saint Charles
Robert Raidt Business Development Buyouts Insider MEDIA New York
Andrea Winovich Sales Representative Buyouts Insider MEDIA Gaithersburg
Brent Earles Founder / Partner Caddo Lake Capital ADVISOR Las Colinas
Jared Earles Director Caddo Lake Capital INVESTMENT BANKER Las Colinas
Sam Lorimer Jr Associate Director of Business Development Caddo Lake Capital ADVISOR Irving
Fred McCallister Partner Caddo Lake Capital INVESTMENT BANKER Las Colinas
Paige Sheeder Director of Business Development Caddo Lake Capital CORPORATE Irving
Dan Wilhelm Caddo Lake Capital OTHER Las Colinas
Ronald Baker EVP Cadence Bank ADVISOR Dallas
Todd Cornelius Cadence Bank ADVISOR Dallas
Rick Prewitt Cadence Bank ADVISOR
Cameron Lynch President Calash OTHER New York
Sean Shafer Vice President Calash OTHER Sugar Land
David Lai Managing Partner Calidant Capital Dallas
Drew Bagot Managing Partner Calidant Capital PRIVATE EQUITY Austin
Cristin Barry Marketing Manager Calvetti Ferguson ACCOUNTANT Dallas
Jason Cain Director Calvetti Ferguson ACCOUNTANT Houston
Jim Calvetti Partner Calvetti Ferguson ACCOUNTANT The Woodlands
Jason Ferguson Managing Partner Calvetti Ferguson ACCOUNTANT Houston
Keith Hollar Partner Calvetti Ferguson ACCOUNTANT Fort Worth
Ken Sibley Partner Calvetti Ferguson ACCOUNTANT Dallas
Jennifer Grett CalvettiFerguson ACCOUNTANT Dallas
Thomas Hall Managing Director Capital Dynamics New York
Matthew Bandini Senior Director Capital Dynamics LENDER New York
Matthew Leinauer Assistant Vice President Capital For Business PRIVATE EQUITY St. Louis
David Bekerman Vice President – Middle Market Commercial Banking CAPITAL ONE LENDER Fort Worth
Rachel Capps CAPITAL ONE LENDER
Sara Metzinger Vice President CAPITAL ONE LENDER Dallas
Larry Anthis Sr. Vice President Capital One Commercial Bank LENDER San Antonio
Kaleb Curtis Sr. Vice President Capital One Commercial Bank LENDER Dallas
Ryan Golding Capital One Sponsor Finance LENDER
Mark Patchell Head of Sponsor Finance Capital One Sponsor Finance LENDER Stamford
Dan Smelcer Sr. Vice President Capital One Sponsor Finance LENDER Bethesda
Drew Vinca Vice President Capital One Sponsor Finance LENDER Stamford
William Ashbaugh Managing Director Capital Southwest LENDER Dallas
Matt Darrah Principal Capital Southwest LENDER Dallas
Curtis Harrison Principal Capital Southwest LENDER Dallas
Spencer Klein Senior Associate Capital Southwest LENDER Dallas
Glenn Flinn Director Capitala Group PRIVATE EQUITY Dallas
Joseph Gaskins Associate Capitala Group PRIVATE EQUITY Charlotte
Oz Lindley Senior Vice President CapitalSource LENDER Atlanta
Brad Harrop Vice President Capstone Headwaters INVESTMENT BANKER Denver
Stephen Healey Managing Director CapX Partners LENDER Wellesley
Andrew Cantwell CEO and Managing Partner Carlson Private Capital Partners PRIVATE EQUITY Minnetonka
Tim Wegener Vo-Founder and Partner Caruth Capital PRIVATE EQUITY
Paul Gautier Managing Director Cary Street Partners, LLC INVESTMENT BANKER Austin
Carson Miller Sponsor Coverage CBIZ CMF ADVISOR San Francisco
Rick Jenson Managing Director CBIZ Valuation Group ADVISOR Dallas
Paul Henley Senior Managing Director CEA Group INVESTMENT BANKER Tampa
Imran Hussain Vice President Cedar Springs Capital PRIVATE EQUITY Dallas
Faraz Abbasi Senior Partner Centerfield Capital Partners LENDER Indianapolis
Tye Stebbins Director of Business Development Centerfield Capital Partners PRIVATE EQUITY Indianapolis
Tiffany Kosch Managing Director CenterGate Capital PRIVATE EQUITY Austin
Carrie Calhoun CenterOak Partners PRIVATE EQUITY Dallas
Krysty Penwell Senior Associate, Business Development CenterOak Partners PRIVATE EQUITY Dallas
Jordan Hall Senior Account Executive Centre Technologies OTHER Dallas
Wade Mosier Centre Technologies OTHER Houston
Justin Webster Account Executive Centre Technologies OTHER Dallas
Matt Minnaugh Director, Business Development Century Park Capital Partners PRIVATE EQUITY El Segundo
Frank deVay Managing Director Chaffe & Associates, Inc. INVESTMENT BANKER New Orleans
Whit Slocum Vice President Chaffe & Associates, Inc. INVESTMENT BANKER New Orleans
Calvin Frank Director of Business Development/Client Relations Chapman, Hext & Co., P.C. Dallas
Larry Ellis Managing Director Charter Financial Group CORPORATE Houston
Michael Shein Manager Chartwell Investments PRIVATE EQUITY New York
Heather Johnson Chartwell Partners ADVISOR Dallas
Denise Logan Chief Inspiration Officer Chase What Matters ADVISOR Scottsdale
Cheryl Boyd Partner Chatham Capital PRIVATE EQUITY Atlanta
Jeff Hagar Director Chatham Capital PRIVATE EQUITY Atlanta
Justin Rizzi Senior Analyst Chatham Capital PRIVATE EQUITY Atlanta
Peter Hlavin Vice President/ Business Development Chief Outsiders
Clay Spitz Managing Partner Chief Outsiders ADVISOR Houston
Johann Bosch-Salcedo Associate Chiron Financial INVESTMENT BANKER Houston
Jim Davis Director Chiron Financial INVESTMENT BANKER Houston
Katia Goncharova Associate Business Development Chiron Financial INVESTMENT BANKER Houston
Jay Krasoff Managing Director Chiron Financial INVESTMENT BANKER Houston
Amy Margolis Head of Business Development CI Capital Partners PRIVATE EQUITY New York
Fritz Pappert Analyst CI Capital Partners PRIVATE EQUITY New York
Loren Willet Managing Director CIBC LENDER Dallas
Scott Donaldson Sector Partner CIC Partners ADVISOR Dallas
Neal Legan Executive Officer CIT Northbridge Credit LENDER Dallas
Jeffrey Rosen EVP Citco Fund Services ACCOUNTANT Jersey City
Sara Doutt Vice President Citi Private Bank ADVISOR Dallas
Lan Haverfield Director of Orginations Citizens Business Capital LENDER Plano
Richard Rafferty Member Clark Hill Strasburger ATTORNEY Dallas
Patrick Hamner Vice President Clavis Capital Partners PRIVATE EQUITY Dallas
Jimmy Watson Director Clavis Capital Partners PRIVATE EQUITY Dallas
Shalini Bala Subramaniam Principal Clearlake Capital Group PRIVATE EQUITY Santa Monica
Daniel Groen Principal Clearlake Capital Group PRIVATE EQUITY Santa Monica
Mark Gartner Principal & Head of Investment Development ClearLight Partners PRIVATE EQUITY Laguna Hills
Bruce Jones Managing Director ClearRidge Capital INVESTMENT BANKER Tulsa
Patrick Bremmer Managing Director Cleary Gull Inc. INVESTMENT BANKER Milwaukee
Dustin Hollas Vice President Clovis Point Capital PRIVATE EQUITY Houston
Chris Joseph Managing Partner Clovis Point Capital PRIVATE EQUITY Houston
Claudine Cohen Principal Cohn Reznick, LLP ACCOUNTANT Greenwich
Helana Robbins Huddleston Partner CohnReznick ADVISOR Chicago
Juan Alva Partner Colony S2K LENDER Calabasas
Jonathan Terzi President Colony/S2K New York
Edward Crawford Co-Founder / President Coltala Holdings PRIVATE EQUITY Dallas
Raj Dalal Vice President Compass Group PRIVATE EQUITY Irvine
Zach Sawtelle Principal Compass Group PRIVATE EQUITY Irvine
Russell Williams Vice President Compass Group Equity Partners PRIVATE EQUITY Clayton
Adam Lucas Vice President Concentric Equity Partners FAMILY OFFICE Chicago
Samarra Davis Director of Business Development Consero Austin
Logan Powell Principal Copper Beech Capital, LLC
Adam Miller VP, Business Development CORE Industrial Partners PRIVATE EQUITY New York
Matt Puglisi Partner CORE Industrial Partners PRIVATE EQUITY Chicago
Terry Fick Managing Partner Corporate Finance Associates INVESTMENT BANKER Dallas
Brad Purifoy Managing Director Corporate Finance Associates INVESTMENT BANKER Dallas
Dan Vermeire Managing Director Corporate Finance Associates INVESTMENT BANKER Dallas
Lindsay Polyak Associate Director Corporate Tax Incentives ADVISOR Flower Mound
Jeff Kays Managing Director Cortland Advisors, LLC ADVISOR Plano
Josh Gault Principal Cotton Creek Capital PRIVATE EQUITY Austin
Lee Rash Partner Cotton Creek Capital PRIVATE EQUITY Austin
Eric Van Dam Managing Director Cowen INVESTMENT BANKER Birmingham
Greg Baracato Partner CR3 Partners Dallas
Richard Winter Senior Associate Crean & Associates, Inc. ADVISOR Lakeway
Andy Frankle Managing Director Credit Suisse INVESTMENT BANKER New York
max Padrid Vice President Credit Suisse INVESTMENT BANKER New York
