Fast Track - Padilla Wealth Management

Transcription

Recognizing San Antonio’s
Fast-Growing Companies
A supplement to the San Antonio Business Journal
Sponsored by:
Media Sponsor:
Carneiro, Chumney & Co., L.C.
CERTIFIED PUBLIC ACCOUNTANTS
- Paul Kummer, Executive Vice President of Medallian Homes
Amegy Bank of Texas
Strength and Stability
You Need Today.
Amegy Bank is a leading capital provider across the state with the bankers and resources to serve large companies and small
businesses. In 2008 our loans increased 16% to more than $9 billion as we partnered with Texas businesses to provide an important
source of capital to fund their growth. Our Treasury Management Advisors are some of the best in the industry and are recognized
nationally for their innovative approach designed to save companies both time and money. We also serve Texas families and
individuals with financial management and trust services as well as retail and mortgage banking services.
(Top Row, L to R) Mark Harris SVP, Commercial Lending; David Key SVP, Wealth Management; Sandy Cilone VP, Treasury Management;
J.C. Beltran SVP, Regional Business Banking & Retail Manager; Lamar Spencer SVP, Commercial Real Estate Lending; Howard Lutz SVP, Private Banking;
(Bottom Row, L to R) Martha Valadez VP, International Private Banker; David McGee President & CEO, San Antonio Region
COMMERCIAL, CORPORATE & INTERNATIONAL BANKING t ANYTIME DEPOSITS ™ REMOTE CAPTURE
Ask an Amegy Banker what we can do for you!
For more information, call Amegy Bank at 210.343.4400
or visit one of our locations across San Antonio.
www.amegybank.com
© 2009 Amegy Bank N.A. Member FDIC. Equal Housing Lender
EXPERIENCE IS
THE BEST
LEVERAGE.
Local. Texas. International.
SAN ANTONIO
210.321.0919
WWW.SFTXLAW.COM
HOUSTON
713.781.0919
San Antonio’s Fast-Track Companies:
Business Journal’s annual listing of fast-growing compaIndeed, one of the companies on this year’s list, Mystikal
The top 6 companies in this year’s ranking are high-
Advice from San Antonio’s
Mystikal’s Charleston office will support the Navy’s
be the base of operations for Mystikal’s Information Tech-
nal’s Dariela Trevino at [email protected].
each company’s compounded average percentage rev-
Each company’s rank in category represents the company’s position within the selected revenue range based
A Word from our Sponsors
Bob McAdams
Managing Partner
We have been helping clients get on the fast track for more
than 75 years. Just as businesses have grown in diversity and
complexity, so has Carneiro, Chumney expanded the breadth
and diversity of its services. Your financial statements say a lot
about your business. We can help you identify objectives, and
help to meet those needs by accessing your own resources as
well as our extensive network of professionals.
Carneiro, Chumney can help you plan for the future by analyzing
trends and recommending the best tactics. Working as a team,
we anticipate needs, develop goals and implement winning
strategies. For more than 75 years, through difficult and boom
economic times, we've been there helping our clients succeed.
The Carneiro, Chumney team salutes your success!
Congratulations, 2009 Fast Track Recipients
Amegy Bank of Texas congratulates this year’s Fast Track winners
for their hard work and dedication.
Beginning with one location 19 years ago, Amegy Bank has grown
to more than $11 billion in assets and 80 branches across Texas.
Local decision making, experienced middle market bankers, and a
history of relationship banking set Amegy apart.
David McGee
President & CEO, San Antonio Region
Amegy Bank of Texas
Amegy Bank is a leading capital provider with the resources
to serve large companies and small businesses. Our treasury
management advisors are some of the best in the industry and
are nationally recognized for their innovative approach designed to
save companies both time and money.
Call Amegy today at 210-343-4400 or visit www.amegybank.com.
Amegy Bank N.A. Member FDIC
SWBC Congratulates the 2009 Fast Track Winners.
For more than three decades, SWBC has provided a wide range
of insurance, mortgage, and investment services to businesses,
families, and financial institutions. We have experienced exceptional
growth over the years by providing quality products, outstanding
service, and innovative solutions. At SWBC, our clients come first.
We believe in listening to each client's needs, analyzing his or her
particular situation , and recommending a customized program that
will exceed expectations.
Charlie Amato
Gary Dudley
Owners
SWBC
As we review this year's list of Fast Track Companies, we are proud
to see the names of our clients, business partners, and friends.
Congratulations and best wishes for continued success!
The attorneys and staff of Stumpf Farrimond, P.C. are pleased to
salute the Fast Track 2009 award recipients. We applaud and
commend these individuals and companies for their outstanding
achievements in a distressed economy and for their contributions
to San Antonio’s resiliency and prosperity. We also thank the San
Antonio Business Journal for recognizing your achievements and
for allowing us to participate in that process. Congratulations and
we wish you continued success in the future.
