First Name |
Last Name |
Company |
Title |
City |
State |
Company Type |
Emily |
Ackerman |
Lane Gorman Trubitt, LLC |
Director of Business Development |
Dallas |
TX |
Advisor – Accountant |
Jane |
Adams |
Piper Sandler |
Vice President |
El Segundo |
CA |
Intermediary – Investment Banker |
Micah |
Adams |
Panos Partners |
Vice President |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Drew |
Adams |
StoneCreek Capital |
President |
Fort Worth |
TX |
Capital Provider – Equity Group Not Managing Fund |
Hanny |
Akl |
Warren Averett, LLC |
Managing Director |
Birmingham |
AL |
Advisor – Consultant |
Mark |
Aldredge |
HJHC Holding Co. |
President |
Dallas |
TX |
Other – Not Listed Above |
Parker |
Aldredge |
HJHC Holding Co. |
Director of Business Development |
Dallas |
TX |
Other – Not Listed Above |
Russell |
Aldredge |
HJHC Holding Co. |
Vice President |
Dallas |
TX |
Other – Not Listed Above |
Albert |
Alexander |
Bluehenge Capital Partners |
Director |
Baton Rouge |
LA |
Capital Provider – Mezzanine Lender |
Andrew |
Allard |
Alvarez and Marsal |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Michael |
Allen |
HCI Equity Partners |
Associate |
Washington DC |
DC |
Capital Provider – Equity Group Managing Fund |
Ki |
Allen |
Fifth Third Bank |
SVP |
Dallas |
TX |
Capital Provider – Lender Sr. Debt |
Christine |
Allen |
Hillcrest Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Caleb |
Allen |
Third Coast Bank |
Senior Vice President |
Southlake |
TX |
Capital Provider – Lender Sr Debt |
Michael |
Alley |
Freestone Partners, LLC |
Principal |
Houston |
TX |
Capital Provider – Equity Group Not Managing Fund |
Gillea |
Allison |
D Magazine Partners |
President, D Magazine Partners |
Dallas |
TX |
Other – Not Listed Above |
Jonathan |
Ameen |
Stan Johnson Co. |
Director – Sale Leaseback Advisory |
Tulsa |
OK |
Advisor – Other Services |
Matt |
Andersen |
Westlake Securities, LLC |
President & CEO |
Austin |
TX |
Intermediary – Investment Banker |
Gary |
Anderson |
Cardinal Capital |
|
Baton Rouge |
LA |
Intermediary – Investment Banker |
Alexander |
Anderson |
Gauge Capital |
Business Development |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Kevin |
Anderson |
ZRG Partners |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Kelly |
Anderson |
CXO Executive Solutions, LLC |
Founder and CEO |
The Colony |
TX |
Advisor – Consultant |
Bobby |
Anderson |
First Capital Partners |
Vice President |
Omaha |
NE |
Capital Provider – Equity Group Managing Fund |
Gokul |
Anil |
Doeren Mayhew Capital Advisors |
Investment Banking Associate |
Houston |
TX |
Advisor – Banking |
Brooke |
Ansel |
Prudential Private Capital |
Director |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Michael |
Ansolabehere |
Prosperity Bank |
Managing Director – Corporate Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ryan |
Anthony |
Longshore Capital Partners |
Partner |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Judd |
Appel |
EisnerAmper |
National Leader, Transaction Advisory Services |
Miami |
FL |
Advisor – Accountant |
Mark |
Arciero |
Interim CEO and Private Equity Services |
CEO |
Roanoke |
TX |
Corporate Management |
Joe |
Areddy |
Bannockburn Global Forex, LLC |
Sr. Managing Director |
Cincinnati |
OH |
Advisor – Other Services |
Michael |
Arguelles |
Stonehenge Partners, Inc. |
Partner |
Columbus |
OH |
Capital Provider – Equity Group Managing Fund |
Drew |
Armanino |
Armanino |
Sr. Manager, Growth Strategy |
San Jose |
CA |
Advisor – Accountant |
Philip |
Armes |
Northern Trust |
Senior Wealth Strategist |
Houston |
TX |
Advisor – Wealth Manager |
Matt |
Atson |
Maxxsure | Cyber Risk Management |
Vice President of Sales |
Addison |
TX |
Advisor – Technology |
Tyler |
Augusty |
Resolute Capital Partners |
Director of Investments |
Nashville |
TN |
Capital Provider – Mezzanine Lender |
Mandy |
Austin |
Bank of Texas |
Dallas Market President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Fernando |
Avelar |
Dorsey & Whitney LLP |
Associate |
Dallas |
TX |
Advisor – Attorney |
Sharmeen |
Aziz |
S&P Global Market Intelligence |
Director, Business Development |
Dallas |
TX |
Advisor – Consultant |
Joachim |
Bader |
CFGI |
Managing Director |
New York |
NY |
Advisor – Consultant |
Blair |
Badham |
Lafayette Square |
Managing Director |
Birmingham |
AL |
Capital Provider – Lender Sr Debt |
Andrew |
Bae |
Haversine Funding |
Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jess |
Bailey |
Bailey Law Firm PLLC |
Managing Attorney |
Houston |
TX |
Advisor – Attorney |
Ron |
Baker |
Cadence Bank |
EVP |
Dallas |
TX |
Advisor – Banking |
Eric |
Banduch |
Virtus, LLC |
Partner |
Pflugerville |
TX |
Advisor – Consultant |
Tony |
Banks |
Grant Thornton |
Director |
Dallas |
TX |
Advisor – Accountant |
Bobby |
Bans |
Bank of America |
Senior Vice President |
Los Angeles |
CA |
Capital Provider – Lender Sr Debt |
Brice |
Baradel |
Highview Capital |
Managing Director |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
Samer |
Baransi |
S&P Global Market Intelligence |
Sales Director |
New York |
NY |
Advisor – Consultant |
Tom |
Barber |
SBJ Capital |
Managing Director |
NA |
IL |
Capital Provider – Equity Group Managing Fund |
Kent |
Barner |
CIO Suite |
Principal / Advisor |
Dallas |
TX |
Advisor – Technology |
Ben |
Barnes |
RubinBrown LLP |
Partner |
St Louis |
MO |
Advisor – Accountant |
Sal |
Barocio |
Tax Advisors Group |
Vice President |
Dallas |
TX |
Advisor – Accountant |
Cristin |
Barry |
Calvetti Ferguson |
Business Development Officer |
Dallas |
TX |
Advisor – Accountant |
Chris |
Barsness |
Patel Law Group |
Senior Counsel |
Irving |
TX |
Advisor – Attorney |
J.J. |
Barto |
Elm Creek Partners |
Partner |
NA |
IL |
Capital Provider – Equity Group Not Managing Fund |
Blake |
Bartolomei |
High Street Capital |
Vice President |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Chad |
Barton |
Holland & Knight |
Associate |
Dallas |
TX |
Advisor – Attorney |
Steven |
Bartz |
Greenberg Traurig |
Shareholder |
Dallas |
TX |
Advisor – Attorney |
Jordan |
Bass |
Indepedent Financial |
|
McKinney |
TX |
Capital Provider – Lender Sr Debt |
Jordan |
Bastable |
LongWater Opportunities |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Will |
Bateman |
ABIP CPAs & Advisors |
Senior |
Houston |
TX |
Advisor – Accountant |
Gavin |
Bates |
Caltius Structured Capital |
Managing Director |
Los Angeles |
CA |
Capital Provider – Lender Jr Debt |
Charlsey |
Baumeier |
Frost Brown Todd |
Senior Business Development |
Louisville |
KY |
Advisor – Attorney |
Griffin |
Bayoud |
CrossFirst Bank |
Energy Portfolio Manager |
Dallas |
Texas |
Capital Provider – Lender Sr Debt |
Vanessa |
Beaton |
Cadence Bank |
VP |
Dallas |
TX |
Advisor – Banking |
Jeremy |
Beckwith |
Range Valuation Services |
Vice President |
Allen |
TX |
Advisor – Other Services |
Vince |
Becraft |
Plunk Smith, PLLC |
Attorney-In-Fact |
Frisco |
Texas |
Advisor – Attorney |
Chris |
Becze |
Armanino |
Partner |
Denver |
CO |
Advisor – Accountant |
Jared |
Behnke |
Transitus Capital |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Ryan |
Behringer |
Plante Moran, PLLC |
Sr. Manager |
Southfield |
MI |
Advisor – Accountant |
David |
Bekerman |
Capital One Bank |
Senior Vice President |
Fort Worth |
TX |
Capital Provider – Lender Sr Debt |
Amber |
Benavides |
Honour Capital |
Chief Credit Officer |
Minneapolis |
MN |
Capital Provider – Lender Other |
Shelby |
Benton |
Dallas Business Journal |
VP, Sales |
Dalals |
TX |
Advisor – Other Services |
Kristina |
Bergeron |
Insperity |
Channel Program Manager |
Kingwood |
TX |
Advisor – Consultant |
Carla |
Berlin |
CrossCountry Consulting |
Associate Director |
Frisco |
TX |
Advisor – Consultant |
Tim |
Bernica |
Milton Street Capital |
Senior Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
David |
Bilger |
GP Capital Partners |
Director |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
James |
Billingsley |
Polsinelli |
Shareholder |
Dallas |
TX |
Advisor – Attorney |
Ryan |
Birnel |
BOK Financial |
SVP, ABL Director |
Denver |
CO |
Capital Provider – Lender Sr Debt |
Campbell |
Black |
Stan Johnson Company |
Director |
Dallas |
TX |
Advisor – Other Services |
Brian |
Blake |
PNC Riverarch Capital |
Director |
Pittsburgh |
PA |
Capital Provider – Equity Group Managing Fund |
Bo |
Blocher |
Calvetti Ferguson |
Tax Partner |
Dallas |
TX |
Advisor – Accountant |
Victor |
Bloede |
Transitus Capital |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Jason |
Blonstein |
ECA |
Managing Director |
Santa Monica |
CA |
Advisor – Recruiter |
Adam |
Blumensheim |
Rockport Investment Partners |
|
The Woodlands |
TX |
Advisor – Valuator |
Bill |
Bobbora |
Third Coast Bank |
Head of Corporate Banking |
Houston |
TX |
|
Olivia |
Bock |
CrossFirst Bank |
Director, Dallas Commercial Banking |
Dallas |
TX |
Advisor – Banking |
Alex |
Boerema |
CR3 Partners, LLC |
Manager |
Chicago |
IL |
Advisor – Consultant |
Bil |
Bogatay |
MidFirst Business Credit |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ryan |
Bohlert |
Stonebriar Commercial Finance |
Managing Director Of Originations |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Cecily |
Bolding |
Northern Trust |
Wealth Strategist |
Dallas |
Tx |
Advisor – Wealth Manager |
Adam |
Bolerjack |
CID Capital |
Managing Director, Business Development |
Indianapolis |
IN |
Capital Provider – Equity Group Managing Fund |
Heather |
Bolick |
BDO USA, LLP |
Research & Development Senior |
Dallas |
TX |
Advisor – Accountant |
Brett |
Bond |
Regions Securities |
Managing Director |
Charlotte |
NC |
Intermediary – Investment Banker |
Frank |
Bonet |
PNC Business Credit |
SVP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Bernadette |
Bonny |
Coupa |
Senior Account Director | Financial Services |
Brielle |
NJ |
Advisor – Technology |
Ethan |
Boothe |
EisnerAmper |
National Private Equity Growth Leader |
Dallas |
TX |
Advisor – Accountant |
George |
Bordelon |
Riveron |
Associate Director |
Dallas |
TX |
Advisor – Consultant |
Joshua |
Bowman |
STORE Capital |
Managing Director |
Scottsdale |
AZ |
Other – Not Listed Above |
Fletcher |
Boyles |
DalFort Capital Partners |
Associate |
NA |
IL |
Capital Provider – Equity Group Managing Fund |
John |
Bozalis |
Veritex Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Beau |
Brace |
Sunny River Management |
Senior Associate |
Austin |
TX |
Capital Provider – Family Offices |
Kyle |
Bradford |
Latticework Capital Management |
Managing Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Ben |
Brandes |
CrossCountry Consulting |
Director, Private Equity |
Boston |
MA |
Advisor – Other Services |
Justin |
Brauer |
Fifth Third Bank |
Managing Director, Corporate Banking |
Dallas |
TX |
Advisor – Banking |
Michael |
Brennan |
Shoreline Equity Partners |
Director of Business Development |
Aatlantic Beach |
FL |
Capital Provider – Equity Group Managing Fund |
Scott |
Brewer |
Sunflower Bank |
Market President |
Houston |
TX |
Advisor – Banking |
Eddie |
Bridgers |
SeatonHill Partners LP |
Area Managing Partner |
Southlake |
TX |
Advisor – Consultant |
Jim |
Briggs |
Statesman Corporate Finance, LLC |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Matt |
Bright |
PitchBook |
Customer Success Manager |
New York |
NY |
Other – Not Listed Above |
Derek |
Brocklebank |
The Brocklebank Firm |
managing attorney |
Plano |
TX |
Advisor – Attorney |
Kaitlin |
Brophy |
Monomoy Capital Partners |
Associate |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Lindsey |
Brown |
Frost Brown Todd |
Business Development Manager |
Louisville |
KY |
Advisor – Attorney |
Mark |
Brown |
VIP Solutions |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Christy |
Brown |
Capitas Financial |
Director of Private Wealth |
Houston |
TX |
Advisor – Other Services |
Taylor |
Brown |
Crestline Investors |
Vice President |
Fort Worth |
TX |
Capital Provider – Lender Other |
Hillary |
Brown |
DalFort Capital Partners |
Vice President |
DALLAS |
TX |
Capital Provider – Equity Group Managing Fund |
Stanton |
Brown |
First Horizon Bank |
Business Development – Sales Support |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Spencer |
Brown |
SG Credit Partners |
Managing Director |
Golden |
CO |
Capital Provider – Lender Jr Debt |
Darwin |
Bruce |
Haynes and Boone |
Counsel |
Dallas |
TX |
Advisor – Attorney |
Joe |
Buchanan |
PPHB LP |
Partner |
Houston |
TX |
Corporate Finance |
Baudy |
Bueno |
Skyview Capital |
Vice President |
Los Angeles |
CA |
Capital Provider – Family Offices |
Charlie |
Buffa |
SourceScrub |
VP Sales |
San Francisco |
CA |
Advisor – Technology |
Jeff |
Bundy |
Sunflower Bank |
SVP – Fort Worth Market President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jeremy |
Bunnell |
Houston Business Journal |
Strategic Account Manager |
Houston |
TX |
Advisor – Other Services |
Jeremy |
Burge |
Texas Capital Securities |
Managing Director |
Dallas |
TX |
Advisor – Banking |
Eric |
Burgess |
Grant Thornton |
Partner |
Dallas |
TX |
Advisor – Accountant |
Justin |
Burgess |
The BVA Group |
Senior Vice President |
Plano |
TX |
Advisor – Valuator |
Cami |
Burke |
D CEO |
Senior Account Executive |
Dallas |
TX |
Other – Not Listed Above |
Katherine |
Burrow |
Insperity |
Business Performance Advisor |
Dallas |
TX |
Advisor – Consultant |
Chris |
Burrow |
Maxxsure Cyber Risk Management |
Partner and Chief Revenue Officer |
Addison |
TX |
Advisor – Technology |
Julia |
Buthman |
Prudential Private Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Jason |
Cain |
Calvetti Ferguson |
Business Development Director |
Houston |
TX |
Advisor – Accountant |
Brandon |
Call |
D CEO |
Executive Editor |
Dallas |
TX |
Other – Not Listed Above |
Robert |
Callaway |
Range Valuation |
Managing Partner |
Dallas |
TX |
Advisor – Valuator |
Reid |
Calloway |
Trivest Partners |
Principal Investment |
Coral Gables |
FL |
Capital Provider – Equity Group Managing Fund |
Jim |
Calvetti |
Calvetti Ferguson |
Assurance Partner |
Houston |
TX |
Advisor – Accountant |
Stephanie |
Campbell |
Warren Averett |
Manager, Transaction Advisory Services |
Atlanta |
GA |
Advisor – Accountant |
Rachel |
Capps |
Capital One |
Capps |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Chris |
Capriotti |
Texas Capital Bank |
