White Rock Associates, L.L.C.

Investment Banking

  • Home
  • Strategic Partners
    • Chapman, Hext & Co., P.C
    • CH Wealth Management, L.L.C.
    • White Rock Venture Fund, L.P.
  • About Us
    • Our Team
    • Our Ranking
    • Mission Statement
    • Industries
  • Ideas & Options
  • Transactions
  • Our Services
    • Capital Markets
    • Mergers and Acquisitions
      • Buyside & Sellside Transactions
      • Leveraged Transactions
    • Advisory Services
    • Restructuring/Turnaround
  • Contact
  • Login
    • Dataroom
    • Webmail
You are here: Home / Archives for admin

White Rock Associates Represents RW Assets, Inc. on Purchase of Ratliff Hardscape

June 29, 2021 by admin

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 […]

Filed Under: Tombstones & Pipeline Announcements

White Rock Associates Represents ARI Financial Group on Securing a $24.0 million Delayed Draw Term Loan

June 29, 2021 by admin

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 […]

Filed Under: Tombstones & Pipeline Announcements

Boomers – Exit Stage Left!

May 21, 2021 by admin

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 […]

Filed Under: Ideas and Options

White Rock Associates acts as Exclusive Advisor on the buyout of R&R Designs, Inc.

August 24, 2020 by admin

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 […]

Filed Under: Tombstones & Pipeline Announcements

White Rock Associates acts as Exclusive Advisor on the sale of Texas Moving Co., Inc. to Willis Permian Movers

August 12, 2020 by admin

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 […]

Filed Under: Tombstones & Pipeline Announcements

White Rock Advisors acts as Exclusive Advisor on the sale of Liberty Trust Company to Millennium Trust Company

December 10, 2019 by admin

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 […]

Filed Under: Tombstones & Pipeline Announcements

White Rock Advisors Represents Integrity Integration Resources in securing Growth Capital Financing

September 6, 2019 by admin

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 […]

Filed Under: Tombstones & Pipeline Announcements

White Rock Advisors LLC advises Identification Plates, Inc. on its Sale to Gemini Incorporated

August 9, 2019 by admin

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 […]

Filed Under: Tombstones & Pipeline Announcements

White Rock Advisors acts as Exclusive Advisor to Prevalent Health on its Sale to iMedX, an RFE Investment Partners Company

July 18, 2019 by admin

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, […]

Filed Under: Tombstones & Pipeline Announcements

White Rock Advisors Advises UMeTime on its Series A Round

October 9, 2018 by admin

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, […]

Filed Under: Tombstones & Pipeline Announcements

Next Page »

Ideas & Options

Boomers – Exit Stage Left!

The Pension Fund Crisis and Private Equity

Simon Martin Announced as Winner of the 8th Annual Emerging Leaders Award

Welcome to White Rock Associates

White Rock Advisors, LLC is now White Rock Associates, LLC (“WRA”).  Recently the Securities and Exchange Commission adopted a new rule under the Securities Exchange Act of 1934, establishing a standard of conduct for broker-dealers (“Regulation Best Interest”).  Among other rule changes, Regulation Best Interest set forth that the use of the term ‘advisor’ in a name by a broker-dealer that is not also a registered investment adviser is prohibited.  WRA specializes in mergers and acquisitions and corporate finance for privately held businesses.  WRA does not provide investment advice to individual retail customers.  As such WRA is not a registered investment advisor and therefore had to … Read More

Bringing Clients Expertise, Knowledge, and Financial Resources

The Directors of White Rock Associates know that, in today’s customer driven economy, companies need expert business advice and financial resources to grow and compete in a rapidly changing marketplace.  Through our extensive network of capital providers, we are able to bring people and capital … Read More

Financial Reporting

If you would you like to know more about financial reporting, please visit our Chapman, Hext & CO website.

Visit the Site

Taxation

If you would you like to know more about taxation, please visit our Chapman, Hext & CO website.

Visit the Site

Wealth Management

If you would you like to know more about wealth management, please visit our CH Wealth website.

Visit the Site

Copyright© 2022 | White Rock Associates, L.L.C | Providence Towers | 5001 Spring Valley Rd., Ste. 850W | Dallas TX, 75244 | TEL: (972) 644-7111 FAX: (972) 680-8685

White Rock Associates, LLC (“White Rock”) member FINRA/SIPC is a limited purpose broker dealer that provides a limited range of brokerage and financial advisory services. White Rock does not hold customer accounts, funds or securities, accept trading orders, engage in proprietary trading or market making. White Rock is engaged solely in advising companies and private equity funds on capital raising, mergers and acquisitions, and corporate restructuring. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

This site is designed solely for U.S. residents. Non-U.S. residents are subject to country-specific restrictions.