Scott Farrimond
Shareholder, San Antonio
Stumpf Farrimond
Stumpf Farrimond, P.C., a full-service law firm with offices in San
Antonio and Houston, has effectively and efficiently provided
services to their clients for over 30 years.
SAN
2009
ANTONIO
FAST
BUSINESS
TRACK
JOURNAL
www.sanantoniobusinessjournal.com
JULY 17, 2009
5B
Alphabetical listing of Fast Track companies with their percentage of revenue growth:
Investment Professionals Inc.
19.58%
Padilla & Associates Wealth Management Group
Alterman
34.15%
Joeris General Contractors Ltd.
32.42%
Randolph Brooks Federal Credit Union
13.82%
ATKG LLP
27.83%
Kopplow Construction Company Inc.
10.33%
19.82%
Bartlett Cocke General Contractors
26.56%
18.41%
Denim Group Ltd.
45.84%
Legacy Homestead Development
d/b/a Cedar Eaters of TX
Scholz, Klein & Friends Enlightened
Retirement Group Inc.
Den-Tex Central Inc. d/b/a Denny’s Restaurants
10.26%
Longhorn Health Solutions
Diligent Consulting Inc.
21.46%
Maldonado Nursery & Landscaping Inc.
20.83%
The Alamo Travel Group LP
22.67%
Documation Inc.
10.86%
Medrec Inc.
21.61%
The CE Group Inc.
36.61%
Evolvent Technologies Inc.
19.39%
Metropolitan Contracting Co. Ltd.
32.58
The Sabinal Group
30.95%
35.37%
Mystikal Solutions LLC
Abacus Solutions Group LLC
187.31%
Hill Electric
SWBC
131.73%
69.41%
60.93%
54.61%
Tesoro Homes & Development Ltd.
WellMed Medical Management Inc.
116.66%
32.58
Over $100 million/under $500 million in gross revenue in fiscal 2008
San Antonio’s Fast-Track Companies
Fast-growing companies in the San Antonio area ranked by compounded average percentage revenue growth — fiscal 2006-2008.
Rank in
category
Company
Address
Telephone
Web address
Average
compounded
% revenue
growth
Employees (Fiscal Year)
2008
San Antonio
/ worldwide
2007
San Antonio
/ worldwide
2006
San Antonio
/ worldwide
Senior
Executive
/ Title
Fiscal
Year End
(month)
Assets
(fiscal year)
2008
2007
2006
Product or
service
Year
founded
1.
SWBC
9311 San Pedro Ave., Suite 600
San Antonio, TX 78216
210-525-1241
www.swbc.com
54.61
966/
1,228
701
947
548
715
Charlie Amato/
Chairman
Gary Dudley/
President
December
$349,174,723 Wide range of insurance,
$250,252,807 mortgage and investment
$156,376,076 services to individuals and
businesses
1976
2.
8637 Fredericksburg Rd., Suite 100
210-877-7703
www.wellmedmedicalgroup.com
32.58
859
1,089
647
699
519
536
George M. Rapier
III, MD/
Chairman & CEO
December
$223 million Diversified health care
$183 million and insurance provider to
$131 million mostly Medicare-eligible
seniors in Texas, Florida,
New Mexico, Arkansas
1990
3.
1390 E. Bitters
210-494-1638
www.joeris.com
32.42
197
197
162
162
167
167
Gary L. Joeris/
President
October
$81,343,157 Commercial construction
$43,879,600 firm providing general
$50,851,587 contracting, construction
management and design
build services
1967
4.
8706 Lockway
210-655-1031
www.bartlettcocke.com
26.56
251
436
215
368
202
317
Randy Pawelek/
President & CEO
December
$108,966,000 Employee-owned commer- 1959
$83,862,000 cial building contractor that
$66,424,000 builds throughout Texas
5.
9000 Wurzbach Rd.
210-593-0084
www.alamotravel.com
22.67
26
65
24
61
16
59
Patricia P. Stout/
President & CEO
December
N/A Full-service travel agency
N/A providing service to corpoN/A rations, Department of Defense, civilian government
agencies, vacation groups
and incentive travelers
1990
6.
Randolph-Brooks Federal Credit Union
One Randolph Brooks Pkwy.
210-637-3664
www.rbfcu.org
13.82
903
N/A
807
N/A
N/A
722
Randy Smith/
President & CEO
March
$3,350,497,000 Depository, lending, invest$3,087,811,000 ments and insurance for
$2,618,667,000 members
1952
First Class. Full Service.
