MD at this leading and growing middle market investment bank (previously known as Capstone Headwaters) with national coverage and international partners. Dynamic team with deep experience and knowledge across key verticals, this group brings a fresh momentum to the middle market environment. In addition to buy and sell-side M&A expertise, capital raising and strategic business advising, the firm has deep connections and knowledge in the Family Office arena which allows the sourcing of unique capital partners and structures in many cases. Post merger with Capstone in 2018, the firm has 16 offices and more than 200 professionals across the U.S. making it a dynamic leader in its market segment.

Investment Banking, Corporate Finance, M&A focused on Middle Market opportunities across a broad spectrum of industries. The 20+ member boutique firm is also affiliated with a commercial bank and a well-known alternative asset manager. Member FINRA.

Affiliated with four other partners with dynamic energy operations and investment management expertise. This group connects operators and investment capital across the spectrum of E&P, Operations and Development including the "Service Segment" of the energy industry and selectively co-invests in certain transactions. The partners each bring complementary skills from within the energy industry and from the financial and investment management arena. Our deep contacts with private operators and owners along with our relationships with a wide variety of capital sources creates an unique blend of potential opportunities. We source capital from family offices, high net worth private investors, private equity groups, investment funds, corporate and public pension funds and various endowments. We also have numerous connections and sources for structured debt. Our ability to source unique opportunities and align capital sources allows us to customize transactions to suit each situation.

Served on Advisory Boards for a PE owned Beverage Packaging company and also for an Executive Search Firm focused on the Financial Services sector. HSA provides capital advisory services including capital raising, capital structuring and strategic business planning across various industries including real estate, building materials, manufacturing/industrial, energy, clean tech, financial services, business services, distribution, transportation and retail. The firm provides services to public and private corporates and investors (including individuals, family offices, private equity firms and selected institutions). Advisory Board services and interim management services are also offered. Significant international experience and contacts may also be levered.

A Corporate and Investment Bank (CIB), formerly known as Calyon CIB and Credit Lyonnais. Ranks among the top 10 Global Banking Institutions. Served as the Regional Manager covering 11 southern and southeastern states for "Diversified Industries" and two national coverage mandates including Homebuilding/Real Estate and Building Materials. Responsible for client development and for delivering the full slate of banking, investment banking and securities products and services to the portfolio clientele.

SVP for southwestern region corporate banking effort focusing on structured and leveraged finance across multiple industries including real estate, energy, utilities, manufacturing, transportation, agribusiness, retail, communications and distribution.

(Previously known as RepublicBank Dallas) Group Manager within Regional Corporate Department with responsibility for many of the bank's top clients among the Fortune 1000 companies in multiple states (and including wealth management services for senior executives of client corporations).