Family Office & Private Equity Financing

Focusing on transactions in the lower middle market sector, we work closely with family offices, private equity firms, founder owned/managed companies, and private credit providers. This Dallas-based team builds relationships with sponsors and their portfolio companies across the U.S. In addition, we have industry-focused teams that specialize in Technology Media & Telecom and Healthcare Lending

Areas of Focus

  • Mergers & Acquisitions
  • Growth Companies
  • Refinancings
  • Recapitalizations


  • Cash flow based
  • Asset based
  • Hybrids


Through our Loan Syndications & Capital Markets Group, we are able to assist in all phases of a company’s growth story.