Executive Vice President, Head of Asset Based Lending |
Dallas |
TX |
Advisor – Banking |
Maria |
Cardenas |
Stinson LLP |
Attorney |
Dallas |
TX |
Advisor – Attorney |
Chris |
Carleson |
CVF Capital Partners |
|
San Diego |
CA |
Capital Provider – Mezzanine Lender |
Shannon |
Carlson |
Chiron Financial LLC |
Fractional CMO |
Houston |
TX |
Intermediary – Investment Banker |
Greg |
Carpenter |
Alterna Capital Solutions |
Managing Partner |
Dallas |
TX |
Capital Provider – Lender Other |
Brice |
Carr |
First Merchants Bank |
Vice President – Originations |
Chicago |
IL |
bcarr@firstmerchants.com |
Amanda |
Carrington |
Grata |
Account Executive |
New York |
FL |
Advisor – Technology |
Larry |
Carter |
IBC Funds |
Managing Member |
Little Rock |
AR |
Capital Provider – Mezzanine Lender |
Reginald |
Carter |
JENGA Capital Funds |
Managing Director |
Dallas |
TX |
Corporate Management – Entrepreneur |
Justin |
Carter |
Riveron Consulting, LLC |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
David |
Castle |
Branford Castle Partners, LP |
Managing Partner |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Joseph |
Catalano |
Sentinel Capital Partners |
Managing Director, Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Gian |
Cavallini |
Holleway Capital Partners |
Managing Director |
St. Louis |
MO |
Capital Provider – Equity Group Managing Fund |
Mark |
Champion |
Bank of America Business Capital |
|
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ashford |
Chancelor |
vcfo |
Practice Manager & CFO |
Dallas |
TX |
Advisor – Consultant |
Cameron |
Chancey |
CrossFirst Bank |
Commercial Banker |
Dallas |
TX |
Advisor – Banking |
William |
Chapman |
Baker Tilly Capital, LLC |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Jennifer |
Chapman |
Regions Bank |
Senior Vice President |
Dallas |
TX |
|
Marc |
Chase |
Marc Chase |
Partner |
New York |
NY |
Advisor – Consultant |
Stuart |
Chassanoff |
Dorsey & Whitney LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Jeff |
Cheney |
City of Frisco |
Mayor |
Frisco |
TX |
|
Michael |
Chevalier-White |
FMI Capital Advisors |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Kendall |
Childers |
Milton Street Capital |
Vice President, Business Development |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Nick |
Christopher |
Longshore Capital Partners |
Partner |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Phil |
Christy |
Grant Thornton |
Sr. Manager |
Houston |
TX |
Advisor – Accountant |
Yee-Ping |
Chu |
Bison Capital |
Partner |
Santa Monica |
CA |
Capital Provider – Equity Group Managing Fund |
John |
Ciancio |
Lion Equity Partners |
Associate |
Denver |
CO |
|
Troy |
Clark |
Centerfield Capital Partners |
Managing Director |
Indianapolis |
IN |
Capital Provider – Mezzanine Lender |
Jim |
Class |
Corporate Finance Associates |
Managing Director |
Boerne |
TX |
Capital Provider – Lender Other |
Chance |
Coble |
Blacklight Solutions |
CEO |
Austin |
TX |
Corporate – Business Owner |
Robert |
Codol |
PNC Mezzanine Capital |
Managing Director |
Pittsburgh |
PA |
Capital Provider – Mezzanine Lender |
Anthony |
Cohen |
James Capital Advisors |
|
Beverly Hills |
CA |
Advisor – Consultant |
Dennis |
Coker |
Founders Advisors |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Matt |
Cole |
SBJ Capital |
Managing Director |
Walnut Creek |
CA |
Capital Provider – Equity Group Managing Fund |
Nick |
Coleman |
Excellere Partners |
Vice President |
Denver |
CO |
Capital Provider – Equity Group Managing Fund |
Cameron |
Coley |
Plexus Capital |
Principal |
Raleigh |
NC |
Capital Provider – Mezzanine Lender |
Sean |
Colligan |
Peak Rock Capital |
Principal |
Austin |
TX |
Capital Provider – Lender Other |
Andrew |
Colton |
Cadence Bank |
Alternative Investments Officer |
Houston |
TX |
Advisor – Banking |
Scott |
Colvert |
Trinity Hunt Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Austin |
Conner |
Frost Brown Todd |
Managing Associate |
Dallas |
TX |
Advisor – Attorney |
Christopher |
Connolly |
CBiz PE Advisory |
Principal |
New York |
NY |
Advisor – Other Services |
Nick |
Conti |
3 Rivers Capital, LLC |
Sr. Associate |
New Castle |
PA |
Capital Provider – Equity Group Managing Fund |
Jimmy |
Conway |
BNY Mellon |
Wealth Director |
Dallas |
TX |
Advisor – Wealth Manager |
Corbin |
Cook |
Rise Run Capital |
Partner |
NA |
IL |
Capital Provider – Equity Group Not Managing Fund |
Clive |
Cooper |
Finquest |
Head of Private Equity – Americas |
Monmouth Beach |
NJ |
Advisor – Technology |
Brian |
Cooper |
Frost Brown Todd |
Member |
Houston |
TX |
Advisor – Attorney |
Melissa |
Coopersmith |
Tiger Group |
Managing Director |
Smyrna |
GA |
Corporate Finance |
Bill |
Cornelius |
Crutchfield Capital |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Michael |
Cotant |
O2 Investment Partners |
Senior Associate |
Bloomfield Hills |
MI |
Capital Provider – Equity Group Managing Fund |
Thomas |
Couch |
MidCap Financial LLC |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Other |
Paul |
Count |
Tradecycle Capital LLC |
Sales Director |
Indianapolis |
IN |
Capital Provider – Lender Sr Debt |
Libby |
Covington |
The Craig Group |
Partner |
Houston |
TX |
Other – Not Listed Above |
Charles |
Cox |
LongueVue Capital |
Director |
Metairie |
LA |
Capital Provider – Equity Group Managing Fund |
Brandon |
Cradeur |
Berkeley Research Group |
Managing Director |
NA |
IL |
Corporate Finance |
Laura |
Cranston |
Insperity |
Channel Program Manager |
Kingwood |
TX |
Advisor – Consultant |
Robert |
Crapsey |
Trivest Partners |
Director , Business Development |
Coral Gables |
FL |
Capital Provider – Equity Group Managing Fund |
Derek |
Crevello |
MSouth Capital |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Other |
Kirby |
Crutchfield |
EBSCO Capital, LLC |
Vice President of Business Development |
Birmingham |
AL |
Capital Provider – Family Offices |
Jennifer |
Cuello |
EisnerAmper |
Senior Manager |
Dallas |
TX |
Advisor – Accountant |
Mackey |
Culbertson |
Ferguson Braswell Fraser Kubasta PC |
Attorney |
Plano |
TX |
Advisor – Attorney |
Zachary |
Culver |
J.P. Morgan |
Vice President |
Austin |
TX |
Advisor – Wealth Manager |
John |
Cummings |
Bennett Thrasher |
Partner |
Atlanta |
GA |
Advisor – Accountant |
Brad |
Cummings |
Calvetti Ferguson |
Assurance Partner |
Dallas |
TX |
Advisor – Accountant |
Jamey |
Cummings |
JM Search |
Partner |
Frisco |
TX |
Advisor – Recruiter |
David |
Cummings |
Cool Life CRM |
CEO |
Sanford |
NC |
|
Jason |
Cunningham |
Argosy Private Equity |
VP Business Development |
Wayne |
PA |
Capital Provider – Equity Group Managing Fund |
Charlie |
Cunningham |
BMO Harris Bank |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Len |
Cuoco |
NOW CFO |
CFO |
NA |
IL |
Advisor – Accountant |
John |
Curry |
WILsquare Capital |
Vice President |
St Louis |
MO |
Capital Provider – Equity Group Managing Fund |
Devin |
Curry |
Moss Adams |
Manager |
Austin |
TX |
Advisor – Consultant |
Taylor |
Curtis |
Texas Capital Bank |
EVP, Head of Healthcare |
Dallas |
TX |
Advisor – Banking |
Ed |
Curtis |
YTexas |
|
Dallas |
TX |
|
Alan |
Cuthbertson |
Farragut Capital Partners |
Principal |
Washington |
DC |
Capital Provider – Mezzanine Lender |
Jonathan |
Dabbert |
Tax Advisors Group |
Vice President |
Dallas |
TX |
Advisor – Accountant |
Matthew |
Dakil |
Hemingway Capital |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Steve |
Dalrymple |
TEG Capital |
SVP Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Jon |
D’Andrea |
Westlake Securities, LLC |
Managing Director |
Austin |
TX |
|
Jeff |
Darnell |
Comerica Bank |
Group Manager, Middle Market Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ali |
Daubert |
Baker Tilly |
Director |
Dallas – Plano |
TX |
Advisor – Accountant |
Brian |
Davenport |
Crowe LLP |
Senior Manager |
Dallas |
TX |
Advisor – Accountant |
Robert |
Davis |
Bluehenge Capital Partners |
Vice President |
Baton Rouge |
LA |
Capital Provider – Mezzanine Lender |
James |
Davis |
Texas Corporate Capital Advisors |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Bill |
DE LA CHAPELLE |
Rubicon Representation, LLC |
Executive Vice President |
DALLAS |
TX |
Advisor – Other Services |
Barrett |
Dean |
Craftsman Capital |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Dave |
DeCraenee |
First Merchants Bank |
National Sales Director |
Indianapolis |
IN |
Advisor – Banking |
Ryan |
Deegan |
Hudson Avenue Partners |
Managing Partner |
Birmingham |
MI |
Intermediary – Investment Banker |
Ryan |
Demouth |
Prospect Capital |
Senior Associate |
Mesquite |
TX |
Capital Provider – Lender Sr Debt |
Steven |
DeMundo |
Regions Bank |
VP Commercial Banker |
dallas |
TX |
Advisor – Banking |
Mark |
Dendle |
Green Giant Fresh / Growers Express |
CEO |
Dallas |
TX |
Corporate Management |
Cole |
Dennard |
NOW CFO |
Managing Partner |
Dallas |
TX |
Advisor – Consultant |
Gemma |
Descoteaux |
Sheppard Mullin Richter & Hampton LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Fraser |
Desmond |
Insight Equity |
Principal |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Harris |
Diamond |
BlankRome |
Partner |
New York |
NY |
Advisor – Attorney |
Josh |
DiBiasi |
HCI Equity Partners |
Senior Associate |
NA |
IL |
Capital Provider – Equity Group Managing Fund |
Scott |
Dickes |
Hadley Capital |
|
Wilmette |
IL |
Capital Provider – Equity Group Managing Fund |
Dannie |
Diego |
Insperity |
Senior Strategic Alliances Manager |
Kingwood |
TX |
Advisor – Consultant |
Eric |
Diehl |
Crowe LLP |
Capital Advisors Managing Director |
Housotn |
TX |
Advisor – Accountant |
Philip |
DiGennaro |
Stream Capital Partners |
Managing Director |
Stamford |
CT |
Advisor – Consultant |
Nick |
Disimile |
B. Riley Advisory Services |
Director |
Dallas |
TX |
Advisor – Valuator |
Marc |
Distefano |
Racca Solutions Group |
SVP, Business Development |
Houston |
TX |
Advisor – Consultant |
Alexis |
Dods |
PitchBook |
Account Manager |
Seattle |
WA |
Other – Not Listed Above |
Paige |
Dolby |
Alpine Investors |
Investing Professional |
SAN FRANCISCO |
CA |
Capital Provider – Equity Group Managing Fund |
Scott |
Dold |
Comerica Bank |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Carlo |
Dominguez |
CrossCountry Consulting |
Managing Consultant |
Dallas |
TX |
Capital Provider – Lender Other |
Brett |
Donahoo |
Marsh McLennan |
Vice President |
Dallas |
TX |
Advisor – Other Services |
Will |
Donnell |
Amberjack Capital |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Tom |
Donovan |
S&P Global Market Intelligence |
Senior Director, Business Development |
New York |
NY |
Advisor – Consultant |
Chris |
Dopp |
BMO Capital Markets |
Managing Director |
Dallas |
TX |
Advisor – Banking |
Tom |
Downey |
SLR Equipment Finance |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Kevin |
Downing |
Texas Bank Financial |
Commercial Lending |
Fort Worth |
TX |
Capital Provider – Lender Other |
Kevin |
Doyle |
Tenex Capital Management |
Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Michael |
Doyle |
First Business Capital Corp. |
VP – Biz Dev |
San Antonio |
TX |
Capital Provider – Lender Sr Debt |
Daniel |
Drabinski |
Bluecrest Financial Alliances |
Agency Managing Director of Business & Estate Planning |
Dallas |
TX |
Advisor – Consultant |
James |
Duff |
Kirtland Capital Partners |
Analyst |
NA |
IL |
Capital Provider – Equity Group Managing Fund |
Erin |
Duffy |
JP Morgan |
Banker |
Austin |
TX |
Advisor – Wealth Manager |
David |
Duke |
Kian Capital Partners |
Partner, Business Development |
Atlanta |
GA |
Capital Provider – Equity Group Managing Fund |
Martha |
Dumas |
DHG |
Manager |
Charlotte |
NC |
Advisor – Accountant |
Ron |
Duncan |
Barton Creek Equity / Next Gear Growth Partners |
Partner |
Austin |
TX |
Capital Provider – Equity Group Not Managing Fund |
Brandon |
Dunn |
Cadence Bank |
Senior Vice President |
Dallas |
TX |
Corporate Finance |
Dennis |
Dunn |
D2 Equity Capital, LLC |
Managing Director |
San Diego |
CA |
Capital Provider – Family Offices |
Bob |
Dunn |
UMB Bank |
SVP |
Austin |
TX |
Advisor – Banking |
Richard |
Dusenbury |
Greeneberg Traurig, LLP |
Associate Attorney |
Dallas |
TX |
Advisor – Attorney |
John |
Ebe |
BKD |
Director |
Chicago |
IL |
Intermediary – Investment Banker |
Chase |
Eckert |
Skylark Capital |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Management Fund |
Braden |
Eddy |
Hastings Equity Partners |
Senior Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Jack |
Edmonds |
Regions Bank |
SVP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Preston |
Edwards |
Strait Lane Capital Partners |
Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Patrick |
Edwards |
Valesco Industries |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Matthew |
Edwards |
VIP Solutions |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Felice |
Egidio |
Bain & Company |
Sr. Manager, Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Mike |
Ehlert |
BMO Harris Bank |
Managing Director |
Phoenix |
TX |
Capital Provider – Lender Sr Debt |
Joey |
Eichmann |
Virtus, LLC |
Partner |
Fort Worth |
TX |
Advisor – Consultant |
Michelle |
Eidson |
Crest Rock Partners |
Principal, Head of Business Development |
Denver |
CO |
Capital Provider – Equity Group Managing Fund |
John |
Eix |
Holland & Knight |
Practice Development Manager |
Dallas |
TX |
Advisor – Attorney |
Bill |
Elchik |
PNC Mezzanine Capital |
Vice President, Business Development |
Pittsburgh |
PA |
Capital Provider – Mezzanine Lender |
Carlos |
Elizondo |
PNC Business Credit |
SVP/Head of Originations-Southwest |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Scott |
Ellis |
Greenberg Traurig |
Shareholder |
Dallas |
TX |
Advisor – Attorney |
Josh |
Emington |
The Martec Group |
Market Diligence Director |
Odessa |
FL |
Advisor – Consultant |
James |
Emmons |
Seaton Hill |
CFO Partner |
Fort Worth |
TX |
Corporate Finance |
Craig |
England |
England & Company |
CEO |
Houston |
TX |
Intermediary – Investment Banker |
Tony |
Enlow |
BDO USA, LLP |
Transaction Advisory Services Partner |
Dallas |
TX |
Advisor – Accountant |
Ulrich |
Erasmus |
Kian Capital |
Vice President |
Charlotte |
NC |
Capital Provider – Equity Group Managing Fund |
Houston |
Erbstoesser |
U.S. Bank |
Senior Vice President |
