recognizing san antonio s fast-growing companies - padilla associates

Sponsored by:Media Sponsor:

Carneiro, Chumney & Co., L.C.CERTIFIED PUBLIC ACCOUNTANTS

Recognizing San Antonio’s

Fast-Growing CompaniesA supplement to the San Antonio Business Journal

Recognizing San Antonio’s

Fast-Growing Companies

- Paul Kummer, Executive Vice President of Medallian Homes


www.carneiro.com

Amegy Bank of TexasStrength and Stability

You Need Today.Amegy Bank is a leading capital provider across the state with the bankers and resources to serve large companies and small

businesses. In 2008 our loans increased 16% to more than $9 billion as we partnered with Texas businesses to provide an important

source of capital to fund their growth. Our Treasury Management Advisors are some of the best in the industry and are recognized

nationally for their innovative approach designed to save companies both time and money. We also serve Texas families and

individuals with financial management and trust services as well as retail and mortgage banking services.

(Top Row, L to R) Mark Harris SVP, Commercial Lending; David Key SVP, Wealth Management; Sandy Cilone VP, Treasury Management; J.C. Beltran SVP, Regional Business Banking & Retail Manager; Lamar Spencer SVP, Commercial Real Estate Lending; Howard Lutz SVP, Private Banking;

(Bottom Row, L to R) Martha Valadez VP, International Private Banker; David McGee President & CEO, San Antonio Region

Ask an Amegy Banker what we can do for you!

For more information, call Amegy Bank at 210.343.4400 or visit one of our locations across San Antonio.

www.amegybank.com© 2009 Amegy Bank N.A. Member FDIC. Equal Housing Lender

COMMERCIAL, CORPORATE & INTERNATIONAL BANKING ANYTIME DEPOSITS ™ REMOTE CAPTURE

www.amegybank.com

SAN ANTONIO 210.321.0919

HOUSTON 713.781.0919

EXPERIENCE IS THE BEST LEVERAGE.

Local. Texas. International.

WWW.SFTXLAW.COM

www.sftxlaw.com

Business Journal’s annual listing of fast-growing compa-

Indeed, one of the companies on this year’s list, Mystikal

Mystikal’s Charleston offi ce will support the Navy’s

be the base of operations for Mystikal’s Information Tech-

each company’s compounded average percentage rev-

Each company’s rank in category represents the com-pany’s position within the selected revenue range based

The top 6 companies in this year’s ranking are high-

nal’s Dariela Trevino at [email protected].

San Antonio’s Fast-Track Companies:

Advice from San Antonio’s

Charlie AmatoGary Dudley

OwnersSWBC

SWBC Congratulates the 2009 Fast Track Winners.

For more than three decades, SWBC has provided a wide rangeof insurance, mortgage, and investment services to businesses,families, and financial institutions. We have experienced exceptional growth over the years by providing quality products, outstandingservice, and innovative solutions. At SWBC, our clients come first.We believe in listening to each client's needs, analyzing his or her particular situation , and recommending a customized program thatwill exceed expectations.

As we review this year's list of Fast Track Companies, we are proudto see the names of our clients, business partners, and friends.Congratulations and best wishes for continued success!

We have been helping clients get on the fast track for more than 75 years. Just as businesses have grown in diversity andcomplexity, so has Carneiro, Chumney expanded the breadth and diversity of its services. Your financial statements say a lotabout your business. We can help you identify objectives, andhelp to meet those needs by accessing your own resources as well as our extensive network of professionals.

Carneiro, Chumney can help you plan for the future by analyzingtrends and recommending the best tactics. Working as a team, we anticipate needs, develop goals and implement winningstrategies. For more than 75 years, through difficult and boomeconomic times, we've been there helping our clients succeed.

The Carneiro, Chumney team salutes your success!


Bob McAdamsManaging Partner

Carneiro, Chumney & Co., L.C.

Congratulations, 2009 Fast Track Recipients

Amegy Bank of Texas congratulates this year’s Fast Track winnersfor their hard work and dedication.

