First Name: |
Last Name: |
Company: |
Title: |
City: |
State: |
Company Type: |
Curt |
Karges |
12TH Street Capital, LLC |
Managing Director |
Houston |
TX |
Corporate Finance |
Jeff |
Peterson |
A. G. Hill Partners |
Managing Director |
Dallas |
TX |
Capital Provider – Family Offices |
John |
Harrison |
A111, LLC |
Managing Director |
Cedar Hills |
UT |
Capital Provider – Equity Group Not Managing Fund |
Patrick |
Gimlett |
AB Private Credit Investors |
Managing Director |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Eric |
Petersen |
Abacus Finance |
Director |
New York |
NY |
Capital Provider – Lender Sr Debt |
Christopher |
Lisle |
Acclaro Growth Partners, LLC |
Managing Partner |
Ashburn |
VA |
Advisor – Consultant |
Sara |
Singer |
ACG Austin / San Antonio |
Executive Director |
Austin |
TX |
Other – Not Listed Above |
Brittany |
Timmerman |
ACG Dallas |
Executive Director |
Dallas |
TX |
Other – Not Listed Above |
Kristi |
Roberts |
ACG Dallas |
Coordinator |
Dallas |
TX |
Other – Not Listed Above |
Dale |
Wilkins |
ACG Houston |
Coordinator |
Houston |
TX |
Other – Not Listed Above |
Morgan |
Stone |
ACG Houston |
Executive Director |
Houston |
TX |
Other – Not Listed Above |
Gus |
Bonin |
ACT One Health |
CEO |
Baton Rouge |
LA |
Corporate – Business Owner |
JT |
Pastor |
ADP |
Private Equity Practice Lead |
Elk Grove Village |
IL |
Advisor – Consultant |
Don |
Neumann |
ADP |
Private Equity Practice Lead |
Elk Grove Village |
IL |
Advisor – Other Services |
Jeff |
Gunst |
AEC Partners |
Partner |
Houston |
TX |
Capital Provider – Equity Group Not Managing Fund |
Robert |
Mills |
AEC Partners |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Not Managing Fund |
Mark |
Hull |
AIC Ventures |
Director – Acquisitions |
Austin |
TX |
Capital Provider – Equity Group Not Managing Fund |
Devin |
Timberlake |
Alaris Royalty Corp. |
Vice President Business Development |
Calgary |
AB |
Capital Provider – Equity Group Managing Fund |
Shawn |
Ostrow |
Alaris Royalty Corp. |
Vice President, Business Development |
Calgary |
AB |
Capital Provider – Equity Group Managing Fund |
Kurt |
Smentek |
Align Capital Partners |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Matt |
Iodice |
Align Capital Partners |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Jacob |
Sturdy |
Alitus Partners |
Managing Director |
St. Louis |
MO |
Capital Provider – Equity Group Not Managing Fund |
Keith |
Harbison |
Alitus Partners |
Founder |
St. Louis |
MO |
Capital Provider – Equity Group Not Managing Fund |
Keith W. |
Harbison |
Alitus Partners |
Analyst |
St. Louis |
MO |
Capital Provider – Equity Group Not Managing Fund |
Walker |
Harbison |
Alitus Partners |
Director of Corporate Development |
St. Louis |
MO |
Capital Provider – Equity Group Not Managing Fund |
Meade |
Monger |
AlixPartners, LLP |
Managing Director |
Dallas |
TX |
Corporate Management |
Ryan |
Cassidy |
Allegiance Capital Corp. |
Senior Analyst |
Dallas |
TX |
Intermediary – Investment Banker |
Shane |
Mahmood |
Allegiance Capital Corp. |
President |
Dallas |
TX |
Intermediary – Investment Banker |
Jennifer |
Grett |
Alliant Insurance |
Vice President, PE and M&A |
Denver |
CO |
Advisor – Accountant |
Jason |
Scott |
Alliant Insurance Services Inc. |
Consultant |
Dallas |
TX |
Intermediary – Business Brokers |
Jaron |
Stern |
Ally Sponsor Finance |
Managing Director |
Los Angeles |
CA |
Capital Provider – Lender Sr Debt |
Jim |
Johnson |
Alostar Capital Finance |
Managing Director |
Murphy |
TX |
Capital Provider – Lender Sr Debt |
Pierce |
Coticchia |
Altamont Capital Partners |
Vice President |
Palo Alto |
CA |
Capital Provider – Equity Group Managing Fund |
Palmer |
O’Sullivan |
Alvarez & Marsal |
Senior Director |
New York |
NY |
Advisor – Consultant |
Sinem |
Mehterian |
Amegy Bank – Global Banking |
Senior Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Fraser |
Preston |
American Pacific Group |
Founder and Managing Partner |
San Francisco |
CA |
Capital Provider – Equity Group Managing Fund |
Lauren |
Glazebrook |
American Pacific Group |
Director |
San Francisco |
CA |
Capital Provider – Equity Group Managing Fund |
Nick |
Wall |
American Pacific Group |
Managing Director |
San Francisco |
CA |
Capital Provider – Equity Group Managing Fund |
Allison |
Billings |
Amerisource Business Capital |
Regional Market Manager |
Houston |
TX |
Capital Provider – Lender Other |
Bill |
Herrington |
Amerisource Business Capital |
EVP – National Sales Director |
Houston |
TX |
Capital Provider – Lender Other |
Daniel |
Martinez |
Amerisource Business Capital |
Regional Market Manager |
Houston |
TX |
Capital Provider – Lender Other |
Doug Forbes |
Forbes |
Amerisource Business Capital |
Regional Market Manager |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Dave |
Myers |
Apex Leaders |
Principal |
Boise |
ID |
Advisor – Other Services |
Samuel |
Eady |
Apex Leaders, LLC |
Business Development |
New York |
NY |
Intermediary – Business Brokers |
Christopher |
Schatzman |
Arcline Investment Management |
Vice President |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Brendan |
Achariyakosol |
Ardenton Capital |
Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Philip |
Lea |
Ardenton Capital |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Jerry |
Jansen |
Ares Management LLC |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Sr Debt |
Daniel |
Phan |
Aterian Investment Partners |
Principal |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Joshua |
Ciampa |
Aterian Investment Partners |
Principal |
Coral Gables |
FL |
Capital Provider – Equity Group Managing Fund |
Jorge |
Fabre |
Aterian Investment Partners |
Senior Associate |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Christian |
Remmel |
Aterian Investment Partners |
Vice President |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Joe |
Solano |
Atlantic Street Capital |
Vice President |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Harold |
Thomas |
Audax Group |
Managing Director |
Boston |
MA |
Capital Provider – Equity Group Managing Fund |
Nate |
Gillespie |
Auxo Investment Partners |
Senior Analyst |
Grand Rapids |
MI |
Other – Not Listed Above |
Susan |
Jistel Spillios |
Axia Partners |
Partner |
Houston |
TX |
Advisor – Consultant |
Mark |
Romeo |
Axial |
Business Development |
Brooklyn |
NY |
Corporate Development |
Sid |
Shaver |
B&V Capital Advisors |
Senior Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Jess |
Bailey |
Bailey Law Firm PLLC |
Managing Attorney |
Houston |
TX |
Advisor – Attorney |
James |
Reaney |
Bainbridge |
Associate |
San Diego |
CA |
Intermediary – Investment Banker |
Kyle |
Hong |
Bainbridge |
Senior Associate |
San Diego |
CA |
Intermediary – Investment Banker |
Lenin |
Ruiz |
Bainbridge |
Vice President |
San Diego |
CA |
Intermediary – Investment Banker |
Nick |
Chini |
Bainbridge |
Managing Partner |
San Diego |
CA |
Intermediary – Investment Banker |
Ali |
Daubert |
Baker Tilly |
Senior Manager |
Plano |
TX |
Advisor – Accountant |
Cary |
Mailandt |
Baker Tilly |
Partner |
Plano |
TX |
Advisor – Accountant |
Mike |
Wessel |
Baker Tilly |
Marketing Manager |
Houston |
TX |
Advisor – Accountant |
Alex |
Swanston |
Baker Tilly |
Partner |
Plano |
TX |
Advisor – Accountant |
Ed |
Mahon |
Baker Tilly |
Partner |
Plano |
TX |
Advisor – Accountant |
Kaelan |
Kearney |
Baker Tilly Capital, LLC |
Director – Business Development |
Chicago |
IL |
Intermediary – Investment Banker |
Michael |
Perrine |
Baker Tilly Capital, LLC |
Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Thomas |
Walker |
Baker Tilly Capital, LLC |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Bill |
Chapman |
Baker Tilly Capital, LLC |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Justin |
Kaplan |
Balance Point Capital Partners |
Partner |
Westport |
CT |
Capital Provider – Equity Group Managing Fund |
Jake |
Munn |
BancorpSouth |
President & Group Head |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Mark |
Simoes |
BancorpSouth |
EVP / Sponsor Finance |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Phillip |
Gonzalez |
BancorpSouth |
SVP Corporate Banking |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Rick |
Small |
BancorpSouth |
EVP / Director of Middle Market Lending |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Donald |
Parker |
Bank of America Business Capital |
Senior Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Mark |
Champion |
Bank of America Business Capital |
Senior VP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Meagan |
Foster |
Bank of America Merrill Lynch |
Middle Market Relationship Manager |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Frank |
Cahill |
Bank of Ireland |
Managing Director |
Stamford |
CT |
Capital Provider – Lender Sr Debt |
Rich |
Michalik |
Bank of Ireland |
Managing Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Chuck |
Johnson |
Bank of Texas |
Senior Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Chie |
Nicholson |
Bannockburn Global Forex |
Managing Partner |
Chicago |
IL |
Advisor – Other Services |
Joe |
Areddy |
Bannockburn Global Forex, LLC |
Sr. Managing Partner |
Cincinnati |
OH |
Advisor – Other Services |
Scott |
Chappell |
Barings, LLC |
Managing Director |
Charlotte |
NC |
Capital Provider – Lender Other |
Andy |
Waltman |
Baymark Partners |
Director |
Plano |
TX |
Capital Provider – Equity Group Not Managing Fund |
Ben |
Mimmack |
Baymark Partners |
Director of Investor Relations |
Plano |
TX |
Capital Provider – Equity Group Not Managing Fund |
Matt |
Denegre |
Baymark Partners |
Director |
Plano |
TX |
Capital Provider – Equity Group Not Managing Fund |
Tony |
Ludlow |
Baymark Partners |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Randy |
Gartz |
BBVA |
Senior Vice President – Corporate Relationship Manager |
Houston |
TX |
Advisor – Banking |
Jason |
Nichols |
BBVA |
ABL Business Development Officer |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Brandon |
Kelley |
BBVA Sponsor Coverage |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Kayle |
Green |
BBVA Sponsor Coverage |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Marla |
Cannon |
BBVA Sponsor Coverage |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Shaun |
Buckley |
BDO |
Partner, Transaction Advisory Services |
Dallas |
TX |
Advisor – Accountant |
TOR |
Van Dyke |
BDO |
Director of Business Development |
Houston |
TX |
Other – Not Listed Above |
Jim |
Plomer |
BDO USA, LLP |
Managing Director, Transaction Advisory Services |
Houston |
TX |
Advisor – Accountant |
Reid |
Wade |
BDO USA, LLP |
Assurance Partner |
Houston |
TX |
Advisor – Accountant |
Allen |
Westergard |
BDO USA, LLP |
Partner, Transaction Advisory Services |
Dallas |
TX |
Intermediary – Investment Banker |
Bryan |
Fischer |
BDO USA, LLP |
Director, Private Equity Services |
Dallas |
TX |
Intermediary – Investment Banker |
John |
Kim |
BDO USA, LLP |
Director, BDO Capital Advisors |
Houston |
TX |
Intermediary – Investment Banker |
Scott |
Hendon |
BDO USA, LLP |
International Liaison Partner |
Dallas |
TX |
Intermediary – Investment Banker |
Evan |
Klebe |
Beach Point Capital Management |
President |
Santa Monica |
CA |
Capital Provider – Hedge Fund |
Matt |
Gonzales |
Bear Hill Advisors |
Vice President |
Houston |
TX |
Intermediary – Investment Banker |
Steve |
Peterson |
Bel Air Growth Partners |
Managing Director |
Milwaukee |
WI |
Capital Provider – Equity Group Not Managing Fund |
Kendall |
Stafford |
Benchmark International |
Managing Partner |
Austin |
TX |
Intermediary – Investment Banker |
Rohan |
Shetty |
Benefit Street Partners |
Vice President |
Houston |
TX |
Capital Provider – Mezzanine Lender |
Hunter |
Goodall |
Benefit Street Partners |
Vice President |
NA |
IL |
Capital Provider – Mezzanine Lender |
Chris |
Brown |
Bertram Capital |
Vice President |
Foster City |
CA |
Capital Provider – Equity Group Managing Fund |
Michelle |
Chao |
Bertram Capital |
Vice President |
Foster City |
CA |
Capital Provider – Equity Group Managing Fund |
David |
Hills |
Bessemer Trust |
Principal |
Houston |
TX |
Advisor – Wealth Manager |
Rich |
Menzel |
Biotechnology Solutions T |
CEO |
Houston |
TX |
Other – Not Listed Above |
Ernest |
Hunter |
BKD Capital Advisors |
_ |
Houston |
TX |
Intermediary – Investment Banker |
Ken |
Hirsch |
BKD Capital Advisors |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Matt |
Klauser |
BKD, LLP |
Partner |
Dallas |
TX |
Advisor – Accountant |
Tracy |
Young |
BKD, LLP |
Partner |
Missouri City |
TX |
Advisor – Accountant |
Zarina |
Mohammed |
BKD, LLP |
Recruiter |
Houston |
TX |
Advisor – Recruiter |
Jim |
Jordon |
BKD, LLP |
Managing Director |
Houston |
TX |
Advisor – Valuator |
Will |
Mackvick |
BlackArch Partners |
Vice President |
Charlotte |
NC |
Intermediary – Investment Banker |
Harold |
Kessler |
BlackBriar Advisors LLC |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Kenneth |
Saffold |
Blackrock |
Director |
Atlanta |
GA |
Capital Provider – Lender Other |
Megan |
Kneipp |
Blue Point Capital Partners |
Head of Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Megan |
Kneipp |
Blue Point Capital Partners |
Head of Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Eric |
Weiner |
Blue Sage Capital |
Partner |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Hunter |
Todd |
Blue Sage Capital |
Senior Associate |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Jonathan |
Kaskow |
Blue Sage Capital |
Vice President |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Peter |
Huff |
Blue Sage Capital |
Partner |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Albert |
Alexander |
Bluehenge Capital Partners |
Vice President |
New Orleans |
LA |
Capital Provider – Mezzanine Lender |
Robert |
Davis |
Bluehenge Capital Partners |
Senior Associate |
Baton Rouge |
LA |
Capital Provider – Mezzanine Lender |
Mark |
Gonzalez |
Bluejack Partners |
