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 250 clients across the U.S. with more than $20 billion in funds under management.
Beneplace manages 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.
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 $6.1 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.
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.
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.
Evergreen Industrial Holdings ("Evergreen/North American") is a leading provider of industrial cleaning and related specialty cleaning services to a diverse set of end markets across the U.S., including refineries, power generation, petrochemical, manufacturing, miners, waste-to-energy, and paper. Evergreen/North American's services include tank cleaning, degassing, industrial vacuuming, hydroblasting, hydroexcavation, waste transportation, chemical cleaning and other related services.
Expedition Water Solutions ("Expedition") is an oilfield wastewater disposal infrastructure company with principal operations in the Denver-Julesburg Basin (“DJ Basin”) 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.
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. TX Straight Bourbon was released in December 2016.
GHR Acquisition is a holding company focused on the staffing industry through two main subsidiaries, General Healthcare Resources ("GHR") and RecruitIQ Staffing ("RIQ"). 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. GHR was founded in 1993, and is headquartered in Plymouth Meeting, Pennsylvania. RIQ was founded in April 2016 and is led by Janet Elkin, Laura Magner, Cheryl Wilhelm and Mike Dunagan who have all worked together in the staffing industry for a number of years. RIQ is headquartered in Dallas and provides staffing solutions to the travel nursing, IT and veterinary industries.
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.
Santa Barbara Tax Products Group
Santa Barbara Tax Products Group (“Santa Barbara”) is a leading provider of financial products and processing services to the tax preparation industry. Santa Barbara provides its services through third party tax preparation firms, including tax preparers and tax software providers. Customers include Intuit’s TurboTax Online (the largest consumer online tax preparation software) and approximately 25,000 independent tax preparation offices.
Landmark Aviation (“Landmark”) was one of the largest providers of fueling and ground support services to the general and commercial aviation markets through its network of more than 75 fixed base operations (“FBOs”) in the U.S., Canada and Europe. In addition to FBOs, the company provided engine maintenance services, aircraft charter and management, and aircraft fueling and IT support services to the U.S. military.
GBP Holdings (Formerly TRE Financial Services) (“TRE”) was a holding company focused on financial products and services. TRE operated three subsidiaries: 1) IntelliTax Software Solutions, a provider of software and transaction processing to the tax preparation industry, 2) TranDotCom Solutions, a provider of transaction processing and loan management software to the short-term lending industry, and 3) CUTS Performance Marketing, a provider of tax preparation and small business products through marketing programs with over 1,000 credit unions.