Bank
Portfolio
Bank Portfolio
Below you will find our current bank portfolio companies, and those positions we have closed out. Each represents a different market, a different strategy, a different investment vehicle type, and a different pathway to eventual disposition. Should you find yourself in any of these markets with banking needs, please do not hesitate to contact us, and we will direct you personally to the appropriate person at the appropriate bank.
Headquarters: Dallas, Texas
Initial Investment Date: December 2015
Investment Type: Direct Equity
Status: Active
VistaBank
Putting our values into action. Serving our clients and the communities where we work and raise our families, our core values can be summed up in two words – People First.
Headquarters: Fort Worth, Texas
Initial Investment Date: June 2017
Investment Type: Direct Equity
Status: Active
CapTex Bank
CapTex Bank is a $200 million institution serving a diverse population throughout North Texas. With more than 100 years of cumulative experience, senior management of the bank is comprised of a group of seasoned career bankers dedicated to each and every customer. With an ever-growing platform of products and services to serve most any need, CapTex Bank is ready to help your business grow and serve your family. We recognize that you have a lot of choices in banking. That’s why it’s important to us that you know the difference. Just as we get to know you and your banking needs, we believe it’s essential for you to get to know us, what we believe and how we work to do our best for you. Take a look below at what drives us. If you agree with how we do business, let’s talk about how we can be the right fit for you.
Headquarters: Dallas, Texas
Initial Investment Date: November 2017
Investment Type: Direct Equity
Status: Active
Oakwood Bank
Serving Texas since 1900, Oakwood Bank takes pride in building relationships and establishing trust with our clients. Our primary goal is to provide the highest level of banking services to our clients. Whether loans, deposit services or treasury management expertise, our team of professional bankers is here to serve you and provide you with a memorable and outstanding banking experience, each and every time you discover a need or have a special request.
Headquarters: Washington, DC
Initial Investment Date: April 2011
Investment Type: Direct Equity
Status: Sold June 2016
Bank of Georgetown
Headquarters: College Station, Texas
Initial Investment Date: February 2008
Investment Type: Direct Equity
Status: Sold May 2011
Brazos Valley Bank
Headquarters: Waco, Texas
Initial Investment Date: August 2023
Investment Type: Direct Equity
Status: Active