Investments
Current Investments
Avalon Advisors, LLC
Avalon is a Houston-based asset management firm that manages equity, fixed income and balanced portfolios for wealthy families, endowments, foundations and trusts. Avalon provides a high level of customer service and customized solutions for clients in a cost effective and tax efficient manner. Avalon was founded in April 2001 and is led by the five founding partners, Robert Gauntt, Russell Hawkins, Henry Lartigue, Willie Langston and Kevin Lilly. Over the past eight years Avalon has grown into one of the largest independent asset management firms in Houston with approximately $3 billion in assets under management. Read more
Landmark FBO, LLC
Landmark is a provider of fueling and ground support services to the general and commercial aviation markets through its network of fixed base operations (“FBOs”). Landmark currently operates 41 global locations and is the 3rd largest network of FBOs in North America. Landmark is led by CEO Dan Bucaro. Read more
TRE Financial Services Holdings, LLC
TRE is a diversified holding company focused on financial products and services. Led by its CEO, Andy Priest, TRE currently has two subsidiaries, TranDotCom Solutions ("TranDot") and CUTS Performance Marketing ("CUTS"). TranDot provides transaction processing and loan management software to the short-term lending industry and CUTS provides tax preparation and small business products through marketing programs with over 1,000 credit unions. The Company’s third (and largest) subsidiary, IntelliTax Software Solutions ("IntelliTax"), a provider of software and transaction processing to the tax preparation industry, was sold to a strategic buyer in October 2008. Read more
Select Prior Investments
Advantage Outdoor Company, L.P.
Advantage Outdoor was a Houston-based outdoor advertising company operating approximately 5,000 outdoor advertising display faces in markets throughout Texas and surrounding states. Advantage Outdoor was acquired with management and CEA Capital Partners in 1997. Fred Lummis served as Chief Executive Officer before selling the Company to Lamar Advertising (NASDAQ: LAMR) in 2000. Read more
American Tower Corporation
American Tower (NYSE: AMT) is a wireless and broadcast communications infrastructure company. Its primary business is leasing antenna space on multi-tenant communication towers to wireless and broadcast companies. After investing in the Company in 1994, Fred Lummis became Chief Executive Officer and grew the business into an industry leader. The Company was sold in 1998 to a strategic buyer, which took the name American Tower Corporation and continues to trade on the New York Stock Exchange. Read more
Baseball Express, Inc.
Baseball Express is the premier multi-channel marketer to the enthusiast baseball and softball player. Since its founding in 1990, Baseball Express has grown organically and through acquisition into the trusted source for players, coaches and parents seeking the latest, highest-quality equipment, apparel, shoes and accessories. In 2004, Baseball Express was sold to an affiliate of Halpern, Denny & Co. Read more
Cardtronics, Inc.
Cardtronics (NASDAQ:CATM) is an owner and operator of a nationwide network of automated teller machines in non-bank locations, including convenience stores, grocery stores and other high-traffic retail spaces. Cardtronics manages over 32,000 ATMs and is the largest independent ATM network manager in the world. Read more
Switch & Data Facilities Company, Inc.
Switch and Data (NASDAQ: SDXC) is a leading provider of network neutral data center and Internet exchange services supporting the needs of the world's leading online brands. Switch and Data operates 34 sites across North America specifically designed to house the equipment its customers use to aggregate and distribute data and digital media content. These sites provide the space, redundant power and cooling, and security our customers need to safeguard their infrastructure and interconnect with business partners and network service providers. Read more
