We Specialize In

Merger & Acquisition Services

Merger & Acquisition Services

We specialize in advising clients regarding company sales, divestitures, mergers, recapitalizations, acquisitions and buyouts.

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Oil & Gas Property Sales

Oil & Gas Property Sales

We staff oil and gas property transactions with both a technical and a financial expert to ensure the assets are positioned to garner the highest valuation.

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Debt & Equity Placements

Debt & Equity Placements

We raise external capital from institutional sources primarily to fund growth opportunities or strategic acquisitions.

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Merchant Investing

Merchant            Investing

We provide flexible capital, innovative structures and can move fast. We often provide various strategic and administrative services in conjunction with investments.

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Meet the Principals

Jason Wilcox, Investment Banker

Jason N. Wilcox

Over his career, Mr. Wilcox has assisted owners of mid-sized private firms and executives of public companies in marketing, structuring and executing a number of complex transactions.

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Grant Swartzwelder, Investment Banker

H. Grant Swartzwelder

Mr. Swartzwelder’s experience spans investment banking, petroleum engineering and acting as owner/operator within the energy industry.

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Company Profile

Wilcox Swartzwelder & Co., a boutique investment bank, provides sophisticated investment banking services for middle market companies in the energy and industrial sector. We provide a high level of personal individualized service, senior level expertise honed at major Wall Street investment banks, innovative deal strategies, rigorous transaction execution and superior results.

…over 100 transactions with an aggregate value in excess of $3.8 billion…

Principals have more than 40 years of combined investment banking experience and have closed over 100 transactions with an aggregate value in excess of $3.8 billion.If your company is at a critical point and you need thoughtful, candid investment banking services and advice, contact us. Wilcox Swartzwelder & Co. has the expertise to deliver results.

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