Investment Banking Experience
Over his 15 year career as an investment banker, Mr. Wilcox has assisted owners of mid-sized private firms and executives and directors of public companies in marketing, structuring and executing a number of complex transactions.
Transaction experience includes company sales, mergers, acquisitions, recapitalizations, private placements, debt financings and public offerings. Mr. Wilcox has concentrated his transaction experience in the Energy, Industrials and Infrastructure sectors.
Prior to forming The Wilcox Group, his career includes experience with major Wall Street and middle market investment banks: Bear, Stearns & Co. Inc., Raymond James & Associates, Inc. and Growth Capital Partners, L.P. Mr. Wilcox is a licensed Registered Representative and an Investment Banking Representative.
Educational Highlights
- Masters of Business Administration, The Wharton School of the University of Pennsylvania. Concentrations in Finance and Entrepreneurship
- Bachelor of Science, Texas A&M University. Major in Economics, Minor in Finance
- Certificate in Econometrics, The London School of Economics and Political Science
Personal
Mr. Wilcox, his wife of 18 years and their 11 year old twin daughters reside in Coppell, Texas.
Professional Papers and Presentations
Exit: Selling Your Business For Maximum Price
Publishes the quarterly e-newsletter "W360 - Full Circle Thinking for Private Business"
"Liquidity Alternatives," Growth: The Business-to-Business Resource, April 2007
"Top 10 Trends Supporting Private Company Liquidity Events," Growth Capital Partners Newsletter, Spring 2006
"A Recap for Two Paydays," Growth Capital Partners Newsletter, Summer 2005
Professional Presentations
"State of the Capital Markets," Annual National Conference, National Association of Small Business Investment Companies (NASBIC)
"State of the Capital Markets," Southwest Venture Forum
"IPOs are Dead? Why You Need to Prepare Now - A Brief Look Back and Lessons Learned," Haynes and Boone Corporate Presentation Series