309 to 5,717 RSF Available
. Highly visible location - Loop 410 at Blanco Rd
. Easy access to Hwy 281, Interstate 10 & Loop 410
. Minutes from the airport, restaurants and hotels
. Upgraded building breakroom & conference room
. On-site security and property management
. Spec suites ready for immediate occupancy
Owned &
Operated by
1100 NW Loop 410 | San Antonio, TX 78213
For information, contact: Shannan Schnittger at 210.930.3700
www.streamrealty.com
6B
SAN
2009
ANTONIO
FAST
BUSINESS
TRACK
JOURNAL
JULY 17, 2009
Q&A: Advice from San Antonio’s high-growth companies
No. 1.
1919 Oakwell Farms Pkwy., Suite 210
210-293-6400
www.abacussg.com
Senior executives: Buffy Koehn
& Shane A. Pulver, Co-owners
What is fueling your
company’s growth?
Our growth is driven
through integration of
innovative practices and
technologies
coupled
Koehn
with customer service
focused on delivering
successful results for
our clients. Our focus
on results and customer
service continues to
help us develop new clients through referrals
and reputation.
Pulver
What is your growth strategy?
Abacus has been structured to double
in size annually through a very aggressive
approach to the market via extensive marketing activities and a tested set of core
competencies.
How has the soft economy affected
your growth?
The cascading effect of the economic
slow-down impacted our access to traditional growth financing in late 2008. We
have been successful overcoming this ob-
stacle, but are now more aware of the risks
involved with the fluctuating economy.
What was your company’s biggest success in the past year?
This year we were awarded a contract to
pilot a program that is helping the Department of Defense chart its technology path
from now until the year 2030.
What do you expect will be your biggest challenge in the coming year?
The personnel that comprise the Abacus
team drive our success and are our biggest resource. As we emerge from the soft
economy, attracting top talent to deliver
excellence will be one of our biggest challenges.
No. 2
4836 Whirlwind St.
210-231-0673
www.longhornhealth.com
Senior executive: Britt Peterson
What is fueling your company’s growth?
We treat all of our clients how we
would want someone to treat our family
members; we make it a daily mission to
have a servant’s heart for every client
we are providing medical supplies to
and to treat everyone with respect and
kindness. Having talented, hard working
people is also a great way to fuel growth
and we have both.
We would like to open up at least two
branches in other large Texas metropolitan areas in the next five years and then
begin to move outside of Texas.
your growth?
We have not been affected. The only visible
change is our credit lines and loans have become longer to complete with more criteria
needed to get things done (Down payments
of 20 percent or higher on commercial building loans, lowered credit limits).
We opened up three branches and added numerous employees and added group
health insurance for all full-time employees; 100 percent covered for employees by
Longhorn Health Solutions.
Medicare competitive bidding, navigating the new policies that President Barack
Obama is indicating he wants to implement and figuring out how best to position
ourselves when new programs are created
or our existing programs are changed.
No. 3
9310 Broadway St.
210-822-4222
tesorohomes.net
Senior executive: Clay Schlinke
company’s growth?
I feel that the factor that
has fueled our growth
the most is our ability
to adapt to any situation Schlinke
and be able to modify our
products to meet the current demand.
We feel that our growth strategy is to continue marketing our townhomes and fourplex product to our investor base as well as
we are positioned to have strong sales to
owner occupants in our townhome developments based on our excellent pricing.
your growth?
I feel that the economy had definitely
had an impact in slowing our growth ability. It has become difficult in obtaining
new financing to progress as quickly as we
would like.
Our continued growth
I feel that the biggest challenge will be
the ability to obtain new and continued financing to fund our projects.
Continued on Page 8B
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SAN
2009
ANTONIO
FAST
BUSINESS
TRACK
JOURNAL
JULY 17, 2009
Rank in
category
Company
Address
Telephone
Web address
Average
compounded
% revenue
growth
2008
San Antonio
/ worldwide
2007
San Antonio
/ worldwide
2006
San Antonio
/ worldwide
Senior
Executive
/ Title
Fiscal
Year End
(month)
Assets
(fiscal year)
2008
2007
2006
Product or
service
Year
founded
1.
Alterman
14703 Jones Maltsberger
210-496-6888
www.goalterman.com
34.15
448
N/A
398
N/A
381
N/A
Don Kuykendall/
CEO
December
$41,300,000 Electrical construction and
$42,100,000 renovation service, preven$26,100,000 tive maintenance, voice,
data, video, security and
controlled access
2.
990 Isom Rd.
210-247-5234
www.metcontracting.com
32.58
85
85
82
82
80
80
Tim Swan/
CEO
December
1986
$15,834,584 Commercial general
$20,548,003 contractor for the private
$12,728,465 sector; 60% of annual sales
derived from ground-up
construction; balance
being commercial interior
finish-out
3.
