Scott Grischow

Many water-related services, products, and technologies are well positioned for growth. With a variety of ways for investors to capitalize on this favorable environment, we expect strong interest for differentiated businesses across several segments. This article shares how recent Harris Williams clients, including Jones Lake Management, United Flow Technologies, AlpHa Measurement Solutions, and Mott Corporation, exemplify the investment potential across the water space. https://lnkd.in/gvgGV_JT

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Texas is not a single market. It is a collection of distinct economies, industries, and ownership profiles that demand local insight and institutional execution. At The Post Oak Group, our work spans the full Texas footprint, advising founders, family-owned businesses, and private equity-backed platforms across Houston, Dallas, Austin, Fort Worth, San Antonio, and beyond. From energy, infrastructure, and industrials to technology, business services, healthcare, and defense-oriented sectors, we tailor capital markets and M&A advice to the realities of each region. What connects our work across cities is a consistent focus on thoughtful preparation, disciplined execution, and outcomes aligned with long-term strategic goals. Whether navigating growth capital, acquisitions, recapitalizations, or strategic exits, we bring local market understanding together with national and global investor reach. Learn more about how we serve Texas-based companies at postoakgroup.co.

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Excited to share that HotelShift Capital has successfully closed our first CPACE loan in collaboration with the Texas CPACE Authority for a project in Houston's Greenspoint area. This first CPACE transaction served as a valuable learning opportunity for us. While CPACE financing may require more time compared to other options, its structure aligns seamlessly with our hotel conversion paradigm. We are plan to incorporate CPACE into our business model moving forward. This milestone was achieved thanks to the dedication of my partners: Alexander Cartwright, Wen Cheng, PhD, FRM, Johnson Varughese, our Southern Texas Regional Manager, and CPACE Consultants Tim Crockett and Nelson Spitz. At HotelSHIFT capital, we make SHIFT happen. #CPACE #CapitalInvestment #HotelShiftCapital

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The next three years present the strongest opportunities we have seen. Big reductions come from more than data. They come from real conversations, strong stories, and a clear action strategy that turns evidence into results. 🎥 Featuring Rahul B. Patel as the keynote speaker at the TAPTP - Texas Association of Property Tax Professionals Conference. #PropertyTaxTuesday #PatelGaines #TAPTP #PropertyTax #Strategy #Leadership #CommercialRealEstate

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Tune in to this week’s market insights provided by Steve Orr, CFA, CMT, Chief Investment Officer of Texas Capital Private Bank. Learn more: https://lnkd.in/gcyx-4w6

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Ziegler is pleased to announce the successful closing of an $80,000,000 tax-exempt fixed rate bond issue for Brazos Presbyterian Homes. The Obligated Group owns and operates three continuing care retirement communities in Texas: Brazos Towers at Bayou Manor and The Hallmark both located in Houston, and Longhorn Village in Austin. Bond proceeds will be used to fund a variety of capital expenditures at the three campuses as well as refund portions of outstanding indebtedness. https://bit.ly/3KePaX6

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This clip from the F50 Physical AI Summit features Glenn Hamer, CEO of TAB, discussing the strength and diversification of the Texas economy. Hamer highlights that no single sector in Texas constitutes more than 10% of its economy, making it the most diversified in the nation. This broad economic base, encompassing sectors like agriculture, healthcare, manufacturing, and finance, is exceptionally well-positioned to benefit from the new opportunities and production gains offered by Physical AI technologies. The diverse nature of Texas's economy means it is ripe for innovation, poised to significantly increase the state's GDP as these emerging technologies are integrated. #F50Summit #physicalAi #TexasEconomy #EconomicDiversification #AI #Innovation

