Investments

Current Investments

ALM First Financial Advisors

ALM First Financial Advisors

ALM First Financial Advisors (“ALM”) was founded in 1995 and is an investment and financial advisory firm that offers a range of services to financial institutions, primarily credit unions. ALM is trusted by financial institutions to help manage balance sheet risk, optimize investment portfolios, achieve regulatory compliance and develop strategies to maximize financial performance. The company combines detailed asset / liability management services with highly experienced and seasoned investment professionals. ALM serves over 200 clients across the U.S. with more than $19 billion in funds under management.

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Beneplace

Beneplace

Beneplace is one of the fastest-growing voluntary benefits companies in the industry, managing customized voluntary benefits and discount programs for Fortune 1000 companies and government institutions. Beneplace is available to nine million people among employers and institutions in the U.S., Canada, Latin America, Europe, Australia and Asia. Headquartered in Austin, Beneplace delivers carefully curated, intelligent and complete voluntary solutions and employee discount programs that meet their customers’ specific goals.

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Avalon Advisors, LLC

Avalon Advisors

Avalon Advisors ("Avalon") is an asset management firm that manages equity, fixed income and alternative products for wealthy families, endowments, foundations and trusts. With approximately $6.0 billion in assets under management, Avalon combines the in-house talents of nationally recognized investment managers with experienced client advisors to provide superior investment management and differentiated investment advice to its clients.
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Cadence Bancorp LLC

Cadence Bancorp

Cadence Bancorp ("Cadence") is a bank holding company established to acquire and operate failed or distressed U.S. banks. The bank currently has approximately $7 billion in assets and 100 branches across six states with a significant presence in Texas.
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Dynamic Glass

Dynamic Glass

Dynamic Glass ("Dynamic") is a leading glass and glazing contractor that provides custom design, drafting, fabrication and installation of exterior and interior glass and aluminum window systems for new commercial construction projects and renovations of existing buildings. Dynamic operates two divisions: exterior and interior. The exterior division primarily focuses on exterior window systems for buildings ranging from six to thirty stories. The interior division focuses on interior build-outs of office space and small ground up exterior projects. Founded in 1990, Dynamic has grown into one of the largest glass and glazing contractors in Texas.
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Encino Energy, LLC

Encino Energy

Encino Energy ("Encino") is an oil and gas acquisition and development company focused on long-lived oil and gas investments primarily onshore in the U.S. The company acquires operated and non-operated oil and natural gas working interests, producing and non-producing mineral interests, and equity interests in small private energy companies. Encino currently owns a collection of assets in the Anadarko, Bakken, Eaglebine, Haynesville, Mississippian and Permian plays in Louisiana, North Dakota, Oklahoma and Texas.
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Evergreen Industrial Holdings, LLC

Evergreen Industrial Holdings

Evergreen Industrial Holdings ("Evergreen") is a provider of industrial cleaning services to a range of process industries, including refining, petrochemicals and utilities serving the Gulf Coast. Evergreen’s services include tank cleaning, degassing, industrial vacuuming, hydroblasting, hydroexcavation, waste transportation, chemical cleaning and other related services.
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Expedition Water Solutions

Expedition Water Solutions

Expedition Water Solutions ("Expedition") is an oilfield wastewater disposal infrastructure company with principal operations in the Denver-Julesburg Basin (“DJ Basin”) / Niobrara play of Colorado. Expedition’s management has over twenty years of experience designing, constructing and operating oilfield wastewater disposal wells and related infrastructure in the DJ Basin.
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Firestone & Robertson Distilling

Firestone & Robertson Distilling

Firestone & Robertson Distilling ("F&R") is a leading Texas craft whiskey distillery. The company was founded in 2010 by Leonard Firestone and Troy Robertson with a shared vision to create a leading Texas-based spirits company. The distillery launched its first product, TX Blended Whiskey, in June 2012 and in 2013 the whiskey was awarded “Best American Craft Whiskey” honors at the San Francisco World Spirits Competition, considered the most prestigious spirits competition in the world. In addition to TX Blended Whiskey, F&R has been distilling and aging a Texas straight bourbon since the company’s inception. The straight bourbon is expected to be released following sufficient maturation.

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Firestone & Robertson Distilling

GHR Acquisition

GHR is a leading provider of healthcare staffing solutions to regional healthcare providers throughout the Mid-Atlantic and Southeast United States.  GHR provides five main lines of business: 1) Nursing, 2) Therapy, 3) Behavioral / Education, 4) Direct Placement, and 5) Pharmacy.  The Nursing segment is comprised of long-term care and acute care nurse staffing.  The Therapy segment includes orders on a per-diem, temp-to-perm, and contract basis with an assignment length of approximately 13 weeks.  The Behavioral / Education segment focuses on treating mental health and behavioral issues.  Direct Placement emphasizes placing the majority of positions for management opportunities within healthcare as well as some human service openings.  The Pharmacy segment focuses on a broad range of work environment placements including administration, corrections, data entry, retail, etc.  GHR was founded in 1993, and is headquartered in Plymouth Meeting, Pennsylvania.

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Landmark Aviation

SmartSky Networks

SmartSky Networks ("SmartSky") is building the first 4G air-to-ground communications network in the U.S. to provide high speed Wi-Fi capability to the business and commercial aviation industry. SmartSky’s innovative technology will enable the company to be a first mover in the 2.4 GHz spectrum and will pave the way for a faster, more cost-effective inflight connectivity solution.

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