M. Brad Wallace is a Partner of LKCM Headwater Investments where he is responsible for all aspects of the investment process including sourcing and analyzing new investment opportunities, leading seller and lender negotiations, closing portfolio company investments, and overseeing the implementation of post-transaction operational initiatives. Mr. Wallace currently serves on the boards of Alliance Consumer Group, Gexpro Services, and Pavement Maintenance Group. As an investment professional for LKCM Capital Group, he served for two years as the Chief Financial Officer for a $200M retail chain, where he was responsible for restructuring the business and integration of several acquisitions subsequent to LKCM Capital Group’s initial purchase of the assets out of bankruptcy.
Prior to joining LKCM, Mr. Wallace served as Principal and Portfolio Manager for KBK Capital, where he served on the investment committee and was responsible for senior debt, mezzanine and private equity transactions. While at KBK, he served as a Director and interim Chief Executive Officer of a food manufacturing and distribution company, overseeing the restructuring of its management.
Mr. Wallace began his career in finance as an originator and manager of $100 million factoring and asset-based lending portfolio. Mr. Wallace graduated with a Bachelor of Business Administration and a Masters of Business Administration, with the honor of Top Scholar, from Texas Christian University.