Beginning with one location 19 years ago, Amegy Bank has grownto more than $11 billion in assets and 80 branches across Texas.Local decision making, experienced middle market bankers, and ahistory of relationship banking set Amegy apart.

Amegy Bank is a leading capital provider with the resourcesto serve large companies and small businesses. Our treasurymanagement advisors are some of the best in the industry andare nationally recognized for their innovative approach designed tosave companies both time and money.

Call Amegy today at 210-343-4400 or visit www.amegybank.com.Amegy Bank N.A. Member FDIC

David McGeePresident & CEO, San Antonio Region

Amegy Bank of Texas

The attorneys and staff of Stumpf Farrimond, P.C. are pleased to salute the Fast Track 2009 award recipients. We applaud and commend these individuals and companies for their outstandingachievements in a distressed economy and for their contributions to San Antonio’s resiliency and prosperity. We also thank the San Antonio Business Journal for recognizing your achievements and for allowing us to participate in that process. Congratulations and we wish you continued success in the future.

Stumpf Farrimond, P.C., a full-service law firm with offices in SanAntonio and Houston, has effectively and efficiently providedservices to their clients for over 30 years.

Scott FarrimondShareholder, San Antonio

Stumpf Farrimond

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San Antonio’s Fast-Track CompaniesFast-growing companies in the San Antonio area ranked by compounded average percentage revenue growth — fi scal 2006-2008.

Rank incategory

CompanyAddressTelephoneWeb address

Averagecompounded% revenue

growth

Employees (Fiscal Year)

Senior Executive

/ Title

Fiscal Year End(month)

Assets (fi scal year)

200820072006

Product orservice

Yearfounded

2008 San Antonio / worldwide



1. SWBC9311 San Pedro Ave., Suite 600San Antonio, TX 78216210-525-1241www.swbc.com

54.61 966/1,228

701947

548715

Charlie Amato/Chairman

Gary Dudley/President

December $349,174,723$250,252,807$156,376,076

Wide range of insurance, mortgage and investment services to individuals and businesses

1976

2. WellMed Medical Management Inc.8637 Fredericksburg Rd., Suite 100San Antonio, TX 78240210-877-7703www.wellmedmedicalgroup.com

32.58 8591,089

647699

519536

George M. Rapier III, MD/

Chairman & CEO

December $223 million$183 million$131 million

Diversifi ed health care and insurance provider to mostly Medicare-eligible seniors in Texas, Florida, New Mexico, Arkansas

1990

3. Joeris General Contractors Ltd.1390 E. BittersSan Antonio, TX 78216210-494-1638www.joeris.com

32.42 197197

162162

167167

Gary L. Joeris/President

October $81,343,157$43,879,600$50,851,587

Commercial construction fi rm providing general contracting, construction management and design build services

1967

4. Bartlett Cocke General Contractors8706 LockwaySan Antonio, TX 78217210-655-1031www.bartlettcocke.com

26.56 251436

215368

202317

Randy Pawelek/President & CEO

December $108,966,000$83,862,000$66,424,000

Employee-owned commer-cial building contractor that builds throughout Texas

1959

5. The Alamo Travel Group LP9000 Wurzbach Rd.San Antonio, TX 78240210-593-0084www.alamotravel.com

22.67 2665

2461

1659

Patricia P. Stout/President & CEO

December N/AN/AN/A

Full-service travel agency providing service to corpo-rations, Department of De-fense, civilian government agencies, vacation groups and incentive travelers