Dallas |
TX |
|
James |
Erwin |
Sunflower Bank |
Commercial Banker |
Dallas |
TX |
Capital Provider – Lender Other |
Andrew |
Escher |
Ronin Society |
Strategist |
NA |
IL |
Advisor – Consultant |
Bethany |
Estrada |
Armanino |
Firmwide Industry Leader |
Houston |
TX |
Advisor – Accountant |
Bryn |
Everson |
TruSight, LLC |
Principal |
Blue Bell |
PA |
Intermediary – Investment Banker |
Brandon |
Fagerheim |
Alaris Equity Partners Inc. |
VP Business Development |
NA |
IL |
Capital Provider – Equity Group Not Managing Fund |
Jason |
Faucett |
Transition Capital Partners |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
James |
Favero |
HIG Whitehorse |
Principal |
Dallas |
TX |
Capital Provider – Lender Other |
David |
Felan |
CrossFirst Bank |
Texas Regional President |
Dallas |
TX |
Advisor – Banking |
Darren |
Felfeli |
First Eagle Alternative Credit |
Director |
Dallas |
TX |
Capital Provider – Lender Jr Debt |
Jason |
Ferguson |
Calvetti Ferguson |
Managing Partner |
Houston |
TX |
Advisor – Accountant |
Ben |
Fernandez |
Rise Run Capital |
Analyst |
Southlake |
TX |
Capital Provider – Equity Group Not Managing Fund |
Matthew |
Ferreira |
BDO USA, LLP |
Research & Development Managing Director |
Dallas |
TX |
Advisor – Accountant |
Andrew |
Ferworn |
Virtus |
Vice President |
Chicago |
IL |
Advisor – Other Services |
Troy |
Fields |
Tax Advisors Group |
President |
Dallas |
TX |
Advisor – Accountant |
Jeff |
Fier |
Tree Line Capital Partners |
Managing Director |
Malibu |
CA |
Capital Provider – Lender Jr Debt |
Adam |
Fineberg |
USI |
SVP |
Houston |
TX |
Advisor – Consultant |
Erin |
Fitzpatrick |
Bank of Texas |
SVP, Corporate Trust National Sales Consultant |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Lisa |
Flanigan |
Sole Source Capital |
Vice President |
Santa Monica |
CA |
Capital Provider – Equity Group Managing Fund |
Julie |
Fleming |
CohnReznick |
Senior Associate |
Little Elm |
TX |
Advisor – Accountant |
Will |
Fletcher |
Latticework Capital Management |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Glenn |
Flinn |
Sunflower Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Patrick |
Floeck |
Valesco Industries |
|
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Fernando |
Florez |
Making Sense |
Chief Revenue Officer |
Palo Alto |
CA |
Corporate Management |
Bill |
Floyd |
ORIX Private Equity Solutions |
Senior Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Jim |
Foley |
Kirtland Capital Partners |
Partner |
Beachwood |
OH |
Capital Provider – Equity Group Managing Fund |
Randall |
Fontes |
Capitala Group |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Other |
Doug |
Forbes |
Amerisource Business Capital |
Regional Market Manager |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Robert |
Fortier |
Bow River Capital |
Vice President |
Denver |
CO |
Capital Provider – Equity Group Managing Fund |
Kenneth |
Foskett |
Saw Mill Capital |
Vice President |
Briarcliff Manor |
NY |
Capital Provider – Equity Group Managing Fund |
Andy |
Foskey |
Transition Capital Partners |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Sakina |
Foster |
Haynes and Boone |
Partner |
Dallas |
TX |
Advisor – Attorney |
Zack |
Foulk |
Insight Equity |
Vice President |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Kyle |
Fox |
Greenberg Traurig |
Shareholder |
Austin |
TX |
Advisor – Attorney |
Robert |
Fox |
O’Melveny |
Corporate Business Development |
Los Angeles |
CA |
Advisor – Other Services |
Amanda |
Foyt |
CrossFirst Bank |
Commercial Banker |
Dallas |
TX |
Advisor – Banking |
Nick |
Fraher |
TalentCompass |
VP |
Santa Monica |
CA |
Advisor – Recruiter |
Sarah |
Frazier |
Blank Rome LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Ian |
Frazier |
Tecum Capital |
Senior Associate |
Wexford |
PA |
Capital Provider – Mezzanine Lender |
Allen |
Frederic |
Infinity Capital Partners |
Managing Director |
Oklahoma City |
OK |
Intermediary – Investment Banker |
Bryan |
Frederickson |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Walker |
French |
Crowe LLP |
Capital Advisors Managing Director |
Houston |
TX |
Advisor – Accountant |
Melinda |
Fricke |
PacWest Business Finance |
SVP |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Jake |
Friemel |
Crestline Investors |
Vice President |
Fort Worth |
TX |
Capital Provider – Lender Other |
Todd |
Fries |
The BVA Group LLC |
|
Plano |
TX |
Advisor – Valuator |
Bobby |
Fuertes |
Steel City Capital Funding |
Director |
Los Angeles |
CA |
Capital Provider – Lender Sr Debt |
Pepe |
Fujigaki |
Rockport Investment Partners |
Managing Director |
The Woodlands |
TX |
Advisor – Valuator |
Abby |
Fuqua |
Venturity Financial Partners |
VP of Business Development |
Dallas |
TX |
Advisor – Accountant |
Ricardo |
Garcia-Moreno |
Haynes and Boone |
Partner |
Houston |
TX |
Advisor – Attorney |
Chris |
Garvin |
Gauge Capital |
Vice President of Business Development |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Adam |
Gates |
Northcreek Mezzanine |
Partner |
Cincinnati |
OH |
Capital Provider – Mezzanine Lender |
Emily |
Gates |
Dorsey & Whitney LLP |
Marketing Manager |
Dallas |
TX |
Advisor – Attorney |
Josh |
Gault |
Cotton Creek Capital |
Partner |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Paul |
Gautier |
Cary Street Partners, LLC |
Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Jose |
Gaytan |
Bank of Texas |
SVP, Corporate Trust Regional Sales Consultant |
Austin |
TX |
Capital Provider – Lender Sr Debt |
Tom |
Gerlacher |
Dinan Capital Advisors |
Managing Director |
Atlanta |
GA |
Intermediary – Investment Banker |
Kincy |
Gibson |
LongueVue Capital |
Business Development |
New Orleans |
LA |
Capital Provider – Equity Group Managing Fund |
Dustin |
Gibson |
Sunflower Bank |
Market President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Matt |
Gieseking |
Forsyth Advisors |
Partner |
St. Louis |
MO |
Advisor – Other Services |
Eric |
Gilchrest |
Integrita Capital Partners |
Managing Director |
Southlake |
TX |
Capital Provider – Equity Group Not Managing Fund |
Ashton |
Gillespie |
Deloitte Corporate Finance |
Sponsor Coverage |
Dallas |
TX |
Intermediary – Investment Banker |
Nate |
Gillespie |
Auxo Investment Partners |
Senior Analyst |
Grand Rapids |
MI |
Capital Provider – Equity Group Managing Fund |
Robby |
Gillespie |
Everbridge Capital Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Brian |
Gilmore |
CrowdOut Capital |
President |
Austin |
TX |
Capital Provider – Lender Other |
Erin |
Glass |
Aon |
Producer |
Dallas |
TX |
Advisor – Consultant |
Cleve |
Glenn |
Frost Brown Todd |
Member |
Houston |
TX |
Advisor – Attorney |
Sidney |
Glick |
Cherry Bekaert LLP |
Principal, Transaction Services |
Bethesda |
MD |
Advisor – Consultant |
Justin |
Goheen |
Tradecycle Capital LLC |
CEO & Founder |
Indianapolis |
IN |
Capital Provider – Lender Sr Debt |
Matthew |
Golden |
Palo Duro Capital, LLC |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Allison |
Goldman |
Hidden Harbor Capital Partners |
Business Development Associate |
Boca Raton |
FL |
Capital Provider – Equity Group Managing Fund |
Colleen |
Golz |
S&P Global Market Intelligence |
Sales Manager |
Dallas |
TX |
Advisor – Consultant |
Peter |
Gonzalez |
National Transaction Advisors |
|
Dallas |
TX |
|
Tom |
Goodrum |
Credo ESG Solutions |
Co-Founder |
Austin |
TX |
Advisor – Other Services |
Chris |
Goodwin |
Star Mountain Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Limited Partner |
Brad |
Goonan |
BDO USA, LLP |
Tax Office Managing Partner |
Fort Worth |
TX |
Advisor – Accountant |
Joseph |
Gordian |
Hext Capital Partners |
Director, Business Development |
Dallas |
TX |
Intermediary – Investment Banker |
John |
Gordon |
CR3 Partners, LLC |
Partner |
Dallas |
TX |
Advisor – Consultant |
Mike |
Gorman |
Bridge House Advisors |
Environmental Business Advisor |
Dallas |
TX |
Advisor – Consultant |
Kyle |
Goss |
Elm Park Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Other |
Chase |
Gosselin |
EC Endeavors LLC |
Founder |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Jared |
Grabow |
Sunflower Bank, N.A. |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Other |
Evan |
Grace |
Infinity Capital Partners |
|
Oklahoma City |
OK |
Intermediary – Investment Banker |
Jack |
Gracheck |
Bank OZK ABL Group |
EVP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Margaret |
Graham |
Incline Equity Partners |
Vice President, Business Development |
Pittsburgh |
PA |
Capital Provider – Equity Group Managing Fund |
Bryan |
Graiff |
Armanino |
Partner |
St. Louis |
MO |
Advisor – Accountant |
Jonathan |
Grammer |
Grammer Land & Exploration |
President & General Counsel |
Dallas |
TX |
In-House Counsel |
Christopher |
Grant |
Re:Build Manufacturing |
Director – Head of Business Development |
Framingham |
MA |
Corporate Development |
Rich |
Grant |
Northlane Captial |
Director | Business Development |
bethesda |
MD |
Capital Provider – Equity Group Managing Fund |
Jill |
Green |
Elliott Davis |
Transaction Advisory Consultant |
Charlotte |
NC |
Advisor – Consultant |
Kayle |
Green |
Stifel |
Managing Director |
Southlake |
TX |
Capital Provider – Lender Sr Debt |
John |
Greene |
Fifth Third Bank |
SVP |
Houston |
TX |
Advisor – Banking |
Kevin |
Griffis |
Sunflower Bank |
VP Portfolio Manager |
Houston |
TX |
Corporate Finance |
Tom |
Groh |
Altus Capital Partners |
Partner |
Lincolnshire |
IL |
Capital Provider – Equity Group Managing Fund |
Leigh |
Guglielmo |
Republic Business Credit |
Sr VP Sales |
New Orleans |
LA |
Capital Provider – Lender Sr Debt |
Sherman |
Guillema |
Lincoln International |
Director |
Los Angeles |
CA |
Advisor – Banking |
Benjamin |
Gunnels |
East West Bank |
Vice President, Commercial Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
David |
Gutierrez |
Dresner Partners |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
James |
Guyette |
Alvarez and Marsal |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Joe |
Haddad |
Blue Sage Capital |
Vice President |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Matt |
Hadley |
Behrman Capital |
Vice President – Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Blair |
Hagerman |
Cowen |
Vice President |
|
|
Intermediary – Investment Banker |
Grant |
Haggard |
Twin Brook Capital Parters |
Partner |
Chicago |
IL |
Capital Provider – Lender Other |
Tiffany |
Hagge |
Formerly BDT Partners |
|
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Simon |
HAIDAMOUS |
GP Capital Partners |
Director |
Houston |
TX |
Capital Provider – Lender Other |
Reagan |
Hales |
Align Business Advisory Services |
Managing Director |
New Braunfels |
TX |
Advisor – Consultant |
Renick |
Hall |
TEG Capital Advisors |
VP Ops/Strategy |
Dallas |
TX |
Intermediary – Investment Banker |
Stacey |
Hall |
Holland & Knight |
Area Development Manager |
Dallas |
TX |
Advisor – Attorney |
Chris |
Halloran |
PGIM Private Capital |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ben |
Halpern |
FBFK |
Attorney |
Plano |
TX |
Advisor – Attorney |
Mehdi |
Hami |
A. G. Hill Partners |
Associate |
Dallas |
TX |
Capital Provider – Family Offices |
Carrie |
Hamilton |
CenterOak Partners, LLC |
Managing Director, Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
John |
Han |
SourceScrub |
Director of Business Development |
San Luis Obispo |
CA |
Advisor – Technology |
Aaron |
Handler |
Elm Creek Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Ryan |
Hanley |
Hadley Capital |
Partner |
Wilmette |
IL |
Capital Provider – Equity Group Managing Fund |
Erik |
Hansen |
BMO |
Analyst |
Dallas |
TX |
Intermediary – Investment Banker |
Steve |
Hansen |
Crestmark- A Division of Meta Bank |
Senior Vice President/Group Sales Manager |
Peachtree City |
GA |
Capital Provider – Lender Sr Debt |
Walker |
Harbison |
Alitus Partners |
Director of Corporate Development |
Saint Louis |
MO |
Capital Provider – Equity Group Not Managing Fund |
Keith |
Harbison |
Alitus Partners |
Founder |
St. Louis |
MO |
Capital Provider – Equity Group Not Managing Fund |
Donna |
Hare |
Insperity |
Business Performance Consultant |
Kingwood |
TX |
Advisor – Consultant |
Matthew |
Harnett |
Tecum Capital Partners |
Partner |
Wexford |
PA |
Capital Provider – Equity Group Managing Fund |
Dane |
Harris |
Bennett Thrasher |
M&A Texas Market Lead |
Dallas |
TX |
Advisor – Accountant |
Tom |
Harris |
Haynes and Boone |
Partner |
Dallas |
TX |
Advisor – Attorney |
Ron |
Harrison |
Fifth Third Bank |
North Texas Market Executive |
Dallas |
TX |
Advisor – Banking |
Brian |
Hart |
Panos Partners |
Managing Partner |
Houston |
TX |
Other – Not Listed Above |
Jason |
Hartman |
Prudential Private Capital |
Vice President |
Dallas |
TX |
Capital Provider – Lender Other |
Jeffrey |
Harvey |
Holland & Knight |
Partner |
Dallas |
TX |
Advisor – Attorney |
Elizabeth |
Hayes |
Bailey Law Firm PLLC |
Senior Counsel |
Houston |
TX |
Advisor – Attorney |
Quincy |
Haynes |
Dallas Business Journal |
Account Executive |
Dallas |
TX |
Advisor – Other Services |
Lance |
Haynes |
UHY Corporate Finance |
Vice President |
St. Louis |
MO |
|
Tony |
Hazen |
Tatum |
VP, Senior Managing Partner, Executive Search |
Houston |
TX |
Advisor – Consultant |
Rachel |
Heath |
Cadence Bank |
Senior Vice President |
Dallas |
TX |
|
Scott |
Hebbeler |
Lincoln International LLC |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Callie |
Heerwagen |
The Stephens Group, LLC |
Senior Associate |
Dallas |
TX |
Capital Provider – Mezzanine Lender |
Karen |
Heise |
Cyprium Partners |
Marketing Coordinator |
Cleveland |
OH |
Capital Provider – Equity Group Managing Fund |
Austin |
Henderson |
Ancor Capital |
Partner |
NA |
IL |
Capital Provider – Equity Group Managing Fund |
Sam |
Henderson |
Milestone Partners |
Associate |
Radnor |
PA |
Capital Provider – Equity Group Managing Fund |
Scott |
Hendon |
BDO USA, LLP |
International Liaison Partner |
Dallas |
TX |
Advisor – Accountant |
Brent |
Hendricks |
Plante Moran |
Tax Partner |
Denver |
CO |
Advisor – Accountant |
Tracy |
Hennesey |
Grant Thornton |
Partner |
Houston |
TX |
Advisor – Accountant |
Palmer |
Henson |
Stephens Inc. |
Managing Director |
Atlanta |
GA |
Intermediary – Investment Banker |
Anthony |
Herrera |
Holland & Knight |
Partner |
