Focus Strategies Investment Banking

Thank you vcfo and Broadway Bank for the opportunity to be a part of the "Thinking of Selling Your Business" luncheon and panel discussion last week! Focus Strategies' Managing Director Terese Everson was a panelist alongside JC DUQUE, CEPA® with Broadway Bank and Veronica Nunn with Pillsbury Winthrop Shaw Pittman LLP. Ken Dorward did a fantastic job moderating the event and providing his personal and professional experience to the audience. The panelists tackled the current M&A market, valuation enhancers and distractors, buyer types, deal structures, and post-sale considerations. An insightful event and we were thrilled to be a part of it! #businessowners #mergersandacquisitions #transactions #guidance

He’s never met a stranger in his hometown of Austin, and is one of the most authentic and thoughtful people you will ever meet! Gary Valdez, President of Focus Strategies Investment Banking, has had the privilege of watching and influencing change in the capital city for decades. His many civic and career roles have helped to shape Austin to its current state. His family remains the centerpiece of his life, and you can often find him at any number of sports events cheering on his grandkids from the sidelines. Learn more about Gary in his Investment Banking Expert Bio video! #investmentbanking #mergersandacquisitions #capitalraise #team #leader

Reminder to join us tomorrow, January 24th at 11am CST, for our next installment of our Investment Banking Webinar Series. We will be discussing the recent shift in investment focus for family offices with Neal Leonard, CEO of Leonard Holding Company, and Kevin Wong, Chief Investment Officer of Lang Partners. Register here so you don't miss out! https://lnkd.in/gNGYgT6C #webinar #investmentbanking #familyoffices

Family Offices have experienced an investment shift recently by assuming more active involvement in M&A. Would you like to learn more about their investment strategies? Join us for our upcoming webinar featuring Neal Leonard, Chief Executive Officer of Leonard Holding Company, and Kevin Wong, Chief Investment Officer of Lang Partners. Register here: https://lnkd.in/gjAiQ38P #investmentbanking #familyoffice #privateequity #mergersandacquisitions #webinar

Interested in learning about more about the M&A space and the deal execution process? Register for ACG Austin's first ever Deal School, an immersive two-day program covering those topics and more. Focus Strategies Investment Banking Managing Directors, Terese Everson and Oliver Sandlin, will be providing their expert instruction during the event held on November 9th and 10th. Hope to see you there! #investmentbanking #mergersandacquisitions #austintx

For the last 12 years we have enjoyed supporting FEI Austin (Financial Executives International) as a platinum sponsor. They are a fantastic organization for financial executives in the Austin area, with numerous opportunities to enhance professional knowledge and qualifications. #financialexecutivesinternational #austinchapter #investmentbanking

Managing Director, Terese Everson, moderated panel discussion "Eyeing Private Real Estate Debt" at the Markets Group 7th Annual Real Estate South Forum last week. Joined by thought leaders in the real estate industry, Terese and her fellow panelists provided their expert perspectives on the debt market and key considerations for investors looking to enter or expand their presence in the space. Thank you Markets Group for hosting a successful forum in Austin! #realestate #debt

We are beyond grateful for the talented intern class that joined the Focus Strategies family this summer. Thank you Thompson Schmeil (UNC), Sean Ryan (UT MBA), Teagan Craft (UGA) and Lorenzo Paredes (SMU, not pictured) for bringing enthusiasm, dedication, and commitment during your time with us. We wish you nothing but the best in your future endeavors, and look forward to staying in touch with each of you throughout your academic and professional journeys. #internship2023 #investmentbanking