1990

6. Randolph-Brooks Federal Credit UnionOne Randolph Brooks Pkwy.San Antonio, TX 78233210-637-3664www.rbfcu.org

13.82 903N/A

807N/A

N/A722

Randy Smith/President & CEO

March $3,350,497,000$3,087,811,000$2,618,667,000

Depository, lending, invest-ments and insurance for members

1952

Abacus Solutions Group LLC 187.31%

Alterman 34.15%

ATKG LLP 27.83%

Bartlett Cocke General Contractors 26.56%

Denim Group Ltd. 45.84%

Den-Tex Central Inc. d/b/a Denny’s Restaurants 10.26%

Diligent Consulting Inc. 21.46%

Documation Inc. 10.86%

Evolvent Technologies Inc. 19.39%

Hill Electric 35.37%

Investment Professionals Inc. 19.58%

Joeris General Contractors Ltd. 32.42%

Kopplow Construction Company Inc. 10.33%

Legacy Homestead Development 18.41% d/b/a Cedar Eaters of TX

Longhorn Health Solutions 131.73%

Maldonado Nursery & Landscaping Inc. 20.83%

Medrec Inc. 21.61%

Metropolitan Contracting Co. Ltd. 32.58

Mystikal Solutions LLC 69.41%

Padilla & Associates Wealth Management Group 60.93%

Randolph Brooks Federal Credit Union 13.82%

Scholz, Klein & Friends Enlightened 19.82% Retirement Group Inc.

SWBC 54.61%

Tesoro Homes & Development Ltd. 116.66%

The Alamo Travel Group LP 22.67%

The CE Group Inc. 36.61%

The Sabinal Group 30.95%

WellMed Medical Management Inc. 32.58

Alphabetical listing of Fast Track companies with their percentage of revenue growth:

6B JULY 17, 2009 SAN ANTONIO BUSINESS JOURNAL www.sanantoniobusinessjournal.com2009 FAST TRACK

Q&A: Advice from San Antonio’s high-growth companiesNo. 1.Abacus Solutions Group LLC1919 Oakwell Farms Pkwy., Suite 210San Antonio, TX 78218210-293-6400www.abacussg.comSenior executives: Buffy Koehn & Shane A. Pulver, Co-owners

What is fueling your company’s growth?

Our growth is driven through integration of innovative practices and technologies coupled with customer service focused on delivering successful results for our clients. Our focus on results and customer service continues to help us develop new cli-ents through referrals and reputation.

What is your growth strategy?Abacus has been structured to double

in size annually through a very aggressive approach to the market via extensive mar-keting activities and a tested set of core competencies.

How has the soft economy affected your growth?

The cascading effect of the economic slow-down impacted our access to tradi-tional growth fi nancing in late 2008. We have been successful overcoming this ob-

stacle, but are now more aware of the risks involved with the fl uctuating economy.

What was your company’s biggest suc-cess in the past year?

This year we were awarded a contract to pilot a program that is helping the Depart-ment of Defense chart its technology path from now until the year 2030.

What do you expect will be your big-gest challenge in the coming year?

The personnel that comprise the Abacus team drive our success and are our big-gest resource. As we emerge from the soft economy, attracting top talent to deliver excellence will be one of our biggest chal-lenges.

No. 2Longhorn Health Solutions4836 Whirlwind St.San Antonio, TX 78217210-231-0673www.longhornhealth.comSenior executive: Britt Peterson

What is fueling your company’s growth?We treat all of our clients how we

would want someone to treat our family members; we make it a daily mission to have a servant’s heart for every client we are providing medical supplies to and to treat everyone with respect and kindness. Having talented, hard working people is also a great way to fuel growth and we have both.

What is your growth strategy?We would like to open up at least two

branches in other large Texas metropoli-tan areas in the next fi ve years and then begin to move outside of Texas.


We have not been affected. The only visible change is our credit lines and loans have be-come longer to complete with more criteria needed to get things done (Down payments of 20 percent or higher on commercial build-ing loans, lowered credit limits).


We opened up three branches and add-ed numerous employees and added group health insurance for all full-time employ-ees; 100 percent covered for employees by Longhorn Health Solutions.


Medicare competitive bidding, navigat-ing the new policies that President Barack Obama is indicating he wants to imple-ment and fi guring out how best to position ourselves when new programs are created or our existing programs are changed.

No. 3 Tesoro Homes & Development Ltd.9310 Broadway St.San Antonio, TX 78217

210-822-4222tesorohomes.netSenior executive: Clay Schlinke


I feel that the factor that has fueled our growth the most is our ability to adapt to any situation and be able to modify our products to meet the current demand.

