Jeffrey S. Hinkle Email & Phone Number

Texas, United States

Dallas-Fort Worth Metroplex

𝗖𝗼𝗺𝗽𝗮𝗻𝘆: EBB Group is a boutique investment banking firm providing a select range of financial advisory services exclusively to middle-market companies. Using transactional expertise, capital markets experience, industry sector background, and valuation knowledge, EBB Group assists middle-market executives, directors and investors in evaluating and.

Dallas-Fort Worth Metroplex

• 𝗖𝗼𝗺𝗽𝗮𝗻𝘆: Pioneering firm and 1st to market financial services trust company providing proprietary liquidity solutions to owners of alternative assets. Successor company to Heritage Highland Finance & Management.
• Led risk management initiatives including D&O, E&O and other insurance policies.
• Served as trust advisor and trustee on trusts with more than $700 million in assets.
• Worked with law firms for senior debt agreements.
• Assisted with annual audits including going concern analysis.
• Continuance of family office duties as COO and trustee for 75 family office entities, family trusts and charitable programs for the benefit of Texas universities.𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀

Dallas-Fort Worth Metroplex

• 𝗖𝗼𝗺𝗽𝗮𝗻𝘆: Family office holding private equity, real estate, marketable securities and other liquid assets. Primary objective was to capitalize and start a private equity financial services business that became The.
• Family office duties included investments, cash management, tax, accounting & reporting, technology, risk management and operations for 75 entities and trusts.
• Oversaw ranching operations. 𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀
• Successfully closed acquisition and capitalization transaction for Beneficient with completion of definitive agreements in 2017
• Successfully led enterprise valuation engagements with leading 3rd party valuation firm that determined preliminary valuation metrics used in negotiating and finalizing agreements for Beneficient
• Headed cash expenditures analysis project including the digitization of all cash expenditures back to 2003 resulting in decisions to curtail several million dollars to a real estate project

Dallas-Fort Worth Metroplex

• 𝗖𝗼𝗺𝗽𝗮𝗻𝘆: Subsidiary established to initiate and grow the $3 billion private equity fund of funds business. Acquired The Crossroads Group in 2003𝗧𝗲𝗻𝘂𝗿𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Led successful integration of Crossroads into a major.
• 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Managed finance, technology infrastructure and operations. Handled cash management approval and authority for investment funds and management entities of the division… Show more 𝗖𝗼𝗺𝗽𝗮𝗻𝘆: Subsidiary.
• 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Managed finance, technology infrastructure and operations. Handled cash management approval and authority for investment funds and management entities of the division. Working with insurance brokers.
• Headed division quarterly and annual financial reporting and ensured compilation to the parent company.
• Reviewed investment fund quarterly and audited annual financial statements.
• Collaborated with Lehman headquarters for all finance and technology integration initiatives.

Dallas-Fort Worth Metroplex

• 𝗖𝗼𝗺𝗽𝗮𝗻𝘆: Started in 1981, a pioneer firm in the private equity fund of funds industry. Assets under management grew two-fold to $2 billion from 1998 to 2003. Founded new affiliate businesses for investment fund.
• Maintained and enhanced all risk management programs for investment fund management working with insurance brokers and underwriters.
• Led corporate accounting group and responsible for annual audits.
• Oversaw all technology growth, network security and enhancements including risk mitigation efforts for Y2K.
• Maintained debt covenants for lending agreement. 𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀
• Oversaw the closing audit necessary as a condition to closing the sale of the businesses to potential buyers, which culminated with the sale to Lehman Brothers

Dallas-Fort Worth Metroplex

𝗖𝗼𝗺𝗽𝗮𝗻𝘆: Family office of multi-generational family with investments including oil & gas, restaurants and short line railroads.

Master Of Business Administration (Mba), Finance

Bachelor Of Business Administration (Bba), Accounting