Track Record
Institutional Execution
A proven history of navigating complex transactions across financial institutions, real estate, energy, and the middle market.
July 2026Future Financial BancsharesExclusive Financial Advisor to Future Financial Bankshares, Inc. in its agreement to acquire Palmer & CSBM&A Buy-SideFinancial Institutions
June 2026Houston Bank & TrustPlacement Agent — $43.5M Private Placement of Common Stock (Houston, TX)Capital RaiseFinancial Institutions
March 2026Longhorn Medical HoldingsExclusive Financial Advisor to Longhorn Medical Holdings, Inc. (Ranger Bank, in org.) in its acquisition of Robert Lee State BankM&AFinancial Institutions
July 2025Texas National BankExclusive Financial Advisor to Texas National BancorporationM&A SaleFinancial Institutions
July 2025Huntington BancsharesFinancial Advisor to Huntington Bancshares IncorporatedM&A Buy-SideFinancial Institutions
June 2025Security State BankExclusive Financial AdvisorCapital RaiseFinancial Institutions
May 2025Spokane Teacher's Credit UnionExclusive Financial AdvisorStrategic AdvisoryFinancial Institutions
July 2024Fidelity Bank of TexasFinancial AdvisorStrategic AdvisoryFinancial Institutions
April 2024Patrons HoldingsFinancial AdvisorStrategic AdvisoryCorporate
Sept 2023Cendera Financial HoldingsFinancial AdvisorM&AFinancial Institutions
Aug 2023Lamar Street Investment PartnersFinancial AdvisorCapital PlacementReal Estate
May 2023Texas Brand BankExclusive Financial Advisor to Texas Brand Bancshares, Inc.M&A SaleFinancial Institutions
Sept 2022Rice BancsharesFinancial AdvisorM&AFinancial Institutions
Sept 2021Energy Related PropertiesFinancial AdvisorStrategic AdvisoryEnergy
Aug 2021American Momentum BankFinancial AdvisorM&AFinancial Institutions