David Vise
Vise Retirement Consulting We offer a full and complete line of investments and investment opportunities. One of the areas in which our team specializes is in the retirement planning and retirement plan area. Many people think that a 401(k) plan is “one size fits all.” In fact, we can customize a plan to fulfill the […]
David Tolson
Arete Advisors Wealth Managers serving closely held business, their owners and their executives. Provide a range of services including: employee benefits, retirement plans, non-qualified executive incentive plans, key person risk management, and partner buy-sell funding for the business as well as financial planning, retirement income planning, estate planning and exit planning for the owners & […]
Corban Bates
Vantage Partners TX LLC A Houston-based family office with investments into real estate and private companies.
Colleen Migl
Quadros Migl & Crosby PLLC Quadros Migl & Crosby PLLC is a boutique law firm focused on practical and cost-effective solutions for business clients.
Cody Rodriguez
Iron Orchard Iron Orchard is an oil & gas operating company based in Houston, Texas. Drawing on profound technical expertise and demonstrated operations proficiency, Iron Orchard identifies, acquires and enhances hydrocarbon production from underdeveloped and or bypassed reservoirs & acreage in U.S. onshore basins & fields. Iron Orchard is led by a proven and experienced […]
Chris Beasley
Sales Xceleration Compass Sales Solutions With over 30 years of commercial leadership experience including turnarounds, plus the proven systems and tools from Sales Xceleration, I will build a path to consistent sales growth for maximum enterprise value, for both sellers and buyers. I do the work for my clients as Outsourced/Fractional VP of Sales, building […]
Carolyn Morse
PowerLung Inc. Founded in 1999, PowerLung commercialized a handheld product to help any individual improve their breathing for sports, fitness and health. Initial focus was on sports to generate revenue to fund commercialization of medical device primarily targeted for COPD and asthma. We are FDA Registered as Class I Exercise equipment. We are now experiencing […]
Bryan Luce
Principia Capital Principia Capital is a team of entrepreneurs focused on acquiring one business that we will personally operate and grow over the next 15+ years. We are committed to devoting 100% of our time, effort, and capital to the ultimate business we acquire. Principia is led by entrepreneurs and seasoned operators who have direct […]
Brent Stanley
Data Room Consultants LLC Data Room Consultants LLC (“”DRC””) brings document categorization technology to the VDR experience, automating the organization of documents by type using visual similarity algorithms and an extremely simple process. Benefits to the sellers, bankers, and attorneys include a reduction in time and expense to get the right documents ready for buyer […]
Brandy Milam
Scout Employer Solutions Scout Employer Solutions provides recruiting as a managed service for small and medium sized businesses. By providing this ongoing service at a monthly subscribed cost, we can save you money on recruiting expenses while creating value by implementing or streamlining recruiting processes that build your employer brand.
Bradley Holmes
M&A Advisory M&A Advisory
Brad Tait
Tait & Associates Mergers and Acquisitions Brad Tait founded the company in 2003 after leaving his career as an experienced Senior Executive in the Internet, Franchising, M&A and Retail Entertainment industries. Before leaving the corporate world he amassed over 30 years of exceptional performance and a proven track record of achieving exemplary results. He has […]
Bob OConnor
Mutual of Omaha Bank 7 year old bank with approximately $7 billion is assets. We are a subsidiary (separate LLC) of the 100+ year old insurance company.
Barbara Kosmerl
Lucas Group Barbara specializes in Accounting and Finance Search and Recruitment in the Houston market since 1996. She demonstrates remarkable skill in assisting her clients to find the right key people at the right time. She is dedicated to helping companies solve business challenges, benefit from opportunities, and navigate changing landscapes. From accountants to controllers […]
Austin Tenette
FocalPoint Coaching and Training As a FocalPoint business coach, I am passionate about the success of business owners and leaders. I work with these leaders to help them achieve their next level of exceptional performance. Over the course of an engagement clients can expect to achieve a dramatic improvement in the efficiencies of their people […]
Anthony Cardiel
SLBiggs SLBiggs is a specialty accounting firm focused on forensic, valuation, and litigation in the areas of insolvency, forensic, probate, and transaction matters.
Aaron Woo
McCullough Sudan Corporate, Transactional, Finance and M&A
Fred Costa
NSC Information Technology Group NSC Information Technology Group is an IT Outsourcing Company that provides small to enterprise size companies a comprehensive solution that enables business owners to concentrate more on growing their business and worrying less about IT. From IT Outsourcing, Consulting, Network Design and Integration, Disaster Recovery, Project Management, Data Backups, Cabling and […]
Garrett Pye
Allegiance Bank Business lender at Houston based Allegiance Bank.
Mike Skowronek
Specialize in preparing formal business valuations for M&A, Buy-Sell Agreements, Estate Planning, etc. Also provide consulting services to business owners for planning purposes. Both Mike Skowronek and Steve Broder are Certified Valuation Analysts (CVA) and members of the National Association of Certified Valuators and Analysts (NACVA).
Ray Fernandez
Cresset Fee Only Registered Investment Advisor / Multi Family Office / Tax Planning and Investment Advisory Firm
Gretchen Lawler
G&A Partners We help businesses do what they do best. You care about your people and your business. But managing HR paperwork and processes has you spending large parts of your day on tasks that aren’t connected to your core business. And while HR may not be your specialty, it is ours. By providing proven […]
Bob Vinson
Vinson & Vinson, LLC Business broking and growth advisory and capital raising for lower mid-market companies.
Andrew Voytas
Black Dot Designs We offer website design, administration, search engine optimization, and digital advertising. With 10 years experience we have the technical skills to design, build, and implement any business need. We will take care of all your website needs so you can focus on your business. https://blackdotdesigns.com
George Kurisky
JOHNSON DELUCA KURISKY & GOULD, P. C. Transaction and trial attorneys. We are former big firm partners who determined to provide legal services better, faster and cheaper in a mid sized firm environment. We are problem solvers; deal makers, not deal breakers. M & A, real estate, banking, securities, labor and employment, bankruptcy, workouts, creditors […]