Managing Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Braden |
Norris |
Bluejack Partners |
Vice President |
Houston |
TX |
Corporate Development |
Tom |
McGurk |
BluWave, LP |
Managing Director |
Chicago |
IL |
Advisor – Consultant |
Jake |
Michalko |
BMO Capital Markets |
Analyst |
Minneapolis |
MN |
Intermediary – Investment Banker |
Tim |
Ludwick |
BMO Capital Markets |
Director |
Dallas |
TX |
Intermediary – Investment Banker |
Charlie |
Cunningham |
BMO Harris Bank |
Director |
Dallas |
TX |
Advisor – Banking |
Luke |
Kohler |
BMO Harris Bank |
Assistant Vice President |
Chicago |
IL |
Advisor – Banking |
Mike |
Ehlert |
BMO Harris Bank |
Managing Director |
Dallas |
TX |
Advisor – Banking |
Jimmy |
Conway |
BNY Mellon |
Client Strategist |
Dallas |
TX |
Advisor – Wealth Manager |
Shei |
Unger |
bny mellon |
director |
Dallas |
TX |
Advisor – Wealth Manager |
Biddel |
Tekeste |
BOK Financial |
VP | Relationship Mgr, Corporate Trust |
Dallas |
TX |
Advisor – Banking |
Erin |
Fitzpatrick |
BOK Financial |
VP | BDO, Corporate Trust – TX |
Dallas |
TX |
Advisor – Banking |
Bo |
Sutton |
Bow River Capital |
Director |
Denver |
CO |
Capital Provider – Equity Group Managing Fund |
Jenna |
Schlageter |
Bow River Capital |
Vice President |
Denver |
CO |
Capital Provider – Equity Group Managing Fund |
Steve |
Kesten |
BoyarMiller |
Attorney |
Houston |
TX |
Advisor – Attorney |
Renny |
Sie |
Boyne Capital Partners |
Vice President |
Miami |
FL |
Capital Provider – Equity Group Managing Fund |
Andrew |
Robison |
Bradley Arant |
Partner |
Birmingham |
AL |
Advisor – Attorney |
David |
Castle |
Branford Castle Partners, LP |
Managing Partner |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
John |
Castle |
Branford Castle Partners, LP |
Managing Partner |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Roger |
Stepaniak |
Brass |
Vice President of Business Development |
Minnetonka |
MN |
Capital Provider – Equity Group Managing Fund |
Brady |
Porter |
Bridge Bank |
Relationship Manager |
Costa Mesa |
CA |
Capital Provider – Lender Sr Debt |
Rick |
Lamoreux |
Bridge Bank |
Senior Director, Business Line Manager |
Costa Mesa |
CA |
Capital Provider – Lender Sr Debt |
Mike |
Gorman |
Bridge House Advisors |
Director |
Dallas |
TX |
Advisor – Consultant |
Jeanette |
Moore |
Bridgepoint Consulting |
Business Development Mgr |
Cypress |
TX |
Advisor – Consultant |
Ross |
Goolsby |
Bridgepoint Consulting |
Director |
Houston |
TX |
Advisor – Consultant |
Veronica |
Torres-Martinez |
Bridgepoint Consulting |
Director |
Houston |
TX |
Advisor – Consultant |
Tommy |
Hannan |
Bridgepoint Consulting, LLC |
Associate |
Austin |
TX |
Advisor – Consultant |
Bob |
McDonald |
Briggs & Veselka Co. |
Tax Shareholder |
Houston |
TX |
Intermediary – Investment Banker |
Jason |
Sharp |
Briggs & Veselka Co. |
Tax Shareholder |
Houston |
TX |
Intermediary – Investment Banker |
Kerry |
Kilgore |
Briggs & Veselka Co. |
Audit Shareholder |
Houston |
TX |
Intermediary – Investment Banker |
Christopher |
Mosley |
Brightwood Capital Advisors, LLC |
Director |
Dallas |
TX |
Capital Provider – Lender Other |
Martin |
McNulty |
Broadscope |
Director |
Paramus |
NJ |
Advisor – Other Services |
Bryan |
Graiff |
Brown Smith Wallace |
Partner in Charge |
St. Louis |
MO |
Advisor – Accountant |
David |
Killion |
Brown Smith Wallace |
Principal, Transaction Advisory |
St. Louis |
MO |
Advisor – Consultant |
Dan |
Schoenleber |
Brown Smith Wallace, LLP |
Partner, Transaction Advisory & Litigation Support |
St. louis |
MO |
Advisor – Accountant |
Robert |
Butler |
Butler Advisory Services, LLC |
President |
Austin |
TX |
Advisor – Consultant |
Laurie-Leigh |
White |
BVA Group |
Partner |
Houston |
TX |
Advisor – Valuator |
Kurt |
Huie |
BVA Group |
Vice President |
Plano |
TX |
|
Dan |
Wilhelm |
Caddo Lake Capital |
Director |
Dallas/Fort Worth |
TX |
Intermediary – Investment Banker |
Jared |
Earles |
Caddo Lake Capital |
Director |
Dallas/Fort Worth |
TX |
Intermediary – Investment Banker |
Ryan |
Duschak |
Caddo Lake Capital |
Director |
Dallas/Fort Worth |
Texas |
Intermediary – Investment Banker |
Bill |
Bobbora |
Cadence Bank |
Managing Director – Chemicals & Specialty Services |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Hannah |
Dempsey |
Cadence Bank |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Katherine |
Buckwalter |
Cadence Bank |
AVP – C&I Lending |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Melinda |
Jackson |
Cadence Bank |
EVP – Alternative Investments |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Richard |
Prewitt |
Cadence Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ronald |
Baker |
Cadence Bank |
EVP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Taylor |
Ducoff |
Cadence Bank |
Vice President – C&I |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Hannah |
Jordana |
Cadence Bank, N.A. |
Assistant Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Jim |
Calvetti |
Calvetti Ferguson |
Assurance Partner in Charge |
Houston |
TX |
Advisor – Accountant |
Jason |
Ferguson |
Calvetti Ferguson |
Managing Partner |
Houston |
TX |
Advisor – Accountant |
Anneka |
Sciola |
Calvetti Ferguson |
Director |
Houston |
TX |
Advisor – Consultant |
Jason |
Cain |
Calvetti Ferguson |
Director |
Houston |
TX |
Advisor – Consultant |
Michael |
Bourke |
Cambridge Global Payments |
Regional Director, Currency Risk Management Solutions |
Los Angeles |
CA |
Advisor – Other Services |
John |
Pontius |
Capital Alignment Partners |
Director |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Malcolm |
Ferrell |
Capital One |
Vice President |
Austin |
TX |
Capital Provider – Lender Sr Debt |
Mark |
Patchell |
Capital One |
Senior Managing Director |
Albany |
NY |
Capital Provider – Lender Sr Debt |
Ryan |
Golding |
Capital One |
Managing Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Yasmin |
Huebinger |
Capital One |
Senior Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Rene |
Kiehn |
Capital One Bank |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Matt |
Darrah |
Capital Southwest |
Principal |
Dallas |
TX |
Capital Provider – Lender Other |
Rachel |
Bazan |
Capital Southwest |
Senior Associate |
Dallas |
TX |
Capital Provider – Lender Other |
Joe |
Gaskins |
Capitala Group |
Associate |
Charlotte |
NC |
Capital Provider – Equity Group Managing Fund |
Glenn |
Flinn |
Capitala Group |
Director |
Dallas |
TX |
Capital Provider – Lender Other |
Kellie |
Work |
CapitalWorks, LLC |
Vice President, Business Development |
Cleveland |
OH |
Capital Provider – Equity Group Managing Fund |
David |
Barry |
Capstone Headwaters |
Director |
Denver |
CO |
Intermediary – Investment Banker |
Randy |
Finch |
CapStream Group |
Partner and Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Chris |
Reid |
Cardinal Capital |
Partner |
Baton Rouge |
LA |
Advisor – Banking |
Gary |
Anderson |
Cardinal Capital, LLC |
Member/Manager |
Baton Rouge |
LA |
Intermediary – Investment Banker |
George |
Lee |
Carrington Coleman |
Partner |
Dallas |
TX |
Advisor – Attorney |
Bret |
Madole |
Carrington, Coleman, Sloman & Blumenthal, L.L.P |
Partner |
Dallas |
TX |
Advisor – Attorney |
Paul |
Gautier |
Cary Street Partners, LLC |
Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Steven |
Koinis |
Catalyft LLC |
Managing Director, Private Equity |
New York |
NY |
Advisor – Consultant |
Carson |
Miller |
CBIZ CMF |
Principal |
San Francisco |
CA |
Advisor – Consultant |
Doug |
Janowski |
CBIZ Valuation Group |
Director, Business Development |
Dallas |
TX |
Advisor – Valuator |
Paul |
Siebrasse |
CBIZ Valuation Group, LLC |
Managing Director |
Dallas |
TX |
Advisor – Valuator |
Molly |
Clark |
Center Rock Capital Partners |
Principal and Director of Business Development |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Matt |
Conway |
Center Rock Capital Partners |
Principal |
Detroit |
MI |
Capital Provider – Equity Group Managing Fund |
Troy |
Clark |
Centerfield Capital Partners |
Managing Director |
Indianapolis |
IN |
Capital Provider – Mezzanine Lender |
Tye |
Stebbins |
Centerfield Capital Partners |
Director |
Indianapolis |
IN |
Capital Provider – Mezzanine Lender |
Krysty |
Penwell |
CenterOak Partners |
Senior Associate, Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Ben |
Martin |
Centre Technologies |
Partner Account Manager |
Houston |
TX |
Other – Not Listed Above |
James |
Shuler |
Centre Technologies |
Director, Recurring Revenue |
Houston |
TX |
Other – Not Listed Above |
Taylor |
Genette |
Centre Technologies |
Private Equity Program Manager |
Dallas |
TX |
Other – Not Listed Above |
Frank |
deVay |
Chaffe & Associates, Inc. |
Managing Director |
New Orleans |
LA |
Intermediary – Investment Banker |
Whit |
Slocum |
Chaffe & Associates, Inc. |
Vice President |
New Orleans |
LA |
Intermediary – Investment Banker |
Amy |
Moss |
Chamberlain Hrdlicka White Williams & Aughtrey |
Shareholder |
Houston |
TX |
Advisor – Attorney |
Michael |
Kodinsky |
Change Capital |
SVP |
Atlanta |
GA |
Capital Provider – Lender Jr Debt |
Jeff |
Hagar |
Chatham Capital |
Managing Director |
Atlanta |
GA |
Capital Provider – Equity Group Managing Fund |
Peter |
Hlavin |
Chief Outsiders |
Vice President |
Aliso Viejo |
CA |
Advisor – Consultant |
Bill |
Haggerty |
China Centric Associates |
Managing Director |
Cleveland |
OH |
Advisor – Consultant |
Jay |
Krasoff |
Chiron Financial |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Lauren |
O’Leary |
Chiron Financial |
Director, Business Development |
New York |
NY |
Intermediary – Investment Banker |
Michael |
Miller |
Chiron Financial |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Scott |
Johnson |
Chiron Financial |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Amy |
Margolis |
CI Capital Partners |
Head of Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Fritz |
Pappert |
CI Capital Partners |
Analyst |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Allison |
Reinke |
CIBC Bank USA |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Greg |
Leftwich |
CIBC Bank USA |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Patrick |
Bremmer |
CIBC Cleary Gull |
Managing Director |
Milwaukee |
WI |
Intermediary – Investment Banker |
Lan |
Haverfield |
Citizens Business Capital |
Director of Orginations |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Nick |
Canderan |
CIVC Partners |
Director |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Jeff |
Servais |
CLA |
Principal |
Minneapolis |
MN |
Advisor – Accountant |
Jimmy |
Watson |
Clavis Capital Partners |
Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Jon |
Van Tuin |
Clearview Capital |
Principal |
Stamford |
CT |
Capital Provider – Equity Group Managing Fund |
Austin |
Sandvik |
Clovis Point Capital |
Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Chris |
Joseph |
Clovis Point Capital |
Managing Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Dustin |
Hollas |
Clovis Point Capital |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Robert |
Shuford |
Clovis Point Capital |
Managing Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Raj |
Dalal |
Compass Group |
Vice President |
Irvine |
CA |
Capital Provider – Equity Group Managing Fund |
Adam |
Lucas |
Concentric Equity Partners |
Vice President |
Chicago |
IL |
Capital Provider – Family Offices |
Mark |
Knowles |
Condon Tobin Sladek Thornton PLLC |
Member |
Dallas |
TX |
Corporate Finance |
Andrew Keenan |
Keenan |
Consulate General of Canada |
Consul & Trade Commissioner |
Dallas |
TX |
Other – Government |
Andrew |
Kehoe |
Context Business Lending |
Director of Business Development |
Westminster |
CO |
Capital Provider – Lender Sr Debt |
Brian |
Yoon |
Corbel Capital Partners |
Principal |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
Michelle |
Rogers |
Corbel Capital Partners |
Vice President |
Los Angeles |
CA |
Capital Provider – Lender Other |
Brad |
Purifoy |
Corporate Finance Associates |
Managing Partner |
Dallas |
TX |
Intermediary – Investment Banker |
Dan |
Vermeire |
Corporate Finance Associates |
Managing Partner |
Dallas |
TX |
Intermediary – Investment Banker |
George |
Walden |
Corporate Finance Associates |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Jim |
Gerberman |
Corporate Finance Associates |
Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Matt |
Register |
Corporate Finance Associates |
Managing Director |
Houstom |
TX |
Intermediary – Investment Banker |
Roy |
Graham |
Corporate Finance Associates |
Managing Director |
San Antonio |
TX |
Intermediary – Investment Banker |
Terry |
Fick |
Corporate Finance Associates |
Managing Partner |
Dallas |
TX |
Intermediary – Investment Banker |
Antonio |
DiGesualdo |
Cotton Creek Capital |
Managing Director |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Josh |
Gault |
Cotton Creek Capital |
Principal |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Lee |
Rash |
Cotton Creek Capital |
Partner |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Mike |
Nguyen |
CR3 Captital, LLC |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
James |
Katchadurian |
CR3 Partners LLC |
Partner |
New York |
NY |
Advisor – Consultant |
William |
Snyder |
CR3 Partners LLC |
Partner |
southlake |
TX |
Advisor – Consultant |
Brandon |
Smith |
CR3 Partners, LLC |
Partner |
Houston |
TX |
Advisor – Consultant |
Barrett |
Dean |
Craftsman Capital |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Will |
Walters |
Craftsman Capital |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Max |
Padrid |
Credit Suisse |
VP |
New York |
NY |
Intermediary – Investment Banker |
Hayes |
Olofson |
Crescent Capital |
Senior Vice President |
Boston |
MA |
Capital Provider – Lender Sr Debt |
Kyle |
Anderson |
Crescent Capital |
Vice President |
Boston |
MA |
Capital Provider – Lender Sr Debt |
Jake |
Friemel |
Crestline Investors |
Vice President |
Fort Worth |
TX |
Capital Provider – Lender Other |