Dallas |
TX |
Advisor – Attorney |
James |
Hickey |
Cadence Bank |
Portfolio Associate |
Dallas |
TX |
Advisor – Banking |
Alex |
Hicks |
Cowen and Company, LLC |
Director |
Dallas |
TX |
Intermediary – Investment Banker |
Jeff |
Hightower |
Spirit of Texas Bank |
Regional EVP Commercial Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ken |
Hirsch |
Founders Advisors llc |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Joe |
Hoelzen |
ESE Partners |
Principal |
Houston |
TX |
Advisor – Consultant |
Eric |
Hoen |
Green Rock/Vistia |
Associate Regional Vice President |
Denver |
CO |
Corporate Finance |
Scott |
Hohensee |
SeatonHill |
Area Managing Partner |
Canyon Lake |
TX |
Other – Not Listed Above |
John |
Holland |
Greenberg Traurig |
Shareholder |
Dallas |
TX |
Advisor – Attorney |
Dustin |
Hollas |
Clovis Point Capital |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Stephen |
Holley |
Carry The Load |
CEO, President |
Dallas |
TX |
|
Joe |
Holman |
ESG Withum Advisor |
ESG Practice Leader |
New York |
NY |
Advisor – Consultant |
Rob |
Hong |
Sapling Financial Consultants Inc. |
Co-Founder & CEO |
Toronto |
ON |
Advisor – Consultant |
Cheryl |
Hood |
Dallas Business Journal |
Account Executive |
Dallas |
TX |
Advisor – Other Services |
TJ |
Hope |
Stout |
Managing Director, Valuation & Transaction Opinions |
Dallas |
TX |
Advisor – Valuator |
John |
Hoppe |
Madison Capital Funding |
Vice President |
NA |
IL |
Capital Provider – Lender Other |
Matt |
Horinek |
Bank of Texas |
VP, Commercial BDO |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jeff |
Horowitz |
RAF Industries |
Director of Acquisitions |
Bala Cynwyd |
PA |
Capital Provider – Equity Group Managing Fund |
Jon |
Hottinger |
DHG Corporate Finance |
Managing Director |
|
Virginia |
Advisor – Accountant |
Daniel |
Hoverman |
Texas Capital Securities |
Head of Investment Banking |
Dallas |
TX |
Advisor – Banking |
Holly |
Huels |
Holleway Capital Partners |
Managing Partner |
St. Louis |
MO |
Capital Provider – Equity Group Managing Fund |
Max |
Hughes |
Deloitte Corporate Finance |
Vice President |
Dallas |
TX |
Intermediary – Investment Banker |
Ben |
Hughes |
Sky Island Capital |
Director of Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
John |
Hughes |
BDO USA, LLP |
Business Development Director |
Dallas |
TX |
Advisor – Accountant |
Kurt |
Huie |
BVA Group |
Vice President |
Plano |
TX |
Advisor – Valuator |
Will |
Hundley |
BMO Middle Market |
Vice President |
Dallas |
TX |
Intermediary – Investment Banker |
Bill |
Hunscher |
TZP Group |
Partner |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Richard |
Hunt |
Blue Sage Capital |
Associate |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Brian |
Hunt |
Live Oak Bank |
VP |
Dallas |
TX |
Capital Provider – Lender Other |
Robert |
Hydeman |
Veritex Bank |
EVP – Managing Director Corporate Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Renn |
Iaboni |
Monomoy Capital Partners |
Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
paul |
iacovacci |
enascor capital |
CEO |
plano |
TX |
Capital Provider – Lender Other |
Michael |
Ilagan |
Blackland Capital Partners |
Managing Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
James |
Illikman |
Peninsula Capital Partners |
Partner |
Detroit |
MI |
Capital Provider – Equity Group Managing Fund |
Rachel |
Ingerto |
Bank of America |
Vice President, Sr. Relationship Manager |
Dallas |
TX |
Advisor – Banking |
Ashley |
Ingraham |
Holland & Knight |
Partner |
Dallas |
TX |
Advisor – Attorney |
John |
Ingram Jr. |
Regions Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ryan |
Irby |
DHG |
Partner |
Dallas/Ft Worth |
TX |
Advisor – Accountant |
Troy |
Iskarpatyoti |
Graycliff Partners LP |
Vice President – Credit |
New York |
NY |
Capital Provider – Mezzanine Lender |
Frank |
Izzo |
MSouth Capital |
Chief Executive Officer |
Atlanta |
GA |
Capital Provider – Lender Other |
Nathan |
Jacks |
Bank of Texas |
VP, Corporate Banking Relationship Manager |
Dallas |
TX |
|
Melinda |
Jackson |
Cadence Bank |
Executive Vice President |
Houston |
TX |
Capital Provider – Limited Partner |
Greg |
Jackson |
CLA |
Senior – Transaction Advisory Services |
San Antonio |
TX |
Advisor – Accountant |
Scott |
Jackson |
SLR Equipment Finance |
Senior Vice President – Origination |
Arglye |
TX |
Capital Provider – Lender Sr Debt |
William |
Jaco |
Statesman Business Advisors, LLC |
Principal |
Houston |
TX |
Intermediary – Investment Banker |
Peter |
Jacobs |
CohnReznick LLP |
Managing Director |
Houston |
TX |
Advisor – Accountant |
Qail |
Jamal |
Sapling Financial Consultants Inc. |
Marketing Analyst |
Toronto |
ON |
Advisor – Consultant |
John |
Jamison |
Cowen |
Director |
Dallas |
TX |
Intermediary – Investment Banker |
Doug |
Janowski |
Lazear Capital |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Deborah |
Janowski |
Lazear Capital |
|
NA |
IL |
Other – Not Listed Above |
Jerry |
Jansen |
Ares Management LLC |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Sr Debt |
John |
Jansky |
MidFirst Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Sam |
Jarvis |
Veritex Bank |
VP of Corporate Lending |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Sherell |
Jefferson |
Texas Capital Bank |
SVP, Private Client Advisor |
Dallas |
TX |
Advisor – Wealth Manager |
Justin |
Jennings |
Cadence Bank |
VP |
Dallas |
TX |
Advisor – Banking |
Biff |
Jennings |
Sequential Technology International |
CFO |
Austin |
TX |
Corporate Management |
Susan |
Jenull |
U.S. Bank |
SVP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Emily |
Johns |
Berkeley Research Group |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Stephens |
Johnson |
Tenex Capital Management |
Director, Business Development & Investor Relations |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Chuck |
Johnson |
Fifth Third Bank |
SVP |
Houston |
TX |
Advisor – Banking |
Jim |
Johnson |
Cadence Business Finance |
Managing Director |
Murphy |
TX |
Capital Provider – Lender Sr Debt |
John |
Johnson |
Sunflower Bank |
Senior Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Erika |
Johnson |
Coupa |
Senior Alliance Director |
Vancouver |
BC |
Advisor – Technology |
Mark |
Jones |
River Associates Investments, LP |
Partner |
Chattanooga |
TN |
Capital Provider – Equity Group Managing Fund |
Jermee |
Jones |
Enterprise Bank & Trust |
Vice President, Relationship Manager |
Overland Park |
KS |
Advisor – Banking |
Andy |
Jones |
Private Equity Info |
Managing Director |
Dallas |
TX |
|
Lee |
Jones |
Apex Group |
Director, Hedge Funds & Private Equity |
New York |
NY |
Advisor – Technology |
Hunter |
Jorns |
CrossFirst Bank |
Commercial Banker |
Dallas |
TX |
Advisor – Banking |
Jacob |
Juba |
Cadence Bank |
SVP |
Ft. Worth |
TX |
Advisor – Banking |
Newton |
Juhng |
A-CAP Management |
Healthcare Portfolio Manager |
New York |
NY |
Capital Provider – Lender Other |
Mariano |
Jurich |
Making Sense |
Manager |
Dallas Fort Worth |
TX |
Corporate Development |
Kent |
Kahle |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Vik |
Kalra |
Platform Partners |
Executive Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Neal |
Kaminsky |
Haynes and Boone |
Partner |
Houston |
TX |
Advisor – Attorney |
Ken |
Kanara |
ECA |
President |
Santa Monica |
CA |
Advisor – Recruiter |
Michael |
Kane |
Caltius Structured Capital |
Managing Director |
Los Angeles |
CA |
Capital Provider – Mezzanine Lender |
Daniel |
Kapnick |
Greyrock Capital Group |
Principal |
Chicago |
IL |
Capital Provider – Mezzanine Lender |
Matt |
Karlson |
SSG Capital Advisors LLC |
Managing Director |
West Conshohocken |
PA |
Intermediary – Investment Banker |
Inobat |
Karras |
Interlock Partners |
Principal |
Dallas |
TX |
Capital Provider – Venture Capital |
Chris |
Kassab |
Plante Moran |
Senior Manager |
Detroit |
MI |
Advisor – Accountant |
James |
Katchadurian |
CR3 Partners, LLC |
Partner |
New York |
NY |
Advisor – Consultant |
Aaron |
Katzman |
Route 2 Capital Partners |
Vice President |
Charleston |
SC |
Capital Provider – Mezzanine Lender |
Perry |
Kaufman |
Armanino |
Partner |
Dallas |
TX |
Advisor – Accountant |
Matt |
Keelan |
Cherry Bekaert |
Senior Managing, Digital Advisory |
Austin |
TX |
Advisor – Accountant |
Melissa |
Keeling |
Bank of Texas |
SVP, DFW Commercial Banking Market Manager |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Andrew |
Keenan |
Consulate General of Canada |
Consul & Trade Commissioner |
Dallas |
TX |
Other – Government |
Michael |
Kelley |
Merion Investment Partners |
Principal |
Kennett Sq |
PA |
Capital Provider – Mezzanine Lender |
Brandon |
Kelley |
Stifel Bank |
Managing Director |
Southlake |
TX |
Capital Provider – Lender Sr Debt |
Ryan |
Kelly |
Capital Southwest |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Other |
Paxton |
Kelso |
Aon |
Vice President |
Dallas |
TX |
Advisor – Other Services |
Robert |
Kendrick |
Piper Jaffray & Co. |
Director |
Charlotte |
NC |
Intermediary – Investment Banker |
Taylor |
Kennedy |
Sunflower Bank |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Kevin |
Kerr |
Thompson Street Capital Partners |
Associate |
Clayton |
MO |
Capital Provider – Equity Group Managing Fund |
Greg |
Kertman |
Enterprise Bank & Trust |
Senior Vice President, Sponsor Finance |
Phoenix |
AZ |
Capital Provider – Lender Sr Debt |
Scott |
Kester |
Route 2 Capital Partners |
Managing Partner |
Charleston |
SC |
Capital Provider – Mezzanine Lender |
Shishir |
Khetan |
Stout |
Managing Director |
Houston |
TX |
Advisor – Valuator |
René |
Kiehn |
Capital One Bank |
Managing Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Bob |
Kiehnle |
SeatonHill |
Partner |
DALLAS |
TX |
Advisor – Consultant |
Jamie |
Kim |
Gallant Capital |
Head of Business Development |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
John |
Kim |
BDO Capital |
BDO Capital Advisors Director |
Houston |
TX |
Advisor – Accountant |
John |
Kim |
New State Capital Partners |
Partner |
Larchmont |
NY |
Capital Provider – Equity Group Managing Fund |
Bill |
King |
4 Kings Capital |
President |
Plano |
TX |
Advisor – Banking |
Louise |
King |
CXO Source |
Managing Partner |
Dallas |
TX |
Advisor – Recruiter |
Brandon |
King |
HUB International |
PE Practice Consultant |
Fort Worth |
TX |
Advisor – Other Services |
Lance |
King |
Stream It, Inc. (CyberLandr) |
CEO |
Austin |
TX |
Corporate – Business Owner |
Andrew |
Kinworthy |
Polsinelli |
Shareholder |
Dallas |
TX |
Advisor – Attorney |
Keith |
Kirkland |
eCapital Corp. – ABL Group |
Senior Vice President |
Atlanta |
GA |
Capital Provider – Lender Other |
Nathan |
Klatt |
Rockport Investment Partners |
Managing Director |
Weston |
CT |
Intermediary – Investment Banker |
Matt |
Klauser |
BKD, LLP |
Partner |
Dallas |
TX |
Advisor – Accountant |
Evan |
Klebe |
Beach Point Capital Management |
President |
Santa Monica |
CA |
Capital Provider – Hedge Fund |
Michael |
Knapp |
Levine Leichtman Capital Partners, LLC |
Director |
Beverly Hills |
CA |
Capital Provider – Equity Group Managing Fund |
Michael |
Knapp |
Quilvest – QS Capital Strategies |
Vice President |
Dallas |
TX |
Capital Provider – Lender Other |
Megan |
Kneipp |
Blue Point Capital Partners |
Managing Director, Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Mark |
Knowles |
Condon Tobin Sladek Thornton Nerenberg PLLC |
Member |
Dallas |
TX |
Advisor – Attorney |
Erik |
Konicki |
Statesman Corporate Finance, LLC |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Joe |
Kopidlansky |
Prosperity Bank |
Vice President – Corporate Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Stacie |
Kowalczyk |
Armanino |
Partner |
Dallas |
TX |
Advisor – Accountant |
Hayley |
Krahl |
Bank of Texas |
Vice President, Corporate Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jay |
Krasoff |
Chiron Financial LLC |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Brad |
Kraus |
Sunflower Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Lynn |
Krebs |
Tax Advisors Group |
CEO |
Dallas |
TX |
Advisor – Accountant |
Toby |
Kreidler |
Stellex Capital Management |
Director |
Pittsburgh |
PA |
Capital Provider – Equity Group Managing Fund |
Paul |
Kreie |
Midwest Mezzanine Funds |
Senior Managing Director |
Chicago |
IL |
Capital Provider – Mezzanine Lender |
Paula |
Kruger |
Blue Sky Advisors |
M&A Advisor |
Dallas |
TX |
Intermediary – Business Brokers |
Winela |
Kulman |
Grata |
Business Development Representative |
New York |
NY |
Advisor – Technology |
MaryBeth |
Kunze |
Frost Brown Todd |
Event Planner |
Dallas |
TX |
Advisor – Attorney |
Mac |
Labhart |
CBIZ Private Equity Advisory |
Associate |
Richardson |
TX |
Advisor – Consultant |
Lucas |
LaChance |
Lane Gorman Trubitt, LLC |
Partner – Practice Growth |
Dallas |
TX |
Advisor – Accountant |
Brett |
Lacher |
Latticework Capital Management |
Vice President |
DALLAS |
TX |
Capital Provider – Equity Group Managing Fund |
Paul |
Lackey |
Stinson LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Brian |
Landeros |
Argonaut Private Equity |
Associate |
Tulsa |
OK |
|
Michael |
Landers |
ABIP CPAs & Advisors |
Partner |
Houston |
TX |
Advisor – Consultant |
Ashley |
Landry |
PNC |
Senior Associate |
Washington |
DC |
Capital Provider – Lender Sr Debt |
Chris |
Lang |
Lane Gorman Trubitt, LLC |
Partner – Transaction Advisory Services |
Dallas |
TX |
Advisor – Accountant |
Chris |
Lang |
LP 2 Partners, LLC |
Partner |
Dallas |
TX |
Advisor – Consultant |
Madison |
Lang |
New State Capital Partners |
Vice President, Business Development |
Newport Coast |
CA |
Capital Provider – Equity Group Managing Fund |
Hanh |
Langlinais |
USI |
VP |
Houston |
TX |
Advisor – Consultant |
Geoff |
Laporte |
Morgan Stanley Capital Partners |
Head of Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Erica |
Lappo |
Bridgepoint Consulting |
Business Development Manager |
Dallas |
TX |
Advisor – Consultant |
Vivian |
Lara |
CohnReznick |
Director |
Coral Gables |
FL |
Advisor – Consultant |
Mike |
Larkin |
Porter Hedges |
Partner |
Houston |
TX |
Advisor – Attorney |
Seth |
Laroche |
Texas Capital Bank |
Senior Vice President |
houston |
TX |
Capital Provider – Lender Sr Debt |
Sheri |
Larson |
Ramboll US Consulting, Inc. |
Senior Managing Consultant |
Dallas |
TX |
