Crosstimbers makes direct investments in compelling private equity and project finance opportunities. We source proprietary deals from our network, structure them for mutual benefit, and actively manage their growth.
Unlike traditional private equity funds we don’t rely upon deal brokers or auction processes to source potential investments. Rather, through our established network of family offices, regional and national lenders, service providers, and other executives, owners, and entrepreneurs we enjoy a robust pipeline of proprietary investment opportunities. By originating deals directly, and avoiding auctions and their abbreviated timelines, we have time to perform deep diligence alongside the owner/operator and to develop trust and rapport outside the restrictions imposed by a formal process.
We believe that the best way to protect and grow resources is through mutually beneficial partnerships with others. Therefore, our investment structures place heavy emphasis on properly aligning incentives. We require that our management teams co-invest meaningful capital alongside us, and that their success be linked to ours through shared participation in the value that is created after our capital has been returned. We also focus on down-side protection. The majority of our investments will be structured with a liquidation preference and to ensure that our invested capital initially goes onto a company’s balance sheet, not in the pocket of its management team.
Engaged partnership is a central tenet of our investment strategy. We desire to bring more to our portfolio companies than mere capital, complementing the skill sets of exceptional entrepreneurs to build lasting, valuable companies. We have a history, throughout our prior investments, of working alongside management teams to inform strategy, improve operations, scale for growth, evolve capital structures, and position portfolio companies for successful exits.
We evaluate each opportunity sourced from our network against a four-faceted framework to ensure its suitability.
David serves on the firm’s Investment Committee and on the boards of its portfolio companies. Prior to co-founding Crosstimbers, David served as President of Brock Capital Group, LLC (“Brock Capital”), a family-office sponsored private equity firm based in Houston. David previously worked in a principal investments division of Goldman, Sachs & Co., underwriting and managing oil and gas investments. David graduated Summa Cum Laude from Mays Business School at Texas A&M University with a BBA in Finance. He lives in Houston with his wife and three children.
Trevor serves on the firm’s Investment Committee and also on the boards of its portfolio companies. Prior to co-founding Crosstimbers, Trevor served as Managing Director of Brock Capital, responsible for sourcing, underwriting, and managing its investments. Trevor earned a BBA in Finance from Texas A&M University, an MA in English Literature from Southern Methodist University, and a Postgraduate Certificate in Theology from Wycliffe Hall in Oxford. He lives in Houston with his wife and three children.
Bobby leads the firm’s investment screening and underwriting efforts. Prior to joining Crosstimbers, Bobby served as a Vice President of Quantum Energy Partners (“Quantum”), a leading energy-focused private equity firm with over $11 billion of capital under management. Bobby graduated Summa Cum Laude from Texas A&M University with an MS in Finance and BBA in Accounting. He lives in Houston with his wife and daughter.
Prior to joining Crosstimbers, Marty was an Associate at Brock Capital. Marty previously worked as a consultant for Deloitte Consulting – Strategy and Operations. Marty graduated Magna Cum Laude from Texas A&M University with an MS Accounting, BBA Accounting and Certificate in Entrepreneurship. He is a Certified Public Accountant (CPA).
Prior to joining Crosstimbers, José was a Senior Analyst at Brock Capital. Jose began his career at J.P. Morgan as an Analyst in the International Private Bank, where he supported ultra-high net worth individuals from Mexico. José graduated Magna Cum Laude from Mays Business School at Texas A&M University with an MS and BBA in Finance. He lives in Houston with his wife.