G.R. |
Christon |
Crestline Investors, Inc. |
Managing Director |
Ft Worth |
TX |
Capital Provider – Lender Other |
Michael |
Rich |
Crestline Investors, Inc. |
Director |
Fort Worth |
TX |
Capital Provider – Lender Other |
Melinda |
Fricke |
Crestmark |
Regional 1st VP |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Shannon |
Stetson |
Crestmark Bank |
VP, Business Development |
Houston |
TX |
Capital Provider – Lender Other |
Steve |
Hansen |
Crestmark- A Division of Meta Bank |
Senior Vice President/Western Division Sales Manager |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Andrew |
Lipman |
CrossFirst Bank |
Corporate Banker |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Cameron |
Chancey |
CrossFirst Bank |
Commercial Banker |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Rick |
Rodman |
CrossFirst Bank |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ben |
Eakes |
Crossplane Capital |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Brian |
Hegi |
Crossplane Capital |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Katie |
Oswald |
Crossplane Capital |
Director of Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Mike |
Sullivan |
Crossplane Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Justin |
Williams |
CrowdOut Capital |
Managing Director |
Cumming |
GA |
Capital Provider – Lender Sr Debt |
Brian |
Gilmore |
CrowdOut Capital |
Gilmore |
Austin |
TX |
Capital Provider – Lender Other |
Amanda |
Lockhart |
Crowe LLP |
Senior Manager |
Dallas |
TX |
Advisor – Accountant |
Thomas |
VandeBerg |
Crowe LLP |
Partner Transaction Services |
Dallas |
TX |
Advisor – Accountant |
J.B. |
Dollison |
Crutchfield Capital |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Bill |
Cornelius |
Crutchfield Capital |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Lori |
Bell |
CSuite Financial Partners |
Managing Partner – Private Equity |
Manhattan Beach |
CA |
Corporate Development |
Brian |
Hoblit |
CVF Capital Partners |
Vice President |
DAVIS |
CA |
Capital Provider – Mezzanine Lender |
Stefan |
Okhuysen |
CVF Capital Partners |
Principal |
San Diego |
CA |
Capital Provider – Mezzanine Lender |
Patrick |
Webster |
CXO Source |
Managing Partner |
Dallas |
TX |
Advisor – Recruiter |
Louise |
King |
CXO Source |
Managing Partner |
Dallas |
TX |
Advisor – Recruiter |
Cindy |
Babitt |
Cyprium Investment Partners LLC |
Managing Partner |
Cleveland |
OH |
Capital Provider – Equity Group Managing Fund |
Nicholas |
Stone |
Cyprium Partners |
Managing Director |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Bryan |
Cummings |
D.A. Davidson |
Managing Director |
New York |
NY |
Intermediary – Investment Banker |
Ben |
Landau |
D.A. Davidson & Co. |
Associate, Financial Sponsors |
NA |
IL |
Intermediary – Investment Banker |
Brandon |
Palladino |
DealCloud |
Associate Director, Client Development |
Jersey City |
NJ |
Advisor – Technology |
Eric |
Levinson |
DealCloud |
Director, Client Development |
Jersey City |
NJ |
Advisor – Technology |
Kim |
Picarillo |
DealCloud |
Associate, Client Development |
Jersey City |
NJ |
Advisor – Technology |
Nick |
Maldari |
DealCloud |
Associate Director, Client Development |
Jersey City |
NJ |
Advisor – Technology |
Katie |
Herman |
DealCloud |
Associate Director, Client Development |
Jersey City |
NJ |
Advisor – Technology |
Orin |
Port |
Deerpath Capital Management |
Managing Director – Origination |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Ashton |
Gillespie |
Deloitte Corporate Finance |
Sponsor Coverage |
Dallas |
TX |
Intermediary – Investment Banker |
Brooks |
Bankhead |
Deloitte Corporate Finance |
Sponsor Coverage |
Dallas |
TX |
Intermediary – Investment Banker |
Avery |
Plank |
DGP Capital |
Executive Advisor |
Houston |
TX |
Intermediary – Investment Banker |
Doug |
Richardson |
DGP Capital |
Executive Advisor |
Orlando |
FL |
Intermediary – Investment Banker |
Jack |
Chang |
DGP Capital |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Jeff |
Smith |
DHR International |
Managing Partner |
Houston |
TX |
Advisor – Other Services |
Jeffrey |
Reichard |
Dinan & Company LLC |
Vice President |
Phoenix |
AZ |
Intermediary – Investment Banker |
William |
Downing |
Dinan Capital Advisors |
Managing Director |
Phoenix |
AZ |
Intermediary – Investment Banker |
Tom |
Gerlacher |
Dinan Capital Advisors |
Managing Director |
Atlanta |
GA |
Intermediary – Investment Banker |
Jennifer |
Mailhes |
Doeren Mayhew Capital Advisors |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Amy |
Woolf |
Donnelley Financial Solutions |
Managing Director |
Houston |
TX |
Corporate Development |
Brian |
Talbott |
Dorilton Capital |
Business Development |
New York |
NY |
Capital Provider – Family Offices |
Ian |
Bambrick |
Dorilton Capital |
Business Development |
New York |
NY |
Capital Provider – Family Offices |
Larry |
Makel |
Dorsey & Whitney |
Partner |
Dallas |
TX |
Advisor – Attorney |
Jamie |
Whatley |
Dorsey & Whitney |
Partner |
Dallas |
TX |
Advisor – Attorney |
Jason |
Duvall |
Dorsey & Whitney |
Partner |
Dallas |
TX |
Advisor – Attorney |
Jay |
Turner |
Dos Rios Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Will |
Nemeth |
Dubin Clark |
Associate |
Boston |
MA |
Capital Provider – Equity Group Managing Fund |
Matthew |
Broullire |
Dubin Clark & Company, Inc. |
Vice President |
Ponte Vedra Beach |
FL |
Capital Provider – Equity Group Managing Fund |
M Scott |
Ulnick |
DuckerFrontier |
Managing Principal |
Troy |
MI |
Advisor – Consultant |
Kevin |
Douglass |
Duff & Phelps |
Vice President |
Dallas |
TX |
Intermediary – Investment Banker |
Brian |
Sipes |
Duff & Phelps |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Zack |
Taylor |
Eagle Merchant Partners |
Senior Associate |
Atlanta |
GA |
Capital Provider – Equity Group Managing Fund |
Esau |
Liu |
East West Bank |
SVP-Director of TX Commercial Lending |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Evan |
Sultzbaugh |
East West Bank |
AVP- Relationship Manager |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jeff |
Matthews |
East West Bank |
Managing Director, Head of Texas Commercial Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Pat |
Noonan |
East West Bank |
Head of Family Office Practice |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Kirby |
Crutchfield |
EBSCO Capital |
VP Business Development |
Birmingham |
AL |
Capital Provider – Family Offices |
Marcus |
Pillion |
Edgewater Capital Partners |
Operating Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Richard |
Kertis |
Edgewater Capital Partners |
Associate |
Cleveland |
OH |
Capital Provider – Equity Group Managing Fund |
Richard |
Schwarz |
Edgewater Capital Partners |
Partner |
Cleveland |
OH |
Capital Provider – Equity Group Managing Fund |
Ryan |
Meany |
Edgewater Capital Partners, L.P. |
Managing Partner |
Independence |
OH |
Capital Provider – Equity Group Managing Fund |
Kaity |
Templin |
EHS Support LLC |
Business Development Manager |
Brooklyn |
NY |
Advisor – Other Services |
Ethan |
Boothe |
EisnerAmper |
Partner, National Private Equity Leader |
Dallas |
TX |
Advisor – Accountant |
Nkrumah |
Pierre |
EisnerAmper |
Director |
New York |
NY |
Advisor – Accountant |
Ann |
Hurley |
EisnerAmper |
Manager, Process Risk & Technology Solutions Group |
Dallas |
TX |
Advisor – Accountant |
Steve |
Palomino |
EisnerAmper |
Senior Strategic Transformation Manager |
Dallas |
TX |
Advisor – Accountant |
Aaron |
Handler |
Elm Creek Partners |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Kyle |
Goss |
Elm Park Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Other |
Tiffany |
Ge |
Elm Park Capital |
Associate |
Dallas |
TX |
Capital Provider – Lender Other |
Todd |
Throckmorton |
Embark Consulting |
Senior Vice President |
Austin |
TX |
Advisor – Accountant |
James |
Allin |
Encina Business Credit, LLC |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Mark |
Tauber |
Encina Private Credit |
Senior Managing Director |
Clarendon Hills |
IL |
Corporate Finance |
Craig |
MacKay |
England & Company |
Managing Director |
New York |
NY |
Intermediary – Investment Banker |
Craig |
England |
England & Company |
CEO |
Houston |
TX |
Intermediary – Investment Banker |
Glenn |
Tofil |
England & Company |
Managing Director |
Washington |
DC |
Intermediary – Investment Banker |
Sammy |
Banh |
England & Company |
Analyst |
Houston |
TX |
Intermediary – Investment Banker |
Greg |
Kertman |
Enterprise Bank & Trust |
Vice President – Sponsor Finance |
Phoenix |
AZ |
Capital Provider – Lender Sr Debt |
Tony |
Gerbino |
ErgoGenesis Workplace Solutions |
Chairman and CEO |
Houston |
TX |
Other – Not Listed Above |
Joe |
Hoelzen |
ESE Partners |
Principal |
Houston |
TX |
Advisor – Consultant |
Matthew |
Stanley |
ExWorks Capital |
Managing Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Patrick |
Bohac |
Eze Castle Integration |
Regional Manager |
Dallas |
TX |
Other – Not Listed Above |
Will |
Krusen |
Falcon Affiliates, LLC |
President |
Richmond |
VA |
Capital Provider – Equity Group Managing Fund |
Andy |
Worth |
Fidus Capital |
Managing Director |
Evanston |
IL |
Capital Provider – Lender Other |
Michael |
Miller |
Fidus Partners |
Managing Director |
New York |
NY |
Intermediary – Investment Banker |
Christine |
Wolf |
Fifth Ring |
Business Development Manager |
Houston |
TX |
Corporate Management |
Raymond |
Gore |
Fifth Third Bank |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Caroline |
Verot Moore |
Fifth Third Bank |
Commercial Line Business Manager II |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Frank |
Yonish |
Fifth Third Bank |
Commershial Relationship Manager IV |
Houston |
TX |
Capital Provider – Lender Sr Debt |
John |
Greene |
Fifth Third Bank |
Commercial Relationship Manager IV |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Scott |
Silvas |
Fifth Third Bank |
Texas Market President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Trey |
Bahney |
Fifth Third Bank |
Associate Relationship Manager II |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Jack |
Gracheck |
Fifth Third Business Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Todd |
Wooten |
Fifth Third Business Capital |
Senior Vice President |
Kennesaw |
GA |
Capital Provider – Lender Sr Debt |
Colby |
Schwartz |
Fifth Third Securities |
Managing Director |
Atlanta |
GA |
Intermediary – Investment Banker |
Michael |
Doyle |
First Business Capital Corp. |
VP – Biz Dev |
San Antonio |
TX |
Capital Provider – Lender Sr Debt |
Bobby |
Anderson |
First Capital Partners |
Vice President |
Omaha |
NE |
Capital Provider – Equity Group Managing Fund |
Andrew |
Kemp |
First Capital Partners, LLC |
Managing Director |
Omaha |
NE |
Capital Provider – Equity Group Managing Fund |
Audrey |
Schexnailder |
First Horizon Bank |
Relationship Manager |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Chris |
O’Brien |
First Horizon Bank |
SVP |
Houston |
TX |
Capital Provider – Lender Sr Debt |
John |
Kallina |
First Horizon Bank |
SVP – Commercial Banking |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Vernon |
Hafernik |
First Houston International Corp. |
Managing Director |
Houston |
TX |
Intermediary – Business Brokers |
Ben |
Lehrer |
First Water Advisors |
CEO |
Houston |
TX |
Advisor – Other Services |
Charles |
Harrison |
First Water Advisors |
Vice President |
Houston |
TX |
Intermediary – Investment Banker |
John |
McGuire |
First Water Advisors |
Vice President |
Houston |
TX |
Intermediary – Investment Banker |
Tyler |
Wilson |
First Water Advisors |
Associate |
Houston |
TX |
Intermediary – Investment Banker |
Matt |
Mildenberg |
Five Points Capital |
Senior Association |
Winston-Salem |
NC |
Capital Provider – Equity Group Managing Fund |
Marshall |
White |
Five Points Capital |
Partner |
Winston-Salem |
NC |
Capital Provider – Equity Group Managing Fund |
Brent |
Kulman |
Five Points Capital |
Director of Business Development |
Winston-Salem |
NC |
Capital Provider – Equity Group Managing Fund |
Alex |
Miller |
FMI Capital Advisors |
Managing Director |
Raleigh |
NC |
Intermediary – Investment Banker |
Barry |
Donovan |
FMI Capital Advisors |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Chris |
Pooler |
FMI Capital Advisors |
Associate |
Houston |
TX |
Intermediary – Investment Banker |
Michael |
Chevalier-White |
FMI Capital Advisors |
Managing Director |
Houston |
Texas |
Intermediary – Investment Banker |
Tom |
Mills |
FocalPoint Partners LLC |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Oliver |
Sandlin |
Focus Strategies Investment Banking |
Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Gary |
Valdez |
Focus Strategies Investment Banking |
President |
Austin |
TX |
Intermediary – Investment Banker |
John |
Pruitt |
Focus Strategies Investment Banking |
Vice President |
Austin |
TX |
Intermediary – Investment Banker |
Steve |
Reesing |
Focus Strategies Investment Banking |
Director |
Austin |
TX |
Intermediary – Investment Banker |
Terese |
Everson |
Focus Strategies Investment Banking |
Director |
Austin |
TX |
Intermediary – Investment Banker |
Mark |
Gibson |
Focus Strategies Merchant Investments, LLC |
Vice President |
Austin |
TX |
Capital Provider – Mezzanine Lender |
Josh |
Curtis |
Footprint Capital |
Managing Director |
Columbus |
OH |
Intermediary – Investment Banker |
John |
Sinders |
Founders Advisors |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Michael |
Alley |
Freestone Partners |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Not Managing Fund |
Scott |
Clingan |
Freestone Partners |
Partner |
Houston |
TX |
Capital Provider – Equity Group Not Managing Fund |
Austin |
Conner |
Frost Brown Todd |
Managing Associate |
Dallas |
TX |
Advisor – Attorney |
Charlsey |
Baumeier |
Frost Brown Todd |
Business Development Manager |
Louisville |
KY |
Advisor – Attorney |
Carlos |
White |
Frost Brown Todd |
Member |
Dallas |
TX |
Advisor – Attorney |
Edward |
