2911 Turtle Creek Blvd. 3rd Floor Dallas, Texas 75219

Privacy policy

In connection with and as a condition to you furnishing us information we agree to treat all information, written or oral furnished to us as confidential.  

The information furnished to us will be referred to as the "Evaluation Material."  The term "Evaluation Material" does not include information that

1]  was or becomes generally available to the public,

2]  was or becomes available to us on a non-confidential basis prior to its disclosure to us

3]  was or becomes available to us on a non-confidential basis from another source


We agree we will use the Evaluation Material solely and exclusively for the purpose of evaluating our possible participation with you in possible activities.  We will promptly, upon your request, destroy all information and provide to you a letter stating that such material has been destroyed.

We do not sell nor disclose email addresses, names, titles, company names, phone numbers, mailing addresses nor other forms of communication


Since 1979, Family Owners have successfully trusted us to assist and advise them in the sale, recapitalization and generational transition of their privately-held companies