What is your growth strategy?We feel that our growth strategy is to con-

tinue marketing our townhomes and four-plex product to our investor base as well as we are positioned to have strong sales to owner occupants in our townhome devel-opments based on our excellent pricing.


I feel that the economy had defi nitely had an impact in slowing our growth abil-ity. It has become diffi cult in obtaining new fi nancing to progress as quickly as we would like.


Our continued growth


I feel that the biggest challenge will be the ability to obtain new and continued fi -nancing to fund our projects.

Koehn

Pulver

Schlinke

Continued on B

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Hal AdamsValero Energy Corporation

Dean AlexanderMethodist Healthcare System

Tony AveyPrichard Hawkins McFarland & Young

Lisa BarkleyHaynes and Boone, LLP

Walt BusbyWalter G. Busby & Associates

Chuck CalvinSpawGlass Contractors, Inc.

Cesar CantorOmni San Antonio Hotel

Jack ClearyNorth Central Baptist Hospital

John DicksonDenim Group, Ltd

David DoggettDoggett Law Firm

Linda ElliottElliott Connection, LLC

Kevin FearnTechnisource - Division of Spherion

Greg FloresSan Antonio Water System

Charles "Frosty" Forster, P.E., P.G. Pape-Dawson Engineers, Inc.

Tony FrelsSterling Bank

Phyllis GallayAccenture

Noemi GrahamUSAA Real Estate Company

Billy HillHill Electric

Clay JettTexas Capital Bank

Kirk KistnerBartlett Cocke General Contractors

Jim KoenigJacobs

Kevin LeblancCapital One Bank

Robert McAdams, CPA Carneiro, Chumney & Co., L.C.

James McNeelOppenheimer, Blend, Harrison and Tate, Inc.

Chris PenroseAT&T Mobility

Richard PlantoPlanto Roe Financial Services, Inc.

Zandra PulisCPS Energy

Brad RollinsDahill

Chris A. SchererLaw Office of Chris A. Scherer

Matt StedmanGallagher Benefit Services

Fred J. Tips, III Mission Park Funeral Chapels & Cemeteries

Annie TurnerWells Fargo

Travis Wiltshire, P.E. CNG Engineering, PLLC

Terry WitteWells Fargo

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Rank incategory



growth


Senior Executive

/ Title



200820072006

Product orservice

Yearfounded




1. Alterman14703 Jones MaltsbergerSan Antonio, TX 78247210-496-6888www.goalterman.com

34.15 448N/A

398N/A

381N/A

Don Kuykendall/CEO

December $41,300,000$42,100,000$26,100,000

Electrical construction and renovation service, preven-tive maintenance, voice, data, video, security and controlled access

1923

2. Metropolitan Contracting Co. Ltd.990 Isom Rd.San Antonio, TX 78209210-247-5234www.metcontracting.com

32.58 8585

8282

8080

Tim Swan/CEO

December $15,834,584$20,548,003$12,728,465

Commercial general contractor for the private sector; 60% of annual sales derived from ground-up construction; balance being commercial interior fi nish-out

1986

3. Investment Professionals Inc.16414 San Pedro Ave., Suite 150San Antonio, TX 78232210-582-2841www.invpro.com

19.58 69205

75247

70207

Scott Barnes/President & Founder

December $11,043,956$10,080,150$10,335,745

Investments broker/dealer specializing in investment programs to fi nancial in-stitutions & retail fi nancial consultants

1992

4. Documation231 E. RhapsodySan Antonio, TX 78216210-341-4431www.mation.com

10.86 131208

118177

107170

Lou Scantland/Chairman

December $11 million$8.8 million$8.5 million

Distributor servicer of docu-ment equipment & soft-ware solutions. Also provide electronic document management software

1989

5. Kopplow Construction Co. Inc.7373 Broadway, Suite 101San Antonio, TX 78209210-826-9888www. kopplow.com

10.33 2727

2929

3030

Tom Green/President

October $9,794,000$5,069,000$7,176,000

Commercial general con-tractor handling a variety of building projects for all types of clients