Moore |
Frost Brown Todd |
Member |
Dallas |
TX |
Advisor – Attorney |
Lucas |
Elliot |
Frost Brown Todd |
Member |
Nashville |
TN |
Advisor – Attorney |
Mike |
Brewster |
Frost Brown Todd |
Managing Associate |
Pittsburgh |
PA |
Advisor – Attorney |
MaryBeth |
Musser |
Frost Brown Todd |
Business Development Associate |
Dallas |
TX |
Advisor – Attorney |
Eddy |
Moore |
Frost Brown Todd LLC |
Member |
Dallas |
TX |
Advisor – Attorney |
Patricia |
Plavko |
Frost Brown Todd LLC |
Senior Associate |
West Chester |
OH |
Advisor – Attorney |
Andrew |
Peix |
Gauge Capital |
Principal |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Andrew |
Peix |
Gauge Capital |
Principal |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Connor |
O’Byrne |
Gemspring Capital |
Vice President |
El Segundo |
CA |
Capital Provider – Equity Group Managing Fund |
Matt |
Shuman |
Gemspring Capital |
Managing Director |
Westport |
CT |
Capital Provider – Equity Group Managing Fund |
Lamar |
Stanley |
Gen Cap America |
Vice President |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Matt |
Lane |
Gen Cap America |
Managing Director |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Chris |
Godwin |
Gen Cap America |
Managing Director |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Monty |
Yort |
GenNx360 Capital Partners |
Managing Partner |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
S. Scott |
Simmons |
Gibraltar Business Capital |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Eric |
Maloy |
Gladstone Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Emma |
Glennon |
Goldman Sachs & Co, LLC |
Vice President |
New York |
NY |
Capital Provider – Lender Other |
Joshua |
Haldi |
Golub Capital |
Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Aaron |
Walton |
Gordon Brothers |
Managing Director |
Plano |
TX |
Advisor – Valuator |
Mark |
Forti |
Gordon Brothers Finance Company |
Managing Director |
Boston |
MA |
Capital Provider – Lender Jr Debt |
Courtland |
Scaccetti |
Graham Partners |
Director of Business Development |
Newtown Square |
PA |
Capital Provider – Equity Group Managing Fund |
Tony |
Banks |
Grant Thornton LLP |
Director |
Dallas |
TX |
Advisor – Accountant |
Tracy |
Hennesey |
Grant Thornton LLP |
Partner |
Houston |
TX |
Advisor – Accountant |
Philip |
Christy |
Grant Thornton LLP |
Senior Manager, Transaction Advisory Services |
Houston |
TX |
Advisor – Accountant |
Eric |
Burgess |
Grant Thornton LLP |
Partner |
Dallas |
TX |
Advisor – Accountant |
Kyle |
Turner |
Grant Thornton LLP |
Managing Director |
Dallas |
TX |
Advisor – Valuator |
Duke |
Punhong |
Graycliff Partners |
Managing Partner |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Ryan |
Supple |
Graycliff Partners |
Principal |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Jon |
Donnel |
Great American Group |
Managing Director Oilfield Services |
Houston |
TX |
|
David |
Seiden |
Great American Group Advisory and Valuation Services |
Executive Vice President |
Atlanta |
GA |
Advisor – Valuator |
Jared |
Grabow |
Great Rock Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Other |
Tom |
Woolsey |
Greenberg Traurig, LLP |
Shareholder |
Dallas |
TX |
Advisor – Attorney |
Daniel |
Kapnick |
Greyrock Capital Group |
Principal |
Chicago |
IL |
Capital Provider – Mezzanine Lender |
Sean |
Kelley |
Gridiron Capital |
Managing Director; Head of Business Development |
New Canaan |
CT |
Capital Provider – Equity Group Managing Fund |
Ty |
Black |
Gridiron Captial |
Associate |
New Canaan |
CT |
Capital Provider – Equity Group Managing Fund |
Rich |
Grant |
Growth Operators |
Director of Business Development |
New York |
NY |
Advisor – Other Services |
Matthew |
Trauber |
GSO Capital |
Vice President |
Houston |
TX |
Capital Provider – Lender Jr Debt |
Matthew |
Trauber |
GSO Capital |
Vice President |
Houston |
TX |
Capital Provider – Lender Jr Debt |
Pujan |
Kasaju |
GSO Capital |
Principal |
Houston |
TX |
Capital Provider – Lender Jr Debt |
Bill |
Hobbs |
GSO Capital Partners |
Managing Director |
New York |
NY |
Capital Provider – Lender Other |
Andrew |
Hansen |
GuideCap Partners |
Manager |
Dallas |
TX |
Intermediary – Investment Banker |
Kevin |
Ainsworth |
GuideCap Partners |
Partner |
Dallas |
TX |
Intermediary – Investment Banker |
Samuel |
Scott |
GuideCap Partners |
Vice President |
Dallas |
TX |
Intermediary – Investment Banker |
Austin |
Ward |
Gulf Coast Business Credit |
Development Officer |
Houston |
TX |
Capital Provider – Lender Other |
Jeremy |
Talton |
Gulf Coast Business Credit |
VP-Business Development |
Kingwood |
TX |
Capital Provider – Lender Other |
Katie |
German |
Gulf Coast Business Credit |
Business Development Officer |
Austin |
TX |
Other – Not Listed Above |
Bryan |
Frederickson |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Brian |
Lobo |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Cliff |
Atherton |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Colt |
Luedde |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Christina |
Wolf |
GulfStar Group |
Marketing Director |
Houston |
TX |
Intermediary – Investment Banker |
Dara |
Smith |
GulfStar Group |
Marketing Director |
Houston |
TX |
Intermediary – Investment Banker |
Kent |
Kahle |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Scott |
Winship |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Grant |
Reckhow |
H.I.G. Capital |
Vice President |
Miami |
FL |
Capital Provider – Equity Group Managing Fund |
Matt |
Kever |
H.I.G. Capital |
Principal |
Miami |
FL |
Capital Provider – Equity Group Managing Fund |
Praneeth |
Wanigasekera |
H.I.G. Capital |
Vice President |
San Francisco |
CA |
Capital Provider – Equity Group Managing Fund |
John |
Bozalis |
H.I.G. WhiteHorse |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Pankaj |
Gupta |
H.I.G. WhiteHorse |
Managing Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Jason |
Kemeny |
Hadley Capital |
General Partner |
WILMETTE |
IL |
Capital Provider – Equity Group Managing Fund |
Scott |
Dickes |
Hadley Capital |
General Partner |
Wilmette |
IL |
Capital Provider – Equity Group Managing Fund |
Brandon |
Richter |
Hamilton Robinson Capital Partners |
Managing Director |
Stamford |
CT |
Capital Provider – Equity Group Managing Fund |
Stephen |
Connor |
Hamilton Robinson Capital Partners |
MD-Business Development |
Stamford |
CT |
Capital Provider – Equity Group Managing Fund |
David |
Allston |
Harbour Group |
Director – Corporate Development |
St. Louis |
MO |
Capital Provider – Equity Group Managing Fund |
Matt |
Stranz |
Harbour Group |
Director, Corporate Development |
St. Louis |
MO |
Capital Provider – Equity Group Managing Fund |
Joel |
Carter |
Harren Equity Partners |
Principal |
Charlottesville |
VA |
Capital Provider – Equity Group Managing Fund |
George |
McCabe |
Harren Equity Partners |
Partner |
Charottesville |
VA |
Capital Provider – Equity Group Managing Fund |
Braden |
Eddy |
Hastings Equity Partners |
Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Derek |
Russell |
Hastings Equity Partners |
Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Tanner |
Moran |
Hastings Equity Partners |
Managing Director |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Liza |
Mark |
Haynes and Boone LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Ricardo |
Garcia-Moreno |
Haynes and Boone LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Kent |
McNellie |
HBC Investments |
Deal Professional |
Heath |
TX |
Capital Provider – Equity Group Managing Fund |
Bradley |
Naert |
HBM Holdings |
Corporate Development Associate |
St. Louis |
MO |
Corporate Development |
JB |
Cromwell |
HBM Holdings |
Corporate Development Associate |
St. Louis |
MO |
Corporate Development |
Kevin |
Sheehan |
HBM Holdings |
Corporate Development Associate |
St. Louis |
MO |
Corporate Development |
Tim |
Frend |
HCI Equity Partners |
Principal |
Washington |
DC |
Capital Provider – Equity Group Managing Fund |
Allison |
Goldman |
Hidden Harbor Capital Partners |
Associate, Business Development |
Boca Raton |
FL |
Capital Provider – Equity Group Managing Fund |
Matt |
Rainwater |
Hidden Harbor Capital Partners |
Director, Business Development |
Boca Raton |
FL |
Capital Provider – Equity Group Managing Fund |
Richard |
Prestegaard |
High Road Capital Partners |
Partner – Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Stuart |
Sitterson |
High Road Capital Partners |
Vice President – Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Robert |
France |
High Street Capital |
Principal |
Downers Grove |
IL |
Capital Provider – Equity Group Managing Fund |
Brice |
Baradel |
Highview Capital |
Principal |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
John |
Tinnell |
Hilco Global |
Senior Vice President |
Charlotte |
NC |
Advisor – Valuator |
Christine |
Allen |
Hillcrest Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Sue |
Ebrahim |
Hire Talent |
Managing Partner, Search & Staffing |
Houston |
TX |
Corporate – Business Owner |
Michelle |
Bauer |
HireBetter |
Director of Business Development |
NA |
IL |
Advisor – Recruiter |
Ryan |
Grand |
HKW |
Principal, Deal Generation |
Indianapolis |
IN |
Capital Provider – Equity Group Managing Fund |
Anthony |
Herrera |
Holland & Knight LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
James |
Chadwick |
Holland & Knight LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Jonathan |
Riley |
Holland & Knight LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Michelle |
Suarez |
Holland & Knight LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Scott |
Wallace |
Holland & Knight LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Stephen |
Ratliff |
Holland & Knight LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
John |
Eix |
Holland & Knight LLP |
Practice Development Manager |
Dallas |
TX |
Other – Not Listed Above |
Thomas |
Thayyil Thomas |
Houlihan Lokey |
Senior Vice President |
Houston |
TX |
Advisor – Consultant |
Christopher |
Sweet |
Houlihan Lokey |
Director |
Houston |
TX |
Intermediary – Investment Banker |
Julie |
Silcock |
Houlihan Lokey |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Kevin |
Stephens |
Houlihan Lokey |
Managing Director |
Los Angeles |
CA |
Intermediary – Investment Banker |
Travis |
Pittman |
Houlihan Lokey |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Addison |
Jump |
Houston Business Journals |
Manager |
Houston |
TX |
Media |
Casey |
Kiesewetter |
Houston Business Journals |
Manager |
Houston |
TX |
Media |
Guy |
Biermann |
Houston Business Journals |
Manager |
Houston |
TX |
Media |
Jeremy |
Bunnell |
Houston Business Journals |
Manager |
Houston |
TX |
Media |
Nik |
Joe |
Houston Business Journals |
Manager |
Houston |
TX |
Media |
John |
Marron |
Huntington Bank – Sponsor Group |
Senior Vice President |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Christopher |
Snyder |
Huntington Business Credit |
Business Development Officer Team Leader |
Cincinnati |
OH |
Capital Provider – Lender Sr Debt |
Paul |
Patrick |
Huntington Business Credit |
Senior Vice President |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Heather |
Madland |
Huron Capital |
Principal |
Detroit |
MI |
Capital Provider – Equity Group Managing Fund |
Richard |
Grajewski |
Huron Capital |
Vice President |
Detroit |
MI |
Capital Provider – Equity Group Managing Fund |
Brian |
Hanley |
Iberiabank |
SVP |
Houston |
TX |
Other – Not Listed Above |
John |
Brown |
Ice Miller |
Attorney |
Chicago |
IL |
Advisor – Attorney |
Alexander |
Brokin |
Imperial Cost Control |
Founder & CEO |
Houston |
TX |
Advisor – Accountant |
JB |
Linder |
Imperial Cost Control |
Business Development Manager |
Houston |
TX |
Advisor – Accountant |
Sarah |
Halvonik |
Incline Equity Partners |
Vice President, Business Development |
Pittsburgh |
PA |
Capital Provider – Equity Group Managing Fund |
Victor |
Martinelli |
Incline Equity Partners |
Vice President |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Jeff |
Herscott |
InCloudCounsel |
Director, Business Development |
San Francisco |
CA |
Advisor – Attorney |
Travis |
Buchanan |
Independent Bank Group |
SVP, Middle Market |
Denver |
CO |
Capital Provider – Lender Sr Debt |
Wayne |
Pigott |
Independent Bank Group |
Vice President-Middle Market |
Denver |
CO |
Capital Provider – Lender Sr Debt |
William |
Miltenberger |
Independent Bankers Capital Funds |
Managing Partner |
Dallas |
TX |
Capital Provider – Mezzanine Lender |
Craig |
Korte |
Industrial Opportunity Partners |
Director of Business Development |
Evanston |
IL |
Capital Provider – Equity Group Managing Fund |
Kayin |
Barclay |
Insight Equity |
Vice President |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Lark |
Rayburn |
Insight Equity |
Director |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Jeff |
Parent |
Insight Equity |
Vice President |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Aubrey |
Surovik |
Insperity |
Business Performancew Advisor |
Houston |
TX |
Advisor – Other Services |
Dannie |
Diego |
Insperity |
Strategic Alliances Manager |
Kingwood |
TX |
Advisor – Other Services |
Tara |
McMahon |
Insperity |
Manager, Business Development |
Kingwood |
TX |
Advisor – Other Services |
Donna |
Hare |
Insperity |
Sr. Business Performance Consultant |
Houston |
TX |
Advisor – Other Services |
Joan |
Arciero |
Interim CEO and Private Equity Services |
CFO |
Roanoke |
TX |
Advisor – Consultant |
Saji |
George |
Internex Capital |
Business Development Officer – Southwest |
Plano |
TX |
Other – Not Listed Above |
Alex |
Valdez |
Intervale Capital |
Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Brett |
Baucum |
Intervale Capital |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Daniel |
Webb |
Intervale Capital |
Senior Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Jason |
Turowsky |
Intervale Capital |
Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Patrick |
Connelly |
