M&A Members

McCullough Sudan Corporate, Transactional, Finance and M&A

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

SLBiggs SLBiggs is a specialty accounting firm focused on forensic, valuation, and litigation in the areas of insolvency, forensic, probate, and transaction matters.

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 and their processes, which typically

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 and financial managers to CFOs,

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.

Vinson & Vinson, LLC Business broking and growth advisory and capital raising for lower mid-market companies.

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 now been working in mergers

M&A Advisory M&A Advisory

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.

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 review.https://www.drc-llc.com/

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 experience in growing privately held

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 recognition for medical conditions through

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 a high performance team to

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 management team, committed to generating

Quadros Migl & Crosby PLLC Quadros Migl & Crosby PLLC is a boutique law firm focused on practical and cost-effective solutions for business clients.

Vantage Partners TX LLC A Houston-based family office with investments into real estate and private companies.

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 & executives of the company.

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 wishes, needs and desire of

MDT Business Consulting Provide financial expertise to start-up, small and mid-sized businesses that need capabilities beyond the internal resources available. Provide leadership and expertise to the financial back office personnel to increase efficiency.

Turkish Consulate in Houston I work as a Senior Trade and Investment Development Attache at Turkish Consulate and help Turkish companies do business in USA. By joining this group I am aiming to better serve to Turkish companies by having access to info on possible investment opportunities in the USA.

Hajjar Peters LLP Hajjar Peters is a full-service business law firm, with a primary focus on corporate, real estate, estate planning and commercial issues. We offer a broad range of services for businesses of all sizes as well as entrepreneurs, and take pride in providing high quality legal advice, accurate and thorough representation, and committed client service. We partner with

Leyendecker Executive Search 30+ years of executive search focused on the investment and corporate finance markets.

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 other IT Services, NSC IT

Allegiance Bank Business lender at Houston based Allegiance Bank.

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 rights, oil and gas, mortgage

Transworld Business Advisors of Houston HOUSTON’S #1 BUSINESS BROKER Transworld Business Advisors of Houston is the city’s number one business broker for a reason: Our team of diverse and experienced business brokers have a combined 3000+ years of experience. Transworld specializes in providing the vital services needed to conclude successful company sales and purchases by assisting owners and buyers throughout

Duffelbags.com We have been in the bag business since 1990! We really value our customers, making sure that your project is done right and on time. Our knowledgeable sales team can find a bag that fits your need and meets your price. Tell us what you have in mind and let us do the rest. We will help with bag

GSM Insurors Houston As agency and managing principal of the Houston office, Mr. Chubon specializes in customizing property and casualty insurance programs using the latest in innovative risk management techniques. Programs designed inherently contain risk transfer and risk avoidance in conjunction with cost containment measures. Mr. Chubon is a licensed agent for health, life, property and casualty insurance. His credentials

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 solutions and technology in the

DGP Capital LLC DGP Capital is a Houston-based lower middle market investment bank targeting industrial and energy-related companies with $1-5mm in EBITDA. Our services include M&A and capital advisory services.

Nudge Nudge is a communications business on a 5 year acquisitions strategy to build up a portfolio of complementary brands in the creative and communications sector.

Wind Rose Group WIND ROSE GROUP OFFERS A FULL RANGE OF ADVISORY SERVICES TO ITS ENERGY INDUSTRY CLIENTS

Business Acquisitions Formed in 2009 by Jim Eaton in Albuquerque New Mexico. Recently has expanded to Houston and DFW, Texas, Willmington North Carolina and Binghamton New Your. Looking to expand to Denver and Pheonix. We specialize in main street and lower middle market M&A opportunities. Jim Eaton is a CPA and a life time member of the AICPA. All the

CPA Marcum is the 15th largest CPA firm in the nation. (We were formerly GBH and were acquired in 2018.) I have over 30 years of experience assisting clients.

Porter Hedges LLP Porter Hedges is a mid-size, full service law firm with 100 attorneys in its Houston office. It assists clients from small start-ups to large national and multi-national organizations in all areas of business law. Specifically, the Firm has one of the most sophisticated corporate practices with lawyers who have counseled growth-oriented public and private companies ranging from

NOW CFO NOW CFO is a “”roll-up your sleeves”” full service outsourced CFO, operational accounting, and financial consulting services firm with singular focus on your company’s success. Our advisors are skilled professionals with extensive experience in financial reporting and management who will fix the accounting and finance problems all companies face.”

