OUR TEAM

Chris Wallis
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Chris Wallis received his M.B.A. from the Harvard Business School and B.B.A. in Accounting from Baylor University. Chris has 25 years of investment experience in both the public and private markets with early to late stage companies.

Garrett Wallis
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Garrett Wallis received his Master of Accountancy and B.B.A. in Accounting & Finance from Baylor University. Previous, professional experiences involve investment analysis, public accounting, and valuation advisory.

OUR VISION
We are a family office based out of Houston, TX focused on providing small business owners the opportunity to pass on their businesses to a family whose goals & incentives are aligned with protecting and growing the asset they have spent so many years cultivating.
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Our philosophy is centered around the idea that there are business owners throughout the country who are in need of outside capital, but don't want to sell to an investment firm with unaligned incentives for the future of their business. Our family believes that we can address a currently unserved market by providing small business owners with an opportunity to de-risk their personal financial position with the sale of all or a portion of their business to a family, who wants to see the business grow and flourish under the guidance of current management.
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Our family invests with the idea that a strong business is one you hold for a lifetime, which is why our team is intentional about growing and building the relationships with the people we invest in. If you are a business owner who thinks they may be interested in selling to someone who will cultivate their business or simply looking to take some "chips" off the table, please don't hesitate to reach out to us!