Intervale Capital |
Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Patrick |
Conroy |
Intervale Capital |
Principle |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Will |
Donnell |
Intervale Capital |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Katherine |
Velez |
Intralinks |
Account Executive |
Houston |
TX |
Other – Not Listed Above |
Molly |
Smith |
Intralinks |
Sales Manager |
Houston |
TX |
Other – Not Listed Above |
Paul |
Witinski |
Ironwood Capital |
Director |
Avon |
CT |
Capital Provider – Mezzanine Lender |
Kalvin |
Dickson |
J.P. Morgan |
Executive Director |
Houston |
TX |
Other – Not Listed Above |
Mario |
Dolan |
Jackson Walker |
Partner |
Dallas |
TX |
Advisor – Attorney |
Kevin |
Jones |
Jackson Walker LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Anthony |
Cohen |
James Capital Advisors |
Associate |
Los Angeles |
CA |
Intermediary – Investment Banker |
Lauren |
Veres |
James Capital Advisors |
Senior Director |
Los Angeles |
CA |
Intermediary – Investment Banker |
Logan |
Carbonari |
James Capital Advisors |
Associate |
Los Angeles |
CA |
Intermediary – Investment Banker |
Reed |
Melillo |
James Capital Advisors |
Senior Director |
Los Angeles |
CA |
Intermediary – Investment Banker |
Michael |
Petit |
JMH Capital Partners |
Director |
Boston |
MA |
Capital Provider – Equity Group Managing Fund |
Elias |
Makris |
JPMorgan Chase Bank, N.A. |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Other |
Aamir |
Shah |
JPMorganChase |
Executive Director |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Jay |
Stone |
JRS Consulting |
President |
Houston |
TX |
Advisor – Consultant |
Mark |
Ribeiro |
Juna Equity Partners |
EVP |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Ben |
Phillips |
Juniper Capital Management |
Business Development |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Jay |
Desai |
KAINOS CAPITAL |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Chandler |
Barbieri |
Kessler Collins |
Attorney |
NA |
IL |
Advisor – Attorney |
Eric |
Appel |
KeyBanc Capital Markets |
Director |
Houston |
TX |
Advisor – Banking |
J.R. |
Doolos |
KeyBanc Capital Markets |
Director |
Cleveland |
OH |
Intermediary – Investment Banker |
Ryan |
Hartzell |
KeyBanc Capital Markets |
Director |
Cleveland |
OH |
Intermediary – Investment Banker |
Tom |
King |
KeyBanc Capital Markets |
Managing Director |
Chicago |
IL |
Advisor – Banking |
Kevin |
Overby |
Keystone Capital Inc. |
Vice President |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Jason |
Van Zant |
Keystone Capital Inc. |
Managing Director |
Chicago |
IL |
Capital Provider – Venture Capital |
David |
Duke |
Kian Capital Partners |
Managing Director |
Atlanta |
GA |
Capital Provider – Equity Group Managing Fund |
David |
Hare |
Kian Capital Partners |
Associate |
Charlotte |
NC |
Capital Provider – Equity Group Managing Fund |
Pete |
Ball |
Kirchner Group |
Managing Director |
Dallas |
TX |
Advisor – Other Services |
Mike |
Fisher |
Kirchner Group |
Managing Director |
New York |
NY |
Advisor – Consultant |
Mary |
Kogut |
Kirkland |
Partner |
Houston |
TX |
Other – Not Listed Above |
Jim |
Foley |
Kirtland Capital Partners |
Partner |
Beachwood |
OH |
Capital Provider – Equity Group Managing Fund |
Ronald |
Moore |
KLH Capital |
Vice President |
Tampa |
FL |
Capital Provider – Equity Group Managing Fund |
Abby |
Reichenberger |
Koch Minerals & Trading |
Director – Business Development |
Wichita |
KS |
Corporate Development |
Kenton |
Criser |
Koch Minerals & Trading |
Business Development |
Wichita |
KS |
Corporate Development |
Nathan |
Hughes |
Koch Minerals & Trading |
Director – Business Development |
Wichita |
KS |
Corporate Development |
Vance |
Holtzman |
Koch Minerals & Trading |
Senior Vice President of Investments |
Wichita |
KS |
Corporate Development |
Graham |
Sones |
Kodiak Gas Services |
Vice President |
Montgomery |
TX |
Corporate Development |
Alex |
LaPiana |
Kodiak Gas Services |
Director, Corporate Development |
Houston |
TX |
Corporate Development |
Spencer |
Knudsen |
Kodiak Gas Services LLC |
Corporate Development Analyst |
Katy |
TX |
Corporate Development |
Jason |
Stewart |
Kodiak Gas Services, LLC |
Executive Vice President, Corporate Development |
Montgomery |
TX |
Corporate Development |
Meahgan |
O’Grady |
KPS Capital Partners |
Vice President, Head of Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Todd |
Perry |
Larx Advisors |
Managing Partner |
Frisco |
TX |
Advisor – Consultant |
Erik |
Toth |
Larx Advisors |
Managing Partner |
Frisco |
TX |
Corporate Management |
David |
Puma |
Larx Advisors |
Director |
Frisco |
TX |
|
Kyle |
Bradford |
Latticework Capital |
Managing Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Will |
Fletcher |
Latticework Capital Management |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Ryan |
Rassin |
LBC Credit Partners |
Managing Director |
Chicago |
IL |
Capital Provider – Lender Jr Debt |
Kyle |
Peters |
LBC Small Cap |
Vice President |
Radnor |
PA |
Capital Provider – Lender Jr Debt |
Maggie |
Musgrave |
LDI, Ltd |
Corporate Development Manager |
Indianapolis |
IN |
Capital Provider – Family Offices |
Erick |
Clifford |
Lead Capital Partners |
Managing Director |
Nashville |
TN |
Capital Provider – Family Offices |
Douglas |
Leyendecker |
Leyendecker Executive Search |
CEO |
Houston |
TX |
Advisor – Other Services |
David |
Prodoehl |
Leyendecker Executive Search |
Principal |
Houston |
TX |
Advisor – Other Services |
John |
Laws |
Lincoln International |
Director |
Chicago |
IL |
Intermediary – Investment Banker |
Matt |
Cautero |
Lincoln International |
Vice President |
Dallas |
TX |
Intermediary – Investment Banker |
Scott |
Hebbeler |
Lincoln International |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Saurin |
Mehta |
Lincoln International |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Scott |
Bryan |
Live Oak Valuation |
Managing Director |
Austin |
TX |
Advisor – Valuator |
Robby |
Avery |
LKCM Headwater Investments |
Principal |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Jeff |
Henningsen |
Lockton |
President – Partner |
Houston |
TX |
Advisor – Insurance |
Michael |
Muhs |
Lockton |
Vice President |
Houston |
TX |
Advisor – Insurance |
Nick |
Le |
Lockton |
Assistant Vice President |
Houston |
TX |
Advisor – Insurance |
Lisa |
Bordelon |
Lockton |
Vice President |
Houston |
TX |
|
Charles |
Cox |
LongueVue Capital |
Director |
Metairie |
LA |
Capital Provider – Equity Group Managing Fund |
Ray |
Jeandron |
LongueVue Capital |
Partner |
Metairie |
LA |
Capital Provider – Equity Group Managing Fund |
Mike |
Keenan |
LQD Business Finance |
Channel Partner Relations Lead |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Greg |
Carpenter |
LSQ Funding |
EVP |
Dallas |
TX |
Capital Provider – Lender Other |
Molly |
White |
Main Street Capital Corporaiton |
Business Development and Marketing Manager |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Ashley |
Thompson |
Main Street Capital Corporation |
Business Development Analyst |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Colton |
Brand |
Main Street Capital Corporation |
Managing Director |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Diego |
Fernandez |
Main Street Capital Corporation |
Director |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Caroline |
Rosen |
MaloneBailey, LLP |
Marketing & Communications Manager |
|
|
Advisor – Accountant |
Nicole |
Zhao |
MaloneBailey, LLP |
Senior Tax Manager |
Houston |
TX |
Advisor – Accountant |
Phillip |
Marks |
Mangrove Equity Partners LP |
Associate |
Tampa |
FL |
Capital Provider – Equity Group Managing Fund |
Rich |
Jander |
Maranon Capital |
Managing Director |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Stan |
Farmer |
Marcum LLP |
Partner |
Houston |
TX |
Advisor – Accountant |
Jeff |
Houston |
Marcum LLP |
Office Managing Partner |
Houston |
TX |
Advisor – Accountant |
Brett |
Baker |
Marsh & McLennan Agency |
Advisor |
Houston |
TX |
Advisor – Consultant |
Jennifer |
Meyers |
Marwood Group |
Managing Director |
New York |
NY |
Advisor – Consultant |
Lee |
Alvarez |
Marwood Group |
Senior Managing Director |
New York |
NY |
Advisor – Consultant |
Charles |
Grace |
May River Capital |
Partner |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Mitch |
Bardon |
May River Capital |
Vice President |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Chase |
Meyer |
McCarthy Capital |
Partner |
Boston |
MA |
Capital Provider – Equity Group Managing Fund |
Thomas |
Sudyka |
McCarthy Capital |
Senior Associate |
Boston |
MA |
Capital Provider – Equity Group Managing Fund |
Alex |
Travis |
Medallion Capital |
President |
Burnsville |
MN |
Capital Provider – Lender Jr Debt |
David |
Smith |
Mercer Capital |
Senior Vice President |
Houston |
TX |
Advisor – Valuator |
Harry |
Nikpour |
Mergers & Acquisitions |
VP Capital Markets |
New York |
NY |
Other – Not Listed Above |
Michael |
Kelley |
Merion Investment Partners |
Principal |
Kennett Sq |
PA |
Capital Provider – Mezzanine Lender |
Elmer |
Mosbey |
Meriplex |
Lead Technology Consultant |
NA |
IL |
Other – Not Listed Above |
Nicholette |
Brown |
Meriplex Communications |
Sr. Director, Business Development and Marketing |
Houston |
TX |
Advisor – Technology |
Bruce |
Dunson |
Metrica Inc |
President |
San Antonio |
TX |
Corporate Management – Entrepreneur |
Alex |
Hicks |
MHT Partners |
Director |
Dallas |
TX |
Intermediary – Investment Banker |
Leo |
Pirmez |
MHT Partners |
Business Development Analyst |
Dallas |
TX |
Intermediary – Investment Banker |
Mike |
McGill |
MHT Partners |
Co-founder & Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Taylor |
Curtis |
MHT Partners |
Managing Director, Head of Business Development |
Dallas |
TX |
Intermediary – Investment Banker |
Bill |
Nay |
MidCap Business Credit |
Senior Vice President |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Thomas |
Couch |
MidCap Financial LLC |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Other |
William |
Bogatay |
MidFirst Business Credit |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Nathan |
Tokarz |
Midwest Mezzanine Funds |
Vice President of Business Development |
Chicago |
IL |
Capital Provider – Mezzanine Lender |
Paul |
Kreie |
Midwest Mezzanine Funds |
Senior Managing Director |
Chicago |
IL |
Capital Provider – Mezzanine Lender |
Nathan |
Tokarz |
Midwest Mezzanine Funds |
Vice President of Business Development |
Chicago |
IL |
Capital Provider – Mezzanine Lender |
Bob |
Hogan |
Milton Street Capital |
Managing Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Francis |
Carr |
Milton Street Capital |
Managing Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Kevin |
Crook |
Milton Street Capital |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Tim |
Bernica |
Milton Street Capital |
Senior Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Dan |
Lenahan |
Mitre Peak Capital |
Managing Partner |
Dallas |
TX |
|
Tyler |
McLinn |
Moelis & Company |
Financial Sponsor Coverage |
Los Angeles |
CA |
Intermediary – Investment Banker |
Sash |
Rentala |
Moelis & Company |
Managing Director |
New York |
NY |
Intermediary – Investment Banker |
Stephen |
Madsen |
Monomoy Capital Partners |
Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Jonathan |
Garland |
Monomoy Capital Partners |
Senior Associate |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Kaitlin |
Brophy |
Monomoy Capital Partners |
Associate |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Stephen |
Madsen |
Monomoy Capital Partners |
Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Tom |
Aronson |
Monroe Capital |
Managing Director & Partner |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Geoff |
Laporte |
Morgan Stanley Capital Partners |
Head of Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Jared |
Benedict |
MorganFranklin Corporation |
Director |
San Antonio |
TX |
Advisor – Accountant |
Bradley |
Porter |
Moss Adams |
Director |
Dallas |
TX |
Advisor – Accountant |
Chris |
Lang |
Moss Adams |
Director |
Dallas |
TX |
Advisor – Accountant |
Jimmie |
Williams |
Moss Adams |
Partner |
Houston |
TX |
Advisor – Accountant |
Justin |
Rachner |
Moss Adams |
Director |
Houston |
TX |
Advisor – Accountant |
Peter |
Taft |
MPE Partners |
Partner |
Cleveland |
OH |
Capital Provider – Equity Group Managing Fund |
Jeff |
Pratt |
MPI Corporation |
VP – Mergers & Acquisitions |
Indianapolis |
IN |
Corporate Development |
Frank |
Izzo |
MSouth Credit Partners |
Partner |
Atlanta |
GA |
Capital Provider – Lender Other |
Doug |
Peck |
Nations Equipment Finance |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Other |
Cody |
Meyers |
NCK Capital |
Associate |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Grant |
Kornman |
NCK Capital |
Managing Partner |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Mario |
Duron |
NCK Capital |
Analyst |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Michael |
Kornman |
NCK Capital |
Managing Partner |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Hunter |
Foreman |
Neptune Financial (“NepFin”) |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
John |
Meadows |
NetSuite |
Account Executive |
Austin |
TX |
Advisor – Technology |
Henry Castner |
Castner |
NetSuite |
Associate – Private Equity and Venture Capital Services |
Austin |
TX |
Other – Not Listed Above |
Jackie |
Reiner |
NetSuite/Oracle |
Private Equity Practice Lead |
Chicago |
IL |
Advisor – Technology |
Bert |
Smyers |
New Heights Research |
Managing Partner |
Cleveland |
OH |
Advisor – Consultant |
John |
Kim |
New State Capital Partners |
Partner |
Larchmont |
NY |
Capital Provider – Equity Group Managing Fund |
Gregory |
Barger |
NewSpring Capital |
General Partner |
Radnor |
PA |
Capital Provider – Equity Group Managing Fund |
JP Yorro |
Yorro |
NextSeed Securities |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Aaron |
Dannenberg |
