Texas Capital Securities Expands Services with Significant Hires and Operational Enhancements

Texas Capital Securities, a subsidiary of Texas Capital Bancshares, Inc., has announced a major expansion of its services, driven by the addition of senior professionals and enhancements to its capabilities. This move is aimed at solidifying the firm's position as the premier full-service financial services firm headquartered in Texas. The expansion includes the hiring of experienced professionals in investment banking, equity sales and trading, and equity research, who bring with them a wealth of industry knowledge and expertise.

With the new hires, Texas Capital Securities has bolstered its Corporate Banking expertise and has made significant strides in its Investment Bank's advisory and capital markets services. The additions are expected to enhance the breadth and reach of the firm's services, making it an even more viable option for business owners, executives, and public company Boards of Directors seeking financial services and solutions. According to Chairman, President & CEO Rob C. Holmes, "We continue to build product and industry expertise on a platform that values integrity, high-quality advice and delivering tangible results for our clients."

The key senior hires include:

- Robert (Bob) Chen, who joined from Guggenheim Partners to lead the Capital Markets business, with over 30 years of experience in leading leveraged finance teams across TMT, energy/power, consumer retail, telecom, and FIG.

- Holly Smyth, who joined from B. Riley Securities to serve as Co-Head of Private Capital, advising private and public companies on debt capital structures, with 25 years of experience in debt capital markets and verticals including industrials, healthcare, consumer, and business services.

- Jon Merriman, who joined from B. Riley Securities to lead Equities, with more than 35 years of experience in originating and executing transactions in equity capital markets and equities trading.

- Ryan Bernath, who joined from B. Riley Securities to lead Investment Banking sector coverage, with 25 years of experience in executing a wide range of mergers and acquisitions and corporate finance transactions for large-cap, mid-cap, and small-cap public companies.

- Matthew (Matt) Johnson, who joined from Performance Edge Partners to lead Equity Sales, Trading & Research, with over 25 years of experience managing equity businesses for top investment banking institutions.

- Alex Rygiel, who joined from B. Riley Securities to lead Equity Research, with more than 30 years of experience in equity research, sales, and trading with Friedman, Billings, Ramsey & Co. and Donaldson Lufkin & Jenrette.

- Deena Sullivan and Charles Moreau, who joined from Oppenheimer & Co. to co-lead Corporate Access, with more than 20 years of experience each in facilitating impactful dialogue between public company clients and institutional investors.

Key Takeaways:

• Texas Capital Securities has significantly expanded its services with the addition of senior professionals in investment banking, equity sales and trading, and equity research.
• The expansion includes the hiring of experienced professionals with a wealth of industry knowledge and expertise, solidifying the firm's position as the premier full-service financial services firm headquartered in Texas.
• The additions are expected to enhance the breadth and reach of the firm's services, making it an even more viable option for business owners, executives, and public company Boards of Directors seeking financial services and solutions.
• Texas Capital Securities aims to establish itself as the dominant financial services firm in the state of Texas, with plans to open offices in Los Angeles and Chicago and relocate its office in New York City.
• The firm plans to continue to attract market-leading talent, including to its Corporate and Investment Banking team, evidencing its continued aspiration to be the most recognized financial services firm in the state of Texas.

Statistics:

• 30 years: Experience of Robert (Bob) Chen in leading leveraged finance teams across various industries.
• 25 years: Experience of Holly Smyth in debt capital markets and various verticals.
• 35 years: Experience of Jon Merriman in originating and executing transactions in equity capital markets and equities trading.
• 25 years: Experience of Ryan Bernath in executing mergers and acquisitions and corporate finance transactions.
• 25 years: Experience of Matthew (Matt) Johnson in managing equity businesses for top investment banking institutions.
• 30 years: Experience of Alex Rygiel in equity research, sales, and trading.
• 20 years: Experience of Deena Sullivan and Charles Moreau in facilitating impactful dialogue between public company clients and institutional investors.
• 1998: Year in which Texas Capital Bancshares, Inc. was founded.
• 2025: Year in which Texas Capital Securities announced its intention to open offices in Los Angeles and Chicago and relocate its office in New York City.

Sources:

• Texas Capital Securities press release announcing the expansion of its services and the addition of senior professionals.
• Texas Capital Bancshares, Inc. website providing information on the firm's services and capabilities.
• Articles by Texas Capital Securities and Texas Capital Bancshares, Inc. providing information on the firm's expansion and hiring plans.