Whitley Penn Overview

  • Service
  • Accounting Firm
  • Founded
  • 1983
Founded
  • Employees
  • 292
Employees
  • Serviced Companies
  • 10
  • Serviced Deals
  • 8
  • Serviced Investors
  • 22

Whitley Penn General Information

Description

Whitley Penn is an accounting firm that provides a wide array of services such as audit, tax and consulting, litigation and forensic, business process improvement, transaction advisory, business valuation, virtual back office, employee benefit plans, and risk advisory. It caters to the energy, financial services, healthcare, manufacturing and distribution, real estate and construction, retail, restaurant, entertainment, and technology sectors. Founded in 1983, Whitley Penn is headquartered in Fort Worth, Texas.

Contact Information

Year Founded
1983
Service Provider Type
Accounting/Auditor
Primary Office
  • 8343 Douglas Avenue
  • Suite 400
  • Dallas, TX 75225
  • United States
+1 (214) 000-0000

Whitley Penn Services to Companies

Service on a Deal (8)

Company Name Service Provided Deal Date Deal Type Deal Amount
SG Blocks Auditor May 2020 00000 0000000
00 000000 Auditor Jun 2017 00000 0000000
000000 00000000000 Auditor Oct 2016 00000 0000000
000-0000 000000 Accounting Feb 2015 00000 0000000
000000 00000000000 Auditor Dec 2014 00000 0000000
00 00000000 Auditor Apr 2014 00000 0000000
Abeona Therapeutics Auditor Dec 2010 00000 0000000
Abeona Therapeutics Auditor Jan 2010 00000 0000000
To view Whitley Penn’s complete services to companies history, request access »
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Whitley Penn Services to Investors

Service on a Deal — Buy Side (22)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Sole Source Capital Advisor: General Aug 2020 00000 0000000
000000 Advisor: Other Due Diligence Apr 2020 00000 0000000
0000000 00000000 Advisor: General Mar 2020 00000 0000000
000000000 Advisor: Other Due Diligence Mar 2020 00000 0000000
0000 0000000 (0000 Advisor: Other Due Diligence Jan 2020 00000 0000000
0000000 00000000 Advisor: Other Due Diligence Jan 2020 00000 0000000
0000000 000 000000 Advisor: Other Due Diligence Jan 2020 00000 0000000
000 Advisor: General Sep 2019 00000 0000000
Baymark Partners Advisor: Other Due Diligence Sep 2019 00000 0000000
InterCool Advisor: Other Due Diligence Jul 2019 00000 0000000
You’re viewing 10 of 22 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Transition Capital Partners Advisor: Other Due Diligence Aug 2019 00000 0000000
To view Whitley Penn’s complete services on a deal — sell side history, request access »

Whitley Penn Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Whitley Penn Team (103)

Name Title Deals Office Contact
Info
James Reeves Chief Operating Officer Dallas, TX
Mike Herman Chief Operating Officer Dallas, TX
Walter Bratic Forensic, Litigation & Valuation Managing Director Houston, TX
John Oden Managing Director 0 Dallas, TX
Larry Autrey Managing Partner 0 Houston, TX
You’re viewing 5 of 103 team members. Get the full list »