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The bank primarily serves clients and operates full-service locations in Austin, Dallas, Fort Worth, Houston, and San Antonio metropolitan areas of Texas. [14] It also has an executive office in New York. [11] As of March 2023, the company held $28.4 billion in assets and had around 2,200 employees. [11]
Salient Partners was a private equity firm based in Houston, Texas, with offices in New York City, San Francisco and Newport Beach.The firm's strategies included emerging markets, [1] real estate investment trusts (REITs), master limited partnership (MLPs) investments, [2] managed futures, [3] risk parity funds, [4] and liquid alternative investments. [5]
Bridgeway Capital Management Inc. ("Bridgeway") is a U.S. asset manager based in Houston, Texas offering statistically driven institutional investment strategies, mutual funds, and sub-advisory services. Bridgeway specializes in domestic equities, and is the adviser for Bridgeway Funds, the company's family of nine no-load mutual funds.
Broadway Bank is a community bank founded in 1941, founded by Col. Charles E. Cheever Sr. and his wife, Elizabeth Cheever. [3] Broadway Bank has twenty-eight banking centers and two loan production offices spread across San Antonio, Austin, Dallas, Houston and the Texas Hill Country.
Warwick Investment Group is a SEC-registered investment advisor, managing funds that invest globally in natural resources and real estate. Warwick has an established track record in strategic consolidation in these sectors, having completed more than 4,000 transactions since inception.
There were 341 M&A deals last year in the wealth management industry, up 11% from 2021 and the most in at least a decade, according to investment bank and consulting firm Echelon Partners.