Phalanx Capital is a private investment firm focused on lower middle-market opportunities in the U.S. We partner with exceptional companies seeking the next stage of growth.
From day one, our goal was to build a bank that would be forever rooted in truth, transparency and uncompromising integrity. With that as a foundation, we went to work building this dream we call Veritex Community Bank. One day, we looked up from the proverbial grindstone and found ourselves ranked among the 10 largest banks headquartered in Texas.This steady growth proves what we’ve been saying all along: If you work hard, remain truthful and treat people right, good things happen for all involved. For more than a decade now, we’ve been making good things happen for business and personal…
We build our banks around people… curating and investing in a group of specialists with you and your community in mind. This means putting people’s needs and goals ahead of all other concerns. Included in that thought is ensuring our service always exceeds expectations. Partnering with people to design customized banking solutions by providing a personal touch rarely seen in banking.
Texas Security Bank invests more resources in Business Education for Owner Managed Businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era when little differentiation among banks exists.
EdgeWork Capital transaction types - working capital, bridge financing, special accommodation financing, turnaround, debtor-in-possession, LBO/MBO, and acquisition financing. Our Credit Structures:- 1L, 2L, Unitranche- ABL- Mezzanine - Stretched ABL - Intellectual Property (IP) Lending- Machinery & Equipment - Cash Flow Term Loans- Commercial and Construction RE LoansOur loans range from $25m to $750mm, with durations of up to 5 years depending on the product and facility. We work with over 125 top-tier direct lenders, including some of North America's largest non-bank debt…
Capital 26 is a senior lender focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.
LO3 Capital is a dynamic private investment firm committed to helping lower-middle market companies grow. We partner with owner operators, management teams, private equity funds and fundless sponsors to provide transformative capital that will enable them to execute upon their vision. Our partners have over 75 years of combined investment experience, through multiple economic cycles and have invested in over 100 platform companies. Through that experience, our financial solutions are highly tailored based on the company’s needs and can be flexible over time as economic conditions change.
We are flexible debt capital provider to lower middle market companies. We are capable of creating bespoke solutions for a variety of different companies and sponsors. We provide capital for corporate growth, acquisition funding and recapitalization among other uses.At Southern Oak Capital, we invest at the intersection of top-down (macroeconomic) and bottom-up (fundamental) analysis. We utilize macroeconomic drivers to identify industry trends and asset classes. We then locate attractive risk-adjusted investment opportunities through rigorous fundamental analysis.