Nomura Securities |
Managing Director |
Old Greenwich |
CT |
Intermediary – Investment Banker |
Dennis |
Hinton |
North River Group |
Managing Director |
Birmingham |
AL |
Capital Provider – Equity Group Not Managing Fund |
Barrett |
Lidji |
Northaven Capital Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Adam |
Gates |
Northcreek Mezzanine |
Senior Vice President |
Cincinnati |
OH |
Capital Provider – Mezzanine Lender |
Crystal |
Gorski |
Northview Advisors |
Senior Advisor |
Houston |
TX |
Advisor – Banking |
Harrison |
Price |
NRD Capital Management |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Rob |
Fox |
O’Melveny |
Corporate Business Development |
Los Angeles |
CA |
Advisor – Other Services |
Rob |
Graffum |
O’Melveny & Myers |
Partner |
Los Angeles |
CA |
Advisor – Attorney |
Sean |
Darin |
O2 Investment Partners |
Vice President |
Bloomfield Hills |
MI |
Capital Provider – Equity Group Managing Fund |
Tyler |
Crook |
O2 Investment Partners |
Associate |
Bloomfield Hills |
MI |
Capital Provider – Equity Group Managing Fund |
Luke |
Plumpton |
O2 Investment Partners, LLC |
Partner |
Bloomfield Hills |
MI |
Capital Provider – Equity Group Managing Fund |
Andrew |
Adler |
Oaktree Capital / GFI |
Utilities, Power & Industrial Private Equity |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
Mario |
Shane |
Oaktree Capital Management |
Managing Director |
Houston |
TX |
Other – Not Listed Above |
Holbrook |
Forusz |
OFS Capital |
Managing Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Jerad McMayon |
McMayon |
OFS Energy Fund, LLC |
Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Alexey |
Ratnikov |
OFS International LLC |
Vice President and CFO |
Houston |
TX |
Corporate Management |
Austin |
Carnes |
Oilfield Funding |
Chief Operating Officer |
Houston |
TX |
Capital Provider – Lender Other |
SEBASTIAN |
MONSALVE |
OK LEASING LATIN AMERICA CORP. |
MANAGER – OIL & GAS LATAM |
Houston |
TX |
Corporate Management |
Cheli |
Cervera |
Optimal AI Advisors |
Exempt Reporting Adviser |
Houston |
TX |
Advisor – Other Services |
Maria |
Martello |
Oracle NetSuite |
Associate – PE & VC Services |
Austin |
TX |
Advisor – Other Services |
Mark |
Brady |
Oracle NetSuite |
Regional Vice President, Sales |
Austin |
TX |
Corporate Management |
Jeffrey |
Sangalis |
ORIX Private Equity Solutions |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Bill |
Floyd |
ORIX Private Equity Solutions |
Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Tommy |
Shuey |
OverlayAnalytics |
Head of Analytics |
Dallas |
TX |
Corporate Management – Entrepreneur |
Andrea |
McGuirt |
Palladium Equity Partners |
Senior Associate |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Arley |
Ruskin |
Palladium Equity Partners |
Associate |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Leon |
Brujis |
Palladium Equity Partners |
Managing Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Charles |
McCusker |
Patriot Capital |
Managing Partner |
Dallas |
TX |
Capital Provider – Mezzanine Lender |
Patrick |
Hamner |
Patriot Capital |
Managing Partner – SW |
Dallas |
TX |
Capital Provider – Mezzanine Lender |
Kenny |
Cook |
Paylocity |
HR & Payroll Tech Consultant |
Corinth |
TX |
Advisor – Technology |
Sean |
Colligan |
Peak Rock |
Principal |
Austin |
TX |
Capital Provider – Lender Other |
Garrett |
Iden |
Peak Rock Capital |
Vice President, Business Development |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Michael |
Scott |
Pelican Energy Partners LP |
Managing Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Charles |
Webb |
Petra Capital Partners |
Vice President |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Doug |
Owen |
Petra Capital Partners |
Partner |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Roberto |
Canto |
Pine Tree Equity Partners |
Managing Director |
Miami |
FL |
Capital Provider – Equity Group Managing Fund |
Bobby |
Renkes |
Pinecrest Capital Partners |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Geoff |
Dunham |
Pinecrest Capital Partners |
Vice President |
Dallas |
TX |
Intermediary – Investment Banker |
Layne |
Phillips |
Piper Sandler |
|
Minneapolis |
MN |
Intermediary – Investment Banker |
Chris |
Hatten |
PKF Texas |
Director |
Houston |
TX |
Advisor – Accountant |
Chris |
Kassab |
Plante Moran |
Sr. Manager |
Detroit |
MI |
Advisor – Accountant |
Gabriel |
O’Keefe |
Plante Moran |
Partner |
Southfield |
MI |
Advisor – Accountant |
MARK |
Fleischer |
PLANTE MORAN |
Partner |
Auburn Hills |
MI |
Advisor – Accountant |
Lesley |
McCarthy |
Plante Moran |
Principal |
Southfield |
MI |
Advisor – Accountant |
Vik |
Kalra |
Platform Partners |
Senior Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Jeremy |
Newsom |
Platform Partners LLC |
Executive Vice President |
TX |
TX |
Capital Provider – Equity Group Managing Fund |
Lucas |
Kuipers |
Platform Partners LLC |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Lauren |
Metz |
Platte River Equity |
Business Development Associate |
Denver |
CO |
Capital Provider – Equity Group Managing Fund |
Mike |
Reilly |
Platte River Equity |
Vice President |
Denver |
CO |
Capital Provider – Equity Group Managing Fund |
Cameron |
Coley |
Plexus Capital |
Principal |
Raleigh |
NC |
Capital Provider – Mezzanine Lender |
Walter |
Buttkus |
PMC Financial Services Group, LLC |
President |
Anaheim |
CA |
Capital Provider – Lender Other |
Julie |
Sudduth |
PNC Bank |
Regional President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Anil |
Chandy |
PNC Bank |
SVP |
Houston |
TX |
Advisor – Banking |
Joe |
Martin |
PNC Bank |
Market Managing Director |
Dallas |
TX |
Advisor – Valuator |
Brian |
Conway |
PNC Business Credit |
Southwest Region Executive |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Brian |
Johnson |
PNC Business Credit |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Carlos |
Elizondo |
PNC Business Credit |
SVP, Head of Originations Southwest Region |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Frank |
Bonet |
PNC Business Credit |
Sr. Vice President – Business Development Officer |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jeff |
Marchetti |
PNC Business Credit |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
John |
Tyler |
PNC Business Credit |
Division Executive |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Katie |
Marshall |
PNC Business Credit |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Adam |
Moss |
PNC Capital Markets LLC |
Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Jason |
Cornacchione |
PNC Erieview Capital |
Principal |
Cleveland |
OH |
Capital Provider – Equity Group Not Managing Fund |
Steve |
Weigand |
PNC Erieview Capital |
Director |
Cleveland |
OH |
Capital Provider – Mezzanine Lender |
Brian |
Dandrea |
PNC Mezzanine Capital |
Vice President |
Pittsburgh |
PA |
Capital Provider – Mezzanine Lender |
Andrew |
Wiechkoske |
PNC Riverarch Capital |
Managing Director |
Pittsburgh |
PA |
Capital Provider – Equity Group Managing Fund |
Brian |
Blake |
PNC Riverarch Capital |
Director |
Pittsburgh |
PA |
Capital Provider – Equity Group Managing Fund |
Rob |
Dolan |
PNC Riverarch Capital |
Principal |
Pittsburgh |
PA |
Capital Provider – Equity Group Managing Fund |
Evan |
Downey |
Porter Capital |
Business Development Officer |
Dallas |
TX |
Capital Provider – Lender Other |
Brian |
Rose |
Porter Hedges LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Craig |
Bergez |
Porter Hedges LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Jason |
Lloyd |
Porter Hedges LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Joe |
Morrel |
Porter Hedges LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Mandy |
Diaz |
Porter Hedges LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Mike |
Larkin |
Porter Hedges LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Nick |
Sorensen |
Porter Hedges LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Rob |
Reedy |
Porter Hedges LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Andrew |
Nguyen |
PPHB |
Vice President |
Houston |
TX |
Intermediary – Investment Banker |
Charles |
Collie |
Prophet Equity |
Managing Director |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Sarabmeet |
Kallar |
Prospect Capital |
Sr. Associate |
New York |
NY |
Capital Provider – Lender Jr Debt |
Angel |
Solis |
Prospect Capital |
Principal |
New York |
NY |
Capital Provider – Lender Sr Debt |
Tom |
Downey |
Prudential Capital Group |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jason |
Hartman |
Prudential Private Capital |
Director |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Julia |
Buthman |
Prudential Private Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Christopher |
Halloran |
Prudential Private Capital |
Vice President |
Dallas |
TX |
Capital Provider – Mezzanine Lender |
Brooke |
Ansel |
Prudential Private Capital |
Director |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Judith |
Anderson |
Racca Solutions Group |
Vice President |
The Woodlands |
TX |
Advisor – Consultant |
Courtney |
Van Tassell |
Ramboll US Corporation |
Senior Managing Consultant |
Dallas |
TX |
Advisor – Consultant |
Larry |
Ellis |
Regions Bank |
Senior Vice President |
Houston |
TX |
Corporate Finance |
Faizan |
Ali |
Regions Business Capital |
Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Michael |
Fogarty |
Regions Business Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Martin |
Evans |
Renaissance Energy Resources |
Managing Partner |
Plano |
TX |
Capital Provider – Equity Group Managing Fund |
Todd |
Ping |
Renasant Business Credit |
Senior Vice President |
Kennesaw |
GA |
Capital Provider – Lender Sr Debt |
Matt |
Farrell |
Renovo Capital |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Moe |
Tufail |
Renovus Capital |
Associate |
Wayne |
PA |
Capital Provider – Equity Group Managing Fund |
Fred |
Hill |
Renovus Capital Partners |
Partner |
Philadelphia |
PA |
Capital Provider – Equity Group Managing Fund |
Robert |
Meyers |
Republic Business Credit |
President, CCO |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Candice |
Hubert |
Republic Business Credit LLC |
Senior Vice President, Business Development |
Houston |
TX |
Capital Provider – Lender Other |
William |
Kemp |
Republic Business Credit, LLC |
Vice President, Business Development |
Houston |
TX |
Capital Provider – Lender Other |
David |
Tatman |
Resolute Capital Partners |
Partner |
Nashville |
TN |
Capital Provider – Mezzanine Lender |
Bill |
Nutter |
Resolute Capital Partners |
Partner |
Nashville |
TN |
Capital Provider – Mezzanine Lender |
Caroline |
Ducas |
Resolute Capital Partners |
Partner |
Nashville |
TN |
Capital Provider – Mezzanine Lender |
David |
Creasy |
Resolute Capital Partners |
Sr. Associate |
Nashville |
TN |
Capital Provider – Mezzanine Lender |
Matthew |
Abrahams |
RF Investment Partners |
Senior Associate |
Chicago |
IL |
Capital Provider – Mezzanine Lender |
Nicholas |
Careklas |
RGA Private Debt & Equity |
Senior Associate |
Chesterfield |
MO |
Capital Provider – Mezzanine Lender |
Kyle |
Quatrochi |
RGA Private Debt & Equity |
Associate |
Chesterfield |
MO |
Capital Provider – Mezzanine Lender |
Alan |
Ellahham |
Riveron |
Senior Manager |
Houston |
TX |
Advisor – Accountant |
Annie |
Rosenfeld |
Riveron |
Senior Manager |
Houston |
TX |
Advisor – Consultant |
David |
Dollinger |
Riveron |
Managing Director |
Houston |
TX |
Advisor – Consultant |
James |
Moss |
RLJ Equity Partners |
Vice President |
Bethesda |
MD |
Capital Provider – Equity Group Managing Fund |
Rufus |
Rivers |
RLJ Equity Partners |
Managing Partner |
Bethesda |
MD |
Capital Provider – Equity Group Managing Fund |
Eric |
Doyal |
Rock Hill Capital |
Director |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Ryan |
Shelton |
Rock Hill Capital |
Director |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Kyle |
Queal |
Rockport Investment Partners |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Nathan |
Klatt |
Rockport Investment Partners |
Managing Director |
Weston |
CT |
Intermediary – Investment Banker |
Trey |
McWhorter |
Rockport Investment Partners |
Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Pepe |
Fujigaki |
Rockport Investment Partners |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Brad |
Romanchuk |
Romanchuk & Co. |
Managing Director |
The Woodlands |
TX |
Intermediary – Investment Banker |
Diana |
Kurteshi |
Romanchuk & Co. |
Associate |
The Woodlands |
TX |
Intermediary – Investment Banker |
Emily |
Harris |
Romanchuk & Co. |
Vice President |
The Woodlands |
TX |
Intermediary – Investment Banker |
Scott |
Kester |
Route 2 Capital Partners |
Partner |
Charleston |
SC |
Capital Provider – Mezzanine Lender |
Spalding |
White |
Route 2 Capital Partners |
Partner |
Atlanta |
GA |
Capital Provider – Mezzanine Lender |
David |
OHara |
RPS |
Senior Vice President |
Houston |
TX |
Advisor – Consultant |
Brian |
Devine |
RPS Group |
Director |
Atlanta |
GA |
Advisor – Consultant |
Spencer |
Thames |
RPS Group |
Environmental Consultant |
Dallas |
TX |
Advisor – Consultant |
Chris |
Pierce |
RSM |
Private Equity Services Leader – Central Region |
Dallas |
TX |
Advisor – Accountant |
Chris |
Jantz |
RSM |
Director – Private Equity Services |
Dallas |
TX |
Advisor – Consultant |
Patrick |
Stroth |
RUBICON M&A INSURANCE SERVICES |
Owner |
Menlo Park |
CA |
Advisor – Other Services |
Tim |
Farquhar |
RubinBrown |
Partner |
Clayton |
MO |
Advisor – Accountant |
Jeff |
Sackman |
RubinBrown LLP |
Partner |
Clayton |
MO |
Advisor – Accountant |
Katherine |
Mitchell |
S&P Global Market Intelligence |
Associate Director, Marketing |
New York |
NY |
Other – Not Listed Above |
Nathan |
DeCarlo |
S&P Global Market Intelligence |
Sales Executive |
Dallas |
TX |
Other – Not Listed Above |
Samer |
Baransi |
S&P Global Market Intelligence |
Associate |
New York |
NY |
Other – Not Listed Above |
Sharmeen |
Aziz |
