Wilcox Investment Bankers specializes in working with mid-market distribution and supply companies. We know the critical role distribution and supply companies play. We understand the business model, issues, risks, and end-market dynamics. We closely follow industry trends, transactions, and corporate valuations.
Our simple mission is to combine that industry knowledge with our experience, relationships, and hard work to achieve excellent outcomes for clients. We have served as a trusted advisor to distribution and supply clients spanning many segments:
Wagner Supply Company
We served as the exclusive financial advisor to Wagner Supply Company in its sale to Imperial Dade, a Bain Capital portfolio company.
Learn moreRK Pump & Supply
We served as the exclusive financial advisor to RK Pump & Supply in its majority recapitalization with Clavis Capital, Stephens Capital and Bixby Bridge Capital.
Learn moreEnergy Sales
We served as the exclusive financial advisor to Energy Sales in its sale to Smith-Cooper International, a Tailwind Capital portfolio company.
Learn morePetroSmith
We served as the exclusive financial advisor to PetroSmith in its majority recapitalization with Blue Wolf Capital Partners.
Learn moreProduction Specialty Services
We served as the exclusive financial advisor to Production Specialty Services in its sale to MRC Global.
Learn moreOur distribution and supply focus offers numerous advantages to clients – industry research and intelligence, pulse on the current M&A and capital markets, business valuation and a large network of investor and buyer relationships to ensure clients receive full attention from the marketplace.
We balance our industry focus with our transactional expertise to position our clients’ transactions most favorably to the market.
Our experience spans a variety of segments:
- Aggregates
- Building & Construction
- Chemicals
- Electrical & Power
- Electronics
- Facilities Maintenance
- Fasteners
- Fuel and Lubricants
- Janitorial & Sanitation
- MRO/Industrial
- Oil & Gas
- Oilfield Country Tubular Goods
- Paper, Plastics & Packaging
- Pipe, Valve & Fitting
- Plumbing & HVAC
- Safety
- Steel
- Tools
- Water & Wastewater
Jason N. Wilcox
Managing Director & Founder
+1 (972) 691-2080
jason@wilcoxinvestmentbankers.com
After 12 years with two Wall Street investment banks, Jason founded Wilcox Investment Bankers in 2008 with a desire to create an independent boutique providing financial solutions to owners of mid-market commercial and industrial businesses. Since, the firm has navigated several industry cycles and successfully carved out a niche to become a leading player. Mr. Wilcox’s experience spans over 24 years working on more than 75 transactions with aggregate value in excess of $4.0 billion.
Jason received his M.B.A. from The Wharton School at the University of Pennsylvania, a B.S. in Economics from Texas A&M University and a certificate in Econometrics from The London School of Economics and Political Science.
Jason also founded TWG Securities, LLC, a private investment firm, which focuses its activities primarily in commercial real estate, private equity, venture capital and oil and gas royalties. He also serves on the Board of Directors of Cypress Environmental Partners (NYSE: CELP) and Board of Trustees at the University of Mary Hardin-Baylor.
Tom L. Atkins
Director
+1 (972) 691-2080
tom@wilcoxinvestmentbankers.com
Tom is a seasoned accounting and finance executive with over 35 years of experience ranging from private to publicly traded companies. Through his career, Tom has acted as Senior Accountant, Controller, Chief Financial Officer and business owner.
Tom brings both a financial and business operational perspective. He has been involved in numerous acquisitions and divestitures, managed various lending relationships, including asset-based and institutional mezzanine debt lenders, overseen and managed company integrations, system implementations, and related reporting processes and been involved in bankruptcy situations. He has also worked with private equity backed businesses as interim CFO, interim Controller and financial consultant as well as supported investment banking and transaction activities.
Tom graduated from Colorado State University with a B.S. in Accounting. He is a Texas licensed Certified Public Accountant.
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