Transactions

Our Approach Delivers Superior Results

Wilcox Swartzwelder & Co. is a leading boutique investment bank focused on assisting owners of middle market companies in the energy and industrial sector. Principals have a long and successful track record of achieving superior results for clients. Principals offer over 40 years of experience having successfully completed over 100 transactions with aggregate value in excess of $3.9 billion throughout several cycles.

  • See below for recent transactions – click the tombstones for a summary description.
  • Also, view other past transactions, which were executed by the principals at previous firms.
Henderson Erickson SWD Deal Henderson & Erickson, Inc.
aggietech AggieTech Operating, LLC
Production Specialty Services Production Specialty Services
Two State Oilfield Two State Oilfield
Surface Stac Surface Stac
SanIsidro Development Company San Isidro Development Company
Blue Magic Blue Magic Inc.
Portal Service Company Portal Service Company
ShockWatch Equipment Monitoring Division ShockWatch Equipment Monitoring Division
CJ Energy Services, Inc. C&J Energy Services
Tex-Star Water Services TexStar Water Services
American Peak Production American Peak Production Capital Raise
ROC Services Company ROC Services Company
American Peak Production American Peak Production
Spencer N Enterprises, Inc. Ancor Capital Partners/Spencer Enterprises
FCA Packaging Products FCA, Inc.
Texsand International TexSand Distributors