| FEBRUARY 23, 2026 |
| Ownership | Founder-owned |
| Headcount | 2-10 FTEs |
| Headquarters | Dallas, Texas |
| Leadership | Scott Whitaker, Founder and Chief Executive Officer |
| Sell-side advisor | Piper Sandler & Co. |
| Ownership | — |
| Headquarters | Chicago, Illinois |
| Deal leads | Boris Rapoport, Senior Partner and Co-Head of Financial Services Mike Castleforte, Senior Partner and Co-Head of Financial Services |
| Buy-side advisor | — |