1976

6. Den-Tex Central Inc.P.O. Box 690730San Antonio, TX 78269210-694-0707

10.26 5631,469

4021,253

3921,073

Dawn LaFreeda/Owner

Holly Pietz/VP-Operations

March $12,941,372$11,008,064$9,022,741

Franchise group for Denny’s Restaurants

1986

No. 4 Mystikal Solutions LLC10221 Desert Sands, Suite 301San Antonio, TX 78216-3948www.mystikal.usSenior executive: Ricky White, CEO


Relationships and Perseverance. We have continued to build great working partner rela-tions with a number of the larger defense industry corporations such as Lockheed Martin, Northrop Grumman, SAIC/EMA and Battelle that are starting to pay dividends. However, our most success-ful partnerships continue to be with the SpecPro Group of company’s, SpecPro and SpecPro Technical Services. Mystikal has proven over and over again that we are a trusted partner that delivers on our promises whether it is as a subcontractor, marketer or even if it costs us fi nancially. Additionally, the continued perseverance and determination of our staff as an orga-nization to constantly deliver high-caliber service while following the strategic road-map laid out by the executive team 18 months ago. The staff has literally just put their heads down and refused to fail.

What is your growth strategy?Quality support services through hir-

ing the right people and providing them at a fair price. Over the past two years, we have focused on the strategic alliances of good partners and then we delivered what we promised.


It has eliminated nearly all of the work we had lined up in the commercial side of service provision and consulting. I lost a number of key senior staff because the opportunities dried up, or they couldn’t sell their homes so they could relocate to where we had work for them.


Our landing of key contracts/subcon-tracts to keep the government services business fl owing.


Getting capital to fuel key hiring and offi ce investment to support growth op-portunities. When the fi nancial industry melted down, instead of letting small busi-ness assist in the economic recovery, they took the billions in stimulus money in, and then they started slashing small business’ ability to stay afl oat by cutting credit lines and funding ability ... . Our No. 1 challenge this year will be to keep the fl ow of capital

moving to keep Mystikal thriving.

No. 5Padilla & Associates Wealth Management Group9901 I-10 W., Suite 450San Antonio, TX 78230210-223-8700www.padillawealthmanagement.comSenior executive: Dion R. Padilla, President & CEO


Over the past three years we have devel-oped a sound relation-ship with many prospec-tive clients. And through word-of-mouth and client referrals, we have been recognized as one of the premier wealth management fi rms in the area to turn to when it comes to planning for retirement. Our focus is very specifi c. We specialize in workplace retire-ment planning for three local Fortune 500 companies — AT&T, Valero and Tesoro. Our in-depth knowledge and understand-ing of their retirement benefi ts plan distin-guishes and sets us apart, and is the rea-son why so many turn to our fi rm for their fi nancial and retirement planning needs. We also focus on retirement planning for employees and corporate executives who are with major corporations located not

only in the San Antonio area, but in Dallas, Houston and San Diego, Calif.

But I would also say that being a lifelong San Antonian has greatly attributed to our company’s success. For me, San Antonio is not just a place to do business; it’s where we’ve become part of the local community and business culture. I have to give thanks to many individuals and companies in the community that have helped me to grow my fi rm year after year.

What is your growth strategy?Our growth strategy has always been

based on client referrals and we’ve been able to do that through maintaining long-term relationships and creating confi dence with our existing clients. As an indepen-dent advisory fi rm, we’re well-positioned to do this by delivering accurate, unbiased investment advice for our clients, recog-nizing that each one requires a customized approach to meet their unique goals and to provide for their overall fi nancial well-be-ing. As a result of this philosophy, I think back to a remark a client once made after reviewing her portfolio, “Dion, I know I’m not your only client, but you always make me feel like I am your one and only client, and I truly do appreciate that.” That com-ment stuck with me and helped to rein-force my fi rm’s mission to instill that same sort of feeling in all our clients.

