Jason N. Wilcox

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Background

Mr. Jason Wilcox founded The Wilcox Group, LLC (dba Wilcox Investment Bankers) in 2008 with a desire to create an independent boutique investment bank providing solutions exclusively to owners of mid-market distribution, manufacturing, and services businesses in the energy and industrial sector.  


Since, the firm has navigated several oil and gas cycles and successfully carved out this niche and has become a leading player, having closed a number of transactions in Texas, New Mexico, Oklahoma, Pennsylvania and North Dakota.


Mr. Wilcox's experience spans over 22 years working on more than 75 transactions with aggregate value in excess of $4.0 billion.  Prior to founding Wilcox Investment Bankers, his career included experience with major Wall Street investment banks and boutiques; Bear, Stearns & Co. Inc., Raymond James & Associates, Inc. and Growth Capital Partners, L.P., with a particular emphasis on mergers and acquisitions, equity offerings and fairness opinions.


His education includes a M.B.A. from The Wharton School at the University of Pennsylvania, a B.S. in Economics from Texas A&M University and a certificate in Econometrics from The London School of Economics and Political Science.


He makes a number of professional presentations and writes various articles, including Exit: Selling Your Business for Maximum Price, which provides the ins and outs of selling a private business.


He is a licensed General Securities Principal, Investment Banking Representative and Registered Representative.


He currently serves as a member of the Board of Trustees and the Finance & Business Sub-Committee for the University of Mary Hardin Baylor and Chairman of the Finance and Personnel Committee at his church.


Mr. Wilcox also founded TWG Securities, LLC, a private investment company, which focuses its activities primarily in multi-family residential real estate, oil and gas royalties and several private companies.


Mr. Wilcox, his wife of 27 years, and twin daughters reside in Coppell, Texas.

Engagement Support

Wilcox Investment Bankers maintains a network of highly seasoned financial executives and analysts which support each engagement and transaction.