Advisor – Consultant |
Patrick |
LaRue |
Frost Brown Todd |
Member |
Houston |
TX |
Advisor – Attorney |
Barrett |
Lauer |
Hastings Equity Partners |
Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
James |
Lawler |
Maples Group |
Mr. |
Wilmington |
DE |
Other – Not Listed Above |
Blake |
Lawrence |
Strait Lane Capital Partners |
|
NA |
IL |
Capital Provider – Equity Group Not Managing Fund |
Scott |
Leach |
BDO USA, LLP |
Compensation & Benefits Senior Manager |
Austin |
TX |
Advisor – Accountant |
Jeff |
Leatherman |
Trive Capital |
Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Chris |
Lee |
Infinity Capital Partners |
Managing Partner |
Oklahoma City |
OK |
Intermediary – Investment Banker |
Joe |
Lee |
Strait Lane Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Caryn |
Lee |
ADP |
Vice President, Private Equity & Venture Capital |
New York |
NY |
|
George |
Lee |
Carrington Coleman |
Partner |
Dallas |
TX |
Advisor – Attorney |
Victoria |
Lee |
Racca Solutions Group |
Director of Marketing |
The Woodlands |
TX |
Advisor – Consultant |
Chris |
Lee |
Armanino |
Sr. Manager, Consulting |
San Jose |
CA |
Advisor – Accountant |
Dan |
Leonard |
Pioneer Bank / Sunflower |
SVP |
Austin |
TX |
Capital Provider – Lender Sr Debt |
Reid |
Leonard |
Virtus |
Producer – Private Capital |
Dallas |
TX |
Advisor – Other Services |
John |
LeRosen |
Vance Street Capital |
Partner |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
Michelle |
Lewis |
The CapStreet Group |
Principal |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Courtney |
Lewis |
Cadence Bank |
EVP |
Ft. Worth |
TX |
Advisor – Banking |
Thomas |
Ley |
Seacoast Capital Partners |
Partner |
San Francisco |
CA |
Capital Provider – Equity Group Managing Fund |
Joeanthony |
Leyva |
Fifth Third Bank |
Vice President |
Houston |
TX |
Advisor – Banking |
Barrett |
Lidji |
Northaven Capital Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Scott |
Linch |
DHG |
Managing Partner |
Charlotte |
NC |
Advisor – Accountant |
Lori |
Lindley |
J.P. Morgan |
Executive Director |
Dallas |
TX |
Advisor – Banking |
John |
Lindsey |
Deloitte Corporate Finance |
|
Dallas |
TX |
Intermediary – Investment Banker |
Jack |
Lindsley |
DalFort Capital Partners |
Associate |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Ryan |
Linski |
Texas Capital Securities |
Managing Director, Financial Sponsors Coverage |
Austin |
TX |
Advisor – Banking |
Andrew |
Lipman |
CrossFirst Bank |
Director, Dallas Corporate Banking |
Dallas |
TX |
Advisor – Banking |
Kevin |
Lippincott |
Cordatus Capital |
Co-Founder, Managing Member |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Brian |
Lobo |
GulfStar Group |
|
Houston |
TX |
Intermediary – Investment Banker |
Amanda |
Lockhart |
Crowe LLP |
Partner |
Dallas |
TX |
Advisor – Accountant |
Denise |
Logan |
Chase What Matters |
Chief Inspiration Officer |
Scottsdale |
AZ |
Advisor – Consultant |
Steve |
Lombardi |
Prosperity Bank |
SVP & Team Lead – Corporate Banking |
Fort Worth |
TX |
Capital Provider – Lender Sr Debt |
Chris |
Longiaru |
Acclaro Growth Partners |
Chief Operating Officer |
NA |
IL |
Advisor – Consultant |
Paul |
Lonsford |
Lonsford Financial |
Principal |
Plano |
TX |
Advisor – Banking |
Chris |
Looney |
CoBank, ACB |
Vice President, Relationship Manager |
Gainesville |
TX |
Capital Provider – Lender Sr Debt |
Dave |
Lorenc |
Whitehorse Capital |
Vice President |
Chicago |
IL |
Capital Provider – Lender Other |
Suzanne |
Lovett |
Siena Lending Group |
Director – Southwest Originations |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Pete |
Lowney |
First Business Bank – Asset Based Lending |
President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Kelsey |
Lozier |
Silver Oak Services Partners, LLC |
Vice President, Business Development |
Evanston |
IL |
Capital Provider – Equity Group Managing Fund |
Fausto |
Lucero |
Sunny River Management LLC |
Principal |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Rachel |
Ludicke |
Westwood Professional Services |
Due Diligence Lead |
Plano |
TX |
Advisor – Consultant |
David |
Ludwig |
EWM Global |
Regional Director |
McKinney |
TX |
|
Kjell |
Lundal |
FMI Capital Advisors |
Managing Director – Investment Banking |
Houston |
TX |
Intermediary – Investment Banker |
Andreea |
Lupascu |
Sapling Financial Consultants Inc. |
Partner |
Toronto |
ON |
Advisor – Consultant |
Patrick |
Lynch |
Crossplane Capital |
Associate |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Elliot |
Lynch |
Yukon Partners |
Director |
Bloomington |
MN |
Capital Provider – Mezzanine Lender |
Caitlyn |
Machann |
Tax Advisors Group |
Vice President |
Dallas |
TX |
Advisor – Accountant |
Ian |
Mackay |
BlackArch Partners |
Managing Director |
Atlanta |
GA |
Intermediary – Investment Banker |
Craig |
MacKay |
England & Co. |
|
New York |
NY |
Intermediary – Investment Banker |
Daniel |
Macks |
STREAM Capital Partners |
Vice President |
Chicago |
IL |
Advisor – Other Services |
Will |
Mackvick |
BlackArch Partners |
Director |
Charlotte |
NC |
Intermediary – Investment Banker |
Kyle |
Madden |
KLH Capital |
Partner |
Tampa |
FL |
Capital Provider – Equity Group Managing Fund |
Bret |
Madole |
Carrington, Coleman, Sloman & Blumenthal, L.L.P. |
Partner |
Dallas |
TX |
Advisor – Attorney |
Duff |
Mahan |
Sunflower Bank |
Managing Director Loan Syndications |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ed |
Mahon |
Baker Tilly |
Principal |
Dallas – Plano |
TX |
Advisor – Accountant |
Cary |
Mailandt |
Baker Tilly |
Managing Partner |
Dallas – Plano |
TX |
Advisor – Accountant |
Jennifer |
Mailhes |
Doeren Mayhew Capital Advisors |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Elias |
Makris |
Fifth Third Bank |
Managing Director, Asset Based Lending |
|
TX |
Advisor – Banking |
Nadim |
Malik |
SPS by Bain & Co. |
CEO |
New York |
NY |
Advisor – Other Services |
Matt |
Maloy |
PNC Business Credit |
VP |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Jeff |
Marchetti |
PNC Bank |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jordan |
Margolin |
VSS Capital Partners |
Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Phillip |
Marks |
Mangrove Equity Partners LP |
Vice President |
Tampa |
FL |
Capital Provider – Equity Group Managing Fund |
James |
Markus |
Haynes and Boone |
Partner |
Dallas |
TX |
Advisor – Attorney |
John |
Marron |
Huntington Bank |
Managing Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Michael |
Marsh |
Sky Island Capital |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Kayla |
Marsh |
BKD |
Director |
Dallas |
TX |
Advisor – Accountant |
Kathryn |
Marshall |
PNC Business Credit |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jack |
Martine |
SourceScrub |
Business Development Representative |
San Francisco |
CA |
Advisor – Technology |
Daniel |
Martinez |
Amerisource Business Capital |
Regional Market Manager |
Houston |
TX |
Capital Provider – Lender Other |
Mark |
Masino |
STNL Advisors |
Director |
Chicago |
IL |
Advisor – Consultant |
Chris |
Mason |
Treaty Oak Equity |
Managing Director |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Andrew |
Massota |
Stout |
Senior Vice President |
Dallas |
TX |
Intermediary – Investment Banker |
Josh |
Mastracci |
Hyde Park Capital |
Vice President |
Tampa |
FL |
Intermediary – Investment Banker |
Nick |
Matthews |
Coupa |
Regional Vice President |
Dallas |
TX |
Advisor – Technology |
Jeff |
Matthews |
East West Bank |
SVP – Commercial Banking |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Cori |
Matthews |
USI |
Senior Private Risk Advisor |
Katy |
TX |
Advisor – Other Services |
Luke |
Mattorano |
VIP Solutions |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Will |
Mayfield |
First Merchants Bank |
Vice President – BDO |
Indianapolis |
IN |
Advisor – Banking |
Stan |
Mayo |
Dorsey & Whitney LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Paul |
Mazurek |
Stellex Capital Management |
Vice President |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Brian |
McAuley |
Milestone Partners |
Business Development |
Radnor |
PA |
Capital Provider – Equity Group Managing Fund |
George |
McCabe |
Harren Equity Partners |
Partner |
Charlottesville |
VA |
Capital Provider – Equity Group Managing Fund |
John |
McCarty |
Star Mountain Capital |
Managing Director |
Atlanta |
GA |
Capital Provider – Limited Partner |
Shawn |
McConnell |
SAP |
Director, Midmarket Strategic Innovations |
Plano |
TX |
Advisor – Technology |
Jenn |
McCoy |
Apex Leaders |
Director, Business Development |
Wadsworth |
OH |
Other – Not Listed Above |
Nick |
McCoy |
NRD Capital |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Rhett |
McCraw |
WJ Partners |
Director |
Spartanburg |
SC |
Capital Provider – Equity Group Managing Fund |
Doug |
McCullough |
McCullough Sudan, PLLC |
Partner |
Houston |
TX |
Advisor – Attorney |
Robert |
McCutchan |
Jackson Walker |
Partner |
Dallas |
TX |
Advisor – Attorney |
Nick |
McDearis |
Ares Management |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Sr Debt |
Scott |
McGarvey |
Scott McGarvey Associates |
Management Consultant |
Dallas |
TX |
Advisor – Consultant |
Mike |
McGill |
Cowen |
Managing Director |
|
|
Intermediary – Investment Banker |
Charlie |
McGinn |
Safeguard Global |
SVP Global Sales and Alliances |
Raleigh -Durham |
NC |
Advisor – Consultant |
Todd |
Mcglauchlin |
Expense Reduction Analysts |
Principal Consultant |
Dallas |
TX |
Advisor – Consultant |
Palmer |
McGraw |
D CEO |
Business Development |
Dallas |
TX |
Other – Not Listed Above |
Crane |
McGuckin |
Riata Capital Group |
Associate |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
David |
McGuire |
IMA Corp |
Producer |
Dallas |
TX |
Corporate Development |
Jessica |
McGuire |
PNC |
Director |
Denver |
CO |
Capital Provider – Lender Sr Debt |
Erika |
McLeod |
ACG Dallas Fort Worth |
Chapter Coordinator |
Dallas |
TX |
Other – Not Listed Above |
Tyler |
McLinn |
Moelis & Co. |
West Coast Sponsor Coverage |
Santa Monica |
CA |
Intermediary – Investment Banker |
Steph |
McNelis |
Bridgepoint Consulting |
Director |
Dallas |
TX |
Advisor – Consultant |
Thomas |
McNulty |
Chiron Financial |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Stephen |
McPherson |
Wilmington Trust, N.A. |
Director, Southern U.S. |
Dallas |
TX |
Corporate Finance |
Ed |
McQueen |
Frost Brown Todd |
Member |
Dallas |
TX |
Advisor – Attorney |
Mindy Kay |
McRae |
VIP Solutions |
Business Development Manager |
Dallas |
TX |
Advisor – Consultant |
Dane |
Mechler |
HBM Holdings |
Manager |
Davidson |
NC |
Corporate Development |
Bridget |
Meller |
Capitala Group |
Business Development Associate |
Charlotte |
NC |
Capital Provider – Mezzanine Lender |
Mark |
Melton |
Holland & Knight |
Partner |
Dallas |
TX |
Advisor – Attorney |
Jonathan |
Mentzer |
UMB Capital Finance |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jeffrey |
Merritt |
Merritt Advisors |
Managing Director |
Richardson |
TX |
Advisor – Consultant |
Ross |
Mesquita |
ZRG Partners |
Managing Director – Interim Solutions |
Dallas |
TX |
Advisor – Consultant |
Michael |
Metcalf |
Appian Way Capital Partners |
Principal |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Mike |
Metscher |
SAP |
PE Director |
The Hills |
TX |
Advisor – Other Services |
Chase |
Meyer |
McCarthy Capital |
Partner |
Omaha |
NE |
Capital Provider – Equity Group Managing Fund |
Paul |
Meyering |
Spell Capital Mezzanine |
Sr. Managing Director |
Minneapolis |
MN |
Capital Provider – Mezzanine Lender |
Jennifer |
Meyers |
Marwood Group |
Managing Director |
New York |
NY |
Advisor – Consultant |
Robert |
Meyers |
Republic Business Credit |
President, CCO |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Andrew |
Michalak |
Peninsula Capital Partners L.L.C. |
Vice President |
Detroit |
MI |
Capital Provider – Equity Group Managing Fund |
Jake |
Michalko |
BMO Capital Markets |
Associate |
Minneapolis |
MN |
Intermediary – Investment Banker |
Michael |
Miller |
Chiron Financial |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Maggie |
Miller |
Infinity Capital Partners |
Vice President |
Oklahoma City |
OK |
Intermediary – Investment Banker |
Matthew |
Miller |
Origami Capital Partners |
Managing Director |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Patty |
Miller |
USI |
EVP |
Houston |
TX |
Advisor – Consultant |
Bryan |
Miller |
Crescendo Capital Partners |
Senior Vice President |
Austin |
TX |
Capital Provider – Equity Group Not Managing Fund |
Michael |
Miller |
Fidus Partners |
Partner |
New York |
NY |
Intermediary – Investment Banker |
Jennifer |
Miller |
KSM CPAs & Advisors |
TAS Director |
Indianapolis |
IN |
Advisor – Other Services |
Sam |
Miller |
Velosio LLP |
US Enterprise Director |
Dallas |
TX |
Advisor – Technology |
John |
Milner |
Baker Tilly |
Partner |
Mexico |
MEX |
Advisor – Consultant |
Bill |
Miltenberger |
Independent Bankers Capital Funds |
Managing Partner |
Dallas |
TX |
Capital Provider – Mezzanine Lender |
Jeff |
Minter |
Hardesty LLC |
Managing Director – Private Equity |
Irvine |
CA |
Advisor – Consultant |
Connor |
Mitchell |
FocalPoint |
Managing Director |
Chicago |
IL |
Intermediary – Investment Banker |
Zach |
Mittelmark |
Shoreline Equity Partners |
Vice President |
Ponte Vedra Beach |
FL |
Capital Provider – Equity Group Managing Fund |
Mark |
Mo |
KEM Energy |
Chairman |
Houston |
TX |
Corporate Management |
Logan |
Monson |
BDO USA, LLP |
Research & Development Senior |
Dallas |
TX |
Advisor – Accountant |
Catherine |
Monson |
Propelled Brands |
CEO |
Carrollton |
TX |
Corporate Management |
Dylan |
Monteith |
Hyde Park Capital |
Associate |
Tampa |
FL |
Intermediary – Investment Banker |
Reagan |
Montgomery |
Rise Run Capital |
Senior Associate |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Ron |
Moore |
KLH Capital |
Vice President |
Tampa |
FL |
Capital Provider – Equity Group Managing Fund |
Kenny |
Moore |
Veritex Bank |
EVP and Group Head Sponsor Finance |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Angelica |
Mora, PhD |
TEG Capital Advisors |
|
Dallas |
TX |
Intermediary – Investment Banker |
Lori Lato |
Morales |
Calvetti Ferguson |
Tax Partner in Charge |
Houston |
TX |
Advisor – Accountant |
Kylie |
Moreland |
