We summarize our investment strategy with the following: "We invest where we can make an impact". The private capital markets have become increasingly competitive and saturated with institutional capital. This increased competition means that managers need to seek strategies to differentiate themselves. We consider opportunities where our team has the ability to drive value by either:
Our primary sourcing channel is our IT consulting arm. We currently have over fifty clients across numerous industries including Financial Services, Transportation, Healthcare and Education. The relationships we develop with our clients span months rather than days. These relationships give us unique, in-depth insights into our client’s industry and their business and founder(s).
Our primary source of LP capital is from high-net-worth individuals and family offices in Texas and Oklahoma. We typically raise funds on a per-deal basis, but have the ability to fund large rounds with local partners and offices. Our equity checks range from $1 million to $5 million depending on the investment.
We partner with experienced executives to help us evaluate opportunities and provide assistance with raising LP capital.
CEO of TBK Bank
Commercial Insurance Solutions
Broadway Development Group
Chairman TBK Bank
Former CEO of Interstate Batteries