I also created a new position that fo-cused solely on the marketing and client relations facet. In January 2009, I brought

White

Padilla

FROM PAGE 6B




Rank incategory



growth


Senior Executive

/ Title



200820072006

Product orservice

Yearfounded




1. Tesoro Homes & Development Ltd.9310 Broadway St.San Antonio, TX 78217210-822-4222tesorohomes.net

116.66 9N/A

9N/A

5N/A

Clay Schlinke/N/A

December $33,804,900$34,566,700$20,276,049

Tesoro develops land then builds new townhomes, duplexes & fourplexes; targets investment groups & presells most of its products

2003

2. The CE Group Inc.200 E. Grayston, Suite 212San Antonio, TX 78215210-569-6927www.cegroupinc.net

36.61 6063

5560

4653

Janet Holliday/President & CEO

December $1,035,659$1,008,952

$394,000

Event-based marketing fi rm; services include conference/destination/event management; PR & marketing; national sports marketing; venue manage-ment

1990

3. The Sabinal Group1401 S. Flores St.San Antonio, TX 78204210-226-3400www.sabinal-group.com

30.95 12N/A

8N/A

3N/A

Mark Wohlfarth/Owner

December $1.3 million $1.16 million

$890,000

Minority general contractor specializing in handling any project, large or small

2005

4. Medrec Inc.85 N.E. Loop 410, Suite 610San Antonio, TX 78216210-494-2343www.medrec-pt.com

21.61 16222

13196

13185

Peter Knight-Sheen/President

December $849,631$794,927$669,628

Provides physical, occupa-tional & speech therapists & assistants to hospitals, clinics & schools

1974

5. Diligent Consulting Inc.8603 N. New Braunfels Ave.San Antonio, TX 78217210-826-9300www.diligent-us.com

21.46 82130

86127

4677

David Cerminaro/CEO

December $6,361,108$4,409,952$3,752,656

Information technology, supplemental resource & consulting services; specializing in databases, Internet applications, data warehousing & more

2001

6. Maldonado Nursery & Landscaping Inc.16348 Nacogdoches Rd.San Antonio, TX 78247210-599-1219ww.mnsla.com

20.83 375N/A

335N/A

320N/A

Jerry Maldonado/CEO

December $6,526,624$5,566,112$5,314,879

Landscaping, irrigation, landscape maintenance to commercial & residential customers

1987

7. Evolvent Technologies Inc.4400 Piedras Dr. S., Suite 175San Antonio, TX 78228210-268-1400www.evolvent.com

19.39 33125

31108

2290

Paul Ramsaroop/President & CEO

December $9,325,437$6,543,006$6,078,892

IT services specializing in health care systems. Services ranging from program assessments to global implementations, including behavioral health program design and patient info. services

2000

on a director of marketing and client re-lations, Mavis Arambula, to head up the public relations, communications, mar-keting, advertising and client relations side of the business. By creating this new position, this has ensured that our fi rm communicates our value proposition and philosophy effectively to our niche mar-ket. To date we have seen much success and are doing a great job of promoting the services we provide.


The soft economy has not allowed us to advertise as much as we would like. Mar-keting and advertising efforts usually take a big hit fi rst. But with challenges also come opportunities. As part of our strat-egy, my fi rm is focusing on special events, charitable support and media communica-tion to create visibility and at the same time giving back to our community. All things considered though, I have to say that re-ferrals are still the best way to grow your business, especially in a soft economy.


Without question, our greatest success was not losing a single client during these turbulent markets. We pride ourselves in the level of client service we deliver in the form of communications, face-to-face meetings, and making sure our clients are educated so they can separate fact from fi ction with all the “doom-and-gloom” they see on the fi nancial news networks.

We’ve also invested in better technol-ogy, brought on more staff, and have be-come more involved in charitable events. I encourage everyone to keep networking with potential clients and colleagues. Go to conferences, take educational courses and attend lectures. Sponsor a nonprofi t event or volunteer along with your em-ployees in your community.

Lastly, we established a Client Advi-sory Board that consists of eight clients to provide feedback on our strengths and weaknesses. To date, the feedback we have received from our board members has helped us improve the level of service

we provide. The primary objective of our advisory board is to understand how we can provide better service and exceed our clients’ expectations.


