We are pleased to announce our newest Director, Terese Everson. Terese joins the firm with a wealth of knowledge both in real estate and investment banking. She will take the lead in sourcing and executing real estate transactions for the firm in addition to assisting founder-owned businesses seeking […]
Focus Strategies Investment Banking (“Focus Strategies”) is pleased to announce that Pacific Northern, Inc. , headquartered in Carrollton, Texas, has secured a new senior credit facility with East West Bank to refinance its existing senior debt and working capital facilities. Focus Strategies served as the exclusive financial advisor and private placement agent to Pacific Northern, Inc.
Focus Strategies Served as Expert Panelists Discussing “Ownership Transition, Raising Capital and Acquisitions” at vcfo Conversations Event
Oliver Sandlin and Larry Hester of Focus Strategies Investment Banking served as panelists at the first vcfo Conversations event in 2019. Discussion topics included strategic transactions, ownership transitions, acquisitions and recent valuation trends, as well as processes & timelines.
Stan’s Heating & Cooling (“Stan’s”), a leading provider of residential HVAC installations and service, has received an investment from an affiliate of Treaty Oak Equity LLC (“Treaty Oak”) of Austin, Texas. Focus Strategies Merchant Banking, LLC (“Focus Strategies”) served as the exclusive financial advisor to Stan’s throughout the transaction, which closed on November 30, 2018.
We are pleased to announce our newest member of the Focus Strategies team, Stephen Reesing. Steve has more than 25 years of senior management experience as CFO for middle market companies in central Texas. He has a broad range of experiences, including extensive work in mergers and acquisitions, leveraged buyouts and private placements of debt and equity.