ALM First Financial Advisors Successfully Completes Ownership Transition

November 12th, 2015.  ALM First Financial Advisors, LLC is pleased to announce the recapitalization of the Company with financing provided by the ALM First management team and Platform Partners, LLC. Emily Hollis, ALM First’s current CEO and Founder, will continue to lead the company in partnership with the existing senior management team.

Emily Hollis, CEO, said, “We are excited to partner with Platform Partners at this important stage in ALM First’s history. Platform has a proven track record of building successful financial services companies, and we look forward to gaining their perspective. I am also delighted that this recapitalization provided an opportunity for other key ALM First managers to become investors and partners in the company.”

“We look forward to partnering with Emily and the rest of the senior management team at ALM First.  Their reputation for providing quality services within the industry is stellar, and we are excited about supporting the company’s growth initiatives,” said Fred Brazelton, President and CEO of Platform Partners.

John Graf, a highly successful financial services executive is co-investing alongside Platform Partners and will serve on ALM First’s Board of Directors. John has a successful track record working in the financial services industry including serving as a senior executive at American General, AIG and Forethought.
ALM First looks forward to his guidance as it continues to offer advisory services to financial institutions across the country.

In addition to Emily, the other members of senior management that invested and became partners of ALM First include Mike Ensweiler, Managing Director, Business Development; Travis Goodman, CFA, Managing Director, Advisory Services; Kevin Kirksey, Managing Director, Strategic Services Group; and Robert Perry, Managing Director, Investment Services.

About ALM First

Headquartered in Dallas, ALM First Financial Advisors, LLC is a leading, trusted strategic partner for financial advisory services. With approximately $18 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 200 financial institutions across the country.  Since 1995, financial institutions have relied on ALM First’s industry expertise in formulating strategies to manage risk and enhance return to help them manage their balance sheets and investment portfolios. For more information, visit www.almfirst.com.

About Platform Partners

Platform Partners is a private holding company based in Houston that makes investments in middle-market companies with the intent of growing these businesses into industry leaders through a combination of organic and acquisition growth. For more information, please visit www.platformllc.com.

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