210-582-2841
www.invpro.com
19.58
69
205
75
247
70
207
Scott Barnes/
President & Founder
December
$11,043,956 Investments broker/dealer
$10,080,150 specializing in investment
$10,335,745 programs to financial institutions & retail financial
consultants
4.
Documation
231 E. Rhapsody
210-341-4431
www.mation.com
10.86
131
208
118
177
107
170
Lou Scantland/
Chairman
December
5.
Kopplow Construction Co. Inc.
7373 Broadway, Suite 101
210-826-9888
www. kopplow.com
10.33
27
27
29
29
30
30
Tom Green/
President
October
6.
Den-Tex Central Inc.
P.O. Box 690730
210-694-0707
10.26
563
1,469
402
1,253
392
1,073
Dawn LaFreeda/
Owner
Holly Pietz/
VP-Operations
March
FROM PAGE 6B
No. 4
10221 Desert Sands, Suite 301
San Antonio, TX 78216-3948
www.mystikal.us
Senior executive: Ricky White,
CEO
company’s growth?
Relationships
and
Perseverance. We have
continued to build great
working partner rela- White
tions with a number
of the larger defense
industry corporations such as Lockheed
Martin, Northrop Grumman, SAIC/
EMA and Battelle that are starting to pay
dividends. However, our most successful partnerships continue to be with the
SpecPro Group of company’s, SpecPro
and SpecPro Technical Services. Mystikal
has proven over and over again that we
are a trusted partner that delivers on our
promises whether it is as a subcontractor,
marketer or even if it costs us financially.
Additionally, the continued perseverance
and determination of our staff as an organization to constantly deliver high-caliber
service while following the strategic roadmap laid out by the executive team 18
months ago. The staff has literally just put
their heads down and refused to fail.
Quality support services through hiring the right people and providing them
at a fair price. Over the past two years, we
have focused on the strategic alliances
of good partners and then we delivered
what we promised.
your growth?
It has eliminated nearly all of the work
we had lined up in the commercial side
of service provision and consulting. I lost
a number of key senior staff because the
opportunities dried up, or they couldn’t
sell their homes so they could relocate to
where we had work for them.
Our landing of key contracts/subcontracts to keep the government services
business flowing.
Getting capital to fuel key hiring and
office investment to support growth opportunities. When the financial industry
melted down, instead of letting small business assist in the economic recovery, they
took the billions in stimulus money in, and
then they started slashing small business’
ability to stay afloat by cutting credit lines
and funding ability ... . Our No. 1 challenge
this year will be to keep the flow of capital
1923
1992
$11 million Distributor servicer of docu- 1989
$8.8 million ment equipment & soft$8.5 million ware solutions. Also provide
electronic document
management software
$9,794,000 Commercial general con$5,069,000 tractor handling a variety
$7,176,000 of building projects for all
types of clients
1976
$12,941,372 Franchise group for Denny’s 1986
$11,008,064 Restaurants
$9,022,741
moving to keep Mystikal thriving.
No. 5
Padilla & Associates Wealth
Management Group
9901 I-10 W., Suite 450
210-223-8700
www.padillawealthmanagement.com
Senior executive: Dion R.
Padilla, President & CEO
company’s growth?
Over the past three
years we have developed a sound relationship with many prospec- Padilla
tive clients. And through
word-of-mouth and client
referrals, we have been recognized as one
of the premier wealth management firms
in the area to turn to when it comes to
planning for retirement. Our focus is very
specific. We specialize in workplace retirement planning for three local Fortune 500
companies — AT&T, Valero and Tesoro.
Our in-depth knowledge and understanding of their retirement benefits plan distinguishes and sets us apart, and is the reason why so many turn to our firm for their
financial and retirement planning needs.
We also focus on retirement planning for
employees and corporate executives who
are with major corporations located not
only in the San Antonio area, but in Dallas,
Houston and San Diego, Calif.
But I would also say that being a lifelong
San Antonian has greatly attributed to our
company’s success. For me, San Antonio
is not just a place to do business; it’s where
we’ve become part of the local community
and business culture. I have to give thanks
to many individuals and companies in the
community that have helped me to grow
my firm year after year.
Our growth strategy has always been
based on client referrals and we’ve been
able to do that through maintaining longterm relationships and creating confidence
with our existing clients. As an independent advisory firm, we’re well-positioned
to do this by delivering accurate, unbiased
investment advice for our clients, recognizing that each one requires a customized
approach to meet their unique goals and to
provide for their overall financial well-being. As a result of this philosophy, I think
back to a remark a client once made after
reviewing her portfolio, “Dion, I know I’m
not your only client, but you always make
me feel like I am your one and only client,
and I truly do appreciate that.” That comment stuck with me and helped to reinforce my firm’s mission to instill that same
sort of feeling in all our clients.
