Our Investment Banking Team

People and their talent, capabilities, drive and commitment make the difference. When clients engage Wilcox | Swartzwelder & Co., they are purchasing high quality investment banking services, candor, senior level expertise and the highest level of client service and professionalism.

We are experts focused on middle market investment banking for the energy, industrial and infrastructure sector. Principals have over 40 years of experience having successfully completed almost 100 transactions with value in excess of $3.6 billion.

We offer to clients:

  • Rigorous adherence to core principles and professional ethics
  • Commitment of senior level involvement from start to finish
  • Unparalleled expertise across targeted industries
  • Culture of entrepreneurship and hard work
  • Innovative solutions to complex issues
  • People skills and the intuitive ability to smooth tensions, articulate and manage expectations and build bridges between counterparties
These traits have served us and our clients well.

energy industrial business services investment banking texas oklahoma

"As Boring Specialties Interim Chief Financial Officer, I could tell you were on "our side" and were looking out for the interest of the Company's owner. Your effort was one of the key factors that contributed to the success of this transaction."

Mr. R.E. (Bob) Sternenberg, Partner, Tatum LLC


Follow Me