Spencer Almy

Partner
Citation

Spencer Almy is a Partner at Citation and a member of the Investment Committee. Spencer has over twelve years of experience in financial services, primarily spent in control buyout investing along with structured equity, public equity, and debt investing.

Robert Anderson, Jr.

Chairman & CEO
Cyber Defense Labs

Robert Anderson, Jr ( is a national security expert, author, and business leader dedicated to helping companies reduce business risk by ensuring their cybersecurity investments are properly aligned to their business priorities As Chairman and Chief Executive Officer of Cyber Defense Labs, Bob has leveraged decades of executive leadership and operational experience to transform Cyber Defense Labs into an expert cybersecurity services firm helping companies proactively reduce risk and best protect their organization from today’s constantly evolving cyber threats.

Bob credits his leadership skills, knowledge, and real world experience in critical incident response and risk management to the early days of his career, where he served as a Delaware state trooper for nearly nine years while cross trained as a Nationally Registered Paramedic (NREMT P) a certification he maintained for two decades He later spent more than 20 years serving in the Federal Bureau of Investigation ( where he combatted violent crime and drug operations, served on the elite Hostage Rescue Team, and led critical national security operations involving cybersecurity, counterintelligence, economic espionage, and critical incident response Bob rose to become Executive Assistant Director of the FBI’s Criminal, Cyber, Response, and Services Branch, overseeing more than 20 000 employees along with all FBI criminal and cyber investigations worldwide, international operations, critical incident response, and victim assistance.

Following his FBI career, Bob served as Managing Director for a global management, technology, and risk consulting firm, where he rapidly grew the firm’s investigative and incident response services During this time, Bob and his security team helped companies respond to and recover from thousands of data breaches and other cyber events.

Jason Apple

Managing Director
CenterGate Capital

Douglas Bartek

CEO, President, CoFounder
Tango Networks, Inc.

Douglas Bartek is a recognized leader in the technology world with more than 45 years of industry experience. He has led more than 20 successful sales, acquisitions, mergers and financings of high-tech firms. Prior to co-founding Tango Networks, he founded and led Microtune as President, CEO and Chairman, a firm he took public on NASDAQ.

He was a division president of Cirrus Logic, was president and CEO of Acumos, and has held various leadership positions at other leading technology enterprises such as VLSI Technology, Motorola and Honeywell. He has been a regional winner and national finalist as an EY Entrepreneur of the Year, MTBC CEO of the Year, NRCC Businessman of the Year, and a “10 Most Admired CEOs to Watch”

Bartek has an electrical engineering degree from the University of Texas, with highest honors, and both a Masters in Engineering/Computer Science and an MBA from Arizona State University.

He spends his personal time helping with his church and with local charities, most recently as Chairman of 29Acres, an adult living community in north Texas for autistic adults.

Jordan Bastable

Co-Founder & Partner
Longwater Opportunities

Trey Bowles

Managing Director
Techstars

Trey Bowles is an investor, multi-exited entrepreneur, educator and father. Having build companies in the for-profit and non-profit space, he works to create collaboration at the intersection of education, innovation and entrepreneurship.

Eddie Bridgers

Area Managing Partner
SeatonHill Partners, LP

Eddie Bridgers is the Central Region Area Managing Partner for SeatonHill Partners, the fastest growing, national strategic CFO Firm providing Fractional, Interim, and Project level CFO services. Eddie is well connected in the DFW marketplace and since joining the firm 2.5 years ago, SeatonHill has quadrupled business and now boasts ~80 elite CFOs nationwide, with 26 in Dallas, 14 in South Texas, and growing rapidly across the Midwest, Northeast, and Southeast regions.

Eddie is known as an innovative change agent who is adept at building groundbreaking, successful enterprise sales infrastructures that enhance and drive all revenue-connected aspects of the business. He is a proven, executive sales leader who generates bottom-line results with integrity and purpose. With 30 years of demonstrated success in building teams, developing programs, and opening new markets, Eddie has extensive experience in enterprise software, infrastructure/cloud solutions, and financial/operational leadership.

Eddie has also served in senior leadership and executive consultant roles for multiple start-ups and Fortune 200 companies, where he assembled and mentored large-scale national and international sales organizations.

Dennis Cail

Co-Founder & CEO
Zirtue

Kendall Childers

Vice President
Rosewood Private Investments

Kendall Childers is a Vice President of Business Development at Rosewood Private Investments where she is responsible for sourcing transactions and managing intermediary relationships. Previously, Kendall was Vice President of Business Development at a Houston-based private equity firm, worked in the Sponsor Coverage group at BBVA (now a part of PNC) executing and managing leveraged loans to private equity backed companies across industries, the compliance group at HBK Capital Management, and the Audit Assurance group at KPMG.

