Jeff Milkie

Managing Director

With over 16 years of corporate finance and investment banking experience, Jeff Milkie leads the firm's investment banking practice. Jeff has advised on numerous public and private debt and equity investments and M&A assignments totaling over $4.9 billion, and his diverse experience includes providing advice, financial analysis, and other services to private market investors, multi-billion-dollar global corporations, and middle-market companies across multiple sectors.


  • Merger and acquisition advisory
  • Capital raising and recapitalizations - Senior debt, subordinated debt, and equity
  • Strategic advisory and consulting

Past Experience

  • Managing Director for a middle-market investment bank in Dallas
  • Middle-market investment banker with Citigroup Global Markets in Dallas
  • Corporate investment banker with Merrill Lynch in New York
  • International tax consultant and CPA with PricewaterhouseCoopers in Minneapolis


  • DBJ's 2006 Best Buyout or Change of Ownership Deal under $500 million
  • Top-ranked investment banking associate at Merrill Lynch
  • Various scholastic awards and recognitions


University of Texas at Austin, McCombs School of Business
  • Master of business administration (MBA) degree in finance - Graduated with honors


  • Certified Public Accountant (inactive)
  • Series 7
  • Series 79 Securities License (Limited Representative - Investment Banker)
  • Series 63 Securities License (Uniform Securities agent)