I also created a new position that focused solely on the marketing and client
relations facet. In January 2009, I brought
SAN
2009
ANTONIO
FAST
BUSINESS
TRACK
JOURNAL
JULY 17, 2009
9B
Rank in
category
Company
Address
Telephone
Web address
Average
compounded
% revenue
growth
2008
San Antonio
/ worldwide
2007
San Antonio
/ worldwide
2006
San Antonio
/ worldwide
Senior
Executive
/ Title
Fiscal
Year End
(month)
116.66
9
N/A
9
N/A
5
N/A
Clay Schlinke/
N/A
December
Assets
(fiscal year)
2008
2007
2006
Product or
service
Year
founded
1.
9310 Broadway St.
210-822-4222
tesorohomes.net
2.
The CE Group Inc.
200 E. Grayston, Suite 212
210-569-6927
www.cegroupinc.net
36.61
60
63
55
60
46
53
Janet Holliday/
President & CEO
December
$1,035,659 Event-based marketing
$1,008,952 firm; services include
$394,000 conference/destination/
event management; PR &
marketing; national sports
marketing; venue management
3.
The Sabinal Group
1401 S. Flores St.
210-226-3400
www.sabinal-group.com
30.95
12
N/A
8
N/A
3
N/A
Mark Wohlfarth/
Owner
December
$1.3 million Minority general contractor 2005
$1.16 million specializing in handling any
$890,000 project, large or small
4.
Medrec Inc.
85 N.E. Loop 410, Suite 610
210-494-2343
www.medrec-pt.com
21.61
16
222
13
196
13
185
Peter Knight-Sheen/
President
December
$849,631 Provides physical, occupa$794,927 tional & speech therapists
$669,628 & assistants to hospitals,
clinics & schools
1974
5.
8603 N. New Braunfels Ave.
210-826-9300
www.diligent-us.com
21.46
82
130
86
127
46
77
David Cerminaro/
CEO
December
$6,361,108 Information technology,
$4,409,952 supplemental resource
$3,752,656 & consulting services;
specializing in databases,
Internet applications, data
warehousing & more
2001
6.
16348 Nacogdoches Rd.
210-599-1219
ww.mnsla.com
20.83
375
N/A
335
N/A
320
N/A
Jerry Maldonado/
CEO
December
$6,526,624 Landscaping, irrigation,
$5,566,112 landscape maintenance to
$5,314,879 commercial & residential
customers
1987
7.
4400 Piedras Dr. S., Suite 175
210-268-1400
www.evolvent.com
19.39
33
125
31
108
22
90
Paul Ramsaroop/
President & CEO
December
2000
$9,325,437 IT services specializing
$6,543,006 in health care systems.
$6,078,892 Services ranging from
program assessments to
global implementations,
including behavioral health
program design and patient
info. services
on a director of marketing and client relations, Mavis Arambula, to head up the
public relations, communications, marketing, advertising and client relations
side of the business. By creating this new
position, this has ensured that our firm
communicates our value proposition and
philosophy effectively to our niche market. To date we have seen much success
and are doing a great job of promoting the
services we provide.
your growth?
The soft economy has not allowed us to
advertise as much as we would like. Marketing and advertising efforts usually take
a big hit first. But with challenges also
come opportunities. As part of our strategy, my firm is focusing on special events,
charitable support and media communication to create visibility and at the same time
giving back to our community. All things
considered though, I have to say that referrals are still the best way to grow your
business, especially in a soft economy.
Without question, our greatest success
was not losing a single client during these
turbulent markets. We pride ourselves in
the level of client service we deliver in
the form of communications, face-to-face
meetings, and making sure our clients are
educated so they can separate fact from
fiction with all the “doom-and-gloom” they
see on the financial news networks.
We’ve also invested in better technology, brought on more staff, and have become more involved in charitable events.
I encourage everyone to keep networking
with potential clients and colleagues. Go
to conferences, take educational courses
and attend lectures. Sponsor a nonprofit
event or volunteer along with your employees in your community.
Lastly, we established a Client Advisory Board that consists of eight clients
to provide feedback on our strengths and
weaknesses. To date, the feedback we
have received from our board members
has helped us improve the level of service
$33,804,900 Tesoro develops land then
2003
$34,566,700 builds new townhomes,
$20,276,049 duplexes & fourplexes;
targets investment groups &
presells most of its products
we provide. The primary objective of our
advisory board is to understand how we
can provide better service and exceed our
clients’ expectations.
