DALLAS (2021) – White Rock Associates, LLC is pleased to announce it recently advised RW Assets, Inc. (“RWA”) on the purchase of Ratliff Hardscape (“Ratliff”), a leading provider of General Construction, Concrete, and Masonry services. RWA is a specialty trade contracting firm and one of the leaders in building retaining walls in the Southeastern United […]
White Rock Associates Represents ARI Financial Group on Securing a $24.0 million Delayed Draw Term Loan
DALLAS (2021) – White Rock Associates, LLC is pleased to announce it recently advised ARI Financial Group (“The Company”) on securing a $24.0 million delayed draw term loan with CIBC. The Company is a boutique financial firm specializing in advanced life insurance concepts and Premium Financing services designed to help grow and conserve wealth through customized solutions, personalized […]
Boomers – Exit Stage Left!
It should come as no surprise that the lingering effects of the COVID-19 pandemic, and the unprecedented levels of stress and uncertainty took its toll on business owners. Recent surveys by BMO Capital Markets have suggested that approximately 50% of those businesses are owned by Baby Boomers, with over 70% that do not have a […]
White Rock Associates acts as Exclusive Advisor on the buyout of R&R Designs, Inc.
DALLAS (2020) – White Rock Associates, LLC is pleased to announce it recently advised R&R Designs, Inc. (“R&R”) on a successful buyout of the business by existing leadership, ownership and employees. Founded in 1986, R&R Design, Inc. has been a leader in design, engineering and production of custom components and products primarily for the fresh […]
White Rock Associates acts as Exclusive Advisor on the sale of Texas Moving Co., Inc. to Willis Permian Movers
DALLAS (2020) – White Rock Associates, LLC is pleased to announce it recently advised Texas Moving Co., Inc. (“TMC”) on the sale of substantially all of its assets to Willis Permian Movers (“WPM”), a Texas based moving company that provides residential and commercial moving services. Founded in 1975, Texas Moving Co. Inc. is a full […]
White Rock Advisors acts as Exclusive Advisor on the sale of Liberty Trust Company to Millennium Trust Company
DALLAS (2019) – White Rock Advisors, LLC is pleased to announce it recently advised Liberty Trust Company, LTA (“Liberty Trust”) on the sale of substantially all of its assets to Millennium Trust Company, LLC (“Millennium Trust”), an Oak Brook, Illinois based provider of retirement and institutional services. In 2005 Liberty Trust was co-founded by Glen […]
White Rock Advisors Represents Integrity Integration Resources in securing Growth Capital Financing
DALLAS (2019) – White Rock Advisors, LLC is pleased to announce it recently advised Integrity Integration Resources (“I2R”) of Dallas, Texas in securing growth capital financing with MidFirst Bank. For over three decades, I2R has been a systems integration expert that partners with manufacturing firms to develop and implement automation solutions to increase production, improve […]
White Rock Advisors LLC advises Identification Plates, Inc. on its Sale to Gemini Incorporated
DALLAS (2019) – White Rock Advisors, LLC is pleased to announce it recently advised Identification Plates, Inc. (“ID Plates”) on its sale to Gemini Incorporated (“Gemini”). ID Plates is a family owned and run company. Founded by Doug Crownover, working with his son Matthew Crownover, ID Plates has grown into a nationally recognized provider of […]
White Rock Advisors acts as Exclusive Advisor to Prevalent Health on its Sale to iMedX, an RFE Investment Partners Company
DALLAS (2019) – White Rock Advisors, LLC is pleased to announce it recently advised Prevalent Health (“Prevalent”) on its sale to iMedX, Inc. (“iMedX”), a portfolio company of RFE Investment Partners, a private equity firm based in Connecticut. Founded in 2006 by Shawn Fry, Prevalent is a cutting-edge healthcare information technology company based in Houston, […]
White Rock Advisors Advises UMeTime on its Series A Round
DALLAS (2014) – White Rock Advisors, LLC is pleased to announce it recently advised UMeTime (“UmeTime”) of Austin, Texas on its Series A Round of growth equity financing. UMeTime, founded in 2013, is a mobile application tool that allows businesses to connect to customers locally in real-time. Businesses can use options such as coupons, promotions, […]