Focus Strategies Investment Partners
  • Financial Services

Financial Services

Financial Services


Before founding Focus Strategies in 1999, Gary Valdez worked 24 years in a highly successful banking career. In fact, all of our senior team members come from seasoned financial backgrounds in both upper management and board level positions. Our track record of successful transactions and satisfied clients is a result of the insight that can only be gained by these unique perspectives coupled with our unwavering commitment to achieving the most favorable outcome for our clients.

Sectors include:

  • Banks and Thrifts
  • Insurance
  • Specialty Finance

Related Transactions

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Client: 21st Century Financial Services
Service: Merger & Acquisition Advisory
Industry: Financial Services

Close


Client: American Bank
Service: Merger & Acquisition Advisory
Industry: Financial Services

Close


Client: First Bank Southwest
Service: Merger & Acquisition Advisory
Industry: Financial Services

Close


Client: Paramount Specialty Finance
Service: Merger & Acquisition Advisory
Industry: Financial Services

Close


Client: R Bank Texas
Service: Merger & Acquisition Advisory
Industry: Financial Services


Acquired Schwertner State Bank.

Close


Client: Texas Capital Bank
Service: Merger & Acquisition Advisory
Industry: Financial Services

Close


Client: The Money Box
Service: Merger & Acquisition Advisory
Industry: Financial Services

Close


Client: Westech Capital Corp
Service: Merger & Acquisition Advisory
Industry: Financial Services

Close


Client: CapRidge Partners
Service: Raising Capital
Industry: Financial Services


Arranged equity financing.

Close


Client: Regent Park Capital
Service: Raising Capital
Industry: Financial Services


Arranged an $18 million credit facility.

Close


Client: T. Stacy & Associates Inc.
Service: Raising Capital
Industry: Financial Services


Raised $4.2 million in equity.

Close

 

See All Transactions


 

Put our team to work for you.

Our team is anchored by senior-level professionals from multiple disciplines and industries with over 100 collective years of deal negotiation and closing experience.

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