Page 168 - TACC 2023 Program
P. 168
Who We Are, What We Do, Who We Serve
GulfStar is one of the leading middle market investment banking firms in the United States, with deep
experience in mergers and acquisitions, private capital placement and general corporate finance to companies
with revenues ranging from $25 million to $350 million. Since its formation in 1990, GulfStar has completed
approximately 750 transactions in 36 states and 17 foreign countries across a broad range of industries.
Mergers & Acquisitions Raising Capital Advisory Services
e Sale to a Strategic Buyer e Senior Debt e Financial Restructuring
e Sale to a Private Equity Group e Subordinated Debt e Strategy Advisory
e Buy-Side Advisory e Minority Equity e Opinion Services
e Recapitalizations e Hybrid Strategies e Expert Testimony
e Venture Capital e Succession Planning
Recent Transactions
a portfolio company of a portfolio company of
has been acquired by has been acquired by has been acquired by
Family Office
GulfStar Group advised GulfStar Group advised GulfStar Group advised C&D
Aspen Air U.S., LLC Momentum Exterior Systems, LLC Scrap Metal Recyclers Co., Inc.
Industries Transaction Types
e Consumer Products & Services
9%
e Energy, Power & Infrastructure
e Sell-Side M&A
e Healthcare 15%
e Industrial & Manufacturing 41% e Capital Raise
e Software, Technology & IT Services e Buy-Side M&A
59% e Strategic Buyer Sale
e Specialty Distribution
e Financial Buyer Sale
e Business Services & Other 76%
e Environmental & Sustainability
Contact Our Managing Directors
Cliff Atherton Tom Hargrove Brian Lobo Ben Stanton
[email protected] [email protected] [email protected] [email protected]
713-300-2060 713-300-2050 713-300-2047 713-300-2040
Bryan Frederickson Kent Kahle Colt Luedde Scott Winship
[email protected] [email protected] [email protected] [email protected]
713-300-2030 713-300-2025 713-300-2015 713-300-2011
GulfStar Group | 700 Louisiana Street, Suite 3800, Houston, Texas 77002 | 713.300.2020 | www.gulfstargroup.com
Securities offered through GulfStar Group I, Ltd., an affiliated entity, member of FINRA -SIPC (BrokerCheck.com)
