Allegiance Capital Corporation Facilitates Investment in Risk Management Strategies, Inc.

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Allegiance Capital Corporation has facilitated an investment in Risk Management Strategies, Inc. (RMS), from Alpine Investors. Allegiance Capital Corporation served as the exclusive financial advisor to RMS.

Allegiance Capital Corporation Mergers acquisitions Mid-Market
"We believe there are tremendous growth opportunities in this highly underserved and rapidly growing industry," Dan Sanner - Alpine Industries

Allegiance Capital Corporation, a Dallas-based private M&A investment bank that specializes in middle market transactions, announced today that it has facilitated an investment in its client, Risk Management Strategies, Inc. (RMS), from Alpine Investors. Alpine, a San Francisco, CA based private equity firm targets investments in founder-owned companies in the software, online/internet, and business services industries. The firm is currently investing out of a $406 million fund raised in 2014. Allegiance Capital Corporation served as the exclusive financial advisor to RMS. Financial terms of the transaction were not disclosed.

Headquartered in La Mesa, CA, RMS provides trust banks and private fiduciaries a platform to fully outsource the employment and administration of caregivers and ancillary house employees that serve the beneficiaries of special needs and wealth trusts.

“Since our inception in 2003 with a single trust bank client, RMS has established a reputation for service excellence, professionalism, and adherence to the strict confidentiality and privacy standards set by the nation’s leading trustee banks,” said Arthur Candland, Co-Founder and Chief Financial Officer. “Our partnership with Alpine Investors will allow the company to pursue strategic growth initiatives and ensure that we will continue to meet the high expectations of our current and future clients.”

“We believe there are tremendous growth opportunities in this highly underserved and rapidly growing industry,” said Dan Sanner, a partner at Alpine Investors. “RMS’s strong leadership team, technical capabilities, and reputation for quality service coupled with this increased financial flexibility will advance our position as an industry leader.”

“Allegiance Capital was a great partner throughout the entire transaction process,” said Terry Keating, Co-Founder, President and COO of RMS. “Their ability to identify a strong, compatible investor that appreciated the unique dynamics of both the company and our industry was exceptional. Their guidance throughout the entire transaction process was invaluable.” Pat Pollard, Patrick Keavy, and Tim Lackie of Allegiance Capital Corporation managed the transaction. Allegiance Capital Corporation is currently involved in several engagements with other companies. To view a list of current engagements, visit http://www.AllCapCorp.com.

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About RMS
Headquartered in La Mesa, CA, RMS offers banks with trust departments and other private fiduciaries a platform to outsource the employment and administration of the caregivers and ancillary house employees that service the beneficiaries of special needs and wealth trusts. The Company does business under the moniker of Trust Employment Administration and Management or TEAM.

About Alpine Investors
Headquartered in San Francisco, CA, Alpine Investors is a values-driven private equity firm focused on investing in founder-owned companies in the software, online/internet, and business services industries. Alpine Investor’s team consists of former CEOs, consultants and private equity professionals, all of whom share a passion of building companies.

Alpine Investors has raised more than $900 million since its inception in 2001, and is currently investing out of its $406 million fifth fund that was raised in 2014.

About Allegiance Capital Corporation
Allegiance Capital Corporation is an award-winning investment bank that specializes in financing and selling middle-market businesses. Allegiance Capital Corporation has been named to American City Business Journal’s distinguished list of Who’s Who in Energy for 2012, 2013, and 2014. In addition, the firm won multiple awards in 2014 that recognizes the value it delivers to clients, including: M&A Advisor Awards - M&A Deal of the Year for deals $25 - $50 Million and Energy Deal of the Year for deals $50 - $100 Million, ACG New York - Energy Deal of the Year, Americas Atlas M&A Awards - U.S. Private Equity Deal of the Year, and Healthcare Deal of the Year. Subscribe to the Capital Ideas blog by visiting: http://www.allcapcorp.com/blog. Follow Allegiance Capital Corporation on LinkedIn and Twitter: @ALLCAP.

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Bruce Condit
Bruce Condit
since: 12/2011
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