Carl Cravens

Chief Lending Officer
Susser Bank

Ric DeAnda

Co-Founder & Chief Acquisition Officer
improving.com

Steve Demetriou

Executive Chairman
Jacobs Engineering Group

John Dennis

Managing Partner
WoodRock & Co.

Mr. Dennis has been a Principal, Managing Director, and Managing Partner of WoodRock& Co. since he founded the firm in April 1998.  He is responsible for deal origination and selection, deal and project leadership, strategy, and business management. To date, Mr. Dennis has executed over $8 billion in transactions.

Prior to WoodRock, he was a Vice President with Koch Industries, Inc. in their international and capital services groups. In these positions, he was responsible for Koch’s global merchant banking and M&A efforts. From early 1996 through June 1997, he served as Chief Financial Officer, and later as acting Chief Operating Officer, of Gas Services International, Limited (“GSI”), a contract compression and engineering services company with offices in Houston, Texas, and Singapore. Before GSI, he advised both American Breco Corporation and Aviation Sales Company (NYSE: AVS) in their merger, acquisition, divestiture, and financing activities. His prior investment banking experience includes Simmons & Company International and Goldman Sachs & Co.

Prior private equity experience includes SCF Partners, L.P. and Breco Holdings, Inc.  He holds an AB from Harvard College and an MBA from Rice University’s Jesse H. Jones Graduate School of Management. Following college, he served as an officer in the United States Navy.

Jay Desai

Partner
Kainos Capital LP

Jay Desai is a partner of Kainos Capital, a consumer-focused private equity fund, and has over 20 years of principal investing, investment banking and strategy experience in the food and consumer products sector. Jay re-joined the firm in 2016 after serving as the senior vice president of strategy at CROSSMARK. He is a graduate of Stanford University.

Will Dobbs

Co-Founder & Partner
Sky Island Capital

Pierce Edwards

Principal
Valesco Industries

David Fang

Private Equity Investment Officer
Unity Hunt, Inc.

David Fang is the private equity investment officer for Unity Hunt, a single family office. He has over 25 years of experience as a principal investor, having deployed over $300MM in private equity and debt.

David Fowles

Regional Director, Southeast, Origination
The Riverside Company

David Fowles is a Regional Director at The Riverside Company focusing on originating deal opportunities and qualifying add-on acquisition candidates in the Southcentral and Southeast regions. Before Riverside, Dave spent three years at Mangrove Equity Partners as a Vice President focused on deal origination.

Before that he had a twenty+ year career as a US Army Special Forces Officer (commonly known as Green Berets), where he served with distinction leading special operations forces across the globe, earned three Bronze Star's, including one with a “V” device for valor. He brings a wealth of leadership, organizational, and analytic experience to Origination and Riveside.

When he decided to transition to the private sector, Dave enrolled in the Executive program at the Kellogg School of Management at Northwestern University, earning an MBA. He also holds a BA in Political Science from SUNY Oswego.

Chris Garvin

Principal, Business Development
Gauge Capital

Chris is responsible for identifying and evaluating investment opportunities, deal origination and developing intermediary relationships within the Healthcare sector. Prior to joining Gauge, Chris worked for National Spine & Pain Centers, where he was the Senior Vice President leading M&A for the organization. Earlier in his career, Chris worked in the Corporate Development functions at Dignity Health and CHRISTUS Health and with Moelis & Company as an Analyst in their Investment Banking Division. Chris received his MBA from the W.P. Carey School of Business at Arizona State University and his BS in Finance from University of Arizona.

Amish Gupta

Partner
Montfort Capital Partners

Bowman Hallagan

Managing Director
AB Bernstein

Rogers Healy

Owner & CEO
Morrison Seger Venture Capital Partners

Rogers Healy is a seasoned entrepreneur, with over 20 years of investing experience. As a founder of multiple companies, ranging from the real estate to the memorabilia space, Rogers considers his secret weapon to be his eye for talent. Being a business owner, Rogers knows what it takes to build, grow and maintain successful companies.

As an entrepreneur, investor, leader, and music guru, Rogers embodies the spirit of a founder. Rogers jumped into business at an early age, and in 2005 started what is now Texas’ largest independently owned real estate company, Rogers Healy and Associates Real Estate. Since inception, Rogers went on to be the founder of Rogers Healy and Associates Land and Lake, Rogers Healy and Associates Commercial Real Estate, Healy Global Real Estate and Relocation, and Healy Property Management, and Tuned In Grading.

