Focus Strategies Investment Partners








  • We are experts in investment banking, but our experience goes much deeper.

    We are experienced in a broad range of industries and our people are adept at getting up to speed fast – so we are always positioned to identify market opportunities and maximize returns.

    Industry Experience

  • Every transaction is its own unique story.

    We offer perspective and insight that can only be gained through real experience. Our team has helped many business owners achieve their goals. Here are a few of our success stories.

    Case Studies

  • A team, not a banker.

    At Focus Strategies, you get more than an individual broker or advisor. We apply a proven team approach, with multiple senior bankers assigned to every transaction.

    Meet Our Team

  • Focus Strategies Investment Banking Webinar Series
    Webinar Series

    Focus Strategies Investment Banking Webinar Series

    Our FREE webinar series explores a range of topics that may impact your business and influence mergers and acquisitions in 2024.

    View Webinar Series


With over $7 billion in transactions, the team at Focus Strategies has hands-on experience in multiple industries.
Check out our transactions.

  • 215x125 0084 American Bank
  • C&C Sage TrueBlue Bellezza Logo
  • 215x125 0025 R Bank
  • Hahn
  • MultiTracks Logo
  • Active Power New
  • Beneplace
  • Berry Aviation New
  • 215x125 0075 Brinkmann Roofing Company
  • 215x125 0056 Georgetown Rail
  • 215x125 0053 HillCo Images
  • 215x125 0040 Kendra Scott
  • Kerby Lane
  • MSB School Services Logo
  • OPT
  • Pacific Northern
  • Pat Tank New
  • Phoenix Electric
  • Petrochem Logo 215x125
  • Sls Logo 215x120
  • Sweet
  • 215x125 0008 Tony Bagliore
  • 215x125 Cmit Solutions
  • Stans Heating Cooling Logo 215 125
  • Flow Below
  • Cyberlink
  • Buda Woodworks
  • Prop & Peller
  • 215x125 ACSI Logo
  • 215x125 Broaddus Logo
  • 215x125 Compliance Training Online Logo
  • 215x125 ECPR Logo
  • 215x125 Mueller Foundation Logo
  • “We are thankful for Terese Everson and the Focus Strategies team for their guidance and expertise to get this transaction closed.”

    Nikki Smith, CEO of Trace Analytics

  • “We are incredibly grateful for the Focus Strategies team and all their efforts along the way to get this transaction closed. We heavily relied on their expertise, strategic guidance, dedication, and support throughout the deal process.”

    Tabbatha Callaway, CEO of MSB School Services

  • “Navigating a transaction from beginning to end is a huge commitment that takes extreme organization, dedication and guidance. The team at Focus Strategies did an outstanding job for us. They managed the transaction process seamlessly and professionally and committed themselves to us every step of the way.”

    Brent Jones, Owner of Randall Jones & Associates Engineering, LLC and RJ Surveying & Associates, LLC

  • “We are grateful to Focus Strategies for their support and commitment during this process. With their help and guidance, we were able to identify and select a partner that understands our business, our core values, and our commitment to our employees and customers. The combined resources will strengthen and accelerate our opportunistic growth trajectory in the rental industry across Texas.”

    Gary Gunter, Owner of Rent Equip

  • “The team members at Focus Strategies are true professionals, and we are grateful for their leadership and counsel. Their consistent availability, attention to detail and willingness to roll up their sleeves helped us achieve a great refinancing outcome for Pacific Northern. We look forward to developing our new partnership with East West Bank.”

    Ron Duncan, Co-founder of BCEP

  • “It was a great pleasure to work with Focus Strategies on this relationship. Their professionalism, expertise and execution is top notch.”

    Mark Koshnick, SVP of East West Bank

  • “We are extremely pleased with the outcome of this transaction and the Focus Strategies team guided us every step of the way. They were professional, thoughtful and transparent throughout the process.”

    Chris Strand, President of Stan’s Heating & Cooling

  • “Finding the right investors who align with CMIT’s core values, and are committed and capable of accelerating our growth is a tremendous undertaking. We are thankful for Focus Strategies’ advice and the direction that they provided us to ensure a successful closing. Their knowledge and expertise of our industry and just as important, the buyer’s market, proved to be paramount in positioning the company for this next chapter.”

    Jeff Connally, CEO of CMIT

  • “I feel very fortunate to have completed this deal
    considering the oilfield recession. Focus Strategies was a
    trusted advisor and resource throughout the process.”

    Kevin Gendron, Co-Founder of OPT

  • “We were impressed with Focus Strategies’ ability to understand our business, provide thorough and accurate counsel in the options and opportunity to complete a transaction and their dedication to navigating the process. We look forward to the expertise that Platform [Partners] and its relationships will bring and hold confidence in the future of Beneplace.”

    George Parsons, Beneplace founder

  • “We are very pleased with the transaction guided by the Focus team. They provided valuable advice throughout the process and thanks to their expertise, Berry Aviation is able to realize its next phase of growth.”

    Sonny Berry, Chairman and CEO of Berry Aviation

  • “I was impressed with Focus Strategies’ commitment to their client on this transaction. Unlike many M&A advisors, Focus Strategies stayed involved from start to finish. It was a pleasure working with them on this transaction.”

    S. Michael Dunn, Managing Partner at Reiter, Brunel & Dunn, PLLC

  • “Focus Strategies’ assistance with the sales process was invaluable – they went above and beyond to make the transaction as smooth and uncomplicated as possible. I think Sonny Berry and his management team were lucky to have Focus Strategies on their side.”

    Sandra Griffin, Partner at Griffin | Frey PLLC

  • "Focus Strategies demonstrated great flexibility in working with Hill Country as the owners' objectives were modified during the course of the financing process."

    Gary Seals, CEO of Hill Country Holdings

  • "Focus Strategies worked hard for us in finding a buyer that understood our value and could get the transaction done in a way that met our objectives."

    Hans Jorgensen, President of Pat Tank

  • “The team at Focus Strategies has been a pleasure to work with and has shown great skill and finesse during the transaction process. Their guidance and flexibility were critical to getting this complex acquisition completed.”

    Management team for PetroChem Wire, LLC

  • “We are excited about our new partnership with Tejas Investments. With this investment we will be able to continue to provide excellent customer service throughout the state of Texas.”

    Mike Riley, COO of Phoenix Electric

  • “The advice and direction that Focus Strategies provided was outstanding. This transaction had quite a few barriers that would have been extremely difficult to navigate without their expertise.”

    Rob Adams, Interim CEO of ScanData

  • “Focus Strategies worked hard in finding the right buyer that understood our unique situation. They worked with us throughout the entire process to ensure a successful closing.”

    Craig Hopper, Administrator of the estate of ScanData’s founder

  • “Focus Strategies worked hard to find the right buyer for our company. One that understood our culture, values and the integrity of our work.”

    Tony Bagliore, Owner of Tony Bagliore Concrete

  • “I was referred to Focus Strategies by a business colleague and I am very grateful for the introduction. Navigating a transaction while running a business is a significant undertaking and I was thrilled to have them by my side. The Focus Strategies team worked tirelessly to find the right buyer that met our objectives and we could not be more pleased with the outcome.”

    Claudia Hillmeier, founder of Prop & Peller