PGP Advisory, 84 Northeast Interstate 410 Loop, Ste 284, San Antonio, TX (2026)

04/09/2026

Thank you Urban Office for the invitation to speak with your community of small business owners on valuation.

I’m passionate about helping business owners think more strategically about their companies—not just as operators, but as investors in an asset. When owners begin to think less like operators and more like investors in an asset, decision-making changes—and so does long-term value.

In our session, we explored how to:
• Transition from an operator mindset to an investor mindset
• Identify the key drivers that increase enterprise value
• Understand how buyers underwrite risk, growth, and transferability
• See why valuation matters—even if a sale isn’t on the horizon

The most rewarding part is seeing proactive owners expand their perspective and walk away with a clearer framework—one that aligns how they operate today with how the market will value their business tomorrow.

Appreciate the engagement from such a thoughtful group of owners who are serious about building valuable, transferable companies.

"If you stay ready, you won't have to get ready."

03/31/2026

We’re excited to welcome Katie Rosen as our newest PGP Advisory Intern.

Katie is graduating from The University of Texas at Austin with a degree in Government and plans to pursue a doctorate in economics.

At PGP Advisory, Katie will contribute to a range of strategic initiatives, including projects supporting the Texas Camino Real District Export Council.

Thank you to UT Professor and Camino Real DEC member, Michelle Vaca-Senecal and the Center for Global Business at Texas McCombs School of Business for their continued partnership through the Export Fellows Program. As both a mentor and guest lecturer, I observed Katie’s capabilities firsthand—her performance in the program was her initial interview.

We are committed to investing in future leaders with a global mindset, strong business acumen, and real-world experience—helping develop and retain top talent in Texas.

Katie’s background in legislative affairs, global markets, and strategic analysis makes her a strong addition to our team, and we look forward to her contributions.

Please join us in welcoming Katie!

02/19/2026

Save the Date | May 5, 2026

The 13th Annual ACG Private Equity Two Step Conference returns to San Antonio.

If you’re looking to better understand who’s deploying capital in Texas (private equity and beyond), how transactions are structured in today’s market, the impact of AI on the deal landscape, and more, this is the room to be in.

Join leading private equity investors, independent sponsors, lenders, family offices, investment bankers, SMB business owners and advisors from across Central and South Texas for one of the region’s premier M&A gatherings.

More details to follow — mark your calendar.

https://ow.ly/BQ9r50Yijrc

02/06/2026

I’m honored to share that I’ve joined the Board of Directors of VelocityTX.

VelocityTX is leading organization in the economic redevelopment on San Antonio's East Side, with a focus on creating sustainable economic and community growth built on one of San Antonio's key industries— healthcare.

I will also serve as Chair of the organization's Community House Advisory Committee. This innovative initiative uses funds generated from its portfolio companies to support vital work in the community. Allen & Allen Company and Quality Fence & Welding are quite literally "building" the future of San Antonio.

I’m grateful to contribute alongside such a dedicated group of leaders on the board.

Looking forward to the transformative impact ahead.

01/22/2026

The first speech I ever delivered was to my K–8 classmates.
It was Dr. Martin Luther King Jr.’s “I Have a Dream” speech.

What I've learned is that a dream is not a destination. It is an aspiration. An ideal meant to inspire continued progress, even when the work is unfinished.

This past Monday was a powerful reminder of that lesson. Seeing hundreds of thousands of people from diverse backgrounds and walks of life come together on San Antonio's East Side for the NATION'S largest MLK parade—to both celebrate the freedom to march and acknowledge that meaningful work remains—was deeply moving. It reinforced the importance of ensuring that every generation has the space, support, and encouragement to keep dreaming.

I often dream about our city 25 years from now and see a place of vibrancy and growth for our entire community; a place where people want to live and businesses thrive.

Growth, personally and professionally, often begins with perspective. Many of the most limiting constraints we face are exist in our own minds. We can only deliver a future we can envision.

So consider the following:

What are your aspirations for your business in 2026?
And where could collaboration or support help you reach them?
What would achieving those goals mean to you, your business, and your community?

Let’s continue striving—together.

01/01/2026

Happy New Year from PGP Advisory ✨🎉

As we welcome the New Year, we’re grateful for the relationships, trust, and shared successes that made this past year meaningful. We look forward to continued collaboration, new opportunities, and helping our clients navigate what’s ahead with clarity and confidence.

Wishing you a successful, healthy, and prosperous New Year.

— PGP Advisory

12/24/2025

Merry Christmas from PGP Advisory 🎄✨

As the year comes to a close, we want to thank our clients, partners, and colleagues for the trust, collaboration, and opportunities we’ve shared this year.
May this season bring you joy, peace, and time well spent with those who matter most.