As fate would have it, Rogers made his first investment in the world of venture capital in 2012, as a seed investor Mizzen + Main. He fell in love with the idea of connecting the dots in the world of venture capital, and has since become one of North America’s most active investors. After over a decade of investing in deals ranging from CPG to SaaS, Rogers founded Morrison Seger Venture Capital Partners.

“Mo Se” quickly made a name for themselves, with early and late stage investments in companies ranging from tequila to trading cards, and have been able to add a new layer of experience to venture capitalism.

Most importantly, Rogers lives a life of faith, alongside his wife Abby, their daughter Henley (named after Eagles’ frontman, Don Henley), their dogs, and all their music memorabilia. Fun fact: Rogers has one of the largest collections of music memorabilia in the world. During his free time, Rogers enjoys relaxing with his family and friends at ‘Hotel California’, back house turned music oasis.

As a veteran investor, Rogers is a part of some of the most well known brands in the world.

Jim Jeffries

Chief Executive
M&A Leadership Council

Jim Jeffries is the founder and CEO of M&A Leadership Council. He has been leading national and international consulting companies, private equity and M&A (mergers and acquisitions) for 30 years, during which time he completed three corporate turnarounds. In the last 15 years, the Council has trained over 7,000 corporate executives from over 800 companies in the Art of M&A. Jim's' organization launched a highly sought-after certification program for executives and companies involved in Mergers and Acquisitions. He has been quoted extensively in USA Today for his expertise and opinions on various merger and acquisition strategies and has been quoted as an authority in multiple releases of “The Art of M&A” book series published by McGraw Hill.

Eliot Kerlin

Managing Partner
Broadwing Capital

Lee M. Koury

Managing Partner
Smart Business Network Inc.

Lee is managing partner of Smart Business Network Inc., a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies. 

Rob Langley

Managing Partner
Align Capital Partners

Rob Langley is a Co-Founder and Managing Partner of Align Capital Partners. ACP is a lower-middle market PE firm that has raised more than $1.5bn and completed 100+ acquisitions since founding in 2016. Rob sits on the firm’s investment committee and is actively involved in all aspects of the firm’s strategic and investment objectives.

Katie Marshall

SVP, Business Development
PNC Business Credit

Katie Marshall is Senior Vice President, Business Development Officer for PNC Business Credit, PNC’s senior secured lending group. Based in PNC’s Dallas office, she is responsible for identifying and executing on lending opportunities with existing and prospective clients in Dallas/Fort Worth, North Texas, the Texas Panhandle, Oklahoma and Nebraska. Katie’s focus is largely on partnering with Private Equity firms, family offices or other financial investors to provide financing solutions for M&A transactions in addition to privately-held, family/founder-owned businesses seeking refinancing, growth financing, restructuring, turnaround or special situation solutions.

Seth McCormick

Managing Director - Dallas Office
Marsh Creek Advisors

Seth is a seasoned executive with an impressive track record of success, having held Vice President and Director positions across diverse industries. He has a wealth of experience in sales and understands the importance of building strong relationships and working collaboratively to achieve outstanding results.

Seth is a skilled consultant, having helped companies of all sizes to boost sales, streamline processes, and improve their bottom line. Notably, he was a key figure in the mergers and acquisitions efforts and strategies of one of the country's largest medical retailers. After graduating from the University of Georgia with a Bachelor of Business Administration in Management, Seth has become a Certified Exit Planning Advisor (CEPA®) and a Certified Mergers and Acquisitions Professional.

Throughout his 20-year career, he has consistently been recognized for his achievements, receiving the highest rankings for his exceptional work. Seth is the Managing Director of the Marsh Creek Advisors Dallas office.

Dan Meader

Founding & Managing Partner
Trinity Investors

Divyabh Mishra

Founder & CEO
dataX.ai

Stuart Moss

VP
CIC Partners

I work with business owners by providing capital to support growth in companies with revenues greater than $25mm.

Prior to joining CIC, Stuart held various roles with Goldman Sachs, Wells Fargo and Northern Trust and most recently worked with Cordatus Capital, a private equity firm based in Dallas.

Stuart is a US Navy veteran and holds an MBA from the McCombs School of Business, with concentrations in Finance and Asset Management.

Greg Pascuzzi

Managing Partner
Fortium Partners LP

Greg Pascuzzi is the Managing Partner of Fortium Partners' South Central Region. He leverages his experience as both an operating technology executive and a consulting leader to deliver Fortium's unique Technology Leadership-as-a-Service. More CEOs and private-equity funds trust Fortium as their choice for CIO, CTO, and CISO talent because of the reputation of Fortium's partners, the firm's responsiveness to their needs, and the results achieved. Fortium technology leaders use decades of experience to transform technology insights into business impact and enable technology success to foster business growth.