Scott Carpenter Managing Director Crescent Capital LENDER Boston
Hayes Olofson Senior Vice President Crescent Capital LENDER Boston
Jake Friemel Vice President Crestline Investors LENDER Fort Worth
Michael Rich Funds Liquidity Solutions Crestline Investors, Inc. Fort Worth
Melinda Fricke Regional First Vice President Crestmark LENDER Plano
Steve Hansen Senior Vice President/Western Division Sales Manager Crestmark LENDER Houston
Shannon Stetson Regional Vice President Crestmark LENDER Houston
Dustin Gibson Banker CrossFirst Bank LENDER Dallas
Sam Jarvis Corporate Banker Crossfirst Bank LENDER Dallas
Kurt Kan Commercial Banker Crossfirst Bank LENDER Dallas
Andrew Lipman Corporate Banker CrossFirst Bank LENDER Dallas
Rick Rodman Managing Director, Dallas Commercial Banking CrossFirst Bank ADVISOR Dallas
Mike Sullivan Managing Director Crossplane Capital PRIVATE EQUITY
Ingrid West Crossplane Capital PRIVATE EQUITY
Brian Gilmore President CrowdOut Capital LENDER Austin
Amanda Lockhart Senior Manager – Healthcare Crowe LLP ACCOUNTANT Dallas
Thomas VandeBerg Partner – Transaction Services Crowe LLP ACCOUNTANT Dallas
Bill Cornelius Managing Director Crutchfield Capital INVESTMENT BANKER Houston
JB Dollison Managing Director Crutchfield Capital Corporation Houston
Paxton Kelso Director Crystal & Co. ADVISOR Dallas
Armando Wood Executive Director Crystal & Company OTHER Houston
Lori Bell Managing Partner – Private Equity CSuite Financial Partners CORPORATE Manhattan Beach
Lori Ann Fox Government Relations & Regional Attorney CT Corporation ATTORNEY Richardson
Stefan Okhuysen Principal CVF Capital Partners PRIVATE EQUITY San Diego
Louise King Managing Partner CXO Source ADVISOR Dallas
Patrick Webster Managing Partner CXO Source ADVISOR Dallas
Barton Goodwin Managing Director Cypress Growth Capital LENDER Dallas
Cindy Babitt Managing Partner Cyprium Investment Partners LLC PRIVATE EQUITY Cleveland
Nicholas Stone Managing Director Cyprium Partners PRIVATE EQUITY Chciago
Aaron Dannenberg Managing Director & Head of Loan Originations Czech Asset Management LENDER Old Greenwich
Hailey Onuscheck Advertising Coordinator D CEO Magazine OTHER Dallas
Rhett Taylor Advertising Director D CEO Magazine OTHER Dallas
Darryl Galen Owner D. Galen Graphics ADVISOR Plano
Bryan Cummings Managing Director DA Davidson Investment Banking New York
Anna Butler Managing Editor Dallas Business Journal MEDIA Dallas
Oliver Chandhok Market President & Publisher Dallas Business Journal MEDIA Dallas
Allie Gatlin Events Director Dallas Business Journal MEDIA Dallas
Cheryl Hood Account Executive Dallas Business Journal MEDIA Dallas
Kevin Noble Account Executive Dallas Business Journal MEDIA Dallas
Chandler Tucker Account Executive Dallas Business Journal MEDIA Dallas
Jordan bass Senior Vice President/Commercial Banking Dallas Capital Bank Dallas
Spencer Sockwell Senior Vice President Dallas Capital Bank Dallas
Ruben Bahena Health Education Teacher Dallas ISD OTHER Seagoville
Jeffrey Noland DartPoints, LLC CORPORATE Dallas
Daniel Graves DCS Advisory INVESTMENT BANKER
Orin Port Managing Director – Origination Deerpath Capital Management, LP PRIVATE EQUITY New York
Mauricio Reyes Managing Director Deerpath Capital Management, LP PRIVATE EQUITY Houston
Brooks Bankhead Sponsor Coverage Deloitte Corporate Finance INVESTMENT BANKER Dallas
Ashton Gillespie Sponsor Coverage Deloitte Corporate Finance INVESTMENT BANKER Dallas
Jonathan Wilke Partner DHG Dixon Hughes Goodman, LLP Fort Worth
Tom Gerlacher Managing Director Dinan & Company LLC INVESTMENT BANKER Atlanta
Jeffrey Reichard Vice President Dinan & Company LLC INVESTMENT BANKER Phoenix
Jesse Speltz Dixon Hughes Goodman ACCOUNTANT Atlanta
Dana Jacoby President DJI Consulting ADVISOR Belmont
Alissa Green Coordinator DJI Consulting, Inc. OTHER Dallas
Layi Ali-Ajibode VP, Diligence Operations Doligence, Inc. ADVISOR Houston
Konstantina Karampatsou Director, Operations Doligence, Inc. ADVISOR Houston
Terry Culmone Partner Dominus Capital PRIVATE EQUITY New York
Jonathan Schwartz Vice President Dominus Capital PRIVATE EQUITY New York
Mike Martin Managing Director Donnelley Financial Solutions ADVISOR Dallas
Alex Doubet CEO Door Dallas
Brian Talbott Business Development Associate Dorilton Capital FAMILY OFFICE New York
Landon Weis Associate Dorilton Capital FAMILY OFFICE New York
P56O Makel Partner Dorsey & Whitney ATTORNEY Dallas
Stan Mayo Partner Dorsey & Whitney ATTORNEY Dallas
Jamie Whatley Partner Dorsey & Whitney ATTORNEY Dallas
Jay Turner Partner Dos Rios Partners PRIVATE EQUITY Dallas
Wilhelm Liebmann Attorney/Member Dykema ATTORNEY San Antonio
Christine Larson Business Development Director Dynata Plano
Bill Lundstrom Partner Eagle Merchant Partners PRIVATE EQUITY Atlanta
Zachary Taylor Eagle Merchant Partners PRIVATE EQUITY Dallas
Esau Liu SVP-Team Manager East West Bank LENDER Houston
Jeff Matthews SVP – Commercial Banking East West Bank LENDER Dallas
Pat Noonan Head of Family Office Practice East West Bank LENDER Dallas
John Wattinger VP – Market Development Manager East West Bank LENDER Dallas
Blake Davidson Vice President EBSCO Capital CORPORATE Birmingham
Donald DeMetz Associate EBSCO Capital FAMILY OFFICE Birmingham
Jan Bucher Principal Eden Capital FAMILY OFFICE New York
Dina Said Dwyer Managing Director Eden Capital FAMILY OFFICE New York
Mack Doyle Associate Edgewater Capital Partners PRIVATE EQUITY Independence
Chris Pratt Compliance Services Leader EHS Support LLC ADVISOR Spring
Victoria 0 Managing Director Eisen Fox INVESTMENT BANKER Milwaukee
Ethan Boothe Principal-In-Charge, Texas Region EisnerAmper ACCOUNTANT Dallas
Jen Lynch Senior Manager – Financial Services EisnerAmper ACCOUNTANT Dallas
Steve Palomino Senior Manager – Process, Risk, & Advisory Solutions EisnerAmper ACCOUNTANT Dallas
Nkrumah Pierre Director – Friends of the Firm (FoF) EisnerAmper ACCOUNTANT Dallas
John Ruckstuhl Managing Director – Transaction Advisory Services (TAS) EisnerAmper ACCOUNTANT New York
Eric Pitts Shareholder Elliot Davis Greenville
Brett Lanzi Shareholder Elliott Davis Greenville
Kyle Goss Managing Director Elm Park Capital LENDER Dallas
Ryan Mullins Vice President Elm Park Capital LENDER Dallas
Jim Allin Encina Business Credit LENDER Dallas
Debra Nelson Senior Managing Director Encore Enterprises, Inc. Dallas
Matthew Kakta Managing Director Enterprise Bank & Trust LENDER Saint Louis
Jesse Daly Vice President – Strategy EPR Properties OTHER Kansas City
Gerben Groothuis Managing Director EuroDev M&A ADVISOR Almelo
Joe Vangala Partner Excelor LLC OTHER Orlando
Devin Dial Principal Consultant Expense Reduction Analysts Addison
Matthew Stanley Managing Director ExWorks Capital LENDER Chicago
Sachin Bakhai CEO EZlytix ADVISOR Allen
Scott Wielar Managing Director Finance & Advisory Fahrenheit Group Richmond
Jeff Trawick Principle FAQ Consulting LLC ADVISOR Ft Worth
Alan Cuthbertson Principal Farragut Capital Partners LENDER Chevy Chase
Stephen Schmeltekopf Partner FC Crestone PRIVATE EQUITY Greenwood Village
Andrew Worth Partner Fidus Investment Corporation LENDER Evanston
Michael Miller Managing Director Fidus Partners INVESTMENT BANKER New York
Raymond Gore Managing Director/ Asset Based Lending Fifth Third Bank Dallas
Michael Doyle Vice President/Business Development Officer First Business San Antonio
David McLeese Managing Partner First Capital Partners Omaha
David Paulmeyer Vice President First Capital Partners, LLC PRIVATE EQUITY Omaha
Brent Kulman Director of Business Development Five Points Capital PRIVATE EQUITY
Marshall White Partner Five Points Capital LENDER Winston-Salem
Lawrence Hester Managing Director Focus Strategies Investment Banking INVESTMENT BANKER Austin
John Pruitt Directo Focus Strategies Investment Banking INVESTMENT BANKER Austin
Steve Reesing Director Focus Strategies Investment Banking INVESTMENT BANKER Austin
Olli Sandlin Director Focus Strategies Investment Banking INVESTMENT BANKER Austin
Matt Gieseking Partner Forsyth Advisors ADVISOR St. Louis