Bank of Texas |
AVP, Corporate Banking Relationship Manager |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Melissa |
Morgan |
Paycor |
Sr. Sales Executive |
Austin |
TX |
Advisor – Other Services |
Joseph |
Morrel |
Porter Hedges |
Partner |
Houston |
TX |
Advisor – Attorney |
Patrick |
Morris |
Main Street Capital |
Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Joe |
Morris |
Private Capital Research, LLC |
Managing Director |
Conshohocken |
PA |
Capital Provider – Equity Group Managing Fund |
Will |
Morsch |
Everberg Capital |
Associate |
New York |
NY |
Capital Provider – Equity Group Not Managing Fund |
Stuart |
Moss |
Cordatus Capital |
Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Adam |
Moss |
Bank of America Business Capital |
Head of ABL Originations |
Pittsburgh |
PA |
Capital Provider – Lender Sr Debt |
Edwin |
Moss |
Palladium Equity Partners |
Managing Director |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Cassandra |
Mott |
Blank Rome LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Nolan |
Moulle |
Northern Trust |
Managing Wealth Advisor |
Houston |
TX |
Advisor – Wealth Manager |
Rami |
Moussi |
PNC Business Credit |
Senior Associate |
Los Angeles |
CA |
Capital Provider – Lender Sr Debt |
Chris |
Mudd |
Chiron Financial |
Managing Director |
Houston |
TX |
Corporate Management |
Michael |
Muhs |
Lockton |
Vice President |
HOUSTON |
TX |
Advisor – Consultant |
Ryan |
Mullins |
Elm Park Capital |
Principal |
Dallas |
TX |
Capital Provider – Lender Other |
Heather |
Mund |
EisnerAmper |
Marketing Manager |
Dallas |
TX |
Advisor – Accountant |
Frasher |
Murphy |
Haynes and Boone |
Partner |
Dallas |
TX |
Advisor – Attorney |
Ryan |
Murphy |
LCG Advisors |
Managing Director, Transaction Advisory Services |
Tampa |
FL |
Intermediary – Investment Banker |
Jeff |
Murphy |
Stout Risius Ross, LLC |
Director |
Fulshear |
TX |
Advisor – Accountant |
Patrick |
Murray |
Compass Group Equity Partners |
Vice President |
Clayton |
MO |
Capital Provider – Equity Group Managing Fund |
Haley |
Muse |
D CEO |
Senior Account Executive |
Dallas |
TX |
Other – Not Listed Above |
Dylan |
Muti |
SourceScrub |
Senior Account Executive |
Hoboken |
NJ |
Advisor – Technology |
Brad |
Naert |
HBM Holdings |
Manager |
Clayton |
MO |
Corporate Development |
Dev |
Nangrani |
Six Pillars Partners |
Sr. Associate |
Addison |
TX |
Capital Provider – Equity Group Not Managing Fund |
Bradley |
Napper |
Texas Capital Securities |
Vice President, Mergers & Acquisitions |
Dallas |
TX |
Advisor – Banking |
Sarah |
Naseman |
Porter Hedges |
Partner |
Houston |
Texas |
Advisor – Attorney |
Priya |
Nathan |
Marsh |
VP, Sales Exec |
Austin |
TX |
Intermediary – Business Brokers |
Alejandro |
Navarro |
Ronin Society |
CEO |
Austin |
TX |
Advisor – Consultant |
Bill |
Nay |
MidCap Business Credit |
Senior Vice President |
PLANO |
TX |
Capital Provider – Lender Sr Debt |
Emily |
Nelson |
Milton Street Capital LLC |
Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Marianne |
Neville |
Dallas Business Journal |
Account Executive |
Dallas |
TX |
Advisor – Other Services |
Jeremy |
Newsom |
Platform Partners LLC |
Executive Vice President |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Jason |
Nichols |
Triumph Commercial Finance |
ABL Business Development Officer |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Chie |
Nicholson |
Bannockburn Global Forex |
Managing Partner |
Chicago |
IL |
Advisor – Other Services |
Mario |
Nigro |
Stikeman Elliott LLP |
Partner |
Toronto |
ON |
Advisor – Attorney |
Chris |
Nix |
LCG Advisors |
Senior Managing Director |
Tampa |
FL |
Advisor – Consultant |
Pat |
Noonan |
East West Bank |
Head of Family Office Practice |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Dwight |
Nordstrom |
PRI |
Chairman |
McKinney |
TX |
Corporate – Business Owner |
Mark |
Nowak |
Convergent Capital |
Principal |
Newport Beach |
CA |
Capital Provider – Mezzanine Lender |
Scott |
Noyce |
Customers Bank |
Managing Director |
Boston |
MA |
Capital Provider – Lender Sr Debt |
Robert |
Nussbaum |
First Financial Bank |
Managing Director |
Cincinnati |
OH |
Capital Provider – Lender Sr Debt |
Matt |
O’Brien |
Paycor |
VP, Private Equity |
Philadelphia |
PA |
Advisor – Other Services |
Josh |
O’Bryan |
Frost Brown Todd |
Member |
Louisville |
KY |
Advisor – Attorney |
Connor |
O’Byrne |
Gemspring Capital Management, LLC |
Director, Business Development |
El Segundo |
CA |
Capital Provider – Equity Group Managing Fund |
Madison |
O’Connor |
STNL Advisors |
Director |
New York |
NY |
Advisor – Consultant |
Andrew |
O’Daniel |
Morgan Stanley Private Wealth Management |
Managing Director |
Dallas |
TX |
Advisor – Wealth Manager |
Carter |
O’Daniel |
Morgan Stanley |
Private Wealth Advisor |
Dallas |
TX |
Advisor – Wealth Manager |
Nate |
Ohlinger |
Northern Trust |
Wealth Advisor |
Dallas |
TX |
Advisor – Wealth Manager |
Gabe |
O’Keefe |
Plante Moran |
Partner |
Southfield |
MI |
Advisor – Accountant |
Stefan |
Okhuysen |
CVF Capital Partners |
Principal |
San Diego |
CA |
Capital Provider – Mezzanine Lender |
Stephen |
Oliver |
Gethsemane Partners |
President |
San Antonio |
TX |
Advisor – Valuator |
Nate |
Olsen |
Safeguard Global |
VP of Global Alliances |
The Woodlands |
TX |
Advisor – Consultant |
Dan |
Olsen |
CFGI |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Kathy |
Olson |
Vault Rooms/ Cool Life CRM |
Director of Sales & Marketing |
Fort Worth |
TX |
Advisor – Technology |
Alex |
Ondercin |
Home |
VP |
Excelsior |
MN |
Capital Provider – Lender Other |
Dirk |
Onink |
CriticalPoint Partners |
Head of Sponsor Coverage |
Manhattan Beach |
CA |
Intermediary – Investment Banker |
Brian |
O’Reilly |
Graycliff Partners |
Managing Director |
New York |
NY |
Capital Provider – Lender Other |
Shawn |
Ostrow |
Alaris Equity Partners |
VP Business Development |
Calgary |
AB |
Capital Provider – Equity Group Managing Fund |
Palmer |
O’Sullivan |
Alvarez & Marsal |
Managing Director |
New York |
NY |
Advisor – Consultant |
Katie |
Oswald |
Crossplane Capital |
Director of Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Edward |
Otocka |
STNL Advisors |
Senior Managing Director |
New York |
NY |
Advisor – Consultant |
Bill |
Ouska |
Plunk Smith, PLLC |
Partner |
Frisco |
TX |
Advisor – Attorney |
Carter |
Owen |
Petra Capital Partners |
Director of Business Development |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Connor |
Page |
Prospect Capital |
Associate |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Kristen |
Palmer |
Iron Horse Credit |
Business Development |
Jacksonville |
FL |
Capital Provider – Lender Other |
Alec |
Papesch |
White Oak Global Advisors |
Associate, Originations |
New York |
NY |
Capital Provider – Lender Sr Debt |
Donald |
Parker |
Bank of America Business Capital |
Senior Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Jack |
Parks |
Align Capital Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Abhay |
Patel |
Lafayette Square |
Managing Director |
|
|
Capital Provider – Lender Jr Debt |
James |
Paterson |
Cerebro Capital |
Managing Director, Credit Origination |
Los Angeles |
CA |
Intermediary – Investment Banker |
Paul |
Patrick |
Huntington Bank |
SVP |
Plano |
TX |
Capital Provider – Lender Sr Debt |
David |
Paulmeyer |
First Capital Partners |
Vice President |
Omaha |
NE |
Capital Provider – Equity Group Managing Fund |
Eva |
Pawelek |
Texas Capital Bank |
Senior Vice President |
Houston |
TX |
Advisor – Banking |
Tyler |
Payton |
UHY Corporate Finance |
Manager |
St. Louis |
MO |
Advisor – Accountant |
Grant |
Peach |
Alvarez and Marsal |
Director, Transaction Advisory Group |
Dallas |
TX |
Advisor – Consultant |
Catherine |
Peachey |
USI |
Benefits Consultant |
Houston |
TX |
Advisor – Consultant |
Allison |
Pearce |
Porter Hedges |
Partner |
Houston |
Texas |
Advisor – Attorney |
Ian |
Peck |
Haynes and Boone |
Partner |
Dallas |
TX |
Advisor – Attorney |
Andrew |
Peix |
Gauge Capital |
Managing Director |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Carly |
Pelle |
BDO USA, LLP |
Research & Development Manager |
Dallas |
TX |
Advisor – Accountant |
Carolyn |
Pengelly |
PNC Business Credit |
VP |
Denver |
CO |
Capital Provider – Lender Sr Debt |
Krysty |
Penwell |
CenterOak Partners |
Vice President, Business Development |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Tom |
Peralta |
Lane Gorman Trubitt, LLC |
Partner – Transaction Advisory Services |
Dallas |
TX |
Advisor – Accountant |
Manny |
Perdomo |
National Transaction Advisors, Inc |
Partner |
Dallas |
TX |
|
Max |
Perdue |
Caprice Capital Partners |
Managing Director – BD |
Manhattan Beach |
CA |
Capital Provider – Lender Sr Debt |
Yessica |
Perez |
Calvetti Ferguson |
Tax Partner |
San Antonio |
TX |
Advisor – Accountant |
Christine |
Perez |
D CEO |
Editor |
Dallas |
TX |
Other – Not Listed Above |
Issy |
Perez |
ZRG Partners |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Amy |
Perkins |
Wilmington Trust, N.A. |
Relationship Manager |
Dallas |
TX |
Corporate Finance |
Todd |
Perry |
Texas Capital Securities |
Managing Director, Mergers & Acquisitions |
Dallas |
TX |
Advisor – Banking |
Eric |
Petersen |
Abacus Finance Group |
Managing Director |
New York |
NY |
Capital Provider – Lender Sr Debt |
Barry |
Peterson |
Northcreek Mezzanine |
Managing Partner |
Cincinnati |
OH |
Capital Provider – Mezzanine Lender |
Jeff |
Peterson |
A. G. Hill Partners |
Managing Director |
Dallas |
TX |
Capital Provider – Family Offices |
Dennis |
Phelps |
Tradecycle Capital LLC |
Sales Director |
Atlanta |
GA |
Capital Provider – Lender Sr Debt |
Tanner |
Phifer |
Wells Fargo Capital Finance |
Managing Director |
Houston |
TX |
Capital Provider – Lender Sr Debt |
David |
Phillips |
Wingspire Capital |
Managing Director |
Alpharetta |
GA |
Capital Provider – Lender Sr Debt |
Nkrumah |
Pierre |
EisnerAmper |
Director |
New York |
NY |
Advisor – Accountant |
Rob |
Pierson |
Stephens |
Vice President |
Atlanta |
GA |
Intermediary – Investment Banker |
Eric |
Pitts |
Elliott Davis LLC |
Partner |
Greenville |
SC |
Advisor – Consultant |
Adam |
Plunk |
Plunk Smith, PLLC |
CEO |
Frisco |
TX |
Advisor – Attorney |
Robert |
Poirier |
Stan Johnson Company |
Associate Director |
Atlanta |
GA |
Advisor – Other Services |
Andrew |
Polito |
Ronin Society |
Managing Partner |
NA |
IL |
Advisor – Consultant |
Orin |
Port |
Deerpath Capital Management |
Managing Director – Origination |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Truls |
Porter |
Origami Capital Partners |
Vice President |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Bradley |
Porter |
Moss Adams |
Consulting Director |
Dallas |
TX |
Advisor – Accountant |
Yola |
Portnoy |
Telos Capital Advisors |
Director |
Dallas |
TX |
|
Elizabeth |
Pospick |
VIP Solutions |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Rob |
Powell |
Cardinal Capital |
Partner |
Baton Rouge |
LA |
Intermediary – Investment Banker |
Collin |
Pratt |
JTaylor |
Associate |
Fort Worth |
TX |
Advisor – Consultant |
Rich |
Prestegaard |
Freeman Spogli & Co. |
Head of Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Jarrett |
Price |
Alpine Investors |
Principal |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Duke |
Punhong |
Graycliff Partners |
Managing Partner |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Brad |
Purifoy |
Corporate Finance Associates Worldwide |
Partner |
Dallas |
TX |
Intermediary – Investment Banker |
Bill |
Pyle |
Texas Capital Bank |
Executive Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Patrick |
Quine |
Sheppard Mullin |
Corporate Lawyer |
Dallas |
TX |
Advisor – Attorney |
Samantha |
Rabinowitz |
S&P Global Market Intelligence |
Marketing Specialist |
New York |
NY |
Advisor – Consultant |
Travis |
Rachal |
Carr’s Hill Partners |
Head of Business Development |
New Orleans |
LA |
Capital Provider – Equity Group Managing Fund |
Bill |
Ragle |
CrossFirst Bank |
Managing Director, C&I Banking |
Dallas |
TX |
Advisor – Banking |
Bryan |
Rand |
Tritium Partners |
Partner |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Jack |
Randazzo |
WILsquare Capital |
Director |
St. Louis |
MO |
Capital Provider – Equity Group Managing Fund |
Lee |
Rash |
Cotton Creek Capital |
|
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Chase |
Ravsten |
Green Rock/Vistia |
Regional Vice President |
Denver |
CO |
Corporate Finance |
Robbie |
Raybon |
Covey Equity |
Head of Acquisitions |
Columbus |
GA |
Capital Provider – Family Offices |
James |
Rebello |
Kroll Securities, LLC |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Ben |
Redman |
DHG |
Managing Partner |
Nashville |
TN |
Advisor – Accountant |
Randall |
Rees |
Bridge House Advisors |
ENVIROMENTAL BUSINESS ADVISOR |
ELLENSBURG |
WA |
Advisor – Consultant |
Steve |
Reesing |
Focus Strategies Investment Banking |
Director |
Austin |
TX |
Intermediary – Investment Banker |
Steve |
Reichmuth |
Tradecycle Capital LLC |
Sales Director |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Kyle |
Reid |
Berkeley Research Group |
Managing Director |
Naperville |
IL |
Advisor – Consultant |
Chris |
Reid |
Cardinal Capital |
Partner |
Baton Rouge |
LA |
Advisor – Banking |
Allison |
Reinke |
CIBC |
Managing Director |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Bobby |
Renkes |
Pinecrest Capital Partners |
Managing Director and Founder |
Dallas |
TX |
Advisor – Consultant |
Ryan |
Revolinski |
Excellere Partners |
Associate |
Denver |
CO |
Capital Provider – Equity Group Managing Fund |
Dusty |
Reynolds |
Andersen |
Managing Director |
Dallas |
TX |
Advisor – Consultant |
Edward |
Rhyne |
Reed Smith LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Catrice |
Rice |
Grata |
Account Executive |
New York |
NY |
Advisor – Technology |
Ryan |
Richardson |
LFM Capital |
Associate |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Matt |
Richter |
Live Oak Bank |
SVP, Sponsor Finance |
Wilmington |
NC |
Capital Provider – Lender Sr Debt |
Zach |
Rife |
AIC Ventures |
Associate Director |
Austin |
TX |
Capital Provider – Equity Group Not Managing Fund |
Kristen |
Rigby |
Coupa |
Senior Alliance Director |
Vancouver |
BC |
Advisor – Technology |
Chad |
Rigdon |
Spring Capital Partners |
Director |