I believe our biggest challenge for
2009 will be helping individuals understand the importance of not letting
emotions dictate their actions and realizing that the markets will always have
its ups and downs. 2008 was a year that
set many people back in their investment
portfolios; thus, caused individuals to
rethink how they are managing their finances and wealth, and if they are doing
the right thing when it comes to planning
for retirement. For me and my firm, we
will continue to provide our clients and
patrons with the highest level of client
service, education, and communication
to ensure that their needs are met by a
team that is knowledgeable and professional in helping them achieve their financial and retirement goals.
No. 6
SWBC
210-525-1241
www.swbc.com
Senior executives: Charlie
Amato, Chairman; Gary Dudley,
President
company’s growth?
At SWBC, we have
achieved rapid growth
by applying an innovative approach to financial Amato
and insurance services
through the utilization
of superior technology,
industry expertise, and
a diversified product and
service offering. Economic conditions facing
businesses today create
an even greater demand
Continued on Page 10B Dudley
1990
10B
SAN
2009
ANTONIO
FAST
BUSINESS
TRACK
JOURNAL
JULY 17, 2009
Under $7 million in gross revenue in fiscal 2008
Rank in
category
Company
Address
Telephone
Web address
Average
compounded
% revenue
growth
2008
San Antonio
/ worldwide
2007
San Antonio
/ worldwide
2006
San Antonio
/ worldwide
Senior
Executive
/ Title
Fiscal
Year End
(month)
Assets
(fiscal year)
2008
2007
2006
Product or
service
Year
founded
1.
1919 Oakwell Farms Pkwy., Suite 210
210-293-6400
www.abacussg.com
187.31
43
6
18
4
5
0
Buffy Koehn/
Co-owner
Shane A. Pulver/
Co-owner
December
2.
4836 Whirlwind St.
210-231-0673
www.longhornhealth.com
131.73
12
41
8
20
2
5
Britt Peterson/
N/A
December
3.
10221 Desert Sands, Suite 301
San Antonio, TX 78216-3948
210-979-9300
www.mystikal.us
69.41
23
48
15
42
7
25
Ricky White/
CEO
December
$1,059,742.07 Federal & private sector
$511,251.31 technology & personnel
$459,630.85 solutions provider
2001
4.
Padilla & Associates Wealth Mgmt.
Group
9901 I-10 W., Suite 450
210-223-8700
www.padillawealthmanagement.com
60.93
3
N/A
2
N/A
1
N/A
Dion R. Padilla/
President & CEO
December
$29.7 million Independent wealth
$17.5 million management & financial
$10.2 million planning specializing in
retirement planning for
corporate executives
2006
5.
The Denim Group Ltd.
3463 Magic Dr., Suite 315
210-572-4400
www.denimgroup.com
45.84
52
52
48
48
38
38
Sheridan Chambers,
Dan Cornell,
John Dickson/
Principals
December
$1,494,000 IT security consulting
$1,259,000
$730,994
2001
6.
Hill Electric
1219 Safari
210-404-9074
www.hill-electric.com
35.37
58
0
45
0
40
0
Billy Hill/
Owner
December
$2,225,900 Electrical installation &
$1,600,000 repair
$1,035,000
2005
7.
ATKG LLP
210-733-6611
www.atkgcpa.com
27.83
30
N/A
26
N/A
20
N/A
Melanie Kirk & Teryn
Grater/
Partners
December
8.
8610 N. New Braunfels Ave., Suite 702
210-829-5600
www.scholzklein.com
19.82
10
N/A
8
N/A
6
N/A
Jay Thomas Scholz/
President
Ramona Klein/
Vice President
December
9.
Legacy Homestead Development
dba Sand Creek Post & Beam of Tx.
dba Cedar Eaters of Texas
P.O. Box 196
Boerne, TX 78006
210-745-2743
www.sandcreekbarns.com
www.cedareater.com
18.41
16
N/A
13
N/A
7
N/A
Stan Hegener/
President
December
FROM PAGE 9B
for the types of financial expertise and support that SWBC provides.
SWBC continually invests in our people,
technology, and products and services.
These investments empower our team
and give us the flexibility necessary to
help our partners achieve their current
and future goals.
your growth?
Despite the state of the economy, SWBC
has experienced continued growth due to
our diversified product and service offering designed to mitigate risk and generate income for our partners and customers. The economy’s impact on various
businesses in the financial arena has also
provided the company with unique opportunities for investments, mergers, and
acquisitions.