Burke Autrey CEO Fortium Partners CORPORATE Plano
Eli Feinstein Managing Director Fox Henning PRIVATE EQUITY New Orleans
Scott Clingan Partner Freestone Partners, LLC PRIVATE EQUITY Houston
Drew Brantley Managing Director Frisch Capital Partners INVESTMENT BANKER Watkinsville
Abigail Floyd Assistant Vice President Frost Bank LENDER Dallas
Roddrelle Sykes Director Frost Bank OTHER Plano
Austin Conner Managing Associate Frost Brown Todd LLC ATTORNEY Dallas
Scott Dolson Member Frost Brown Todd LLC ATTORNEY Louisville
Jeff Hallos Member Frost Brown Todd LLC ATTORNEY Lexington
Eddy Moore Member Frost Brown Todd LLC ATTORNEY Dallas
Aaron Turner Member Frost Brown Todd LLC ATTORNEY Dallas
Andrew Peix Principal Gauge Capital PRIVATE EQUITY Southlake
Connor O’Byrne Vice President Gemspring Capital PRIVATE EQUITY El Segundo
Matt Shuman Director Gemspring Capital PRIVATE EQUITY Westport
Chris Godwin Managing Director Gen Cap America PRIVATE EQUITY Nashville
Matthew Lane Managing Director Gen Cap America PRIVATE EQUITY Nashville
Jon Lepage Vice President, Mergers & Acquisitions Generational Group INVESTMENT BANKER Dallas
Lisa Lippe Director of M&A Marketing Generational Group INVESTMENT BANKER Dallas
Luan Ly Senior Vice President, Mergers & Acquisitions Generational Group INVESTMENT BANKER Dallas
Tom Stazak Senior Managing Director, Mergers & Acquisitions Generational Group INVESTMENT BANKER Dallas
Greg Irons Senior Associate Geneva Glen Capital, LLC FAMILY OFFICE CHICAGO
Pratik Rajeevan Vice President GenNx360 Capital Partners PRIVATE EQUITY New York
Monty Yort Managing Partner GenNx360 Capital Partners PRIVATE EQUITY New York
Kinga Evans Principal Geode Consulting ADVISOR Allen
Anthony DiChiara EVP, Head of Sales Gibraltar Business Capital, LLC LENDER Northbrook
Jess Moyer Gibraltar Business Capital, LLC LENDER Northbrook
S. Scott Simmons S.V.P. Business Development Gibraltar Business Capital, LLC LENDER Dallas
Eric Maloy Managing Director Gladstone Capital LENDER Dallas
Robert Marcotte President & Executive Managing Director Gladstone Capital Corporation LENDER McLean
William Billeaud Managing Partner-Texas Glendale Capital Partners, LLC INVESTMENT BANKER Dallas
Anna Reiman Private Wealth Advisor Goldman Sachs ADVISOR Dallas
Aaron Walton Managing Director Gordon Brothers ADVISOR Plano
Jon Glapa Vice President Grace Matthews, Inc. INVESTMENT BANKER Milwaukee
Kevin Yttre President Grace Matthews, Inc. INVESTMENT BANKER Milwaukee
Courtland Scaccetti Director of Business Development Graham Partners PRIVATE EQUITY Newtown Square
Tony Banks Director Grant Thornton LLP ACCOUNTANT Dallas
Eric Burgess Partner – Transaction Services Grant Thornton LLP ACCOUNTANT Dallas
Philip Christy Senior Manager, Transaction Services Grant Thornton LLP ADVISOR Houston
Tracy Hennesy Partner Grant Thornton LLP ACCOUNTANT Dallas
Barrett Popst Director Grant Thornton LLP ACCOUNTANT Dallas
Kyle Turner Director Grant Thornton LLP ACCOUNTANT Dallas
Lamar Weeks Grant Thornton LLP VOLUNTEER Dallas
Troy Iskarpatyoti Vice President – Credit Graycliff Partners LP PRIVATE EQUITY New York
Duke Punhong Managing Director Graycliff Partners LP PRIVATE EQUITY New York
Drew Jakubek National Marketing Manager and Managing Director Great American Group INVESTMENT BANKER Dallas
Kaomi Sealy Associate Manager Great American Group INVESTMENT BANKER Dallas
Chad Yutka Managing Director, National Practice Leader Great American Group INVESTMENT BANKER CHICAGO
Jared Grabow Managing Director Great Rock Capital LENDER Dallas
Tom Woolsey Shareholder Greenberg Traurig, LLP ATTORNEY Dallas
Dan Allen Vice President Grey Mountain Partners PRIVATE EQUITY Pittsburgh
Daniel Kapnick Vice President Greyrock Capital Group LENDER Chicago
Sam Snyder Principal Greyrock Capital Group LENDER WALNUT CREEK
Jim Gallagher Managing Director Gryphon Investors PRIVATE EQUITY San Francisco
Bill Hobbs Managing Director GSO Capital Partners LENDER New York
Michael Sutton Managing Partner Guideboat Capital Partners PRIVATE EQUITY Dallas
Kevin Ainsworth Partner GuideCap Partners INVESTMENT BANKER Dallas
Samuel Scott Vice President GuideCap Partners INVESTMENT BANKER Dallas
Ryan Dendinger Business Development Officer Gulf Coast Business Credit LENDER Dallas
Katie German Business Development Officer Gulf Coast Business Credit LENDER Austin
Roshan Gummattira Managing Director GulfStar Group INVESTMENT BANKER Houston
Kent Kahle Managing Director GulfStar Group INVESTMENT BANKER Houston
Stephen Lasher Managing Director GulfStar Group INVESTMENT BANKER Houston
Brian Lobo Managing Director GulfStar Group INVESTMENT BANKER Houston
Colt Luedde Managing Director GulfStar Group INVESTMENT BANKER Houston
Dara Smith Director of Marketing GulfStar Group INVESTMENT BANKER Houston
Christina Wolf Marketing Associate GulfStar Group INVESTMENT BANKER Houston
Matt Kever Vice President H.I.G. Capital PRIVATE EQUITY Miami
Matt Kever Vice President H.I.G. Capital PRIVATE EQUITY Miami
John Bozalis Principal H.I.G. Capital (WhiteHorse Capital) PRIVATE EQUITY Dallas
Stephen Connor MD-Business Development Hamilton Robinson Capital Partners PRIVATE EQUITY Stamford
Stuart Oakford Associate Hamilton Robinson Capital Partners PRIVATE EQUITY Stamford
Ryan Supple Vice President Hammond, Kennedy, Whitney & Company, Inc. PRIVATE EQUITY Indianapolis
Eric Barton Director Hancock Capital Management LENDER Chicago
William Foye Director Hancock Capital Management PRIVATE EQUITY Boston
Christopher Babick Director Hancock Capital Management, LLC LENDER Chicago
David Allston Director – Corporate Development Harbour Group CORPORATE Saint Louis
Matthew Stranz Director, Corporate Development Harbour Group PRIVATE EQUITY St. Louis
Biegel Macaraeg Managing Partner HarloKyn Advisors, LLC ADVISOR Dallas
Tucker McCormack Vice President HarloKyn Advisors, LLC ADVISOR Dallas
Bill Patterson Executive Vice President Harney Management Partners, LLC Austin
Daniella Skotnicki Partner Harneys ATTORNEY George Town
Charlie Griffin Vice President Harren Equity Partners PRIVATE EQUITY Charlottesville
George McCabe Partner Harren Equity Partners PRIVATE EQUITY Charlottesville
Frank deVenoge Investment Banking Associate Harris Williams & Co. INVESTMENT BANKER Richmond
James O’Malley Vice President Harris Williams & Co. INVESTMENT BANKER Richmond
Braden Eddy Associate Hastings Equity Partners PRIVATE EQUITY Houston
Derek Russell Associate Hastings Equity Partners PRIVATE EQUITY Houston
Patrick Doyle SVP & Senior Relationship Strategist Hawthorn, PNC Family Wealth ADVISOR Dallas
Eric Williams Partner Haynes and Boone, LLP ATTORNEY Dallas
Kent McNellie Deal Professional HBC Investments PRIVATE EQUITY Heath
Andrew Fulford Vice President, Corporate Development HBM Holdings CORPORATE St. Louis
Sarah Salky Associate, Corporate Development HBM Holdings CORPORATE St. Louis
Isaac Tipton Associate, Corporate Development HBM Holdings CORPORATE St. Louis
Tim Frend Principal HCI Equity Partners PRIVATE EQUITY Washington
Talissa Beall Social Media Manager HCK2 OTHER Dallas
Joseph Binkley President Hermitage Equity Partners PRIVATE EQUITY Dallas
Stephen Young Vice President Business Development HGGC Palo Alto
Richard Prestegaard Partner – Business Development High Road Capital Partners PRIVATE EQUITY New York
Stuart Sitterson Senior Associate – Business Development High Road Capital Partners PRIVATE EQUITY New York
John Tinnell Senior Vice President Hilco Global ADVISOR Charlotte
Christine Allen Senior Vice President Hillcrest Bank LENDER Dallas
Mark Plunkett CIO & Head of Merchant Banking Hilltop Opportunity Parners, LLC Dallas
Peter Lynch Principal Hilltop Opportunity Partners PRIVATE EQUITY Dallas
Ryan Grand Vice President, Deal Generation HKW PRIVATE EQUITY Indianapolis
Keith Ferry Director of Business Development Holland & Knight LLP ATTORNEY Miami
Brittany Fox Associate Holland & Knight LLP ATTORNEY Dallas
Anthony Herrera Partner Holland & Knight LLP ATTORNEY Dallas
Ashley Ingraham Holland & Knight LLP ATTORNEY Dallas
Michelle Suarez Partner Holland & Knight LLP ATTORNEY Dallas