S&P Global Market Intelligence |
Director, Business Development |
Dallas |
TX |
Other – Not Listed Above |
Steven |
Stagliano |
S&P Global Market Intelligence |
Relationship Manager |
Boston |
MA |
Other – Not Listed Above |
Scott |
Ulrich |
S&P Global Market Intelligence |
Vice President |
Houston |
TX |
Other – Not Listed Above |
Juan |
Alva |
S2K |
Partner |
Calabasas |
CA |
Capital Provider – Lender Jr Debt |
Will |
Johnson |
Salem Investment Partners |
Vice President |
Greensboro |
NC |
Capital Provider – Mezzanine Lender |
Rob |
Hong |
Sapling Financial Consultants |
CEO |
Toronto |
ON |
Advisor – Consultant |
Yuliya |
Kim |
Sapling Financial Consultants |
Analyst |
Toronto |
ON |
Advisor – Consultant |
Marissa |
Mann |
Saratoga Investment Advisors, LLC |
Vice President |
New York |
NY |
Capital Provider – Lender Jr Debt |
Brett |
Lacher |
Saw Mill Capital |
Vice President |
Briarcliff Manor |
NY |
Capital Provider – Equity Group Managing Fund |
Matt |
Cole |
SBJ |
Managing Director |
Walnut Creek |
CA |
Capital Provider – Equity Group Managing Fund |
Cory |
Jacobs |
Scalar |
Vice President |
Draper |
UT |
Advisor – Valuator |
Thomas |
Ley |
Seacoast Capital Partners |
Partner |
San Francisco |
CA |
Capital Provider – Equity Group Managing Fund |
Kevin |
Stone |
Seaport Global |
Director |
Houston |
TX |
Intermediary – Investment Banker |
Matt |
Cassell |
SeatonHill Partners |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Nick |
Jankovsky |
Serent Capital |
Vice President |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Christopher |
Peterson |
Serent Capital |
Associate Director |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Nick |
Seraydarian |
SG Credit Partners, Inc. |
Managing Director |
Santa Monica |
CA |
Capital Provider – Lender Jr Debt |
Carl |
Lenz |
SGH Management Company LLC |
Principal |
Austin |
TX |
Advisor – Accountant |
Sam |
Hanna |
SGH Management Company, LLC |
President |
Austin |
TX |
Corporate – Business Owner |
Joel |
Bannister |
Sheppard Mullin Richter & Hampton LLC |
Partner |
Dallas |
TX |
Other – Not Listed Above |
Michael |
Brennan |
Shoreline Equity Partners |
Director of Business Development |
Atlantic Beach |
FL |
Capital Provider – Equity Group Managing Fund |
Zachary |
Mittelmark |
Shoreline Equity Partners |
Vice President |
Ponte Vedra Beach |
FL |
Capital Provider – Equity Group Managing Fund |
Eric |
Paquette |
ShoreView Industries, LLC |
Vice President |
Maple Grove |
MN |
Capital Provider – Equity Group Managing Fund |
Michael |
Weintraub |
SI Capital |
Managing Director |
West Bloomfield |
MI |
Capital Provider – Family Offices |
Suzanne |
Lovett |
Siena Lending Group |
Director – New Business Development |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Kelsey |
Lozier |
Silver Oak Services Partners |
Business Development |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
David |
Masterman |
Silver Oak Services Partners |
Vice President |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Taylor |
Wood |
Silver Oak Services Partners |
Vice President |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Victoria |
Beard |
Simmons | A Division of Piper Jaffray |
Vice President, Business Development and Marketing |
Houston |
TX |
Intermediary – Investment Banker |
Jim |
LaFontaine |
Simmons Bank |
Banking Center President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
David |
Faherty |
Simmons Energy, A Division of Piper Sandler |
VP |
Houston |
TX |
Intermediary – Investment Banker |
Tim |
McEuen |
Simmons Energy, A Division of Piper Sandler |
VP |
Houston |
TX |
Intermediary – Investment Banker |
Victoria |
Beard |
Simmons Energy, A Division of Piper Sandler |
VP |
Houston |
TX |
Intermediary – Investment Banker |
Keesha |
Organ |
Sirius Solutions |
Chief Commercial Officer |
Houston |
TX |
Advisor – Consultant |
Ben |
Hughes |
Sky Island Capital |
Director of Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Vince |
Smith |
Sky Island Capital |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Baudy |
Bueno |
Skyview Capital |
Vice President |
Los Angeles |
CA |
Capital Provider – Family Offices |
Jeff |
White |
Skyview Capital |
Senior Vice President |
Los Angeles |
CA |
Capital Provider – Family Offices |
Charlie |
Pilonero |
SOLV Risk Solutions |
Risk Practice Director – integRISK |
Austin |
TX |
Advisor – Consultant |
Erik |
Emmett |
Soundcore Capital |
Partner |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Jack |
Tatlow |
Soundcore Capital |
Associate |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Frank |
Mancuso |
Soundcore Capital Partners |
Vice President |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Joe |
Rodgers |
Source Capital LLC |
Managing Director |
Atlanta |
GA |
Other – Not Listed Above |
Tyler |
Fair |
Source Scrub |
CEO |
San Mateo |
CA |
Other – Not Listed Above |
Laura |
Nicklas |
SourceScrub |
Business Development |
NA |
IL |
Advisor – Technology |
Russell |
Hampton |
SourceScrub |
Vice President of Sales |
San Francisco |
CA |
Advisor – Technology |
Chandler |
Pessah |
SourceScrub |
Associate Director |
San Francisco |
CA |
Other – Not Listed Above |
Cheyenne |
Kolosky |
SourceScrub |
Marketing Manager |
San Francisco |
CA |
Other – Not Listed Above |
Josh |
Giglio |
SourceScrub |
Vice President of Operations and Customer Success |
San Francisco |
CA |
Other – Not Listed Above |
Ron |
Ondechek |
South Highland Ventures LLC |
Managing Dir & Founder |
Shreveport |
LA |
Capital Provider – Family Offices |
Paul |
Meyering |
Spell Capital Partners |
Sr. Managing Director |
Minneapolis |
MN |
Capital Provider – Equity Group Managing Fund |
Jeff |
Hightower |
Spirit of Texas Bank |
EVP Commercial Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
John |
Cable |
SPP Capital and SPP Mezzanine Partners |
Partner |
New Orleans |
LA |
Capital Provider – Mezzanine Lender |
Mark |
Chesen |
SSG Capital Advisors, LLC |
Managing Director |
West Conshohocken |
PA |
Intermediary – Investment Banker |
Matthew |
Karlson |
SSG Capital Advisors, LLC |
Managing Director |
West Conshohocken |
PA |
Intermediary – Investment Banker |
Robert |
Poirier |
Stan Johnson Company |
Associate Director |
Atlanta |
GA |
Advisor – Other Services |
Kevin |
Siedenburg |
Staple Street Capital |
Head of Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Walter |
Tomlinson |
Statesman Business Advisors |
Principal |
Houston |
TX |
Intermediary – Investment Banker |
Erik |
Konicki |
Statesman Corporate Finance |
Director |
Houston |
TX |
Intermediary – Investment Banker |
Jim |
Briggs |
Statesman Corporate Finance |
Director |
Houston |
TX |
Intermediary – Investment Banker |
Jessica |
Seff |
Statesman Corporate Finance |
Vice President |
Houston |
TX |
Intermediary – Investment Banker |
Mark |
Vance |
Statesman Corporate Finance |
Director |
Houston |
TX |
Intermediary – Investment Banker |
Philip |
Rodriguez |
Statesman Corporate Finance |
Associate |
Houston |
TX |
Intermediary – Investment Banker |
Will |
Jaco |
Statesman Corporate Finance |
Principal |
Houston |
TX |
Intermediary – Investment Banker |
Gary |
Canon |
Statesman Corporate Finance |
Director |
Houston |
TX |
Intermediary – Investment Banker |
Joseph |
Antinozzi |
Steel City Capital Funding |
Senior Managing Director |
Fallston |
MD |
Capital Provider – Lender Sr Debt |
James |
Covello |
Steer Partners |
Principal |
Boston |
MA |
Advisor – Consultant |
Colin |
Baker |
Stellus Capital Management |
Managing Director |
Houston |
TX |
Capital Provider – Lender Other |
Gavin |
Roseman |
Stellus Capital Management, LLC |
Managing Director |
Houston |
TX |
Capital Provider – Lender Other |
Max |
Lintereur |
Stifel Bank & Trust |
Managing Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Nico |
DePaul |
STNL Advisors |
Senior Managing Director |
New York |
NY |
Advisor – Consultant |
Mark |
Masino |
STNL Advisors |
Vice President |
Chicago |
IL |
Advisor – Consultant |
Reagan |
Rorschach |
Stonebriar Commercial Finance |
Managing Director |
Plano |
TX |
Capital Provider – Lender Other |
Drew |
Adams |
StoneCreek Capital |
President |
Costa Mesa |
CA |
Capital Provider – Equity Group Not Managing Fund |
Garett |
Figueroa |
Stonegate Capital |
Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Brent |
Sacha |
Stonehenge Capital |
Director |
DALLAS |
TX |
Capital Provider – Equity Group Managing Fund |
Matt |
Malone |
Stonehenge Capital |
Director |
McKinney |
TX |
Capital Provider – Mezzanine Lender |
Michael |
Arguelles |
Stonehenge Partners |
Managing Director |
Columbus |
OH |
Capital Provider – Equity Group Managing Fund |
Mike |
Arguelles |
Stonehenge Partners |
Managing Director |
Columbus |
OH |
Capital Provider – Equity Group Managing Fund |
Joshua |
Bowman |
STORE Capital |
Managing Director |
Scottsdael |
AZ |
Other – Not Listed Above |
Shishir |
Khetan |
STOUT |
Managing Director |
Houston |
TX |
Advisor – Valuator |
Shishir |
Khetan |
Stout |
Managing Director |
Houston |
TX |
Advisor – Valuator |
John |
Lahti |
STOUT |
Managing Director, IB |
Dallas |
TX |
Intermediary – Investment Banker |
Nick |
Dreps |
STOUT |
Vice President, IB |
Houston |
TX |
Intermediary – Investment Banker |
Stephanie |
Davies |
STOUT |
Co-Head of Sponsor Coverage, IB |
New York |
NY |
Intermediary – Investment Banker |
Todd |
Parsapour |
STOUT |
Managing Director, IB |
Houston |
TX |
Intermediary – Investment Banker |
Dayan |
Rosen |
Stradling |
Shareholder |
Santa Monica |
CA |
Advisor – Attorney |
Dulce |
Martinez |
Stradling Yocca Carlson & Rauth |
Director of Business Development |
Santa Monica |
CA |
Advisor – Other Services |
Blake |
Lawrence |
Strait Lane Capital |
Senior Associate |
Dallas |
TX |
Capital Provider – Family Offices |
Matt |
Swift |
Strait Lane Capital |
Director |
Dallas |
TX |
Capital Provider – Family Offices |
Preston |
Edwards |
Strait Lane Capital |
Director |
Dallas |
TX |
Capital Provider – Family Offices |
Joe |
Lee |
Strait Lane Capital Partners |
Managing Director |
Dallas |
TX |
Capital Provider – Family Offices |
Philip |
DiGennaro |
Stream Capital Partners |
Managing Director |
Stamford |
CT |
Advisor – Consultant |
Daniel |
Macks |
Stream Capital Partners |
Vice President |
Chicago |
IL |
Advisor – Other Services |
Jen |
Sudduth |
Sudduth Search |
Owner |
Houston |
TX |
Advisor – Recruiter |
Michael |
Rudanycz |
Sun Life |
Managing Director |
Toronto |
ON |
Capital Provider – Lender Sr Debt |
Nadim |
Malik |
Sutton Place Strategies, LLC |
CEO |
New York |
NY |
Advisor – Other Services |
Lee |
Jones |
Sutton Place Strategies, LLC |
VP, Business Development |
New York |
NY |
Advisor – Technology |
Jeff |
Piper |
Svoboda Capital Partners |
Managing Director |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Thomas |
Frisby |
TAB Bank |
Director of Corporate Credit |
Ogden |
UT |
Advisor – Banking |
Emma |
Franks |
TAB Bank |
Marketing Manager |
Jeffersonville |
IN |
Advisor – Banking |
Rocky |
Lozano |
TAB Bank |
VP, Business Development |
Dallas |
TX |
Advisor – Banking |
Shane |
Adair |
TAB Bank |
Marketing Manager |
Ogden |
UT |
Advisor – Banking |
William |
Cooke |
Taglich Private Equity |
Managing Director |
New York |
NY |
Capital Provider – Equity Group Not Managing Fund |
Andrew |
Hendricks |
TCF Capital Funding |
Officer |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Edward |
Ryczek |
TCF Capital Funding |
Senior Vice President |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Matthew |
Harnett |
Tecum Capital |
Partner |
Wexford |
PA |
Capital Provider – Equity Group Managing Fund |
Sean |
Edmonson |
Tecum Capital |
Senior Associate |
Wexford |
PA |
Capital Provider – Equity Group Managing Fund |
Darryl |
Mazow |
Teeple Hall, LLP |
Senior Counsel |
San Diego |
CA |
Advisor – Attorney |
Kevin |
Doyle |
Tenex Capital Management |
Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Kevin |
Downing |
Texas Bank Financial |
Capital Markets |
Fort Worth |
TX |
Capital Provider – Lender Other |
Doug |
Mangum |
Texas Capital Bank |
EVP |
Austin |
TX |
Advisor – Banking |
Eva |
Pawelek |
Texas Capital Bank |
Senior Vice President, Corporate Banking |
Houston |
TX |
Advisor – Banking |
Bill |
Pyle |
Texas Capital Bank |
Managing Director |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Bill |
Rolley |
Texas Capital Bank |
EVP, Corporate Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Chris |
Wheeler |
Texas Capital Bank |
Executive Vice President |
Austin |
TX |
Capital Provider – Lender Sr Debt |
Russell |
Hartsfield |
Texas Capital Bank |
President, Sponsored Lending |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Duff |
Mahan |
Texas Capital Bank |
MD, Loan Syndications |
Dallas |
TX |
Corporate Finance |
Claire |
Poole |
Texas Law Book |
Senior Writer |
Houston |
TX |
Other – Not Listed Above |
Joe |
Harper |
Texas State University SBDC |
Executive Director |
Round Rock |
TX |
Other – Government |
Todd |
Fries |
The BVA Group LLC |
Partner |
Plano |
TX |
Advisor – Valuator |
Michelle |
Lewis |
The CapStreet Group |
Principal |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Nico |
Gayle |
The CapStreet Group |
Senior Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Rob |
Madorsky |
The CapStreet Group |
Senior Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Demetrios |
Dounis |
The Compass Group |
Partner |
Westport |
CT |
Capital Provider – Equity Group Managing Fund |
Zach |
Sawtelle |
The Compass Group |
Partner |
Irvine |
CA |
Capital Provider – Equity Group Managing Fund |
Jessica |
Clemence |
The Edgewater Funds |
Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Eric |
Gunia |
The Heico Companies |
Vice President |
Chicago |
IL |
Capital Provider – Equity Group Not Managing Fund |
Jon |
Hicks |
The Heico Companies |
Managing Director |
Chicago |
IL |
Capital Provider – Equity Group Not Managing Fund |
David |
Shields |
The Legacy Alliance |
Principal Attorney |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Richard |
Groesch |
The Legacy Alliance |
