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 implementing important transactions such as merger/acquisitions, sale opportunities, and capital enhancement transactions such as securities… Show more 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 implementing important transactions such as merger/acquisitions, sale opportunities, and capital enhancement transactions such as securities offerings.𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Analysis, research and compilation of due diligence materials pertaining to sell side M&A transactions for middle-market companies. Show less

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 Services𝗧𝗲𝗻𝘂𝗿𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Chief Accomplishment: Established and managed the operational infrastructure for the company’s rapid growth trajectory𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Managed treasury, tax, HR and administration with 8 direct reports and 20… Show more 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 Services𝗧𝗲𝗻𝘂𝗿𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Chief Accomplishment: Established and managed the operational infrastructure for the company’s rapid growth trajectory𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Managed treasury, tax, HR and administration with 8 direct reports and 20 staff. In charge of business plan modeling and going concern analysis. Head of treasury operation delivering real time cash reporting with $100 million in transactions annually. • 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• Completed financial projections used to successfully negotiate 3 transactions with GWG Holdings, Inc. • Successfully transitioned and refined business model (“The Beast”) for a broader group of stakeholders • Led enterprise valuation engagement with a leading 3rd party valuation firm used to establish the equity value for the business with $1.5 billion of equity and $2.2 billion of assets• Oversaw hiring of 70 new employees and rolled out a new slate of benefit programs• Led procurement of a $150 million D&O and E&O insurance tower with A+ rated carriers Show less

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 Beneficient Company Group𝗧𝗲𝗻𝘂𝗿𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Over 10 years, executed the CEO’s vision for the formation and capitalization of Beneficient 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Working with the CEO, developed business plan and model for a de novo trust… Show more 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 Beneficient Company Group𝗧𝗲𝗻𝘂𝗿𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Over 10 years, executed the CEO’s vision for the formation and capitalization of Beneficient 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Working with the CEO, developed business plan and model for a de novo trust company platform serving owners of private equity LP interests. • 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• Led successful IRS audit resulting in no findings Show less

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 public investment bank holding company• 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 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 public investment bank holding company• 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 and underwriters, maintained and enhanced risk management programs for investment funds. • 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. • Ensured lease agreement compliance• Responsible for compliance with all sale agreements between Lehman and Sellers including annual compilation of deferred sales proceeds𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀• Led successful integration of finance and accounting activity as a wholly owned subsidiary with all quarterly and annual reporting requirements met without delay • Led successful financial and operating succession of the fund of funds subsidiary during bankruptcy, maintaining $50 million in capital and seamlessly continuing operations during bankruptcy proceeding • Oversaw and managed growth of operations for $1.5 billion increase in assets under management for the private equity fund of funds group including oversight of fund services, HR, client relations and facilities Show less

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 accounting and administration, private equity research, investment fund risk management and corporate/family office financial services.𝗧𝗲𝗻𝘂𝗿𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Headed finance and operations of 5 growth stage companies sold to Lehman Brothers𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻… Show more 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 accounting and administration, private equity research, investment fund risk management and corporate/family office financial services.𝗧𝗲𝗻𝘂𝗿𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Headed finance and operations of 5 growth stage companies sold to Lehman Brothers𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄: Managed finance, M&A due diligence, proprietary technology, technology infrastructure, tax and operations for investment adviser and all affiliate businesses. Handled all cash management approval and authority for both investment funds and management entities. Established and executed new business ventures for 6 new companies complementary to the investment management business. • 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• Led the transition from an outsourced platform to an in-house programming team ultimately leading to the proprietary accounting and administration systems used by the fund accounting group, Capital Analytics, deemed by Lehman Brothers, who purchased the systems in 2003, as a “crown jewel” of the company• Established new business plans leading to profitability for Capital Analytics, L.P., e-Valuate, L.P., Security Assurance Advisers, L.P. and The Main Office, L.P., entities included in the sale to Lehman Brothers Show less

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