Scott Wallace Partner Holland & Knight LLP ATTORNEY Dallas
E. Wesley Hampp Managing Partner Holleway Capital Partners PRIVATE EQUITY Kansas City
Holly Huels Managing Partner Holleway Capital Partners PRIVATE EQUITY St. Louis
Travis Pittman Managing Director Houlihan Lokey INVESTMENT BANKER Dallas
Julie Silcock Managing Director Houlihan Lokey INVESTMENT BANKER Dallas
Kevin Stephens Managing Director Houlihan Lokey INVESTMENT BANKER Los Angeles
Chris Sweet Director Houlihan Lokey INVESTMENT BANKER Houston
Andrew Laughlin Senior Corporate Banking Manager HSBC LENDER Dallas
Janeice Jaynes Business Development Manager HSSK ADVISOR Houston
Curt Germany Managing Director HSSK, LLC ADVISOR Dallas
John Marron Senior Vice President Huntington Bank LENDER Chicago
Paul Patrick Senior Vive President Huntington Business Credit LENDER Plano
Christopher Snyder Business Development Officer Team Leader Huntington Business Credit LENDER Cincinnati
Douglas Winget EVP Huntington Business Credit LENDER Cleveland
Shannon Bettis SVP, Commerial Group Manager IBERIABANK LENDER Plano
Brent Bunger Executive Vice President Ilan Investments CORPORATE
C Yalamanchili President Ilan Investments LLC CORPORATE Houston
C Yalamanchili President Ilan Investments LLC CORPORATE Houston
Sarah Halvonik Senior Associate, Business Development Incline Equity Partners PRIVATE EQUITY Pittsburgh
Kathryn Caterina Managing Director InCloudCounsel ADVISOR Culver City
Randi Lynn Veenstra Director of Sales InCloudCounsel OTHER New York
Bobby Anderson Vice President Independent Bankers Capital Funds PRIVATE EQUITY Dallas
Evan Grace Partner Infinity Capital Partners INVESTMENT BANKER Oklahoma City
Christopher Lee Managing Partner Infinity Capital Partners INVESTMENT BANKER Oklahoma City
Brittany Ransom Client Relations Specialist Infinity Capital Partners INVESTMENT BANKER Oklahoma City
Bryan Vahlberg Managing Partner Infinity Capital Partners INVESTMENT BANKER Oklahoma City
Daniel Flick Managing Partner Infinity Financial Group INVESTMENT BANKER Dallas
Logan Wood Managing Director – Business Development Infinity Financial Group INVESTMENT BANKER Dallas
Chris Sheffert Managing Director Inoca Capital Partners, LLC PRIVATE EQUITY Chicago
Luke Bateman Senior Vice President Insight Equity PRIVATE EQUITY Southlake
Jeff Parent Vice President Insight Equity PRIVATE EQUITY Southlake
Paul Pesek Sr. Associate Insight Equity PRIVATE EQUITY New York
Sean Kelly Vice President, Business Development Insignia Capital Group PRIVATE EQUITY Walnut Creek
Amanda Benbow Business Performance Advisor Insperity ADVISOR Kingwood
Katie Davis Business Performance Advisor Insperity ADVISOR Kingwood
Calvin Dennis Business Performance Advisor Insperity ADVISOR Ft. Worth
Danny Klaus Channel Program Manager Insperity ADVISOR Kingwood
Susan Vaughan Business Performance Advisor Insperity ADVISOR Austin
Eric Gilchrest Managing Partner Integrita Capital Partners Southlake
Mark Arciero Founder & CEO Interim CEO and Private Equity Services ADVISOR Roanoke
Kirk Fleischer Principal Investcorp International Inc PRIVATE EQUITY New York
Lester Alexander Partner Jefferson Capital Partners LENDER Mandeville
Joseph Truhe Investment Manager Jefferson Capital Partners LENDER Mandeville
Mark Ribeiro Juna Equity Partners New York
Bryan Grabowsky Managing Director Juniper Capital Management PRIVATE EQUITY Dallas
Ben Phillips Business Development Juniper Capital Management PRIVATE EQUITY Dallas
Jeff Moredock Vice President Kainos Capital OTHER Dallas
Julie Sanders Senior Associate Kainos Capital LP PRIVATE EQUITY Dallas
Jeffrey Geuther Managing Director Key Banc Capital Markets ADVISOR Houston
Jason Van Zant Managing Director Keystone Capital Inc. LENDER Chicago
David Duke Managing Director Kian Capital Partners PRIVATE EQUITY Atlanta
Jonathan Williford Vice President Kian Capital Partners PRIVATE EQUITY Atlanta
Michael Considine Partner Kirkland & Ellis LLP ATTORNEY Houston
Kevin Crews Partner Kirkland & Ellis LLP ATTORNEY Houston
Thomas Laughlin Partner Kirkland & Ellis LLP ATTORNEY Houston
Kimberly Perdue Partner Kirkland & Ellis LLP ATTORNEY Houston
Alex Rose Partner Kirkland & Ellis LLP ATTORNEY Dallas
James Foley Partner Kirtland Capital Partners PRIVATE EQUITY Beachwood
Addison Johnson KPMG LLP ACCOUNTANT Dallas
Sean Murphy Principal KPMG LLP ACCOUNTANT Dallas
Kyle Bradford Managing Partner Latticework Capital PRIVATE EQUITY Dallas
Steve Neumann Managing Partner Latticework Capital PRIVATE EQUITY Dallas
Alek Blankenau Vice President Latticework Capital Management PRIVATE EQUITY Dallas
Will Fletcher Vice President Latticework Capital Management PRIVATE EQUITY Dallas
Austin Bogestad Financial Sponsors Group Lazard Middle Market INVESTMENT BANKER Minneapolis
Kosta Bourlas Director Lazard Middle Market INVESTMENT BANKER Chicago
Alejandro Cola Director Lazard Middle Market INVESTMENT BANKER Minneapolis
David Santoni Managing Director Lazard Middle Market INVESTMENT BANKER Minneapolis
Kyle Peters Vice President LBC Credit Partners LENDER Radnor
William Brame Principal LDR Investment Group PRIVATE EQUITY Dallas
Ryan Martin Principal LDR Investment Group PRIVATE EQUITY Dallas
Richard Sexton Principal LDR Investment Group PRIVATE EQUITY Dallas
Erick Clifford Managing Partner Lead Capital Partners FAMILY OFFICE Nashville
Ross Edmiston Vice President – Corporate Banking LegacyTexas Bank LENDER Dallas
Robert Baldwin Managing Director, Capital Markets LendingUSA, LLC CORPORATE NA
Ron Oertell CFO LendingUSA, LLC CORPORATE Brookhaven
Michael Bauer Vice President Level Equity – Structured Capital INVESTMENT BANKER New York
John Romney Levine Leichtman Capital Partners PRIVATE EQUITY Dallas
Lori Eropkin Partner Levinson Arshonsky ATTORNEY Shawnee
Douglas Leyendecker CEO Leyendecker & Associates ADVISOR Houston
David Prodoehl Principal Leyendecker & Associates ADVISOR Houston
Thomas Burgett Managing Director Lincoln International LLC INVESTMENT BANKER Chicago
Matthew Cautero Vice President Lincoln International LLC INVESTMENT BANKER Chicago
Scott Hebbeler Managing Director Lincoln International LLC INVESTMENT BANKER Chicago
John Laws Director Lincoln International LLC INVESTMENT BANKER Chicago
Aaron Polack Director of Business Development Lion Equity Partners PRIVATE EQUITY Denver
Scott Bryan Managing Director Live Oak Valuation ADVISOR Austin
Greta Goodwin AVP, Lockton Companies Lockton Companies ATTORNEY Dallas
David Lowe Producer Lockton Companies ADVISOR Kansas City
Paul Khoury Sr. Project Manager Lockton Companies ADVISOR Houston
Nick Le AVP Lockton Companies ADVISOR Houston
Cameron Lewis Lockton Companies ADVISOR Houston
Michael Muhs Vice President Lockton Companies ADVISOR Houston
Meahgan O’Grady Head of Origination Long Point Capital PRIVATE EQUITY New York
Norman Scherr Long Point Capital PRIVATE EQUITY Royal Oak
Charles Cox Director LongueVue Capital PRIVATE EQUITY New Orleans
Kincy Gibson New Business Development LongueVue Capital PRIVATE EQUITY New Orleans
Rick Settle Luther King Capital Management Fort Worth
Henry Shine Senior Vice President Macquarie Principal Finance HEDGE FUND Chicago
Adam Weinstock Managing Director Macquarie Principal Finance PRIVATE EQUITY New York
John Hoppe Vice President Madison Capital Funding LENDER
Brian Klaban Director Madison Capital Funding LENDER Chicago
Eric Jacobson Investor Relations Mahalo Spirits Group PRIVATE EQUITY Bloomfield Hills
Megan DeGennaro Maxson Director of Business Development Main Post Partners PRIVATE EQUITY San Francisco
Molly White Business Development & Marketing Manager Main Street Capital Corporaiton PRIVATE EQUITY Houston
Steven Geuther Vice President Main Street Capital Corporation PRIVATE EQUITY Houston
Nicole Zhao Senior Tax Manager MaloneBailey, LLP ACCOUNTANT Houston
Phillip Marks Associate Mangrove Equity Partners PRIVATE EQUITY Tampa
Mark Newton Founder Mark S. Newton OTHER Austin
Andy Burgess Senior Vice President Marquette Business Credit LENDER Dallas
Jim Johnson Senior Vice President Marquette Business Credit LENDER Dallas
