Irving, TX (PRWEB) November 17, 2010
Principals of The Wilcox Group and PetroGrowth Advisors are pleased to announce the combination to form Wilcox | Swartzwelder & Co., a boutique investment bank focused on providing merger and acquisition and corporate finance advisory services exclusively to middle market companies in the energy, industrial and infrastructure sector. Through its merchant funding activities, the Firm provides flexible capital for direct investments in small, entrepreneurial companies.
Partners Jason Wilcox and Grant Swartzwelder will lead the firm. “We have known each other a long time and maintain a similar philosophy. Simply, to be truly effective and valuable to clients, one must have in-depth industry knowledge, transaction experience based on a successful track record, a willingness to work hard and a genuine desire to provide a high level of customer service.”
The Firm’s client base includes companies that are privately and family-held, those owned by financial sponsors and corporations seeking to divest mid-sized divisions. Most clients generate revenue of $15 to $150 million. “We are very excited about the team’s capabilities and the deep industry knowledge we can bring to clients. As investment bankers, investors and operators within the energy, industrial and infrastructure sector, our combined experience spans the whole energy value chain. Whether a client is an exploration and production company or an upstream, midstream or downstream equipment or service provider, we have successfully executed transactions across the entire spectrum.”
Principals have more than 40 years of combined investment banking experience and have closed over 95 transactions with an aggregate value in excess of $3.6 billion.
About Wilcox | Swartzwelder & Co.
Wilcox | Swartzwelder & Co. is a boutique investment bank providing sophisticated merger and acquisition and corporate finance advisory services to owners of middle market companies in the energy, industrial and infrastructure sector. The Firm provides a high level of personal service, rigorous transaction execution and superior results. Through its merchant funding activities, the Firm provides flexible capital for direct investments in small, entrepreneurial companies. Securities offered through PetroGrowth Energy Advisors, LLC., member FINRA/SIPC.