Houston Investment Bank · M&A, Financing, UnderwritingSenior Judgment on Every Deal

At WoodRock & Co., we provide investment banking services with a highly quantitative approach, a commitment to excellence, and a passion for developing enduring client relationships.

  • Experience20+ YearsEach banker brings, including sitting on the other side of the table
  • Track record31Transactions shown across advisory, financing and underwriting
  • Largest deal$1BCrownRock senior notes, WoodRock as financial advisor
  • Underwriting18Bond and equity offerings as co-manager
  • EngagementsMD-LedManaging directors involved in every engagement
  • M&ABuy & SellSide advisory from strategy through implementation
  • CapitalGlobalDomestic and international providers, from the very large to regional
  • RegulatoryFINRA / SIPCSecurities offered through WoodRock Securities, L.P.

The Firm

Boutique Service With the Global Reach of a Larger Firm

WoodRock & Co.01 / 03
Engagement modelMD-Led
Lead
Managing directors
Involvement
Every engagement
Horizon
Long-term relationships

Our team of experienced professionals specializes in mergers & acquisitions, capital raising, and corporate development. We combine the personalized service of a boutique firm with the global reach necessary to navigate today’s complex financial markets.

We provide tailored solutions that help our clients facilitate growth, navigate complex opportunities, and drive long-term value.

Track Record

Recently Completed Transactions

TXSE Press Release
01 / 08 · Capital RaisingTexas Stock Exchange
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Capital Raising

Private Placement

Exclusive Financial Advisor and Sole Placement Agent

RoleSole Placement Agent
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M&A

Management Buyout

ECI Group has completed a Management Buyout transaction

RoleAdvisor
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Corporate Development

ESOP Conversion

Stress Engineering Services Inc.

RoleAdvisor
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Corporate Development

Capital Allocation Strategy

Capital allocation strategy & financial products design

RoleAdvisor
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Sell Side M&A

Acquisition

Valv Technologies has been acquired

Acquired bySevern
RoleAdvisor
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Financing

$205M

Credit Facility

Provided byOaktree
RoleAdvisor
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Debt Underwriting

$1B

CrownRock · Senior Notes

RoleFinancial Advisor
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Financing

$85M

Credit Facility

Provided byOaktree
RoleAdvisor

Market Research and Press

Navigate Your Next Financial Transition

We bring a unique approach to every client relationship, crafting tailor-made solutions that redefine value.

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