Jennifer Meyers Managing Director Marwood Group ADVISOR New York
Jack Gracheck Senior Vice President MB Business Capital LENDER Dallas
Todd Wooten Group President MB Business Capital LENDER Atlanta
Chase Meyer Principal McCarthy Capital PRIVATE EQUITY Omaha
Alison Daubert Senior Manager MCG/ Baker Tilly ACCOUNTANT Plano
David McLean Partner McGuireWoods LLP ATTORNEY Dallas
Bradley East MCM CPAs & Advisors ACCOUNTANT Cincinnati
Jeffrey Olsick Manager, Deal Origination McNally Capital PRIVATE EQUITY Chicago
David Smith Senior Vice President Mercer Capital ADVISOR Houston
Joseph Saad President Merger Partners Inc. INVESTMENT BANKER Dallas
Joy Barone Marketing Manager, Americas Mergermarket ADVISOR Astoria
Harry Nikpour VP, Capital Markets Mergers & Acquisitions OTHER New York
Michael Kelley Principal Merion Investment Partners LENDER Kennett Sq
Jerry Watkins Financial Advisor Merrill Lynch ADVISOR Dallas
Jeffrey Merritt Managing Director Merritt Advisors ADVISOR Richardson
Hadley Ma Managing Director MGG Investment Group New York
Sam Bahmanyar Associate MHT Partners INVESTMENT BANKER Dallas
Briton Burge Principal MHT Partners INVESTMENT BANKER Dallas
Alexander Hicks Director MHT Partners INVESTMENT BANKER Dallas
Leo Pirmez BD Analyst MHT Partners INVESTMENT BANKER Dallas
Andrew Barker Founder Middle Market Advisory LLC ADVISOR Dallas
Paul Kreie Senior Managing Director Midwest Mezzanine Funds PRIVATE EQUITY Chicago
Elliott Linlsey Vice President Midwest Mezzanine Funds PRIVATE EQUITY Chicago
Kevin Crook Vice President Milton Street Capital LLC PRIVATE EQUITY Houston
Mark Evers Partner MML Capital Partners PRIVATE EQUITY Stamford
Matt Maser Associate MML Capital Partners PRIVATE EQUITY Stamford
Stephen Madsen Director Monomoy Capital Partners PRIVATE EQUITY New York
Hayden Tyson Associate Monomoy Capital Partners PRIVATE EQUITY New York
Ryan Elsass Vice President Monroe Capital LLC PRIVATE EQUITY Chicago
Joe Rodgers Managing Director Monroe Capital LLC PRIVATE EQUITY Atlanta
Alex Swanston Partner Montgomery Coscia Greilich ADVISOR Frisco
Royce Prude Partner Montgomery Coscia Greilich, LLP ACCOUNTANT Plano
Geoff Laporte Head of Business Development Morgan Stanley Capital Partners PRIVATE EQUITY New York
Jason Neider Executive Director Morgan Stanley Credit Partners PRIVATE EQUITY New York
Chris Lang Transaction Services Director Moss Adams ACCOUNTANT Dallas
Carolyn Murray Business Developmet Executive Moss Adams ACCOUNTANT Dallas
Bradley Porter Consulting Director Moss Adams ACCOUNTANT Dallas
Justin Rachner Director, Transaction Services Moss Adams ACCOUNTANT Houston
Jimmie Williams Partner – Transaction Services Moss Adams ACCOUNTANT Houston
Michael Duffy Vice President MPE Partners PRIVATE EQUITY Boston
Barry Boniface Partner MSouth Equity Partners PRIVATE EQUITY Atlanta
Daniel Campbell Partner MSouth Equity Partners PRIVATE EQUITY Atlanta
Matt Cherian Senior Vice President Mutual of Omaha Bank LENDER Houston
Audrey Lokker Senior Vice President Mutual of Omaha Bank LENDER Houston
Ricardo Small Senior Vice President Mutual of Omaha Bank LENDER Houston
Liz Hocker Managing Director, Initial Public Offerings Nasdaq LENDER Austin
Douglas Peck Senior Vice President NATIONS EQUIPMENT FINANCE LENDER Dallas
Barrett Howell NCP
Dina Dwyer-Owens Brand Ambassador Neighborly Dallas
Lewen Albritton Director of FP&A New Life CFO CORPORATE Frisco
John Kim Partner New State Capital Partners PRIVATE EQUITY Larchmont
Gregory Barger General Partner NewSpring Capital PRIVATE EQUITY Radnor
Brent Baxter Managing Director Nolan & Associates INVESTMENT BANKER Saint Louis
Mike Swartz Partner Northaven Capital Partners Dallas
Jason Motz Sr. Associate Northcreek Mezzanine PRIVATE EQUITY Cincinnati
Barry Peterson Managing Partner Northcreek Mezzanine PRIVATE EQUITY Cincinnati
Patrick Quay Vice President Northlane Capital Partners PRIVATE EQUITY Bethesda
Emily Casenza Northstar ADVISOR Houston
Rebekah Elliott Director Northstar ADVISOR Houston
Dan Kleineman Principal Northstar Capital LENDER Minneapolis
Shani Graber Principal Norwest Mezzanine Partners LENDER Minneapolis
Alan Notinger Attorney Notinger Law Firm ATTORNEY Dallas
Cole Dennard Managing Partner Now CFO ADVISOR Dallas
Sana Sundrani Regional Manager Now CFO ADVISOR Dallas
Jeff Magin Director of Business Development – Food Division NSF International CORPORATE Ann Arbor
Alan Perlman Business Development Director, Consumer Products & Retail Services NSF International CORPORATE Ann Arbor
John Bozalis Managing Director NXT Capital LENDER Dallas
Joshua Haldi Director NXT Capital LENDER Chicago
Brian Hampton Managing Director Oak Street Capital Chicago
Brian Hampton Managing Director Oak Street Capital LLC INVESTMENT BANKER Spicewood
Rob Aikman Managing Principal Odyssey Investment Partners, LLC PRIVATE EQUITY Los Angeles
William Bishop Principal Odyssey Investment Partners, LLC PRIVATE EQUITY Los Angeles
Holbrook Forusz Director OFS Capital PRIVATE EQUITY New York
Michelle Rogers Vice President, Business Development OFS Capital PRIVATE EQUITY Los Angeles
Alexey Ratnikov Vice President and CFO OFS International CORPORATE Houston
Mark Brady Regional Vice President, Sales Oracle NetSuite CORPORATE Austin
Michael Simmerson Account Executive Oracle NetSuite CORPORATE Denver
Matthew Miller Principal Origami Capital Partners PRIVATE EQUITY Chicago
Robert Hydeman Regional Executive Vice President Origin Bank LENDER Dallas
Ralph Lewerenz Senior Vice President Origin Bank LENDER Dallas
Zoltan Berty Managing Director ORIX Private Equity PRIVATE EQUITY Newport Beach
Jeffrey Sangalis Managing Director ORIX Private Equity PRIVATE EQUITY Dallas
John Haley Associate Director ORIX Mezzanine & Private Equity PRIVATE EQUITY Dallas
Brian Kerr Managing Director Orix Private Equity PRIVATE EQUITY Conshohocken
Ed Pearce CEO Paragon Digital CORPORATE dallas
Sean Bilbrough Senior Associate Patriot Capital INVESTMENT BANKER Baltimore
Patrick Hamner Managing Director Patriot Capital INVESTMENT BANKER Dallas
Ryan Fitch Principal Peak Rock Capital PRIVATE EQUITY Austin
Garret Iden Sr. Vice President, Business Development Peak Rock Capital PRIVATE EQUITY Austin
Robert Pene President Pene & Company LLC Dallas
Craig Johnson CEO PepWear, LLC CORPORATE Dallas
J.G. “Pete” Ball Performance Partners Inc Dallas
Doug Owen Principal Petra Capital Partners PRIVATE EQUITY Nashville
Charles Webb Vice President Petra Capital Partners PRIVATE EQUITY Nashville
Abbas Maniar Managing Partner Pilothouse Capital Houston
Roberto Canto Managing Director Pine Tree Equity Partners PRIVATE EQUITY Miami
Barrett Kingsriter Senior Managing Director Pinecrest Capital Partners INVESTMENT BANKER Dallas
Michael Mas Business Development Associate Pinecrest Capital Partners INVESTMENT BANKER Dallas
Robert Renkes Managing Director Pinecrest Capital Partners INVESTMENT BANKER Dallas
Scott Renkes Senior Associate Pinecrest Capital Partners INVESTMENT BANKER NA
Jane Adams Vice President Piper Jaffray & Co. INVESTMENT BANKER El Segundo
Matt Traina Managing Director – Financial Sponsors Piper Jaffray & Co. INVESTMENT BANKER San Francisco
Jessie Covich Account Manager PitchBook Data, Inc. OTHER Seattle
Greg Meyer PitchBook Data, Inc. OTHER Seattle
Kyle Moyes Director of Business Development PitchBook Data, Inc. OTHER
Gabriel O’Keefe Partner Plante & Moran PLLC ACCOUNTANT Southfield
Doug Reeb Partner Plante Moran ACCOUNTANT Denver
Beth Babich Consulting Manager Plante Moran PLLC ADVISOR Chicago
Scott Sneckenberger Partner Plante Moran, PLLC ADVISOR Southfield
Vik Kalra Vice President Platform Partners PRIVATE EQUITY Houston
Lucas Kuipers Vice President Platform Partners LLC PRIVATE EQUITY Houston
Samuel Rosenthal Associate Platinum Equity CORPORATE Beverly Hills
Edward Joubran Vice President Platinum Equity OTHER New York
Peter Calamari Managing Director Platte River Equity PRIVATE EQUITY Denver
Eric Crawford Platte River Equity PRIVATE EQUITY Dallas
Cameron Coley Principal Plexus Capital LENDER Raleigh
Walter Buttkus President PMC Financial Services Group, LLC LENDER Anaheim
