With a background in petroleum engineering that includes experience with Exxon Mobil on a multi-billion-dollar project that boasted 52 industry first accomplishments, Logan Wood made a unique addition when he entered the world of finance in 2017. Although he was not formally educated in the field, Logan has an advanced aptitude for applied mathematics and has fell in love with investment banking over the last 4 years. He knew that he could learn the business through first-hand experience and directly apply his analytical skillset to the world of investment banking. Not only did he gain a thorough understanding of wealth management, but within his first three years, Logan was personally listed in The Dallas Business Journal as a Top Local Investment Banking Executive.
Logan was born in Lubbock, Texas and grew up in Amarillo, Texas. He was always a hands-on learner that knew the value of strong work ethic as young as 9 years old, walking around the neighborhood asking neighbors if he could earn some money washing their car windows and began welding at only 13-years-old. He later returned to Lubbock to attend Texas Tech University where he graduated cum laude with honors, earning a bachelor’s degree in petroleum engineering.
Logan grew through various positions in the oilfield sector including an on-shore floorhand with H&P in the Permian basin, and interning as an off-shore drilling supervisor with Exxon Mobil. During his time at ExxonMobil, he rotated between the corporate office and the offshore rig site in the Gulf of Mexico with the primary focus around system evaluation and process engineering. Unfortunately, the oilfield market is highly cyclical, and Logan was caught in the 2015-2016 downturn, which left very few jobs for him or for any of the other recent graduates with petroleum engineering degrees. As a result, Logan had no other choice but to explore other fields, which eventually led him to the finance industry.
In 2016, Logan joined Armor Wealth Management in Dallas, Texas, with a specialized focus on pre-exit planning and executive management retention strategies. Once he was established, he began seeing a recurring trend of business owners needing capital for a variety of reasons. So, naturally Logan set out to help them find it. His initial intent was to get business owners the financing they needed to fix their immediate problems, then he would later follow up on the back end to help with the original lingering concerns and issues. However, Logan found his purpose in investment banking when he started seeing the correlations between what he had learned from traditional pre-exit planning and the sell-side M&A process.
Today, Logan is a managing director for Infinity Financial Group, which was recently named one of the largest North Texas investment banking firms by The Dallas Business Journal for the past two consecutive years and has also been listed in the Dallas Award Program for nominations in investment banking and corporate finance. The firm specializes in corporate finance and M&A advisory, and they have successfully completed hundreds of millions of dollars in transaction value. According to Logan, IFG’s biggest differentiator is that they provide a holistic, data-driven approach to traditional investment banking, focusing on presenting a market wide analysis of all viable options available in the market, rather than the two bookends most operators are typically familiar with. They include all three financing pillars: Corporate, project, and municipal finance – from senior debt to common equity, as well as sell-side and buy-side M&A starting at $2M EBITDA and above. This is very uncommon, as the vast majority of investment banks in the lower-middle market have a sole transactional focus on sell-side M&A transactions above $5M EBITDA.
In addition to his responsibilities at IFG, Logan is also the founder and managing partner of his own investment bank. Headquartered in Dallas, Texas, Vertex Funding is a boutique investment banking consulting firm, advising on complex debt and equity financing structures for unique companies and industries. Vertex helps with company and project needs working on transactions starting as low as $2 million. Logan notes, “We are excited about rolling up our sleeves, getting hard deals done and finding solutions rather than excuses. As a testament to that, we have completed transactions in many industries bankers turn away such as film, oil and gas, marine, renewable energy, and litigation finance.”
Infinity Financial Group, Managing Director
Vertex Funding, Founder and Managing Partner
100 Crescent Court, Suite 700
Dallas, Texas 75201