St. Joseph’s College,
B.A. Economics & B.S. Finance
Wayne State University, MBA
Bernie is a seasoned executive and advisor with 45 years of experience in creating and realizing shareholder value. The first twenty years encompassed various “C” level positions with NYSE, NASDAQ and privately owned companies. The following twenty-five years included time as a managing director of a large investment banking firm, founding partner of two private equity firms and an investment banking firm focused on mergers & acquisitions and recapitalizations of lower middle market companies in the Southwest.
Bernie excels at positioning client companies in the market to maximize their value while expeditiously completing the transaction, be it a sale or capital raise. Some of his greatest successes have been with companies facing market challenges, requiring a capital restructuring or sale under difficult conditions.
A founding father of the South Denton County Town of Double Oak, TX, Bernie served as alderman, mayor pro-tem, mayor, and municipal judge. With his wife, Judith Ann Carrico, they raised their five children in the rural town and enjoy recreational activities there with their eleven grandchildren. He is a FINRA registered representative and holds Series 7 and 66 designations.
- Financial Services
- Consumer Products
Dartmouth College, B.A Economics
Harvard Business School, MBA
Robert has spent more than thirty years as an intermediary, investor, senior executive, consultant and board member in the middle market space. He has worked on over one hundred transactions, often with primary responsibility for all aspects of the transaction, from deal initiation through acquisition integration.
Having both sold and recapitalized companies in which he was an executive and had ownership, Robert understands the importance of selecting the right financial or strategic partner. Having run a private equity fund and led corporate strategic acquisitions and integrations, Robert knows how to position client companies to maximize the probability of a close at a good price. His operating experience, often under high growth or difficult conditions, enhances Robert’s ability to convey a company’s story in the best light while thoroughly presenting pertinent facts.
Robert lives in Plano with his wife Lori; they have two adult children. He is a member of the Southwest Lacrosse Officials Association, officiating boys’ high school games. Robert is a member of the DFW Chapters of the Association for Corporate Growth and the Alliance of Merger & Acquisition Advisors, where he is on the board. A frequent speaker on corporate finance matters, Robert is a guest lecturer at the University of Texas at Dallas in the Finance and Entrepreneurial Studies programs. Robert is a FINRA registered representative holding Series 63, 65, 79 and 82 designations.
- Consumer Products
City University of New York, B. S. Finance
Poznan Economics University, B. S. Hospitality Management
Yola is a 14-year veteran of Wall Street and her experience spans a full range of investment banking activities, including both capital markets and M&A advisory. She spent her first eight years in New York City working for major global investment banks in various capacities in fixed income and equity areas. After relocating to Dallas, she joined a boutique investment bank providing M&A and private placement services to financial institutions.
Yola is experienced at working in cross-functional teams with clients and their advisors to devise an optimal and cohesive capital raise or transaction structure and strategy. She is an outstanding communicator and able to execute in demanding environments.
Yola lives in Dallas with her husband Scott, two children and a Goldendoodle. She is a member of Texas Wall Street Women, where she is on the Networking Committee, and the DFW Chapter of the Ellevate Global Women Network. Yola is a FINRA registered representative holding Series 7, 63, and 79 designations. She is fluent in Polish.
- Financial Institutions
- Mortgage Companies
- Real Estate Operating Companies
- Mortgage Servicing Companies
- Business Services
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