Jack Beam Managing Director PMI Advisors, LLC ADVISOR Grapevine
Frank Bonet Sr. Vice President – Business Development Officer PNC Business Credit LENDER Dallas
Art Boyle AVP PNC Business Credit LENDER Dallas
Carlos Elizondo Senior Vice President PNC Business Credit LENDER Houston
Kathryn Marshall Vice President PNC Business Credit LENDER Dallas
Kurt Putkonen PNC Business Credit LENDER Dallas
John Tyler PNC Business Credit LENDER Dallas
Kachelle Zachery PNC Business Credit LENDER Dallas
Jason Cornacchione Director PNC Erieview Capital PRIVATE EQUITY Cleveland
Steve Weigand Senior Associate PNC Erieview Capital PRIVATE EQUITY Cleveland
Robert Codol Managing Partner PNC Mezzanine Capital PRIVATE EQUITY Pittsburgh
Brian Dandrea Vice President – Business Development PNC Mezzanine Capital PRIVATE EQUITY Pittsburgh
Andrew Wiechkoske Managing Director PNC Riverarch Capital PRIVATE EQUITY Pittsburgh
Jonathan Blum Attorney At Law Polsinelli Houston
Terra Davis Department Marketing Manager Polsinelli PC ATTORNEY Dallas
Joe Esposito Associate Polsinelli PC ATTORNEY Dallas
Reasha Hedke Associate Polsinelli PC ATTORNEY Dallas
Andrew Kinworthy Shareholder Polsinelli PC ATTORNEY Dallas
George Lee Shareholder Polsinelli PC ATTORNEY Dallas
Corey Lopez Regional Office Services Manager Polsinelli PC ATTORNEY Dallas
Songhai Sledge Office Administrator Polsinelli PC ATTORNEY Dallas
Sarah Elliott Associate Porter Hedges LLP ATTORNEY Houston
Michael Larkin Partner Porter Hedges LLP ATTORNEY Houston
Jason Lloyd Partner Porter Hedges LLP ATTORNEY Houston
Joseph Morrel Partner Porter Hedges LLP ATTORNEY Houston
Nick Sorensen Partner Porter Hedges LLP ATTORNEY Houston
Rikiya Thomas Counsel Porter Hedges LLP ATTORNEY Houston
Robert Viguet Partner Porter Hedges LLP ATTORNEY Houston
Amy Beck CEO, Strategy & Performance Consultant PRC Resources PRIVATE EQUITY San Antonio
Christina Lugo Strategy & Performance Consultant PRC Resources PRIVATE EQUITY Spring
Liam Robinson Director of Recruiting PRC Resources PRIVATE EQUITY Houston
Sam Stevens Talent & Behavioral Consultant PRC Resources PRIVATE EQUITY Houston
Sam Stevens Talent & Behavioral Consultant PRC Resources Dallas
Dennis Schlesner President Presidential Financial Corporation LENDER Alpharetta
Suzanne Lovett SVP, Business Development Presidential Financial, a MidFirst Bank Company LENDER Dallas
Mario DiMarcantonio CEO Progressive IT Solutions ADVISOR Dallas
Orlando Hunter Sr. Systems Engineer Progressive IT Solutions ADVISOR Dallas
Alan Colner Managing Director Promontory Local Credit LENDER Arlington
Jason Tepperman Managing Director Promontory Local Credit LENDER Arlington
Charles Collie Managing Director Prophet Equity PRIVATE EQUITY Southlake
Charles Velie Senior Analyst Prophet Equity PRIVATE EQUITY Southlake
Rick Tuttle Founding Principal Prospect Partners PRIVATE EQUITY Chicago
Brooke Ansel Director Prudential Capital Group LENDER Dallas
Julia Buthman Managing Director Prudential Capital Group LENDER Dallas
Thomas Downey Vice President Prudential Capital Group LENDER Dallas
Jason Hartman Prudential Capital Group LENDER Dallas
Grant Pritchard Prudential Capital Group LENDER Dallas
Judith Anderson Vice President Racca Solutions Group ADVISOR The Woodlands
Ian Mackay Managing Director Raymond James & Associates, Inc. INVESTMENT BANKER Atlanta
Ben Rodman Managing Director Raymond James & Associates, Inc. INVESTMENT BANKER Chicago
John Ingram Senior Vice President/Commercial Banking Regions Dallas
Faizan Ali Vice President Regions Business Capital LENDER Dallas
Michael Fogarty Regions Financial Corporation LENDER Dallas
Matt Farrell Vice President Renovo Capital PRIVATE EQUITY Dallas
Carter Fine Senior Associate Renovo Capital PRIVATE EQUITY Dallas
Leigh Guglielmo Sr VP Sales Republic Business Credit LENDER New Orleans
William Kemp Vice President, Business Development Republic Business Credit LENDER Houston
Allen Frederic Vice President Republic Business Credit LLC LENDER New Orleans
Wayne O’Neill CEO RESET ADVISOR Houston
Matthew Abrahams Associate RF Investment Partners LENDER Chicago
Kevin Prunty Vice President RGA Private Debt & Equity LENDER Chesterfield
Michael Weintraub Managing Director RIN Capital FAMILY OFFICE West Bloomfield
Mark Eiland Managing Director Riverbend Solutions Group INVESTMENT BANKER Dallas
Amanda Foyt Director Riverbend Solutions Group INVESTMENT BANKER Dallas
Carl Mehlman Managing Director Riverbend Solutions Group INVESTMENT BANKER Dallas
John O’Neill Managing Director Riverbend Solutions Group INVESTMENT BANKER Dallas
Frank Smith Managing Director Riverbend Solutions Group INVESTMENT BANKER Dallas
Brian Wendler Managing Director Riverbend Solutions Group INVESTMENT BANKER Dallas
Lindsey Wendler Managing Director Riverbend Solutions Group INVESTMENT BANKER Dallas
Suzanne Wyker Managing Director Riverbend Solutions Group INVESTMENT BANKER Dallas
Nagesh Kamarsu Partner RMinds CORPORATE McKinney
Ian Trickey Recruiting Manager Robert Half OTHER Dallas
Keri Voss Staffing Executive Robert Half OTHER Dallas
Grant Jungeblut Vice President of Business Development Rock Hill Capital PRIVATE EQUITY Houston
Nathan Klatt Managing Director Rockport Investment Partners INVESTMENT BANKER Weston
Kate Faust Rockwood Equity Partners PRIVATE EQUITY Cleveland
Roger Kuo Partner Rollins Capital FAMILY OFFICE
John Wright Partner Rollins Capital Management FAMILY OFFICE Columbia
Brad Romanchuk Managing Director Romanchuk & Co. The Woodlands
Emily Harris Vice President Romanchuk & Co. INVESTMENT BANKER The Woodlands
Tyler Rudman Rosewood Private Investments PRIVATE EQUITY Dallas
Scott Kester Managing Partner Route 2 Capital Partners LENDER Charleston
Spalding White Managing Partner Route 2 Capital Partners LENDER Atlanta
Robyne Townsley Vice President Rowe Global ADVISOR Dallas
Andrew Shreve Environmental Consultant RPS Group ADVISOR Dallas
Spencer Thames Environmental Consultant RPS Group ADVISOR Dallas
Chris Jantz Director – Private Equity Services RSM ADVISOR Dallas
Tim Farquhar Partner RubinBrown ACCOUNTANT Clayton
Jeff Sackman Partner RubinBrown LLP ACCOUNTANT Clayton
Sharmeen Aziz S&P Global Market Intelligence S&P Global Market Intelligence OTHER Dallas
Samer Baransi S&P Global Market Intelligence S&P Global Market Intelligence OTHER New York
Nathan DeCarlo S&P Global Market Intelligence S&P Global Market Intelligence OTHER Dallas
Colleen Golz S&P Global Market Intelligence S&P Global Market Intelligence OTHER Dallas
Katherine Mitchell Ms. S&P Global Market Intelligence OTHER New York
Steve Stagliano S&P Global Market Intelligence S&P Global Market Intelligence OTHER Boston
Bryan Huber Corporate Real Estate Advisor SAB Group
Jim Class Partner Sabbatical Capital LENDER Boerne
Paul Ringmacher Co-Founder & Managing Partner Sabio Tech Partners ADVISOR New Braunfels
Brian Beck Managing Partner Sabio Technology Partners ADVISOR Austin
Will Johnson Vice President Salem Investment Partners PRIVATE EQUITY Winston-Salem
Patrick Kenna Associate Salem Investment Partners PRIVATE EQUITY Greensboro
Greg Dyson National Sales Manager Sallyport Commercial Finance LENDER Sugar Land
Jeff Tracy Associate San Johnson Co. Tulsa
Matt Wrobleski Associate Director San Johnson Co. Tulsa
Kevin Smith Managing Partner Sandkey Capital PRIVATE EQUITY Wellesley
Brett Lacher Vice President Saw Mill Capital PRIVATE EQUITY Briarcliff Manor
Timothy Nelson Partner Saw Mill Capital PRIVATE EQUITY Briarcliff Manor
Theresa Eaton Marketing Director SCF Partners PRIVATE EQUITY Houston
Thomas Ley Principal Seacoast Capital Partners PRIVATE EQUITY San Francisco
Sonny Randhawa Managing Director/Investment Banking Seaport Global Houston
Matt Cassell Partner SeatonHill ADVISOR Dallas
John Ball Chief Executive Officer SeatonHill Partners LLC ADVISOR Fort Worth
Jarrett Wood Vice President SharpVue Capital LENDER Raleigh
Gemma Descoteaux Partner Sheppard Mullin Richter & Hampton LLP ATTORNEY Dallas
Stephen Fox Co-Managing Partner Sheppard Mullin Richter & Hampton LLP ATTORNEY Dallas
