Our monthly gatherings aim to offer an informational and positional advantage for attendees, whether de-risking investments or servicing deals. Our events are free, thanks to our strategic partners. We invite you to the next topical session.
May 5th, 2025 | 2 PM - 3:30 PM CST
The Fort Worth Club, 12th Floor Trinity Room, 306 W 7th St, Fort Worth, TX 76102
Comped parking in the building.
Free to attend, thanks to our strategic partners.
Liquidity Events & Wealth Management:
Transactional Trends & Tax Guidance
A professional gathering and panel offering insights on capital allocation, regulation, and syndicate opportunities.
Registrants represent the following firms
Frost Bank
UMB Bank
Truist Bank
Regions Bank
J.P. Morgan Private Bank
Simmons Bank
Third Coast Bank
Wallis Bank
CrossFirst Bank
PlainsCapital Bank
Goldman Sachs
Morgan Stanley
Fidelity Investments
Edward Jones
Northern Trust
Higginbotham
Argent Trust Company
StoneCreek Capital
Clotine Capital
Arise Capital
Revendar Equity Partners
Arise Capital
SOVRN Capital
Alpha Kingdom Capital
Eagle Venture Lab
Military Brand Advisor
Baruk Capital Group
The Plexus Groupe
Clear Sky Partners
Eagle Strategies
TOV Lending
Slaton Capital Advisors
Revendar Equity Partners
Tara Ridge Partners
Black Swan Financial Group
Black Raven Advisors
Whitney Smith Co.
Raymond James & Associates
New York Life Insurance Company
Champion Commercial Insurance
Crain Company
Texas Secured Notes
Karis Capital Group
Shalehaven Partners
Pro-Forma
Profit Inc.
Fort Worth Economic Development
Sotheby's International Realty
Marcus & Millichap
Cantey Hanger
TCU Neeley School of Business
University of North Texas
Holt Lunsford Commercial
SVN Dunn Commercial
LanCarte Commercial
Monument Realty
Keller Williams Realty
Underwood Perkins, P.C.
Summit Group Wealth Management
Versant Commercial RE Consulting
GenWealth Solutions
Phelps Dunbar LLP
Seeds of Legacy Wealth Management
Solomon Bruce Consulting
Marsh McLennan Agency
Financial Journey
Harvest Returns
NewPad Building Company
K5 Consulting
Velocity SBA
Haynes Boone
InterLink Strategies
Checki Financial
Crux Solutions
Iron Skillet
Texas Homebuyer Guides
Superior Data Science
Bridgepoint Consulting
The X-Ray Sales & Service Co.
AgTrust Farm Credit
Agricultural Credit Association
Greenmark Waste Solutions
Advanced Data Solutions
Linear Roofing
ZT Corporate
Indication BioScience
Volis
ExecHQ
Cuidado Casero
Tuttle Equity
Oshman Aviation
The Goulding Real Estate Team
SES ESOP Strategies
Featured Panelists
Graham Patterson, CFA
Co-Founder and Chief Investment Officer
Shalehaven Partners Energy & Asset Management
Prior to Shalehaven, Graham founded Paxford Fractional, a cross-border financial analyst support platform with operations in London and Denver, and CrestFP, an oil and gas software SaaS product based in Denver. Earlier, he spent over seven years at Scotiabank, advancing from Analyst to Vice President in Origination for EMEA Energy in their London office, where he executed structured finance transactions for upstream energy assets across Europe, the Middle East, and Africa.
Graham is a CFA charterholder with extensive experience in energy asset origination, fund management, and tax-optimized investment structures. He is based in Dallas and Denver and is an avid Skier and Golfer.
Derek J. Moffatt, CFP®, CExP™
Principal and Financial Advisor
Derek Moffatt is a principal at Moffatt Financial Strategies. He works directly with clients, listening to their stories and intimately knowing their personal and business needs. Derek creates comprehensive financial plans from a holistic standpoint to facilitate financial growth and build legacies. A natural problem solver, Derek enjoys providing solutions for his clients. Derek has the knowledge and experience to help his clients achieve financial success.
Not only is Derek a CERTIFIED FINANCIAL PLANNER™, CFP®, and CERTIFIED EXIT PLANNER™, CExP™, but he also attended Angelo State University and previously worked at The San Angelo Standard-Times. There he led strategic initiatives for a multi-million-dollar department. When he realized that he could help himself and his colleagues make sound financial decisions regarding their 401(k), the wheels started turning.
Passionate about helping people and learning, he began his career in the financial services industry. Derek was fascinated with investing from the start but moved toward a planning-centered focus over time. He loves to solve complex financial problems and collaborate with his clients to bring their dreams to fruition.
Derek presently lives in Burleson, TX, near Fort Worth, where he and his family enjoy the feel of a small town while being close to the metropolitan area. He has been married to his college sweetheart for nearly three decades. As an adoptive family, they believe in supporting adoption-focused groups. Additionally, they are active in local non-profit groups, the Rotary Club, and their church. A nature lover, Derek enjoys fly-fishing and being in the water. His life mission is to learn, share, and grow as a human.
Adam C. McBride, CFP®, CKA®
Life Insurance Specialist and Wealth Planner
Adam C. McBride has accrued expertise in life insurance from over 15 years of dedicated service. He holds the Certified Financial Planner™ and Certified Kingdom Advisor™ designations.
Adam specializes in Financial Planning and Insurance solutions. His focus allows an emphasis on retirement planning, legacy planning, and protection strategies.
Adam began work in wealth management in 2017 at Edward Jones before joining Summit Group Wealth Management in September of 2021.
When Adam is not working with clients, he enjoys spending time with his wife, Megan, and three kids: daughter Lyla (5), son Ajay (3) and baby Leah (6 months).
He and his wife Megan live on the West side of Fort Worth and have been members of High Ridge Church since 2018 where they serve in leadership roles.
Adam played four years of football at William Jewell College in Liberty, Missouri. After earning his bachelors, Adam coached football and basketball in his hometown of Pilot Point in North Texas while working in energy in West Texas.
Pics from the most recent gathering.
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Review and register for an upcoming event.
Venture & Defense: Emerging Opportunities
About the host, God Bless Retirement
An M&A firm with a mission to strengthen families for generations to come.
We manage the process of
buying or selling a business.
Certified Valuations
Our thorough valuations include research and assessment from personnel who are certified by the National Association of Certified Value Analysts.
Getting Deals Done
Working with a broker communicates to the market seriousness about buying or selling a business. Our team's resources, relationships, and capabilities further propel this commitment.
Sourcing Buyers & Sellers
After years of marketplace matchmaking, we leverage private-listed channels with qualified buyers and sellers. We engage relationships and optimize outreach on behalf of our clients.
Transferrable Valuations
Our NACVA-certified valuations and appraisals are accepted by buyers, sellers, banks, courts, and the IRS. We do not use ballpark estimates to protect clients from significant opportunity costs.
Confidentiality Protection
Confidentiality enables businesses to maintain their value without operational disruption or internal discord. Our processes factor this priority in each stage.