Identifying high-net-worth individuals in need of financial guidance is central to growth in the wealth management industry.
While advisors and sales teams use many signals to guide outreach, one of the strongest and most time-sensitive is often overlooked: the sale of a private business. A liquidity event instantly transforms business owners into high-net-worth individuals, creating a narrow window where the need for financial planning is at its peak.
We track more than 2,000 private company transactions each month in Dakota Marketplace and map those deals directly to key executives. This allows firms to gain a clear, actionable view into who has recently gone through a buyout and is likely navigating newfound liquidity, all in one place where you can view and act on every transaction.
Book a demo of Dakota Marketplace to source key executives and CEOs!
Top 10 CEOs in Dallas
1. Snehal Fulzele – Uptiq
Recent Transaction: Series B Venture | 2/12/2026 | $25M
Uptiq recently raised $25 million in Series B funding to expand its AI agents that automate lending and wealth management workflows inside banks, credit unions, and RIAs. The capital will support deeper integrations with financial institutions’ core systems, accelerating adoption of its AI orchestration layer designed to streamline underwriting, onboarding, compliance, and loan servicing processes.
Snehal Fulzele is the Chief Executive Officer of UPTIQ, where he leads the company’s strategy and growth in delivering AI-driven solutions to the financial services industry. As CEO, he focuses on modernizing wealth management through technology innovation, drawing on his deep experience building and scaling fintech platforms.
View the full profile in Dakota Marketplace.
2. Brandon Hall – EPIC Auto, Inc.
Recent Transaction: Series A Venture | 10/28/2025 | $10M
EPIC raised $10 million in Series A funding, led by FM Capital with participation from Automotive Ventures and other strategic investors, to expand its digital clearinghouse for loan payoff and title release workflows in the automotive industry. The capital will support platform innovation and market expansion as EPIC modernizes manual payoff processes, helping dealers, lenders, and insurers move vehicles faster and reduce operational friction and costs.
Brandon Hall is the Chief Executive Officer of EPIC Auto, Inc., a company specializing in automotive services. With a strong background in operations management and strategic planning, he has been instrumental in steering the company towards growth and innovation. Under his leadership, EPIC Auto has expanded its market presence and enhanced operational efficiencies, solidifying its position in the automotive industry.
View the full profile in Dakota Marketplace.
3. Jeff Shullaw – PatientCare EMS Solutions
Recent Transaction: Leveraged Buyout | 1/7/2026 | Undisclosed
Grant Avenue Capital has acquired PatientCare EMS Solutions, a leading provider of ground-based healthcare transportation services, to support infrastructure investment and accelerate both organic growth and add-on acquisitions. As part of the transaction, Jeff Shullaw has been appointed CEO to lead platform expansion, strengthen partnerships with municipalities and health systems, and drive continued operational scale across existing and new markets.
Jeff Shullaw is Chief Executive Officer of PatientCare EMS Solutions, where he leads the company’s strategy and expansion as a provider of ground-based healthcare transportation services. As CEO, he focuses on scaling operations, strengthening community and hospital partnerships, and advancing technology-driven initiatives to enhance patient care and service delivery across new and existing markets.
View the full profile in Dakota Marketplace.
4. Dic Marxen – CCRA International, Inc.
Recent Transaction: Acquisition/Merger | 11/6/2025 | Undisclosed
CCRA International secured acquisition financing from LO3 Capital and Tamarix Capital Partners to support its purchase of ABC Global Services, forming one of the largest travel network consortia in North America. The transaction strengthens CCRA’s position as a tech-enabled B2B travel services provider, expanding its hotel network, agency footprint, and overall booking volume across the travel ecosystem.
Dic Marxen is President and Chief Executive Officer of CCRA International, where he leads the company’s strategy and growth as a technology-enabled services provider to the travel industry. As CEO, he oversees CCRA’s global hotel and air programs, accreditation platforms, and 24/7 call center operations, driving expanded partnerships and support for travel agencies and industry professionals worldwide.
View the full profile in Dakota Marketplace.
5. Trey Campbell – OneSource Virtual
Recent Transaction: Buyout/Private Equity | 1/7/2026 | Undisclosed
OneSource Virtual announced a strategic majority growth investment from TA Associates to support continued expansion across the Workday ecosystem. The investment will accelerate OSV’s product innovation, AI-enabled capabilities, and customer service enhancements, while enabling existing investors to exit and positioning the company for its next phase of scalable growth.
Trey Campbell is Chief Executive Officer and a Board Member at OneSource Virtual, where he leads the company’s global strategy and growth as a provider of business process outsourcing and cloud-based services within the Workday ecosystem. As CEO, he focuses on scaling operations, expanding service capabilities, and strengthening OSV’s position as a trusted partner for HR and finance leaders.
View the full profile in Dakota Marketplace.
