Located in North Texas, the city of Dallas is the main core of the largest metropolitan area in the Southern United States and the largest inland metropolitan area in the U.S. that lacks any navigable link to the sea. It was initially only developed due to the construction of major railroads that were needed in order to gain control over cotton, cattle and oil in the northern and eastern parts of Texas. The city then developed as a strong industrial and financial center and as a major “inland port”, due to the convergence of major railroad lines, interstate highways and the construction of Dallas/Fort Worth International Airport, one of the largest and busiest airports in the world. Relevant sectors of its economy include defense, financial services, information technology, telecommunications and transportation. During the research for our list of single family offices in the United States we found out that private equity is one of the most important investment priorities for single family offices in Texas with its rather industrial and technologic economy. We want to introduce you three single offices, that have their headquarters in Dallas.
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#1 Perot Investments – Middle Market Investments in Business and Financial Services, Information and Internet Technology, Construction and Semiconductor
Perot Investments is backed by the Perot Family. A family with a long history of starting and growing successful companies as well as investing in great companies founded by others. It all began when Ross Perot founded “Electronic Data Systems EDS” in 1962. Before he had served in the navy and worked for IBM as salesman and emerged fast to one of the companies’ top employees. But his supervisors didn’t pay much attention to his ideas so he left in 1962. His company was very successful receiving contracts from the U.S. government and even General Motors bought controlling interests in his company. The Perot family office mainly focuses on private equity investments in companies active in the middle market. Preferred industry sectors are: Business/financial services, information technology, real estate, construction as well as semiconductor and internet technologies. One thing that is special about Perot Investments is their company “Petrus Aviation”. The firm is specialized in lending capital to the aviation leasing and trading industry. Petrus Aviation serves commercial passenger and cargo airlines around the world and has already financed over 150 aircraft.
#2 JF2 Capital Partners – Single Family Office with Private Equity and Venture Capital Investments in Life Sciences, Sports and Logistics
The investment office was founded in 2017 by Jon Frankel (not to be mistaken with the actor), a serial entrepreneur who already sold two companies in the three-digit million area. So compared to the long appearance of other renowned single family offices it’s quite a young one. Jon Frankel is a quite unknown entrepreneur who made his money selling two fin-tech companies. His partner, Aron Pierce, a former analyst at J.P. Morgan, helps him to spot new possible deals in the private equity and venture capital industry. When acquiring new stakes in the course of a private equity transaction JF2 Capital Partners are looking for growth oriented operating businesses with at least 5 years of operating history and an EBITA of at least 2 million U.S. dollars. Although JF2 Capital Partners describe themselves as industry agnostic past investments show a little preference in life sciences, internet technology, sports and logistics. The company does not only proceed private equity investments, but also venture capital investments in seed and series a rounds. One example is “Tricon Logistics”. Tricon Logistics is an innovative and customer focused third-party logistics company providing a broad range of non-asset based logistics services to its customers, including cargo transportation (air, ground and ocean freight), warehousing and distribution, fulfillment, final mile delivery and customs brokerage.
#3 Patterson Thoma Family Office – Investments in Niche Manufacturing, Healthcare and Software
The Patterson Thoma Family Office serves as the private investment firm of Dan Patterson and was founded in 1982. Dan Patterson, long time active in founding, acquiring, building, and selling many companies during his career, has always invested in both leveraged buyout and growth equity transactions. Highlights include the creation of “Medical Weight Management”, which achieved ranking on Inc. Magazine’s list of fastest growing companies in 1988, and the acquisition, growth and sale of “Texas Home Healthcare”, at the time the largest home healthcare provider in the Southwest. He also founded Transition Capital Partners in 1993, highly affiliated with his family office, which has been active in over 40 transactions since the firm’s inception. Dan also invests in other areas such as early stage growth equity and real estate and makes charitable investments though his Patterson Thoma Foundation. Preferred industries for private equity investments are: healthcare, software, business services and niche manufacturing. A current portfolio company is “TelaDoc”. The firm provides their customers with direct access to high quality physicians that can diagnose illness, recommend treatment, and prescribe medication, when appropriate over the telephone.
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