“One way we have not let the soft economy affect our growth — we have not cut
back on our marketing budget. There is a
huge opportunity in a down market that
must be recognized and leveraged.” —
Charlie Amato, Chairman
$810,000 Information technology &
$322,198 health care services
$156,000
$1,514,000 Medical supplies & equip2005
$896,572 ment to Medicare/Medicaid
$354,023 beneficiaries
Due to its great impact on our core business, last year’s accomplishments
hments were
headlined by the partnership-strengthship-strengthening equity investment in Akcelerant (a
respected technology provider).
der). Strategically placed equity investments
stments
in various mortgage and real
al estate
companies have also proven to
be great successes.
What do you expect willl
be your biggest challenge
e
in the coming year?
2005
$890,000 CPA firm — business &
$579,445 tax advisers for individu$581,251 als, families & closely held
businesses
1982
N/A Retirement plan consulting, 2003
N/A design, installation, compliN/A ance & administration for
businesses in San Antonio
& South Texas
$1,133,600
$962,558
$918,993
Cedar, mesquite, oak wilt & 2001
brush removal by mulching;
post & beam barn kit sales
SWBC’s leadership team continues to
focus on growing our core businesses and
diversifying, while remaining dynamic
and flexible in a time of unprecedented
change.
SAN
2009
ANTONIO
FAST
BUSINESS
TRACK
JOURNAL
JULY 17, 2009
11B
Starting Capital - 2009 Fast Track Firms
Company Name
Funding source . . . . . . . . . . . . . . . . . . . . . . . . . . . $ amount
Company Name
Company Name
Personal assets. . . . . . . . . . . . . . . . . . . . . . . $85,000
DND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DND
Alterman
DND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DND
Kopplow Construction Co. Inc.
Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,000
DND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $12,000
ATKG LLP
Loans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $420,000
Legacy Homestead Development dba
Founders . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,000
Denim Group Ltd.
DND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000
Den-Tex Central, Inc.
Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . $20,000
Personal funds . . . . . . . . . . . . . . . . . . . . . . . $10,000
Documation Inc.
Personal savings . . . . . . . . . . . . . . . . . . . . $100,000
Personal funds . . . . . . . . . . . . . . . . . . . . . . . $50,000
Hill Electric
SBA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $250,000
Personal funds . . . . . . . . . . . . . . . . . . . . . . . $75,000
SWBC
Owners’ savings . . . . . . . . . . . . . . . . . . . . . . $1,000
Cedar Eaters of Tx.
Personal savings . . . . . . . . . . . . . . . . . . . . . $10,000
Personal savings . . . . . . . . . . . . . . . . . . . . $100,000
Wells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . $10,000
Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . $50,000
Personal funds, assets. . . . . . . . . . . . . . . . . . . . . DND
The CE Group Inc.
DND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DND
Medrec Inc.
DND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DND
The Sabinal Group
Personal savings. . . . . . . . . . . . . . . . . . . . . . $50,000
Private investor. . . . . . . . . . . . . . . . . . . . . . . $75,000
Financial backing from PacifiCare . . . . . . . . $1 million
Personal credit card . . . . . . . . . . . . . . . . . . . . $1,500
Source: Company questionnaires compiled by Carneiro, Chumney & Co.
DND: did not disclose
N/A: not available
Padilla & Associates Wealth Management Group
Personal savings. . . . . . . . . . . . . . . . . . . . . . . $5,000
Randolph Brooks Federal Credit Union
Nine individuals in 1952. . . . . . . . . . . . . . . . . . . $45
# 1 finishers in revenue categories (by % growth)
Industries on the Fast Track
Over $100 million/under $500 million% growth
Industry sector
1. SWBC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54.61%
No. of firms
Travel service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1
Real estate development/construction. . . . . . . . . . . . .. . . . . . 9
Over $35 million/under $99 million
% growth
1. Alterman. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34.15%
Over $7 million/under $34 million
% growth
1. Tesoro Homes & Development. . . . . . . . . . . . . . . . . . . . . . . . . .116.66%
PR/marketing/communications . . . . . . . . . . . . . . . . . . . . . . . . .. 1
Insurance/financial services & consulting . . . . . . . . . . . . . . . . .. 6
Information technology/tech services . . . . . . .. . . . . . . . . . . . ..5
Health care/medical services . . . . . . . . . . . . . .. . . . . . . . . . . . ..2
Personnel/staffing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2
% growth
Food service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1
1. Abacus Solutions Group LLC.. . . . . . . . . . . . . . . . . . . . . . . . . . .187.31%
Landscaping service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1
Under $7 million
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12B
JULY 17, 2009
SAN
2009
ANTONIO
FAST
BUSINESS
TRACK
JOURNAL
Angels offer potential for well-grounded new ventures
BY BRIDGET BOTELHO
If you have a solid business idea with
huge potential for growth but no way to
fund it, angel investors might be the way
to go. However, there can be bumps in the
road, so experts from the angel investing
world advise that there are ways to make
the process less painful.