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Last night I had the opportunity to attend the ACG DFW - Association for Corporate Growth Dealmakers February Program, and it was an exceptional discussion on where the M&A market is headed. The panel, “The Real Deal: Unfiltered M&A Market Insights Heading into 2026,” offered candid, grounded perspective on capital markets, deal flow, valuation discipline, and what sponsors are truly watching as we move toward 2027. Thank you to moderator Mike Giffin of EisnerAmper, and to panelists Vincent Hsieh of Cypress Growth Capital, Rob Langley of Align Capital Partners, and Eliot Kerlin of Broadwing Capital for sharing thoughtful, practical insights drawn from real transaction experience. A few themes that resonated: 1. Fund cycle dynamics and portfolio overhang are influencing transaction timing, with sponsors needing realizations before advancing into the next capital deployment phase 2. Quality of earnings and operational durability are separating good deals from great ones 3. Preparation and optionality continue to drive valuation outcomes In my role supporting founders as they evaluate growth, transition, and long-term strategy, conversations like this are essential. The market is not simply about timing. It is about readiness, positioning, and alignment with the right capital partners. Grateful for the connections made and the conversations that continue beyond the room. #ACGDFW #DallasDealmakers #PrivateEquity #MiddleMarket #MergersAndAcquisitions #CapitalMarkets #DealFlow #DFWBusiness #StrategicAdvisory #PrivateClientGroup Generational Group

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Ziegler is pleased to announce the successful closing of an $80,000,000 tax-exempt fixed rate bond issue for Brazos Presbyterian Homes. The Obligated Group owns and operates three continuing care retirement communities in Texas: Brazos Towers at Bayou Manor and The Hallmark both located in Houston, and Longhorn Village in Austin. Bond proceeds will be used to fund a variety of capital expenditures at the three campuses as well as refund portions of outstanding indebtedness. https://bit.ly/3KePaX6

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Texas life sciences continues to grow but not without challenges. Weaver’s Q3 report highlights sectoral divergence, IPO returns and a critical Series B funding drought. See what’s driving the shift. https://lnkd.in/giZp-jhN

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I was honored to present at TACA's 71st Annual Meeting. Below is a snippet from the Texas Aggregates & Concrete Association press release: A highlight of the meeting was an economic forecast by Pierre Villere of Allen-Villere Partners, who offered cautious optimism. He projected that the U.S. economy will return to and maintain positive GDP growth in the near term, though significant uncertainties remain. “The biggest force in the U.S. economy is the consumer at the grocery store – who accounts for 70 percent of GDP,” Villere noted. “What consumers choose to spend on, or hold back from, is heavily influenced by sentiment. Right now, evolving federal policies on trade, monetary issues, immigration and domestic matters are creating a cloud of uncertainty.” Villere emphasized that the Infrastructure Investment and Jobs Act (IIJA) will continue to drive volume and revenue for the construction materials industry and help insulate it from economic headwinds – including inflation, interest rates, global conflicts and housing market softness. Looking further ahead, Villere predicted a robust, multi-year economic expansion once current challenges subside – one that could be significantly boosted by the rapid evolution of artificial intelligence. “We are in the ‘bag phone’ era of AI,” he said. “But unlike the 25 years it took to evolve into smartphones, AI’s development will move much faster – and it will unlock significant productivity gains that will drive long-term economic growth.”

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Great morning at the Alliance of M&A Advisors DFW chapter breakfast. Bill McCalpin presented the latest AM&AA national market update survey results, which were very insightful. Key Take-Aways * Owners and Buyers are motivated to transact and age/retirement are driving a growing supply of companies for sale * Half of owners who intended to go to market in the 1s half of 2025, postponed or withdrew their sale process. Deal volume returned to normal in the 2nd half of 2025 * Active deals currently under LOI show higher cumulative total deal value, showing that deals postponed in 2025 are now driving higher M&A volume in early 2026 * EBITDA multiples look to be ticking up by~+0.6x reflective of the high-margin, high-growth companies that are dominating transactions recently * Companies are under-prepared for sale and preparation in advance directly addresses the most prevalent causes of deal failure Mindy Kay McRae Broadbent Jordyn Arons Rosen, CIC, CPCU Aurélia Desmot #mergersandacquisitions

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