Bio

Bernie is a seasoned executive and advisor with 45 years of experience in creating and realizing shareholder value. The first twenty years encompassed various “C” level positions with NYSE, NASDAQ and privately owned companies. The following twenty-five years included time as a managing director of a large investment banking firm, founding partner of two private equity firms and an investment banking firm focused on mergers & acquisitions and recapitalizations of lower middle market companies in the Southwest. Bernie excels at positioning client companies in the market to maximize their value while expeditiously completing the transaction, be it a sale or capital raise. Some of his greatest successes have been with companies facing market challenges, requiring a capital restructuring or sale under difficult conditions. A founding father of the South Denton County Town of Double Oak, TX, Bernie served as alderman, mayor pro-tem, mayor, and municipal judge. With his wife, Judith Ann Carrico, they raised their five children in the rural town and enjoy recreational activities there with their eleven grandchildren. He is a FINRA registered representative and holds Series 7 and 66 designations.