Thoughtful Advice Meaningful Relationships
Alternative Investments
As an Individual Registered Investment Advisor, Perron Alternative Investments offers access to a diverse range of investment options, structured to fit the needs and desired outcomes of each individual client. Perron Alternative Investments has earned the designation as a fiduciary advisor, always bound by the highest standard of care and always acting in the best interest of each individual client.
Fractional Finance
Perron Fractional Finance offers fractional CFO and bookkeeping services for private middle market operating companies in an effort economize the back office and produce actionable data for management to operate and grow their business. You'll have access to the financial insights and guidance informed by more than 28 years of transactional success and cultivation of meaningful relationships.
Fiduciary Mandate
We understand that your time is valuable. That's why we've designed our services specifically for the entrepreneur and "entrepreneur led" middle market business. With more than 28 years of service to private operating companies, and the families that own them, Perron Holding is a confident and capable provider of clever solutions and desired client outcomes.
Representative Clients
Perron Holdings team members have created financial success for many different companies.
Texas Manufacturing - Fractional CFO
- Structured, negotiated and raised capital for private middle market operating company
- $2,700,000 senior secured
- $600,000 mezzanine
- $900,000 in additional private capital
- Permanent role as Fractional CFO
Texas Manufacturing, Real Estate, Staffing - Full-Time CFO
- Managed finance and accounting groups for four private owner managed business in the manufacturing sector.
- Improving financial statement integrity, readability and transparency for all lines of business.
- Engaged in buy-side process including all solicitation, diligence, valuation and negotiation for a multitude of private middle market businesses.
Southwest U.S. FinTech - Corporate Development and Finance
- Raised $50MM in senior debt, with large accordion feature to finance working capital.
- Currently working on an additional $25MM of private capital to continue to recapitalize and grow.
- Providing Corporate Development for non finance activities with in the ecosystem.
Texas-Digital Marketing Agency - Full-Time CFO
- Restructured debt, negotiated bank, employee benefits and 401(k)
- Improved financial statement integrity and presentation
- Engaged in sell-side process leading to a successful exit in December of 2018
- Provided Corporate Development for non finance activities with in the ecosystem