Wilcox Investment Bankers

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 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.