Trey McWhorter

(512) 808-7129

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Affiliated Broker
Nathan Klatt

Rockport Investment Partners

Services Offered: Valuation: We build and deliver valuation analyses for an array of purposes that includes: management planning, merger and acquisition (M&A)/transaction, tax, financial reporting, and dispute. M&A Advisory: We advise investors and owners in the acquisition and divestiture of businesses, business interests, and assets that includes services such as: M&A/transaction due diligence/quality of earnings, financial modeling, fairness opinions, purchase price allocations, and other consulting services. Investment Banking: We guide private companies and family businesses during the sale of their business that includes a process of: valuation and market analysis, preparation of marketing materials, presentation of the acquisition opportunity to strategic and/or financial buyers, negotiation of terms with potential buyers, and completion of the transaction.

Rockport Investment Partners is a financial consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and investment banking services.

We support asset managers, investors, owners, buyers, and sellers of private companies and small businesses with clear and meaningful financial analysis and advice, and champion their interests in a transaction.

We build relationships and collaborate with our clients, their advisors, and other trusted experts, with a goal of positively impacting each through our efforts.

Areas Served

  • Travis County, TX

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