Lutherville |
MD |
Capital Provider – Mezzanine Lender |
Stewart |
Riggs |
SLB Capital Advisors |
Principal |
New York |
NY |
Corporate Finance |
Jonathan |
Riley |
Holland & Knight |
Partner |
Dallas |
TX |
Advisor – Attorney |
Stephen |
Ripper |
Moss Adams |
Transaction Services Senior Manager |
Houston |
TX |
Advisor – Accountant |
Amanda |
Roberts |
RedRidge |
Managing Director |
Chicago |
IL |
Advisor – Consultant |
Sheperd |
Robinson |
Focus Strategies Investment Banking |
Vice President |
Austin |
TX |
Intermediary – Investment Banker |
John |
Robinson |
Cerebro Capital |
Managing Director – Originations |
Baltimore |
MD |
Capital Provider – Lender Sr Debt |
Joe |
Rodgers |
Source Capital LLC |
Managing Director |
Atlanta |
GA |
Capital Provider – Lender Other |
Christiaan |
Rodriguez |
ADP |
Director, Private Equity and M&A |
Evanston |
IL |
Advisor – Consultant |
Ryan |
Roepke |
Compass Group Equity Partners |
Vice President |
Saint Louis |
MO |
Capital Provider – Mezzanine Lender |
Rick |
Rogers |
Texas Capital Bank |
EVP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Kelly |
Rogers |
J.P. Morgan |
Executive Director |
Dallas |
TX |
Advisor – Banking |
Bill |
Rolley |
Texas Capital Bank |
Executive Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Daniel |
Romano |
CrossFirst Bank |
Private Banker |
Dallas |
Texas |
Capital Provider – Lender Sr Debt |
Wes |
Romanowski |
Pinecrest Capital Partners |
Vice President |
Dallas |
TX |
Intermediary – Investment Banker |
Emily |
Rommel |
Flatbay Capital / CRE Loans |
SVP |
Dallas |
TX |
Capital Provider – Lender Other |
John |
Romney |
RF Investment Partners |
Director of Originations |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Sean |
Roossien |
ORIX Private Equity Solutions |
Associate Director |
Dallas |
TX |
|
Robert |
Rough |
Telos Capital Advisors |
Managing Director |
Plano |
TX |
Intermediary – Investment Banker |
Tyler |
Rozas |
Ontra |
Business Development Associate |
San Francisco |
CA |
Other – Not Listed Above |
Jake |
Rubenstein |
Eagle Merchant Partners |
Associate |
Atlanta |
GA |
Capital Provider – Equity Group Managing Fund |
Martin |
Rubio |
Kroll Securities, LLC |
Managing Director |
|
|
Intermediary – Investment Banker |
Todd |
Ruden |
Corporate Finance Executive |
|
Houston |
TX |
Corporate Finance |
Mike |
Ryan |
First National Capital |
Area VP |
Fort Worth |
TX |
Other – Not Listed Above |
Vijay |
Sachdev |
US Bank |
SVP |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Jeff |
Sackman |
RubinBrown |
Partner |
Clayton |
MO |
Advisor – Accountant |
Pradeep |
Saha |
Graycliff Partners |
Operating Partner |
Lantana |
TX |
Capital Provider – Equity Group Managing Fund |
Greg |
Saltsman |
Now CFO |
|
Fort Worth |
TX |
Corporate Finance |
Dave |
Sampair |
Yukon Partners |
Principal |
Minneapolis |
MN |
Capital Provider – Mezzanine Lender |
Afshar |
Sanati |
Breck Partners |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Troy |
Sanchez |
Baker Tilly |
Director |
Houston |
TX |
Advisor – Accountant |
Tyrus |
Sanders |
Regions Bank |
Dallas Market Executive/Commerical Banking Lender |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Ollie |
Sandlin |
Focus Strategies Investment Banking |
Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Chad |
Sandstedt |
TagniFi |
CEO |
Apollo Beach |
FL |
Other – Not Listed Above |
Jon |
Sanfelippo |
Westlake Securities, LLC |
Vice President |
Austin |
TX |
Advisor – Banking |
Jeff |
Sangalis |
ORIX Private Equity Solutions |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Larry |
Saunders |
USI |
Practice Leader |
Houston |
TX |
Advisor – Consultant |
Courtland |
Scaccetti |
Graham Partners |
Director of Business Development |
Newtown Square |
PA |
Capital Provider – Equity Group Managing Fund |
Zoe |
Schackel |
Blue Point Capital Partners |
Associate, Business Development |
Seattle |
WA |
Capital Provider – Equity Group Managing Fund |
Ryan |
Schafer |
NewSpring Capital |
Business Development Associate |
Radnor |
PA |
Capital Provider – Equity Group Managing Fund |
Steve |
Scheuble |
Atalaya |
Director of Business Development – Atalaya Leasing |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Dennis |
Schlesner |
MidFirst Business Credit |
President |
Atlanta |
GA |
Capital Provider – Lender Sr Debt |
Arielle |
Schmeck |
JTaylor |
Senior Manager |
Fort Worth |
TX |
Advisor – Consultant |
Norb |
Schmidt |
Cadence Business Finance |
Director |
Atlanta |
GA |
Capital Provider – Lender Other |
Dave |
Schubel |
BizCap |
Vice President |
San Francisco |
CA |
Corporate Finance |
Stenning |
Schueppert |
Altos Partners |
Managing Director |
Austin |
TX |
Altos Partners |
Colby |
Schwartz |
Fifth Third Bank |
Managing Director, Financial Sponsors Group |
|
|
Advisor – Banking |
Anneka |
Sciola |
Calvetti Ferguson |
Advisory Director |
Houston |
TX |
Advisor – Accountant |
Bryan |
Scott |
Panos Partners |
Managing Partner |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Gretchen |
Seay |
Clearsight Advisors |
|
Dallas |
TX |
Intermediary – Investment Banker |
Dan |
Sechrist |
Sechrist |
Owner |
Fredericksburg |
TX |
Corporate Management – Entrepreneur |
Greg |
Seigel |
Seigel Advisory Services |
Managing Director |
Atlanta |
GA |
Intermediary – Investment Banker |
Brian |
Sengson |
Bennett Thrasher |
Senior Manager |
Atlanta |
GA |
Advisor – Accountant |
Jeff |
Servais |
CLA |
Principal |
Minneapolis |
MN |
Advisor – Accountant |
Brian |
Seville |
MGG Investment Group |
Director |
Dallas |
TX |
Capital Provider – Lender Other |
Shaun |
Seyedi |
Sunflower Bank |
Director – Capital Markets & Loan Syndications |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Eric |
Shaffstall |
CBiz Valuation Group |
Manager |
Dallas |
TX |
Advisor – Valuator |
Chirag |
Shah |
Sunny River Management |
Vice President |
Austin |
TX |
Capital Provider – Family Offices |
Daphna |
Shamash |
Hidden Harbor Capital Partners |
Vice President, Business Development |
Boca Raton |
FL |
Capital Provider – Equity Group Managing Fund |
Mario |
Shane |
Oaktree Capital Management |
Managing Director |
Houston |
TX |
Other – Not Listed Above |
Brent |
Shankle |
Wave Wealth Management |
Wealth Manager |
Fairview |
TX |
Advisor – Wealth Manager |
Sid |
Shaver |
Crowe LLP |
Capital Advisors Senior Managing Director |
Houston |
TX |
Advisor – Accountant |
Wes |
Shaw |
Wells Fargo |
Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
TJ |
Shepard |
Latticework Capital Management |
Vice President |
NA |
IL |
Capital Provider – Equity Group Managing Fund |
Rohan |
Shetty |
Dealermart |
CEO |
Houston |
TX |
Corporate – Business Owner |
Kelly |
Shield |
Fifth Third Bank |
Managing Director, Corporate Banking |
Dallas |
TX |
Advisor – Banking |
Justin |
Shin |
Fort Point Capital |
Director of Business Development |
Boston |
MA |
Capital Provider – Equity Group Managing Fund |
Subhadra |
Shrivastava |
LBC Credit Partners, Inc. |
Managing Director |
Marietta |
GA |
Capital Provider – Lender Sr Debt |
Christine |
Shtepani |
The Sterling Group |
Senior Associate |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Dana |
Sider |
Carry The Load |
Rally & Events Manager |
Dallas |
TX |
|
Renny |
Sie |
Boyne Capital Partners |
Vice President |
Miami |
FL |
Capital Provider – Equity Group Managing Fund |
Kevin |
Siedenburg |
Staple Street Capital |
Head of Business Development |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Dana |
Silaski |
Stephens Inc. |
Managing Director |
Little Rock |
AR |
Intermediary – Investment Banker |
Scott |
Silvas |
Fifth Third Bank |
Texas Market President |
Houston |
TX |
Advisor – Banking |
Andy |
Silverman |
Parkway Capital |
Managing Director |
Newton |
MA |
Capital Provider – Mezzanine Lender |
Scott |
Simmons |
Bank of Texas |
Senior Vice President |
Aledo |
TX |
Capital Provider – Lender Sr Debt |
Larry |
Simon |
Clearview Capital |
Partner |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
Maurice |
Simon |
Sterling Consulting and Mgt. |
Managing Member |
Dallas |
TX |
|
Jana |
Simons |
Meadows Collier |
Attorney |
Dallas |
TX |
Advisor – Other Services |
Natalie |
Singer |
S&P Global Market Intelligence |
Business Development Executive |
New York |
NY |
Advisor – Consultant |
Sara |
Singer |
ACG Austin/San Antonio |
Chapter Executive |
Austin |
TX |
Other – Not Listed Above |
Stuart |
Sitterson |
Gryphon Investors |
Director of Business Development |
San Francisco |
CA |
Capital Provider – Equity Group Managing Fund |
Bob |
Sivewright |
Enterprise Bank & Trust |
VP, Sponsor Finance |
Clayton |
MO |
Capital Provider – Lender Other |
Nina |
Skinner |
Blank Rome LLP |
Partner |
Houston |
TX |
Advisor – Attorney |
Ronald |
Skloss |
Greenberg Traurig |
Shareholder |
Austin |
TX |
Advisor – Attorney |
Pryor |
Smartt |
Lead Capital Partners |
Managing Partner |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Gary |
Smeds |
S&P Global Market Intelligence |
Executive Director, CLO & Private Debt Solution Sales |
Dallas |
TX |
Advisor – Consultant |
Dan |
Smelcer |
Capital One Sponsor Finance |
SVP |
Winston Salem |
NC |
Capital Provider – Lender Sr Debt |
Wick |
Smith |
Berkeley Research Group |
Managing Director |
Atlanta |
GA |
Advisor – Valuator |
Justin |
Smith |
Longwater Opportunities |
Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Josh |
Smith |
CrossFirst Bank |
Commercial Banker |
Dallas |
TX |
Advisor – Banking |
Sterling |
Smith |
Moss Adams |
Business Development Executive |
Dallas |
TX |
Advisor – Accountant |
Dara |
Smith |
GulfStar Group |
Director of Marketing |
Houston |
TX |
Intermediary – Investment Banker |
Carl |
Smith |
Amegy Bank-Asset Based Lending |
Senior Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Brook |
Smith |
Ancor Capital Partners |
Managing Director |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Cameron |
Smith |
Cherry Bekaert |
Business Development Director, Private Equity Services |
Tysons |
VA |
Advisor – Accountant |
Will |
Smith |
Crestline Investors |
Associate |
Fort Worth |
TX |
Capital Provider – Lender Other |
David |
Smith |
Mercer Capital |
Senior Vice President |
Houston |
TX |
Advisor – Valuator |
Jeff |
Smith |
Ontra |
Director, Sales |
San Francisco |
CA |
Other – Not Listed Above |
Steve |
Smith |
Tower Arch Capital |
Vice President |
Draper |
UT |
Capital Provider – Equity Group Managing Fund |
Cam |
Smith |
Alvarez and Marsal |
Director, Transaction Advisory Group |
Dallas |
TX |
Advisor – Consultant |
William |
Snyder |
CR3 Partners, LLC |
Partner |
Dallas |
TX |
Advisor – Consultant |
Duane |
Snyder |
Moss Adams |
Tax Partner |
Dallas |
TX |
Advisor – Accountant |
Sam |
Snyder |
Greyrock Capital Group |
Partner |
Walnut Creek |
CA |
Capital Provider – Mezzanine Lender |
Richard |
Sober |
Alvarez & Marsal |
Managing Director |
Atlanta |
GA |
Advisor – Consultant |
Tara |
Soileau |
Grant Thornton |
Managing Director |
Houston |
TX |
Advisor – Consultant |
Angel |
Solis |
Prospect Capital |
Principal |
Plano |
TX |
Capital Provider – Lender Sr Debt |
Mark |
Solomon |
Katten Muchin Rosenman |
Partner |
Dallas |
TX |
Advisor – Attorney |
Nick |
Sorensen |
Porter Hedges |
Partner |
Houston |
TX |
Advisor – Attorney |
Andrew |
Souder |
RAF Industries, Inc. |
VP of Acquisitions |
Jenkintown |
PA |
Capital Provider – Equity Group Not Managing Fund |
Clay |
Spitz |
Chief Outsiders |
Managing Partner |
Houston |
TX |
Advisor – Consultant |
Warren |
Spiwak |
Safeguard Global |
Global Alliance Manager |
Clearwater |
FL |
Advisor – Consultant |
Kendall |
Stafford |
Benchmark International |
Managing Partner |
Austin |
TX |
Intermediary – Investment Banker |
Jessica |
Staheli |
Scherzer International |
Executive Vice President |
Woodland Hills |
CA |
Advisor – Other Services |
Daniel |
Stampfel |
US Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Lamar |
Stanley |
Lead Capital Partners |
Director |
Nashville |
TN |
Capital Provider – Equity Group Managing Fund |
Tye |
Stebbins |
Centerfield Capital Partners |
Director of Business Development |
Indianapolis |
IN |
Capital Provider – Mezzanine Lender |
Brian |
Steffens |
TruSight, LLC |
Managing Director |
Western Springs |
IL |
Intermediary – Investment Banker |
Brian |
Steinbrueck |
Breck Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Shannon |
Stetson |
Crestmark |
VP, Business Development |
Addison |
TX |
Capital Provider – Lender Other |
Grant |
Stevenson |
Stephens Inc. |
Associate |
Little Rock |
AR |
Corporate Finance |
Kevin |
Stewart |
Crowe LLP |
Partner |
Katy |
TX |
Advisor – Accountant |
Nick |
Stone |
Cyprium Partners |
Managing Director |
Chicago |
IL |
Capital Provider – Equity Group Managing Fund |
Morgan |
Stone |
ACG Houston |
Executive Director |
Houston |
TX |
Other – Not Listed Above |
Toby |
Stoops |
Summit Investment Management, LLC |
Managing Director |
Denver |
CO |
Capital Provider – Lender Sr Debt |
Kelly |
Stotler |
Hudson Avenue Partners |
Partner |
Fairfield |
CT |
Intermediary – Investment Banker |
Chris |
Streit |
Tax Advisors Group |
Chief Commercial Officer |
Dallas |
TX |
Advisor – Accountant |
Patrick |
Stroth |
Rubicon M&A Insurance Services |
President |
Menlo Park |
CA |
Advisor – Other Services |
Ryan |
Stuart |
Woodforest Commercial Banking |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Jake |
Sturdy |
Alitus Partners |
Managing Director |
St. Louis |
MO |
Capital Provider – Equity Group Not Managing Fund |
Jen |
Sudduth |
Sudduth Search |
Managing Partner |
Houston |
TX |
Advisor – Recruiter |
Thomas |
Sudyka |
McCarthy Capital |
Senior Associate |
Omaha |
NE |
Capital Provider – Equity Group Managing Fund |
Sana |
Sundrani |
Now CFO |
Market President |
Dallas |
TX |
Advisor – Accountant |
Ryan |
Supple |
Graycliff Partners |
Principal |
Louisville |
KY |
Capital Provider – Equity Group Managing Fund |
Aubrey |
Surovik |
Insperity |
Business Performance Advisor |
Houston |
TX |
Advisor – Consultant |
Sandya |
Swamy |
ECA Partners |
Sr. Director |
Philadelphia |
PA |
Advisor – Recruiter |
Alex |
Swanston |
Rise Run Capital |
Founding Partner |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Spencer |
Swider |
Everberg Capital |
Senior Associate |
New York |
NY |
Capital Provider – Equity Group Managing Fund |
Matt |
Swift |
Strait Lane Capital Partners |
Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Rob |
Swift |
Woodforest National Bank |
VP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Steven |
Tagtmeier |
Blue Ridge Partners |
|
Dallas |
TX |
Advisor – Consultant |
Brian |
Talbott |
Dorilton Capital |
Assistant Vice President |
New York |
NY |
Capital Provider – Family Offices |
Katie |
Tassos |
Dallas Business Journal |
Account Executive |
Dallas |
TX |
Advisor – Other Services |
David |
Tatman |
Resolute Capital Partners |
Partner |
Nashville |
TN |
Capital Provider – Mezzanine Lender |
Ted |
Tavrides |
NTT Data Business Solutions |
Dr. Director, Partnerships and Alliance |
Blue Ash |
OH |
Advisor – Technology |
Zack |
Taylor |
Eagle Merchant Partners |
Vice President |
Atlanta |
GA |
Capital Provider – Equity Group Managing Fund |
Rhett |
Taylor |
D CEO |
Advertising Director |
Dallas |
TX |
Other – Not Listed Above |
John |
Taylor |
Grata |
Sales Director |
New York |
NY |
Advisor – Technology |
Chris |
Taylor |
Safeguard Global |
Regional Partner Development Manager |
Houston |
TX |
Advisor – Consultant |
Ian |
Thomas |
Sole Source Capital |
Managing Director |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Ashley |
Thompson |
Main Street Capital Corporation |
Business Development |
Houston |
TX |
Capital Provider – Equity Group Managing Fund |
Andrew |
Thompson |
Landmark Advisors LLC |
M&A Counsel |
Frisco |
TX |
Advisor – Attorney |
Todd |
Throckmorton |
Bridgepoint Consulting |
National Director |
Austin |
TX |
Advisor – Consultant |
Stephen |
Tigh |
Regions Bank |
Assistant Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Brittany |
Timmerman |
ACG Dallas Fort Worth |
Executive Director |
Dallas |
TX |
Other – Not Listed Above |
John |
Tinnell |
Hilco Global |
Senior Vice President |
Charlotte |
NC |
Advisor – Valuator |
Hunter |
Todd |
Blue Sage Capital |
Vice President |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Nathan |
Tokarz |
Midwest Mezzanine Funds |
Vice President of Business Development |
Chicago |
IL |
Capital Provider – Mezzanine Lender |
John |
Toomay |
Palomino Capital |
Partner |
Dallas |
TX |
Intermediary – Investment Banker |
Veronica |
Torres-Martinez |
Bridgepoint Consulting |
Director |
Houston |
TX |
Advisor – Consultant |
Jim |
Towers |
Wynnchurch Capital, LLC |
Vice President |
El Segundo |
CA |
Capital Provider – Equity Group Managing Fund |
Jeff |
Tracy |
Stan Johnson Company |
Associate DIrector |
Bainbridge Island |
WA |
Advisor – Other Services |
Jeff |
Trawick |
The Mustard Seed Group |
President |
Fort Worth |
TX |
Advisor – Consultant |
John |
Treiber |
Texas Capital Bank |
Senior Vice President, Sr. Relationship Manager |
Dallas |
TX |
Advisor – Banking |
Juan |
Trejo III |
Sunflower Bank |
Vice President |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Jack |
Truett |
PNC Business Credit |
SVP/Business Dev Officer |
Austin |
TX |
Capital Provider – Lender Sr Debt |
Lauren |
Trussell |
Bank of America |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Larry |
Trussell |
Truist |
SVP ABL Specialist |
Irving |
TX |
Capital Provider – Lender Sr Debt |
David |
Truxillo Jr. |
USI |
Practice Leader |
Houston |
TX |
Advisor – Consultant |
Troy |
Tucker |
Blue Sky Business Resources |
CEO |
Sandy |
UT |
Intermediary – Business Brokers |
Shawna |
Tucker |
BDO USA, LLP |
BDS Director, Private Equity |
Houston |
TX |
Advisor – Accountant |
Chandler |
Tucker |
Dallas Business Journal |
Account Executive |
Dallas |
TX |
Advisor – Other Services |
Justin |
Turner |
Baker Tilly |
Partner |
Dallas – Plano |
TX |
Advisor – Accountant |
Trent |
Turner |
Bridgepoint Consulting |
Director |
Dallas |
TX |
Advisor – Consultant |
Preston |
Turner |
Plunk Smith, PLLC |
Attorney-In-Fact |
Frisco |
Texas |
Advisor – Attorney |
Jay |
Turner |
Dos Rios Partners |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Elena |
Tuttle |
BBH Capital Partners |
Vice President |
Charlotte |
NC |
Capital Provider – Equity Group Managing Fund |
Jason |
Tuzinkewich |
Blue Sky Business Resources |
COO |
Colorado Springs |
CO |
Intermediary – Investment Banker |
John |
Tyler |
PNC Business Credit |
Division Executive |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Mattson |
Uihlein |
Bank of Texas |
SVP, Treasury Sales Manager |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Scott |
Ulrich |
S&P Global Market Intelligence |
Vice President, Client Development |
Houston |
TX |
Advisor – Consultant |
Shei |
Unger |
Northern Trust |
Senior Wealth Strategist |
Dallas |
TX |
Advisor – Wealth Manager |
Steve |
Valenta |
Stout |
Director |
Dallas |
TX |
Advisor – Valuator |
Reed |
Van Gorden |
Deerpath Capital Management L.P. |
Managing Director, Head of Origination |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Courtney |
Van Tassell |
Ramboll US Consulting, Inc. |
Senior Managing Consultant |
Dallas |
TX |
Advisor – Consultant |
Jon |
Van Tuin |
P4G Capital |
Managing Director |
Miami |
FL |
Capital Provider – Equity Group Managing Fund |
Mark |
Vance |
Statesman Corporate Finance |
Managing Director – Investment Banking |
Houston |
TX |
Intermediary – Investment Banker |
Tom |
Vande Berg |
Crowe LLP |
Partner |
Dallas |
TX |
Advisor – Accountant |
Scott |
VandeKerkhoff |
Saw Mill Capital |
Principal |
Briarcliff Manor |
NY |
Capital Provider – Equity Group Managing Fund |
Kelsey |
Vanderschoot |
D CEO |
Associate Editor |
Dallas |
TX |
Other – Not Listed Above |
Vijay |
Vaswani |
Bennett Thrasher |
Partner |
Atlanta |
GA |
Advisor – Accountant |
Susan |
Vaughan |
Insperity |
Certified Business Performance Advisor |
Austin |
TX |
Advisor – Consultant |
Piper |
Vaughn |
Goldman Sachs |
Private Wealth Advisor |
Dallas |
TX |
Advisor – Wealth Manager |
Jason |
Ventura |
SAP |
Director of Private Equity |
Grapevine |
TX |
Advisor – Technology |
Daniel |
Vermeire |
CFA |
|
Dallas |
TX |
Intermediary – Investment Banker |
Bill |
Vertin |
CrossFirst Bank |
Energy Banker |
Dallas |
Texas |
Capital Provider – Lender Sr Debt |
Jason |
Villalba |
Frost Brown Todd |
Member |
Dallas |
TX |
Advisor – Attorney |
Kendrick |
Vincent |
First Financial Bank |
Director, Business Development |
Columbus |
OH |
Capital Provider – Lender Sr Debt |
Marshall |
Viney |
Skylark Capital |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Management Fund |
Kevin |
Vonderschmidt |
AspireHR |
VP, Commercial Sales |
Dallas |
TX |
Other – Not Listed Above |
Will |
Walters |
Craftsman Capital |
Partner |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Andy |
Waltman |
Baymark Partners |
Director |
Lewisville |
TX |
Capital Provider – Equity Group Not Managing Fund |
Ben |
Waltmon |
Cadence Bank |
Credit Analyst 1 |
Dallas |
TX |
Advisor – Banking |
Aaron |
Walton |
Gordon Brothers |
Managing Director |
Plano |
TX |
Advisor – Valuator |
Bryan |
Ward |
CrossFirst Bank |
President, Dallas Bank |
Dallas |
TX |
Advisor – Banking |
Brendan |
Ward |
Apex Leaders |
Sr. Director, Business Development |
New York |
NY |
Advisor – Consultant |
Austin |
Ward |
Gulf Coast Business Credit |
Business Development Officer |
Houston |
TX |
Capital Provider – Lender Other |
Derek |
Wardlaw |
O2 Investment Partners |
Vice President and Head of Business Development |
BLOOMFIELD HILLS |
MI |
Capital Provider – Equity Group Managing Fund |
Kelsey |
Warkentin |
JP Morgan |
Private Equity Sales |
New York |
NY |
Other – Not Listed Above |
David |
Washburn |
Katten Muchin Rosenman |
Partner |
Dallas |
TX |
Advisor – Attorney |
Jimmy |
Watson |
Clavis Capital Partners |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
Seth |
Waugh |
PGA of America |
CEO |
Frisco |
TX |
|
Patrick |
Webster |
CXO Source |
Managing Partner |
Dallas |
TX |
Advisor – Recruiter |
Eric |
Weeldreyer |
Argonaut Private Equity |
Vice President |
Tulsa |
OK |
Capital Provider – Equity Group Managing Fund |
Fred |
Weesner |
KeyBank Business Capital |
Senior Vice President |
Denver |
CO |
Capital Provider – Lender Sr Debt |
Parker |
Weil |
Cowen |
Vice Chair |
|
|
Intermediary – Investment Banker |
Ronald |
Weinberg |
Weinberg Capital Group |
Managing Partner |
Cleveland |
OH |
Capital Provider – Family Offices |
Grant |
Weiss |
Texas Capital Bank |
Managing Director, Asset-Based Lending |
Dallas |
TX |
Advisor – Banking |
Lindsey |
Wendler |
Dresner Partners |
Managing Director |
Dallas |
TX |
Intermediary – Investment Banker |
Brian |
Wendler |
National Transaction Advisors |
Principal |
Dallas |
TX |
Intermediary – Investment Banker |
Bret |
West |
PNC Business Credit |
SVP |
Houston |
TX |
Capital Provider – Lender Sr Debt |
Chase |
Westmoreland |
Riveron Consulting, LLC |
Manager, Transaction Support |
Dallas |
TX |
Advisor – Consultant |
Jamie |
Whatley |
Dorsey & Whitney LLP |
Partner |
Dallas |
TX |
Advisor – Attorney |
Brent |
White |
Gauge Capital |
Vice President, Business Development |
Southlake |
TX |
Capital Provider – Equity Group Managing Fund |
Spalding |
White |
Route 2 Capital |
Managing Partner |
Atlanta |
GA |
Capital Provider – Mezzanine Lender |
Jeff |
White |
Skyview Capital |
Managing Director |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
Laurie-Leigh |
White |
The BVA Group LLC |
Partner |
Houston |
TX |
Advisor – Valuator |
Shaley |
Whitt |
CrossFirst Bank |
Commercial Banker |
Dallas |
TX |
Advisor – Banking |
Blake |
Whittemore |
HUB |
SVP – Transactional Risk |
Newport Beach |
CA |
Advisor – Other Services |
James |
Whittle |
Transom Capital |
VP |
El Segundo |
CA |
Capital Provider – Equity Group Managing Fund |
Ryan |
Whyte |
Piper Sandler |
Vice President |
Charlotte |
NC |
Intermediary – Investment Banker |
Andrew |
Widmer |
Cadence Bank |
Senior Vice President |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Scott |
Wielar |
JM Search |
Partner, Technology Practice |
King of Prussia |
PA |
|
Brad |
Wiginton |
Trive Capital |
Managing Director – Structured Capital |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Jason |
Wilcox |
Wilcox Investment Bankers |
Managing Director |
Coppell |
TX |
Intermediary – Investment Banker |
Chase |
Wildes |
Sunflower Bank, N.A. |
SVP & Team Lead – Corporate Banking |
DALLAS |
TX |
Capital Provider – Lender Sr Debt |
John |
Willding |
Barnes & Thornburg, LLP |
Partner |
Flower Mound |
TX |
Advisor – Attorney |
John |
Willert |
Heartwood Partners |
Managing Director |
Norwalk |
CT |
Capital Provider – Equity Group Managing Fund |
Benjamin |
Williams |
Treaty Oak Equity |
Managing Director, Founder |
Austin |
TX |
Capital Provider – Equity Group Not Managing Fund |
David |
Williams |
CrossFirst Bank |
President |
Frisco |
TX |
Other – Not Listed Above |
Michael |
Williams |
Associated Bank |
Senior Vice President |
Chicago |
IL |
Capital Provider – Lender Sr Debt |
Dustin |
Williamson |
vcfo |
Managing Director |
Austin |
TX |
Intermediary – Investment Banker |
Jacob |
Willis |
Infinity Capital Partners |
Vice President |
Oklahoma City |
OK |
Intermediary – Investment Banker |
Sarah |
Wilson |
Statesman Business Advisors |
Vice President |
Houston |
TX |
Advisor – Banking |
Scott |
Winship |
GulfStar Group |
Managing Director |
Houston |
TX |
Intermediary – Investment Banker |
Tyler |
Wise |
Elliott Davis |
Manager |
Charlotte |
NC |
Advisor – Accountant |
Jeremy |
Wolf |
Align Capital Partners |
Vice President of Business Development |
NA |
IL |
Capital Provider – Equity Group Managing Fund |
Christina |
Wolf |
GulfStar Group |
|
Houston |
TX |
Intermediary – Investment Banker |
Jonathan |
Wolfe |
Stream Capital Partners |
Managing Principal |
Glencoe |
IL |
Advisor – Other Services |
Jeff |
Wonsmos |
SeatonHill |
Partner |
Plano |
TX |
Advisor – Consultant |
Armando |
Wood |
Alliant |
Vice President |
Houston |
TX |
Advisor – Other Services |
Logan |
Wood |
Netrex Capital Markets |
VP – Origination |
Melville |
NY |
Intermediary – Investment Banker |
Madison |
Woodson |
Carry The Load |
Events Coordinator |
Dallas |
TX |
|
Tom |
Woolsey |
Greenberg Traurig |
Shareholder |
Dallas |
TX |
Advisor – Attorney |
Todd |
Wooten |
Fifth Third Bank |
Southeast ABL Group Head |
|
|
Advisor – Banking |
Aaron |
Wright |
BDO USA, LLP |
Research & Development Senior Manager |
Tulsa |
OK |
Advisor – Accountant |
Debbie |
Wright |
Carry The Load |
Executive Director |
Dallas |
TX |
|
Matt |
Wrobleski |
SLB Capital Advisors |
Partner |
New York |
NY |
Advisor – Other Services |
Jack |
Wyatt |
Group 1001 |
Vice President – Corporate Lending |
New York |
NY |
Capital Provider – Lender Other |
Mitchell |
Wyly |
Riata Capital Group |
Vice President |
Dallas |
TX |
Capital Provider – Equity Group Managing Fund |
Summer |
Xie |
Sunflower Bank |
Commercial Relationship Manager |
Dallas |
TX |
Advisor – Banking |
Truett |
Yarnell |
Hillcrest Bank, a division of NBH Bank |
VP |
Dallas |
TX |
Capital Provider – Lender Sr Debt |
Natalie |
Yates |
Vance Street Capital |
Director of Business Development |
Los Angeles |
CA |
Capital Provider – Equity Group Managing Fund |
Brian |
Yoon |
Corbel Capital Partners |
Principal |
Los Angeles |
CA |
Capital Provider – Equity Group Not Managing Fund |
Eric |
Young |
Grant Thornton |
Managing Director |
Dallas |
TX |
Advisor – Accountant |
Matt |
Young |
Concentric Investment Partners |
Managing Partner |
Raleigh |
NC |
Capital Provider – Lender Jr Debt |
Chin |
Yu |
Calvetti Ferguson |
Advisory Partner in Charge |
Dallas |
TX |
Advisor – Accountant |
Jeremiah |
Yu |
Sunny River Management |
Managing Partner |
Austin |
TX |
Capital Provider – Equity Group Managing Fund |
Matt |
Zachman |
Grand Lake Capital |
Founder |
Houston |
TX |
Capital Provider – Equity Group Not Managing Fund |
Bass |
Zanjani |
Armanino |
Director |
Dallas |
TX |
Advisor – Accountant |
Eric |
Zelina |
Cowen |
Assocaite |
|
|
Intermediary – Investment Banker |
Michael |
Zhong |
3 Rivers Capital, LLC |
Director |
Dallas |
TX |
Capital Provider – Equity Group Not Managing Fund |
John |
Ziegler |
Acclaro Growth Partners |
Chief Executive Officer |
Fort Smith |
AR |
Advisor – Consultant |
David |
Zimmerman |
Northpoint Commercial Finance |
Business Development Officer |
Alpharetta |
GA |
Capital Provider – Lender Sr Debt |
Chad |
Zoretic |
Armanino |
Managing Director |
Atlanta |
GA |
Advisor – Consultant |
David |
Zylka |
Frost Brown Todd |
Senior Associate |
Washington |
DC |
Advisor – Attorney |