Jason Wilcox Overview

  • Primary Position
  • Founder, Managin...

  • Primary Industry
  • B2B

  • Active Board Seats
  • 1

  • Med. Deal Size

  • Med. Valuation

Jason Wilcox General Information

Biography

Mr. Jason Wilcox serves as Founder, Managing Director & Board Member at Wilcox Investment Bankers. He has assisted owners of mid-sized private firms and executives and directors of public companies in marketing, structuring, and executing complex transactions. His transaction experience includes company sales, mergers, acquisitions, recapitalizations, private placements, debt financings, and public offerings. He is also the Founder and President of TWG Securities, LLC, an investment firm specializing in industrial and multi-family commercial real estate, lower mid-market private equity, oil & gas royalties, and early-stage venture capital. He is a licensed General Securities Principal, Registered Representative, and Investment Banking Representative.

Contact Information

Primary Position
Founder, Managing Director & Board Member, Wilcox Investment Bankers
Education
University of Pennsylvania (Wharton), MBA (Master of Business Administration)
Texas A&M University, College Station, BS (Bachelor of Science)
Gender
Male
Email
ja
Phone
+1 (972)
Address
  • 711 Burnet Street
  • Coppell, TX 75019
  • United States
+1 (972)

Jason Wilcox Positions (1)

Firm name Firm type Title Location Industry Since
Wilcox Investment Bankers Service Provider Founder, Managing Director & Board Member Coppell, TX Investment Bank

Jason Wilcox Board Seats (1)

Company Industry Ownership Status Financing Status Location Since
Wilcox Investment Bankers Coppell, TX

Jason Wilcox Lead Partner on Deals (13)

Company Deal Date Deal Type Deal Size Deal Status Industry Location
Wagner Supply Company 01-Jan-2020 Buyout/LBO Completed Distributors/Wholesale Odessa, TX
RK Supply 01-Oct-2018 Completed Distributors/Wholesale Midland, TX
Cypress Environmental Partners 29-May-2018 Completed Environmental Services (B2B) Tulsa, OK
Petrosmith 12-Feb-2018 Completed Oil and Gas Equipment Abilene, TX
Elkhorn Energy 01-Jan-2018 Completed Energy Refining Tulsa, OK
Energy Sales 01-Jan-2018 Completed Distributors/Wholesale Odessa, TX
Henderson & Erickson (Salt Water Disposal Well Assets) 25-Jan-2017 Completed Water Utilities Midland, TX
AggieTech Operating (Saltwater Disposal Wells and Water Pipeline Assets) 14-Jul-2014 Completed Other Equipment Midland, TX
Two State Oilfield 13-Feb-2013 Buyout/LBO Completed Environmental Services (B2B) Hobbs, NM
Production Specialty Services 02-Jan-2013 Merger/Acquisition Completed Distributors/Wholesale Midland, TX

Jason Wilcox Network (28)

Portfolio Executives (28)

Name Company Role Deal date Location
Brenda Wagner Wagner Supply Company Co-Founder 01-Jan-2020 Odessa, TX
Audra Wagner Wagner Supply Company Branch Manager 01-Jan-2020 Odessa, TX
Wagner Supply Company Co-Founder & Co-Owner 01-Jan-2020 Odessa, TX
RK Supply Executive Chairman 01-Oct-2018 Midland, TX
RK Supply Co-Owner, Partner & Chief Operating Officer 01-Oct-2018 Midland, TX

Jason Wilcox FAQs

  • Who is Jason Wilcox?

    Mr. Jason Wilcox serves as Founder, Managing Director & Board Member at Wilcox Investment Bankers.

  • How much does Jason Wilcox typically invest?

    Jason Wilcox's median deal size is .

  • What is Jason Wilcox’s main position?

    Jason Wilcox’s primary position is Founder, Managing Director & Board Member.

  • What are the contact details for Jason Wilcox?

    Jason Wilcox’s email address is ja and his phone number is +1 (972) .

  • How many active board seats does Jason Wilcox hold?

    Jason Wilcox holds a board seat in Wilcox Investment Bankers.

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