“Working with angel investors can be a
terrific opportunity for high-potential startup companies. Some great companies got
started with not just angel money, but also
great mentoring and advice from angels
who were entrepreneurs themselves and
understand your journey,” says Marianne
Hudson, executive director of the Lenexa, Kan.-based Angel Capital Association
(www.angelcapitalassociation.org).
Angel investors provide capital from
their own pocket for promising startup
businesses and ideas that are too immature
to attract venture capitalists, in exchange
for convertible debt or ownership equity.
They look for deals with huge potential for
growth within five to seven years, when
such ventures are typically sold.
“They don’t invest in pizza parlors or
laundromats, nor do they invest in companies that don’t offer any promise of
growth. They take a chance and expect a
profit,” according to Jeffrey E. Sohl, director of the Center for Venture Research and
a professor at the University of New Hampshire, where the term “angel investor” was
coined in 1978.
So if you want to run your business for a
lifetime, angels aren’t for you.
“You have to think, do I want to exit
my company in five to seven years, or do
I want to be able to pass my business on
to my children? You also need to consider
whether you want other people making decisions about your business, which is what
happens with angel investor situations,”
Hudson says.
Of course, being backed by angel investors may translate into bigger earnings.
“You often hear people say, ‘It is my company and my idea, and I want to own the
entire thing,’ but you can own 100 percent
of a company worth $500,000 or 10 percent
of a company worth $500 million. The latter probably works out better,” Sohl says.
If angel investors sound like the right
path, you need a solid business plan that
you can make a reality — no pie-in-the-sky
projections need apply.
“Angels will also want to know that the
company has potential customers for the
product if it is still in development. More
than anything, they are looking for a team
that has the know-how, passion and commitment (including putting in your own
resources) to grow the company,” Hudson
says.
Keep in mind that a great idea doesn’t
sell itself, the business around it is important, and can be more difficult to sell, says
Sohl.
“You have to understand these investors
are taking on a huge risk — if your business fails, they lose their entire investment
and a portion of their portfolio.” As a result, when the economy gets tough, angels
are more cautious about which deals they
back, and they often spread the risk among
investors.
A total of 23,100 entrepreneurial ventures
received angel funding in the first half
of 2008, down 3.8 percent from the same
period in 2007, and the number of active
investors stood at 143,000 individuals, an
increase of 2.1 percent over the same period in 2007, according to the Angel Market
Analysis, released by the UNH center.
On average, angel groups receive about
30 proposals each month and of those, only
a few proposals are presented to an angel
group committee. Of those, angels back
seven to 10 companies per year and invest
about $1.96 million per venture, Hudson
says.
A simple search on Google — itself
launched with the help of angels — yields
the names and contact information for
hundreds of angel groups, and there are
Web sites such as AngelCapitalEducation.
org loaded with investor information. But
the best way to get a foot in the door is
not through cold calling — it is whom you
know.
If you are new to entrepreneurship and
don’t have a strong Rolodex, Hudson
and Sohl suggest joining local chambers
of commerce and business networking
groups to develop contacts as a decent first
step. Finding experienced startup lawyers,
bankers and accountants also helps.
“Make sure you are working with an
adviser,” Hudson says. “People already
involved in the industry you want to enter
can make all the difference by advising
you on a strong business plan and pitch for
investors.”
There are also venture forums such as
the Gathering of Angels (GOA) (www.
gatheringofangels.com), which holds fo-
Three top tips on
presenting to investors:
1. Develop a solid business plan
2. Join business networking groups to develop contacts
such as attorneys, accountants and investment bankers
3. Be tenacious with following up after a presentation
Web sites to watch:
• Angel Capital Association:
www.angelcapitalassociation.org
• Angel Capital Education Foundation:
AngelCapitalEducation.org
• Gathering of Angels:
www.gatheringofangels.com
• Center for Venture Research
at the University of New Hampshire:
wsbe.unh.edu/cvr/
rums every month in Santa Fe, N.M. and
Atlanta to hear from five or six companies
that pay $2,500 to present to investors.
When presenting, “Come prepared with a
one- to two-page executive summary, a 15to 20-slide PowerPoint with large fonts and
pictures. Come with passion and be tenacious with follow-ups,” says Tarby Bryant,
CEO of the GOA.
When the time comes that an investor shows interest in your business, don’t
be desperate — make sure the investor’s
goals are in line with yours, Sohl says.
“This is a marriage without divorce. Once
you are in it, the only way out is bankruptcy,” Sohl said.
BRIDGET BOTELHO is a freelance writer for
Mass High Tech, an affiliated publication.
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