RBC Capital Markets

Hermitage Equity Partners is a middle market private equity investment firm based in Dallas, TX, focused on partnering with experienced management teams to build market-leading companies. The firm specializes in providing liquidity events for entrepreneurs and owners of closely-held businesses, ensuring a seamless transition while maintaining service to customers and fostering professional growth for management teams. With over 150 years of combined business experience, the team at Hermitage Equity Partners utilizes deep sector expertise to identify overlooked opportunities and inherent competitive advantages within portfolio companies. Their partnership philosophy emphasizes collaboration with talented management teams, offering access to world-class resources and patient capital to drive growth and value creation. Generated from the website

Tolleson Wealth Management is a privately-owned and family-run multi-family office based in Dallas, Texas. Established in 1997, they provide comprehensive financial services to wealthy individuals and their families, helping them navigate the complexities of managing their wealth. With a foundation built by the Tolleson family, Tolleson Wealth Management offers integrated services that go beyond typical offerings, leveraging their in-house specialists across diverse service areas to support family enterprises. Their services include investment management, estate planning, tax planning and strategy, private banking, trustee and estate settlement, financial reporting and bill pay, and philanthropy services.Generated from the website