Katie Hull Attorney Sheppard Mullin Richter & Hampton LLP ATTORNEY Dallas
Alexandra Kier Director of Business Development Sheridan Capital Partners PRIVATE EQUITY Chicago
Michael Brennan Director of Business Development Shoreline Equity Partners Atlantic Beach
Michael Hand Managing Director Shoreline Equity Partners PRIVATE EQUITY Ponte Vedra Beach
Zachary Mittelmark Vice President Shoreline Equity Partners PRIVATE EQUITY Jacksonville Beach
Webster Stickney Managing Director SierraConstellation Partners CORPORATE Houston
Drew McManigle Senior Managing Director SierraConstellation Partners, LLC ADVISOR Houston
Kelsey Lozier Business Development Manager Silver Oak Services Partners, LLC PRIVATE EQUITY Evanston
Taylor Wood Vice President Silver Oak Services Partners, LLC PRIVATE EQUITY Evanston
Victoria Beard Vice President, Business Development and Marketing Simmons INVESTMENT BANKER Houston
Barry Kessler Director Simmons & Company International CORPORATE Houston
William Nichols Vice President Simmons & Company International INVESTMENT BANKER Houston
Brandt Hamby Managing Director Six Pillars Partners PRIVATE EQUITY Addison
Lisa Flanigan VP of Business Development Sole Source Capital PRIVATE EQUITY Santa Monica
Dan Janoff Vice President Sole Source Capital PRIVATE EQUITY Dallas
Michael Landers Houston Practice Leader SolomonEdwards ADVISOR Houston
Brad McGowan Private Equity Coverage SolomonEdwards / Pickwick INVESTMENT BANKER New York
Leatha Jones Marketing Coordinator SourceMedia OTHER New York
Tyler Fair SourceScrub ADVISOR San Francisco
Russell Hampton Director of Business Development SourceScrub ADVISOR San Francisco
Alonso Ansaldo Southern Methodist University VOLUNTEER Dallas
Andrei Bucur Southern Methodist University VOLUNTEER Dallas
Marisa Elias Southern Methodist University VOLUNTEER Dallas
Shalaka Kandarkar Southern Methodist University VOLUNTEER Dallas
Arun Lammata Southern Methodist University VOLUNTEER Dallas
Ganesh Natesan Southern Methodist University VOLUNTEER Dallas
Alex Nguyen Southern Methodist University VOLUNTEER Dallas
Dan Ray Southern Methodist University VOLUNTEER Dallas
Nick Rinard Southern Methodist University VOLUNTEER Dallas
Jared Shoemaker Southern Methodist University VOLUNTEER Dallas
Anil Singh Southern Methodist University VOLUNTEER Dallas
Matthew Smith Southern Methodist University VOLUNTEER Dallas
Rika Sridhar Southern Methodist University VOLUNTEER Dallas
Scott Summers Southern Methodist University VOLUNTEER Dallas
Xuefei Sun Southern Methodist University VOLUNTEER Dallas
Shiv Venkatasetty Southern Methodist University VOLUNTEER Dallas
David Walker Southern Methodist University VOLUNTEER Dallas
Matthew Johnson Managing Director Sowell & Co. FAMILY OFFICE Dallas
Thomas Barber Managing Director Spanos Barber Jesse & Co. PRIVATE EQUITY WALNUT CREEK
Suri Ganeriwala President Spectra Quest, Inc. CORPORATE
Bob Johann VP-Operations Spectra Quest, Inc. CORPORATE Richmond
David Shapiro Managing Director Spell Mezzanine Partners LENDER Minneapolis
Matthew Karlson Managing Director SSG Capital Advisors LLC INVESTMENT BANKER West Conshohocken
Brian Chow Vice President St. Cloud Capital LENDER Los Angeles
Matthew Smith Vice President St. Cloud Capital LENDER Sierra Madre
C. Black Associate Director Stan Johnson Company OTHER Dallas
John McCarty Managing Director Star Mountain Capital LENDER Atlanta
Jim Briggs Managing Director Statesman Business Advisors, LLC INVESTMENT BANKER Houston
Bud Montang Managing Director – Investment Banking Statesman Business Advisors, LLC INVESTMENT BANKER Irving
Jessica Seff Vice President Statesman Business Advisors, LLC INVESTMENT BANKER Houston
Mark Vance Managing Director – Investment Banking Statesman Business Advisors, LLC INVESTMENT BANKER Houston
James Covello Manager STEER Partners ADVISOR Boston
Colin Baker Managing Director Stellus Capital Management LENDER Houston
Nicholas Beare Managing Director Stephens Inc. CORPORATE Dallas
Brian Bratcher Managing Director Stephens Inc. INVESTMENT BANKER Little Rock
Palmer Henson Managing Director Stephens Inc. INVESTMENT BANKER Atlanta
Tucker Laurens Managing Director Stephens Inc. INVESTMENT BANKER San Francisco
Cole Naylor Vice President Stephens Inc. INVESTMENT BANKER Dallas
Rob Pierson Managing Director Stephens Inc. INVESTMENT BANKER Atlanta
Dana Silaski Managing Director Stephens Inc. INVESTMENT BANKER Little Rock
Maurice Simon Managing Member Sterling Consulting & Management, LLC Dallas
Jacob Broom Associate Sterling Group Credit Fund, L.P. PRIVATE EQUITY NA
William Bogatay Managing Director Sterling National Bank Asset-Based Lending LENDER Dallas
Justin Marku Principal Sterling Partners PRIVATE EQUITY Chicago
David Lazar Stifel INVESTMENT BANKER Philadelphia
Max Lintereur Managing Director Stifel Bank & Trust LENDER Chicago
Mark Masino Vice President STNL Advisors ADVISOR Chicago
Madison O’Connor Vice President STNL Advisors ADVISOR Chicago
Reagan Rorschach Managing Director Stonebriar Commercial Finance LENDER Plano
Michael Arguelles Managing Director Stonehenge Partners, Inc. PRIVATE EQUITY Columbus
Steven Reed Managing Partner Stonehollow Capital Partners FAMILY OFFICE Dallas
Walter Robb Advisor Stonewall Robb Dallas
Joshua Bowman Managing Director – Acquisitions STORE Capital OTHER Scottsdael
Stephanie Davies Co-Head of Sponsor Coverage STOUT INVESTMENT BANKER New York
Warren Edwards Managing Partner Strait Lane Capital Partners PRIVATE EQUITY Dallas
Kevin Roberts Principal Strait Lane Capital Partners PRIVATE EQUITY Dallas
Jordan Shtulman Managing Principal STREAM Capital Partners ADVISOR Chicago
Jonathan Wolfe Managing Principal STREAM CAPITAL PARTNERS ADVISOR Glencoe
Nick Seraydarian Principal Super G Capital, LLC LENDER Santa Monica
Lee Jones VP, Business Development Sutton Place Strategies, LLC ADVISOR New York
Jeffrey Piper Managing Director Svoboda Capital Partners PRIVATE EQUITY Chicago
Larry Lenzen Chief Financial Officer SW Spirits and Wine – Orox Capital Mgt. PRIVATE EQUITY
Michael Thicksten Tarnhelm Capital Dallas
Bill Glatch Client Service Partner Tatum ADVISOR NA
James Schuchard Texas Market & National Private Equity Leader Tatum ADVISOR Dallas
Daniel Voigt VP, Relationship Manager TBK Bank, SSB LENDER Dallas
Edward Ryczek Senior Vice President TCF Capital Funding LENDER Chicago
Matthew Harnett Partner Tecum Capital Partners LENDER Wexford
Mike Williamson Associate Tecum Capital Partners LENDER Pittsburgh
bernard Carrico managing director Telos Capital Advisors LLC INVESTMENT BANKER Plano
Stephens Johnson Director, Business Development & Investor Relations Tenex Capital Management PRIVATE EQUITY New York
Jack Roberson Senior Vice President / Chief Lending Officer Texas Brand Bank LENDER Dallas
Bryan Gartenberg Sr. Vice President Texas Capital Bank Dallas
Elizabeth Falco Executive Vice President Texas Capital Bank LENDER Dallas
Russell Hartsfield Texas Capital Bank LENDER Dallas
Eva Pawelek Senior Vice President Texas Capital Bank LENDER Houston
William Pyle Managing Director Syndicated Finance Texas Capital Bank LENDER Houston
Preston Roush Corporate & Sponsor Lending Texas Capital Bank LENDER Dallas
Christina Van Ryzin Senior Vice President Texas Capital Bank ADVISOR Dallas
Chris Wheeler Executive Vice President Texas Capital Bank LENDER Austin
James Davis Managing Director Texas Corporate Capital Advisors Dallas
Joe Harper Executive Director Texas State University SBDC OTHER Round Rock
Mike Kesner Managing Director, Private Equity The Alera Group ADVISOR Deerfield
Edward Belanger President The Belanger Valuation Group ADVISOR Dallas
Kurt Huie Vice President The BVA Group LLC ADVISOR Plano
Laurie-Leigh White Partner The BVA Group LLC ADVISOR Houston
Michelle Lewis Principal The CapStreet Group PRIVATE EQUITY Houston
Tracy Morris Partner the Corner Office, Ltd ACCOUNTANT Lewisville
David Jacobson The Credit Junction LENDER New York City
Len Losquadro The Credit Junction LENDER New York City
Mac Trivedi Head of Financial Partnerships The Credit Junction LENDER New York City