MACCO Restructuring Group MACCO Restructuring Group, LLC is a middle-market focused firm comprised of professionals with real world business experience who have led and managed companies, acted as CEOs, COOs, CFOs and Senior Lenders, and owned businesses. We have the experience and commitment to get the job done, affordably with straightforward solutions.

Venturity Financial Partners Venturity empowers lower middle market clients ($50mm and under) by taking over all or parts of their back-office accounting function. We provide a sophisticated solution for companies that value great accounting. How it works: http://venturity.net/how-it-works/

First Water Advisor At First Water, we bring the full breadth of a large corporate, 7-figure finance team to small and mid-sized businesses to help them see around corners, and make faster decisions, and execute on critical initiatives such as financing and transactions. We do this by providing recurring advisory on a flat retainer fee.

L. Franklin Hackney CPA, PLLC Lawrence F. Hackney is a data analysis and process automation consultant with almost 30 years of experience. His first client assigned him to work with the assistant controller of a hospital system in developing their annual budget. The project required gathering, analyzing, and preparing reports for management decision making. He enjoyed the assignment so much, that it redefined the scope

DL Cambridge Development Group, Inc. Multifamily Developers with 40 years of history in commercial and multifamily development in Texas, Florida and the Carolinas.

Corporate Memory Solutions We help companies document and share the instinctual knowledge of their most valuable assets, Their People.

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).

Savills Studley Savills Studley is a global commercial real estate firm specializing in office and industrial brokerage solely on behalf of tenants.

Pan American Capital Group I am interested in paying at the door. Currently, I am a securities broker who has had clients express an interest in selling their companies. These particular clients were long time business owners who built their businesses and were in their 60s/70s and were looking to exit. I have also spoke with customers and prospects who

Pilot Valuation, LLC Pilot was formed in 2015. Our team of 7 valuation associates have certifications including: CVA, ASA, CPA, CIA, CFE, CMEA, and PhD, among others. Our valuation services include SBA and conventional loan, divorce, litigation support, estate and gift tax, buy/sell agreements, new investor capital infusions, damages, Roll Over for Business Startups (“”ROBS””), price justification analyses, and Certified

Zagotti & Burdette CPA, LLC Zagotti & Burdette CPA, LLC is a full-service accounting firm conveniently located in the Galleria area of Houston, TX specializing in small to mid-sized businesses in a variety of industries. The Zagotti & Burdette CPA Firm is dedicated to helping our clients reach their goals. We pride ourselves on providing excellent customer service: responding quickly,

Excel Equity LLC Private Equity Group

Cresset Fee Only Registered Investment Advisor / Multi Family Office / Tax Planning and Investment Advisory Firm

RMS and Company We have been providing M&A Services for 16 years in the Houston area.

Crestmark Bank Crestmark Bank is an asset-based lender that provides working capital lines of credit up to $7.5MM. We are industry agnostic and finance a number of acquisitions.

Aldridge Aldridge is a technology management, consulting, and outsourcing company that specializes in providing best-fit IT and cloud computing solutions to midsize organizations and small organizations that are growing. Founded and headquartered in Houston, TX, and with offices in Dallas, Fort Worth, and San Antonio, TX and Seattle, WA, our unwavering dedication, superior technical expertise, and deep understanding of business

Accounting-in-a-Box Based in Houston, Texas, Accounting-in-a-Box® is a leading network of CPA and advisory firms that focus on small, midsize businesses, high-net-worth individuals and non-profit organizations. Services rendered by its members cover a wide range of accounting and advisory services including Tax, Audit, Bookkeeping, Part-time CFO, Capital/Funding advisory, Business Valuation, and more. What makes Accounting-in-a-Box stand out is the agility,

VCST Interests, Inc. 29 years in a call center business, (Rite Response Answering & Call Center Services), merged with three other companies in 2015 to form (TAS United LLC). I am now preparing to make my exit and am looking for new opportunities. I am also interested and involved in real estate investing.