Andrew Peix

Managing Director
Gauge Capital

Andrew Peix is a Managing Director at Gauge Capital, a DFW-based private equity firm with a $1.4B fourth fund. He leads the firm's business development activities. Andrew has been in the private equity industry for 17 years. Gauge focuses on investing in growth-oriented middle market companies.

Dale Petroskey

President & CEO
Dallas Regional Chamber

Dale Petroskey is President and CEO of the Dallas Regional Chamber (DRC), which was named National Chamber of the year by the Association of Chamber of Commerce Executives in July 2022. Before joining the DRC in 2014, Mr. Petroskey's career included service as Assistant White House Press Secretary to President Ronald Reagan;Senior Vice President for Mission Programs at National Geographic;and President of the National Baseball Hall of Fame and Museum in Cooperstown, New York.

Joshua Ridley

Co-Founder & CEO
Willow

Paul Sparrow

Managing Partner
Chief Outsiders

Paul Sparrow joined Chief Outsiders in 2015 and serves as a Managing Partner, overseeing all fractional executives in the South Region. A former SMB owner and CMO, he is a business growth expert with over 30 years of strategic development and execution in a variety of industries and organizational settings including Fortune 50, startups, turnarounds, and emerging growth.

Greg Talcott

Managing Director of Sales
Caliber - The Wealth Development Company

Greg Talcott is the Managing Director of Sales at Caliber Funds. He manages a team of licensed representatives who assist investors in building their wealth and diversifying their portfolios through private equity real estate investments.

Greg came to Caliber after a two-year stint with Scottsdale-based competitor where he raised more than $100 million in capital investment from high-net-worth individuals, registered investment advisors and institutional entities in 2019. He delivers a high level of trust among customers, past and present, with his background in managing assets and serving as a fiduciary for select private wealth investors at Scottrade-TD Ameritrade, Basilica Wealth Management and Charles Schwab in Arizona, the Pacific Northwest and other key markets for more than 15 years.

During his time at Schwab, he led a team that managed more than $2.5 billion in assets that provided portfolio management and financial planning designed for a particular investor suitability.

Greg received a Bachelor of Science degree in Law and Political Science from Arizona State University.

Mark Thimmig

Chairman & CEO
Conservaco, LLC

Mr. Thimmig is an industry expert and thought leader across multiple industries including, automotive, marketing, education, investment, esports, and media, launching new brands and products along with raising capital.

Tony Tipton

Chief Operating & Commercial Officer
Xequel Bio

Tony Tipton brings a strong business acumen acquired over twenty-five years of specialty biopharma executive leadership experiences in developing and executing business strategies across market access, trade distribution, commercial sales and marketing, business development and organizational growth. Mr. Tipton’s past roles in biopharma have provided diversified experiences in numerous specialty areas - Dermatology, Neurology, Ophthalmology, Psychiatry and Respiratory diseases.

Kyle Turbitt

Senior Vice President, Origination
Sole Source Capital

Kyle is a Senior Vice President at Sole Source Capital, a lower middle market private equity firm focused on the industrial and service sectors. In his role, he leads investment origination, deal qualification, and building relationships with business owners. Kyle is passionate about helping business owners make the best choices for themselves, their family, and their employees when it comes to selling their company.

Jacques van Buuren

Co-Founder & COO
Eden Green Technology

Pablo Vegas

President & CEO
ERCOT

As president and CEO, responsibilities include leading ERCOT with independent insight on the future of electricity reliability, markets and technology in Texas in order to facilitate grid and market change for the benefit of all stakeholders. Prior to this role he served in senior leadership roles in the electric and gas utility industry with NiSource and American Electric Power. Previously he held leadership roles in management consulting with PwC, IBM, and Andersen Consulting.

Reid Wade

Assurance Market Leader
BDO USA

Reid has more than 18 years of audit and business advisory experience serving global public and privately held companies. He has led audit and advisory services across multiple business sectors including private equity and mezzanine investment funds, manufacturing, oilfield service, construction, hospitality, and sports and entertainment. Reid’s experience includes, but is not limited to, SEC financial reporting, private equity transaction advisory, debt and equity offerings, and Sarbanes Oxley 404 compliance.

Reid leads the Texas Private Equity industry segment and also serves as a member of the Houston Leadership Team focused on the development of client service strategies, professional development programs, and industry thought leadership.