Chris Webb Vice President The Gores Group CORPORATE Beverly Hills
Allie Atwood Vice President The Halifax Group PRIVATE EQUITY Washington DC
Caroline Shettle Vice President The Riverside Company PRIVATE EQUITY San Francisco
Sean Davenport Partner The Sterling Group Credit Fund PRIVATE EQUITY Dallas
Floyd Collins Founder Thesauros Capital Managment, LLC PRIVATE EQUITY Dallas
Darren Felfeli Director THL Credit LENDER Dallas
David Tepper Director of Business Development Tiger Capital Group LLC ADVISOR Calabasas
Melissa Coopersmith Managing Director Tiger Group CORPORATE New York
JD Elder Vice President Tilia Holdings PRIVATE EQUITY Chicago
Terence Roche Partner Titan Equity Partners PRIVATE EQUITY Chicago
Randall Tolbert CEO Tolbert CORPORATE Atlanta
Steve Smith Vice President Tower Arch Capital PRIVATE EQUITY Draper
Mike Morrow Managing Director TRANSEARCH International ADVISOR Chicago
Jason Faucett Managing Director Transition Capital Partners PRIVATE EQUITY Dallas
Andy Foskey Managing Partner Transition Capital Partners PRIVATE EQUITY Dallas
Nathan Powell General Manager Treaty Oak Distilling PRIVATE EQUITY Dallas
Frank Cupido Partner Tree Line Capital Partners LENDER San Francisco
Lauren Glazebrook Business Development Tregaron Capital PRIVATE EQUITY Palo Alto
David Pickerd Vice President Tregaron Capital PRIVATE EQUITY Palo Alto
Amir Jairazbhoy Vice President TresVista Financial Services ADVISOR New York
Steven Dalrymple Principal Trident World Ventures LLC INVESTMENT BANKER Dallas
Rick Phelps TriNet CONSULTANT
Andy Schlievert FinServ Sales Consultant TriNet CONSULTANT Dallas
Erik Wayton FinServ Sales Consultant TriNet CONSULTANT Dallas
Scott Colvert Partner Trinity Hunt Partners PRIVATE EQUITY Dallas
Satchel Park Research Director Trinity Hunt Partners PRIVATE EQUITY Dallas
Bryan Rand Senior Director Tritium Partners PRIVATE EQUITY Austin
Desmond Henry Managing Director Trive Capital PRIVATE EQUITY Dallas
Jeff Leatherman Business Development Trive Capital PRIVATE EQUITY Dallas
Max Perdue Business Development Trive Capital PRIVATE EQUITY Dallas
Chris Zugaro Partner Trive Capital PRIVATE EQUITY Dallas
Mark Nowak Managing Director True West Capital Partners LENDER Los Angeles
Emily Ackerman Business Development Manager Trustantial CORPORATE Dallas
Jake Horn Partner Trustantial ADVISOR
Irena Blind Principal TSG Consumer Partners PRIVATE EQUITY New York
Michael LaBelle Director Twin Brook Capital Partners LENDER Chicago
William Hunscher Partner TZP Group LLC PRIVATE EQUITY New York
Michael Morgan Vice President TZP Group LLC PRIVATE EQUITY New York
J. Michael Smith Senior Vice President U S Bank LENDER Atlanta
Ken Womack Senior Vice President U.S. Trust ADVISOR Austin
Bob Dunn SVP UMB Bank ADVISOR Austin
Marc Farmer Senior Vice President UMB Bank LENDER Plano
Gary Pitcock Senior Vice President UMB Bank LENDER Dallas
Alex Welles Director of Business Development Union Capital Associates, LP PRIVATE EQUITY Greenwich
Thomas Burges University of Texas at Dallas VOLUNTEER Dallas
Xi (Alicia) Chen University of Texas at Dallas VOLUNTEER Dallas
ChenKuo Chiang University of Texas at Dallas VOLUNTEER Dallas
Chia Yi Chou University of Texas at Dallas VOLUNTEER Dallas
Ayushi Gupta University of Texas at Dallas VOLUNTEER Dallas
Shreya Hajare University of Texas at Dallas VOLUNTEER Dallas
Muhazdeen Ibrahim University of Texas at Dallas VOLUNTEER Dallas
Jenny Jiang University of Texas at Dallas VOLUNTEER Dallas
Keerthana Kola University of Texas at Dallas VOLUNTEER Dallas
Peijin Liu University of Texas at Dallas VOLUNTEER Dallas
Kejiang Liu University of Texas at Dallas VOLUNTEER Dallas
Varda Malhotra University of Texas at Dallas VOLUNTEER Dallas
Tomy Otounga University of Texas at Dallas VOLUNTEER Dallas
Rutuja Patil University of Texas at Dallas VOLUNTEER Dallas
Nayeli Perez University of Texas at Dallas VOLUNTEER Dallas
Disha Punjabi University of Texas at Dallas VOLUNTEER Dallas
Zaid Reshamwala University of Texas at Dallas VOLUNTEER Dallas
Nishtha Sah University of Texas at Dallas VOLUNTEER Dallas
Harsh Kamlesh Shah University of Texas at Dallas VOLUNTEER Dallas
Linna Wang University of Texas at Dallas VOLUNTEER Dallas
Rex Holmes Managing Director Vaco ADVISOR Houston
Gary Brooks Business Strategy VACO Houston LLC CORPORATE Houston
Pierce Edwards Vice President Valesco Industries PRIVATE EQUITY Dallas
Patrick Floeck Principal Valesco Industries PRIVATE EQUITY Dallas
Jack Sadden Managing Partner Valesco Industries PRIVATE EQUITY Dallas
Paul Hultgren Vice President of Business Development Valuation Research Corporation ADVISOR Milwaukee
Tom Mitchell Director – Private Equity Value Based Solutions ADVISOR Shaker Hts
Josh Teller Vice President Vcheck Global ADVISOR New York
Abby Fuqua Director of Business Development Venturity Financial Partners ACCOUNTANT Addison
Deanna Walker Partner Business Development Venturity Financial Partners ACCOUNTANT Addison
Mike Brookshire Senior Vice President Veritex Bank LENDER Plano
Larry Giglio VP – Commercial Banking Veritex Bank LENDER NA
Richard Schreiber Managing Director Versa Capital Management, LLC Philadelphia
Jude Overo Vice President Veyo New York
Hemanth Parasuram Managing Director Virgo Capital PRIVATE EQUITY Austin
Lucas Lambrechtse Business Development Manager Vistra OTHER San Francisco
David Ludwig Director, Business Development Vistra ADVISOR Dallas
David Skoog Sales Director Vistra ADVISOR Double Oak
Daniel Peterson Senior Vice President/Business Development VRC Milwaukee
James Wanserski Founder/Owner Wanserski & Associates ADVISOR Smyrna
Trey Hunt Partner Weaver ACCOUNTANT Houston
Ryan Irby Director Weaver ACCOUNTANT Dallas
Dale Jensen Partner Weaver ACCOUNTANT Dallas
Kayli McCarver Weaver ACCOUNTANT Dallas
Brian Reed Partner Weaver ACCOUNTANT Dallas
William Nay Senior Vice President Webster Business Credit LENDER Dallas
Dan Schultz Vice President, Business Development Webster Capital PRIVATE EQUITY Waltham
Ryan Akins Managing Director Weed Capital Group LENDER Dallas
Tanner Phifer Director Wells Fargo Capital Finance LENDER Houston
Carl Smith Senior Vice President Wells Fargo Capital Finance LENDER Houston
Stephen Chen Sr. Manager West Monroe Partners OTHER Dallas
Scott Fuzer Director West Monroe Partners OTHER Dallas
Swayze Smartt Westcott, LLC FAMILY OFFICE Dallas
Matthew Andersen President & CEO Westlake Securities Austin
Greg Montgomery Managing Director WG Consulting Houston
David Weinhoffer Managing Director WG Consulting Houston
Andrew Bae Director White Oak Commercial Finance LENDER Dallas
Christopher Gouskos Managing Director White Oak Global Advisors, LLC LENDER San Francisco
Kevin Grossman Managing Director White Oak Global Advisors, LLC LENDER Westminster
David Montiel Director White Oak Global Advisors, LLC LENDER
Jeff Wells Managing Director WhiteHorse Capital PRIVATE EQUITY DALLAS
Neil Barrow Business Development Director Whitley Penn ACCOUNTANT Fort Worth
Brandon Stiver Transaction Advisory Services Whitley Penn ADVISOR Rockwall
Ryan Doyle Manager Whitley Penn LLP ADVISOR Plano
William Heafey Director William Blair ADVISOR San Francisco
Tom O’Leary Producer Willis Towers Watson ADVISOR Addison
Stephen McPherson Vice President Wilmington Trust, N.A. CORPORATE Dallas
Amy Perkins Vice President Wilmington Trust, N.A. CORPORATE Dallas
Greg Stites Director Wilmington Trust, N.A. CORPORATE Austin
Matt Anderson Managing Director Windjammer Capital PRIVATE EQUITY Newport Beach
Ryan Stuart Senior Vice President Woodforest Commercial Banking LENDER Dallas
Jacob McGee VP-Loan Syndications Woodforest National Bank LENDER The Woodlands
Deb Purvin SVP Woodforest National Bank LENDER Dallas
Charles Harlan Director Business Development WSP Dallas
Jim Towers Vice President Wynnchurch Capital PRIVATE EQUITY Los Angeles
James Whittle Associate Wynnchurch Capital PRIVATE EQUITY Los Angeles
Elliot Lynch Vice President Yukon Partners LENDER Minneapolis
David Sampair Director Yukon Partners LENDER Minneapolis
Kimberly Pugh Principal YurPath Solutions ADVISOR San Francisco
Cari Peretzman Dallas