Operating Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Neil |
Waterman |
The Legacy Alliance |
Managing Partner |
Addison |
TX |
Capital Provider – Equity Group Managing Fund |
Ryland |
Reed |
The Legacy Alliance |
Operating Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Stephen |
O’Hara |
The Riverside Company |
Vice President |
San Francisco |
CA |
Capital Provider – Equity Group Managing Fund |
Jim |
Apple |
The Sterling Group |
Managing Director |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Jacob |
Broom |
The Sterling Group Credit Fund |
Associate |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Sean |
Davenport |
The Sterling Group Credit Fund |
Partner |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Kirsten |
Smith |
The University of Texas at Austin, McCombs School |
Employer Relations Outreach Coordinator |
Austin |
TX |
Other – Educators |
Brian |
Shaw |
The University of Texas at Austin, McCombs School of Business |
Head of Employer Relations |
NA |
IL |
Other – Educators |
Lander |
Coronado-Garcia |
Thinktiv |
Director |
Austin |
TX |
Advisor – Consultant |
Kevin |
Callahan |
Thinktiv |
Chief Experience Officer |
Austin |
TX |
Advisor – Technology |
Jeff |
Olsick |
Third Coast Capital Advisors |
Director |
Chicago |
IL |
Intermediary – Investment Banker |
Darren |
Felfeli |
THL Credit |
Director |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Cassandra |
Mott |
Thompson & Knight LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Melissa |
Coopersmith |
Tiger Group |
Director of Business Development |
Smyrna |
GA |
Corporate Finance |
BRIAN |
Behm |
Tilia Holdings |
VP |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Gabriel |
Yuen |
Tinicum |
Partner |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Jim |
Turner |
TIP Excise |
EVP Corporate Development |
Houston |
TX |
Advisor – Other Services |
Michael |
Weber |
TMI Trust Company |
Executive Vice President |
Cornelius |
NC |
Advisor – Other Services |
Daniel |
Misch |
TMI Trust Company |
Vice President |
Cornelius |
NC |
Corporate Development |
Steve |
Smith |
Tower Arch Capital |
Vice President |
Draper |
UT |
Capital Provider – Equity Group Managing Fund |
Alex |
Olano |
Trajectory Group Inc. |
Founder & Operating Partner |
Dallas |
TX |
Advisor – Consultant |
Imran |
Selimkhanov |
Trajectory Group Inc. |
FinTech Partner |
Toronto |
ON |
Advisor – Consultant |
Andy |
Foskey |
Transition Capital Partners |
Managing Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Jason |
Faucett |
Transition Capital Partners |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Chris |
Mason |
Treaty Oak Equity |
Principal |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Ben |
Williams |
Treaty Oak Equity |
Managing Member |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Frank |
Cupido |
Tree Line Capital Partners |
Partner |
San Francisco |
CA |
Capital Provider – Lender Other |
Grant |
Saunders |
Tree Line Capital Partners |
Senior Associate |
San Francisco |
CA |
Capital Provider – Lender Sr Debt |
David |
Pickerd |
Tregaron Capital |
Principal |
Palo Alto |
CA |
Capital Provider – Equity Group Managing Fund |
Scott |
Colvert |
Trinity Hunt Partners |
Partner, Origination |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Satchel |
Park |
Trinity Hunt Partners |
Research Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Pat |
Swanson |
Trinity Private Equity Group |
Portfolio Manager |
Houston |
TX |
Capital Provider – Limited Partner |
Bryan |
Rand |
Tritium Partners |
Senior Director |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Desmond |
Henry |
Trive Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Max |
Perdue |
Trive Capital |
Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Mark |
Nowak |
True West Capital Partners |
Managing Director |
Los Angeles |
CA |
Capital Provider – Mezzanine Lender |
DaJuana Wilhelm |
Wilhelm |
Trustmark Bank |
SVP |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Michael |
Morgan |
TZP Group LLC |
Principal |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
J. Michael |
Smith |
U S Bank |
Senior Vice President |
Atlanta |
GA |
Capital Provider – Lender Sr Debt |
Charlie |
Davis |
U.S. Bank |
VP |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Alejandro |
Hoyos |
U.S. Bank |
Vice President |
Houston |
TX |
Other – Not Listed Above |
Michael |
Herberger |
U.S. Bank National Association |
Vice President |
Dallas |
TX |
Other – Not Listed Above |
Bob |
Dunn |
UMB Bank |
SVP |
Austin |
TX |
Advisor – Banking |
Doug |
Motl |
UMB Bank |
SVP, Director of Originations |
Dallas |
TX |
Advisor – Banking |
Shazia |
Flores |
UMB Bank |
Vice President |
Houston |
TX |
Other – Not Listed Above |
Alex |
Welles |
Union Capital Associates, LP |
Director of Business Development |
Greenwich |
CT |
Capital Provider – Equity Group Managing Fund |
Chris |
Angarola |
US Bank |
SVP – Commercial Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Susan |
Jenull |
US Bank |
SVP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Joe |
Schupler |
US Bank |
Managing Director |
Ponte Vedra Beach |
FL |
Corporate Finance |
Katie |
Eubanks |
USI |
Employee Benefits Consultant |
Houston |
TX |
Advisor – Other Services |
Casey |
Hall |
Vaco |
Managing Director, Business and Technology |
Houston |
TX |
Advisor – Consultant |
Gary |
Brooks |
Vaco |
Director |
Houston |
TX |
Advisor – Consultant |
Jason |
Ozols |
Vaco |
Marketing Director, Texas |
Austin |
TX |
Advisor – Consultant |
Leslie |
Cobb-Hector |
Vaco |
Managing Partner, Texas |
Houston |
TX |
Advisor – Consultant |
Nick |
Doneff |
Vaco |
Business Development Manager |
Houston |
TX |
Advisor – Consultant |
Rex |
Holmes |
Vaco |
Managing Director |
Houston |
TX |
Advisor – Consultant |
Rachelle |
Skov |
Vaco |
Practice Director |
Houston |
TX |
Advisor – Consultant |
Sejal |
Chunchu |
Vaco |
Director, Finance and Accounting |
Houston |
TX |
Advisor – Consultant |
Shawn |
Patterson |
Valedor Partners |
Partner |
Houston |
TX |
Capital Provider – Family Offices |
Collins |
Kuper |
Valedor Partners LLC |
Partner |
Houston |
TX |
Capital Provider – Family Offices |
Pierce |
Edwards |
VALESCO INDUSTRIES |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Dan |
Peterson |
Valuation Research Corporation |
Managing Director |
Milwaukee |
WI |
Advisor – Valuator |
Paul |
Hultgren |
Valuation Research Corporation |
Vice President of Business Development |
Dallas |
TX |
Advisor – Valuator |
Jeff |
Moore |
Value Based Solutions |
Chief Executive Officer |
Aurora |
OH |
Advisor – Consultant |
Tom |
Mitchell |
Value Based Solutions |
Director – Private Equity |
Cleveland |
OH |
Advisor – Consultant |
Ashford |
Chancelor |
vcfo |
Practice Manager |
Dallas |
TX |
Advisor – Consultant |
Chris |
Hysinger |
vcfo |
Consulting CFO |
Houston |
TX |
Advisor – Consultant |
Mike |
Wilfley |
vcfo |
COO |
Austin |
TX |
Advisor – Consultant |
Russell |
Naisbitt |
vcfo |
Houston Practice Manager / Consulting CFO |
Houston |
TX |
Advisor – Consultant |
Meir |
Frankel |
Vcheck Global |
Senior Vice President |
New York |
NY |
Other – Not Listed Above |
Deanna |
Walker |
Venturity Financial Partners |
Partner Business Development |
Addison |
TX |
Advisor – Accountant |
Chad |
Bowser |
Veritex Bank |
EVP Corporate Lending |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Rob |
Hydeman |
Veritex Bank |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jeff |
Hightower |
Veritex Bank |
EVP Commercial Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Benjamin |
Kerr |
Veritex Community Bank |
Sr Vice Pres – Corporate Banking |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Dan |
Summerford |
Veritex Community Bank |
Managing Dir Corporate Banking |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Richard |
Schreiber |
Versa Capital Management |
Managing Director of Business Development |
Philadelphia |
PA |
Capital Provider – Equity Group Managing Fund |
Reena |
Bansal |
Vincatech1 Information Technology |
President |
Houston |
TX |
Advisor – Technology |
Chris |
Stratton |
Vine Advisors |
Managing Partner |
Houston |
TX |
Advisor – Accountant |
Matthew |
Edwards |
VIP Search & Solutions |
Managing Director |
Addison |
TX |
Advisor – Consultant |
Jeremy |
Clyde |
VIP Solutions |
Director of Client Solutions |
NA |
IL |
Advisor – Consultant |
Sabrina |
Turner |
VIP Solutions |
Director of Client Solutions |
Dallas |
TX |
Advisor – Consultant |
Guhan |
Swaminathan |
Virgo Capital |
Managing Partner |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Eric |
Banduch |
Virtus |
Principal |
Pflugerville |
TX |
Advisor – Consultant |
Jack |
Kraus |
Virtus |
Associate |
Chicago |
IL |
Advisor – Consultant |
Joey |
Eichmann |
Virtus |
Principal |
Dallas |
TX |
Advisor – Consultant |
Mike |
Kesner |
Virtus |
Managing Partner |
Chicago |
TX |
Advisor – Consultant |
Tom |
Pollock |
Virtus Insurance |
SVP |
Leawood |
KS |
Advisor – Consultant |
Matthew |
Metalios |
VSS |
Head of Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Emily |
Halpern |
VUE Partners |
Founder |
Houston |
TX |
Advisor – Consultant |
Tyler |
Swann |
W. P. Carey Inc. |
Executive Director – Investments |
New York |
NY |
Capital Provider – Lender Other |
Pierre |
Champion |
Warren Equity Partners |
Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Brian |
Reed |
Weaver |
Partner, Financial Advisory Services |
Dallas |
TX |
Advisor – Accountant |
Curt |
Germany |
Weaver |
Partner-in-Charge, Valuation Services |
Dallas |
TX |
Advisor – Accountant |
Karl |
Schwabauer |
Weaver |
Managing Director, Forensics and Litigation Services |
Dallas |
TX |
Advisor – Accountant |
Ryan |
Irby |
Weaver |
Partner-in-Charge, Transaction Advisory Services |
Dallas |
TX |
Advisor – Accountant |
Trey |
Hunt |
Weaver |
Partner – Audit |
Houston |
TX |
Advisor – Accountant |
Mark |
Lund |
Weaver |
Partner-in-Charge, Construction Services |
Houston |
TX |
Advisor – Accountant |
Nikolai |
Rabinovitsj |
Weaver |
Lead Generation Specialist I |
Dallas |
TX |
Other – Not Listed Above |
Dan |
Schultz |
Webster Equity Partners |
Vice President, Business Development |
Waltham |
MA |
Capital Provider – Equity Group Managing Fund |
Grant |
Weiss |
Wells Fargo Capital Finance |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Other |
Eran |
Cohen |
Wells Fargo Capital Finance |
Managing Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Tanner |
Phifer |
Wells Fargo Capital Finance |
Director |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Gregory |
Thomas |
WestView Capital Partners |
General Partner |
Boston |
MA |
Capital Provider – Equity Group Managing Fund |
Roger |
Burks |
WG Consulting |
CEO/Executive Managing Director |
Houston |
TX |
Advisor – Consultant |
Tracy |
Tyler |
WG Consulting |
Head of Financial Consulting and Managing Director |
Houston |
TX |
Advisor – Consultant |
David |
Weinhoffer |
WG Consulting |
Managing Director |
Houston |
TX |
|
Clark |
Griffith |
White Oak ABL |
Managing Director |
San Francisco |
CA |
Capital Provider – Lender Sr Debt |
David |
Montiel |
White Oak Commercial Finance |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Andrew |
Bae |
White Oak Commercial Finance |
Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Christopher |
Gouskos |
White Oak Global Advisors |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Sr Debt |
John |
Felix |
White Oak Global Advisors |
Managing Director and Head of Originations |
San Francisco |
CA |
Capital Provider – Mezzanine Lender |
James |
Chan |
White Oak Trade Finance |
Managing Director |
San Francisco |
CA |
Capital Provider – Lender Sr Debt |
Gabriel |
Trotta |
White Rock Advisors |
Director |
Dallas |
TX |
Intermediary – Investment Banker |
John |
Oden |
Whitley Penn |
Senior Manager – Transaction Advisory |
Plano |
TX |
Advisor – Accountant |
Neil |
Barrow |
Whitley Penn |
Business Development Director |
Fort Worth |
TX |
Advisor – Accountant |
Susan |
Powell |
Whitley Penn LLP |
Partner |
Plano |
TX |
Advisor – Accountant |
Daniel |
Boarder |
Whitley Penn, LLP |
Partner |
Dallas |
TX |
Advisor – Consultant |
William |
Heafey |
William Blair |
Director |
San Francisco |
CA |
Advisor – Banking |
Tom |
O’Leary |
Willis Towers Watson |
Vice President |
Addison |
TX |
Advisor – Consultant |
Greg |
Stites |
Wilmington Trust, N.A |
Vice President |
Dallas |
TX |
Advisor – Banking |
Stephen |
McPherson |
Wilmington Trust, N.A |
Vice President |
Dallas |
TX |
Advisor – Banking |
Andrew |
Scharf |
WILsquare Capital |
Vice President |
St. Louis |
MI |
Capital Provider – Equity Group Managing Fund |
Heather |
Lewis |
WILsquare Capital |
Business Development Associate |
St. Louis |
MO |
Capital Provider – Equity Group Managing Fund |
John |
Curry |
WILsquare Capital |
Vice President |
St. Louis |
MI |
Capital Provider – Equity Group Managing Fund |
James |
Garlick |
Wingspire Capital |
Managing Director |
Alpharetta |
GA |
Capital Provider – Lender Sr Debt |
Brad |
Ratliff |
Winston |
Attorney |
Houston |
TX |
Advisor – Attorney |
Michael |
Reyes |
Woodforest Commercial Bank |
Vice President |
Houston |
TX |
Corporate Finance |
Ryan |
Stuart |
Woodforest Commercial Banking |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Lori |
Christian |
Woodforest National Bank |
SVP |
The Woodlands |
TX |
Capital Provider – Lender Sr Debt |
Kelly |
Dowe |
Work America Capital |
CFO |
Houston |
TX |
Capital Provider – Venture Capital |
Andreas |
Lederer |
Worthington Industries |
VP – Corporate Development |
Columbus |
OH |
Corporate Development |
Andy |
Jones |
www.PrivateEquityInfo.com |
President |
Austin |
TX |
Other – Not Listed Above |
Kendra |
Jalbert |
www.PrivateEquityInfo.com |
Vice President |
Austin |
TX |
Other – Not Listed Above |
David |
Sampair |
Yukon Partners |
Principal |
Minneapolis |
MN |
Capital Provider – Mezzanine Lender |
Elliot |
Lynch |
Yukon Partners |
Vice President |
Minneapolis |
MN |
Capital Provider – Mezzanine Lender |