Wishing you a Merry Christmas and a prosperous New Year. 🎁✨

— PGP Advisory

12/05/2025

Our ACG San Antonio luncheon featured a candid conversation with the Cavender family — a rare look inside what it really takes to build and sustain a multigenerational enterprise.

Family businesses are a cornerstone of our economy, yet only 0.3% make it to the fourth generation. The Cavenders shared their blueprint for beating the odds: it requires intentional leadership, aligned values, and a willingness to evolve.

Here are a few standout insights:

✨ Culture must be defined — not assumed.
The Cavenders transformed their “intangible culture” into a clear mission and values (Integrity, Innovation, Commitment & Empowerment), ensuring alignment across generations and locations.

✨ Independent third-party guidance is essential.
From succession planning to values-based leadership, outside advisors help families navigate the hard conversations, define roles, and keep the business at the top of the hierarchy — not the other way around.

✨ Structure drives scalability.
Their adoption of EOS (Entrepreneurial Operating System) provided clarity: scorecards, KPI ownership, quarterly objectives, and a grounded 10-year vision. Structure prevents “running on the hamster wheel.”

✨ Give back with intention.
Cavender Cares and Cavender Commitment highlight the power of organized philanthropy — increasing employee engagement, retention, and community impact.

✨ Respect for the next generation.
Bringing in future family leaders means real training, real expectations, and earning respect from employees — not automatic placement.

This conversation underscored why multigenerational continuity doesn’t happen by accident. It happens with clarity, communication, aligned values, and strong partners who help families protect both the business and the relationships that matter most.

Regardless of your succession plan, these principles offer insights on how to build enduring companies that serve customers, employees, and the community long after our stewardship is over.

11/26/2025

Happy Thanksgiving from PGP Advisory!
Today we give thanks for our clients, partners, and community who trust us to guide their most meaningful business decisions. Your support allows us to do what we love — helping entrepreneurs realize their next chapter.

Wishing you and your families a holiday filled with gratitude, good company, and celebration.

Thank you for being part of our journey.

11/18/2025

New Listing: Premier NYC Wellness & Aesthetics Clinic
A rare opportunity has hit the market in the largest and most health-driven city in the U.S. — and it’s already drawing interest.

This established NYC wellness & regenerative aesthetics clinic delivers:
- 5,000+ annual patient visits
- 100–120 new patients every month from referrals & digital reach
- A 4.7-star reputation backed by 16 years of trusted results
- A diversified mix of high-demand, cash-pay wellness services
- Strong recurring revenue through membership & package programs

Service Highlights:
💧 IV Therapy (NAD+, Myers’ Cocktail & more)
⚖️ Medical Weight Loss (GLP-1 + nutrition integration)
🌿 Colon Hydrotherapy & holistic wellness programs

With 4,500–5,000 active patients, a seasoned team, proprietary patient-management technology, and scalable clinical infrastructure, this clinic represents a turnkey, high-margin opportunity in one of the fastest-growing wellness markets in the country.

Ideal business for a physician or marketing-oriented healthcare entrepreneur ready to expand offerings, scale patient volume, and capture accelerated market growth.

Click to learn more: https://ow.ly/F61e50Xtcil

11/13/2025

🎉 Congratulations to the UT Export Fellows Program participants! 🎓

On behalf of the Texas Camino Real District Export Council (DEC), we extend our heartfelt congratulations to the outstanding student participants in this year’s UT Export Fellows Program. Over six short weeks, students from across campus—many without a business background—came together with a shared curiosity for international trade. Their dedication, collaboration, and creativity culminated in the development and presentation of impressive export plans.

We’re incredibly proud of the tremendous growth each student demonstrated and hope they continue to pursue opportunities as global leaders in Texas-based companies.

A special thank you to our partners at the US Commercial Service and the UT McCombs School of Business Center for Global Business for collaborating with the DEC to deliver this unique program.

Gratitude to our DEC members who served as speakers, mentors, and judges, and to our exceptional community partners who helped make the final presentations a memorable experience:
👏 Christopher McCole (Sustainment)
👏 Nick Spiller (Capital Factory)
👏 Carlos Jarquin (Greater SATX)
👏 Rey Cano (Alamo Colleges)
👏 Greg Talamantez (X-Bow Systems)
👏 Linda & JP Morales (Cyber Media Productions)

Finally, a sincere thanks to DEC Members Michelle Senecal and Ben Ramirez for their leadership and commitment to this impactful program.

Together, we aimed to inform, inspire, and invest in the minds of future global leaders—and this cohort has made us all proud. 🌎💼

PGP Advisory

04/09/2026

03/31/2026

02/19/2026

02/06/2026

01/22/2026

01/01/2026

12/24/2025

12/05/2025

11/26/2025

11/18/2025

11/13/2025

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