6. Maggie Wu – VelaFi
Recent Transaction: Series B Venture | 1/12/2026 | $20M
VelaFi completed a $20 million Series B financing round led by XVC and Ikuyo, bringing its total funding to more than $40 million to accelerate global expansion across Latin America, the United States, and Asia. The capital will support the scaling of its stablecoin-powered financial infrastructure platform, enhancing cross-border payments, on/off ramp capabilities, and enterprise-grade settlement solutions across key global trade corridors.
Maggie Wu's leadership at VelaFi has been marked by strategic expansion and organizational development. Her experience in leading multiple ventures demonstrates her capability in driving growth and innovation in the financial services sector. Maggie's strategic vision and leadership style have been pivotal in establishing VelaFi's presence in diverse markets.
View the full profile in Dakota Marketplace.
7. Scott Thresher – NCH Corporation
Recent Transaction: Buyout/Private Equity | 11/3/2025 | Undisclosed
Solenis has completed its acquisition of NCH Corporation, strengthening its position as a global provider of water and hygiene solutions and expanding its reach across middle-market customers. The transaction increases Solenis’ global scale, enhances cross-selling opportunities, and broadens its portfolio of sustainable and digital solutions, with Bain Capital and the Levy family retaining minority stakes in the combined company.
Scott Thresher is Chief Executive Officer of Danco & LSP Products Group at NCH Corporation, where he leads strategy, operations, and growth across the company’s industrial and commercial maintenance solutions platform. As CEO, he focuses on driving operational excellence, expanding market presence, and strengthening product innovation within NCH’s global portfolio.
View the full profile in Dakota Marketplace.
8. G. Brint Ryan – Ryan, LLC
Recent Transaction: Acquisition/Merger | 2/5/2026 | Undisclosed
Ryan has acquired Williams Young McKaig Ltd and its specialist division, WYM Rating, expanding its UK property tax and business rates capabilities with a new presence in Scotland. The transaction strengthens Ryan’s ability to advise clients with complex commercial property portfolios across the region, enhancing its end-to-end property tax and advisory platform.
G. Brint Ryan is the Founder, Chairman, and Chief Executive Officer of Ryan, LLC, where he leads the firm’s global strategy and growth as a provider of business tax services and consulting. As CEO, he has built Ryan into the largest firm dedicated exclusively to business taxes, expanding its international footprint while maintaining a strong focus on client service, innovation, and organizational excellence.
View the full profile in Dakota Marketplace.
9. Will Howard – Senderra RX, Inc.
Recent Transaction: Minority Growth Equity | 12/10/2025 | Undisclosed
SenderraRx announced a strategic growth investment from Nautic Partners to support continued expansion and innovation across its specialty pharmacy platform. The partnership will provide additional capital and healthcare expertise to scale operations, enhance patient services, and strengthen SenderraRx’s position in high-growth therapeutic areas nationwide.
Will Howard is Chief Executive Officer and Founder of Senderra RX, Inc., where he leads the company’s strategy and growth as a national specialty pharmacy serving patients with complex, chronic conditions. As CEO, he focuses on expanding Senderra’s platform, strengthening payer and provider partnerships, and delivering high-quality, patient-centered pharmacy services nationwide.
View the full profile in Dakota Marketplace.
10. Douglas VanTassell – Paragon Energy Solutions
Recent Transaction: Acquisition/Merger | 12/1/2025 | $585M
Mirion has entered into a definitive agreement to acquire Paragon Energy Solutions from Windjammer Capital Investors for approximately $585 million in cash, expanding its portfolio of radiation detection and nuclear solutions. The transaction strengthens Mirion’s position as a comprehensive supplier to the nuclear power industry, enhances its capabilities across existing reactors and next-generation SMR projects, and is expected to be accretive in the first full year following close.
Douglas VanTassell is President and Chief Executive Officer of Paragon Energy Solutions, where he leads the company’s strategy and growth as a supplier of safety-related products and components to the nuclear industry. As CEO, he focuses on innovation, strategic acquisitions, and operational excellence to help extend the life and reliability of nuclear facilities worldwide.
View the full profile in Dakota Marketplace.
Where Liquidity Events Become Prospecting Signals
Finding prospects may not be the challenge; it’s knowing when to reach them.
Private company transactions are one of the clearest signals of imminent need. They turn operating executives into newly liquid decision-makers almost overnight. Firms that align outreach to these moments gain a real advantage in timing, relevance, and conversion.
Dakota Marketplace delivers that edge.
Our combination of real-time private company transaction data and “likely to transact” signals allows RIAs and advisors to engage in timely, highly relevant outreach to individuals with newly acquired or soon-to-be-acquired wealth.
You’ll see all private company transactions in one place, updated continuously, so your team can prioritize outreach, engage with confidence, and convert at the right moment.
Book a demo of Dakota Marketplace to source key executives and CEOs!
