Lyle Boudreaux

Director

2022

• Source middle market private debt/equity and strategic advisory deals, focusing on the energy, health care, and commercial real estate sectors • Lead the due diligence process, including analysis of financials • Identify and act as a liaison with funding sources

Consultant

2020

President

2012 - 2020

An independent wealth management practice that provided sophisticated, customized portfolio management and holistic financial planning services to a select group of families and individuals with over $250,000 in investable assets - always with a view to preserving and growing their net worth, as well as ensuring that their estate was passed on to the next generation in a tax-efficient manner.

Wealth Management Advisor

2007 - 2012

• Graduated from Merrill Lynch’s ultra-competitive training program during the most challenging financial environment of our generation, the 2008–2009 financial crisis • Fastest growing LOS 3+ financial advisor in the Houston Galleria office in 2011, with a 40 percent rate of production growth • Nominated by clients and named by Texas Monthly Magazine a Five Star Wealth Manager for 2011

Institutional Fixed Income Sales

2005 - 2006

• Marketed U.S. government agency bonds and SBA loans to community banks and marketed municipal bonds to both banks and high net worth individuals in Louisiana, Alabama, and Mississippi • Developed a high level of expertise in fixed income markets and the macro-economic data-flow that drives them