I believe our biggest challenge for 2009 will be helping individuals un-derstand the importance of not letting emotions dictate their actions and real-izing that the markets will always have its ups and downs. 2008 was a year that set many people back in their investment portfolios; thus, caused individuals to rethink how they are managing their fi -nances and wealth, and if they are doing the right thing when it comes to planning for retirement. For me and my fi rm, we will continue to provide our clients and patrons with the highest level of client service, education, and communication to ensure that their needs are met by a team that is knowledgeable and profes-sional in helping them achieve their fi -nancial and retirement goals.

No. 6SWBC9311 San Pedro Ave., Suite 600210-525-1241San Antonio, TX 78216www.swbc.comSenior executives: Charlie Amato, Chairman; Gary Dudley, President


At SWBC, we have achieved rapid growth by applying an innova-tive approach to fi nancial and insurance services through the utilization of superior technology, industry expertise, and a diversifi ed product and service offering. Eco-nomic conditions facing businesses today create an even greater demand

Continued on Page 10B

Amato

Dudley


Under $7 million in gross revenue in fi scal 2008


Rank incategory



growth


Senior Executive

/ Title



200820072006

Product orservice

Yearfounded




1. Abacus Solutions Group LLC1919 Oakwell Farms Pkwy., Suite 210San Antonio, TX 78218210-293-6400www.abacussg.com

187.31 436

184

50

Buffy Koehn/Co-owner

Shane A. Pulver/Co-owner

December $810,000$322,198$156,000

Information technology & health care services

2005

2. Longhorn Health Solutions4836 Whirlwind St.San Antonio, TX 78217210-231-0673www.longhornhealth.com

131.73 1241

820

25

Britt Peterson/N/A

December $1,514,000$896,572$354,023

Medical supplies & equip-ment to Medicare/Medicaid benefi ciaries

2005

3. Mystikal Solutions LLC10221 Desert Sands, Suite 301San Antonio, TX 78216-3948210-979-9300www.mystikal.us

69.41 2348

1542

725

Ricky White/CEO

December $1,059,742.07$511,251.31$459,630.85

Federal & private sector technology & personnel solutions provider

2001

4. Padilla & Associates Wealth Mgmt. Group9901 I-10 W., Suite 450San Antonio, TX 78230210-223-8700www.padillawealthmanagement.com

60.93 3N/A

2N/A

1N/A

Dion R. Padilla/President & CEO

December $29.7 million$17.5 million$10.2 million

Independent wealth management & fi nancial planning specializing in retirement planning for corporate executives

2006

5. The Denim Group Ltd.3463 Magic Dr., Suite 315San Antonio, TX 78229210-572-4400www.denimgroup.com

45.84 5252

4848

3838

Sheridan Chambers,Dan Cornell,

John Dickson/Principals

December $1,494,000$1,259,000

$730,994

IT security consulting 2001

6. Hill Electric1219 SafariSan Antonio, TX 78216210-404-9074www.hill-electric.com

35.37 580

450

400

Billy Hill/Owner

December $2,225,900$1,600,000$1,035,000

Electrical installation & repair

2005

7. ATKG LLP13750 San Pedro Ave., Suite 400San Antonio, TX 78240210-733-6611www.atkgcpa.com

27.83 30N/A

26N/A

20N/A

Melanie Kirk & Teryn Grater/Partners

December $890,000$579,445$581,251

CPA fi rm — business & tax advisers for individu-als, families & closely held businesses

1982

8. Scholz, Klein & Friends Enlightened Retirement Group Inc.8610 N. New Braunfels Ave., Suite 702San Antonio, TX 78217210-829-5600www.scholzklein.com

19.82 10N/A

8N/A

6N/A

Jay Thomas Scholz/President

Ramona Klein/Vice President

December N/AN/AN/A

Retirement plan consulting, design, installation, compli-ance & administration for businesses in San Antonio & South Texas

2003

9. Legacy Homestead Developmentdba Sand Creek Post & Beam of Tx.dba Cedar Eaters of TexasP.O. Box 196Boerne, TX 78006210-745-2743www.sandcreekbarns.comwww.cedareater.com

18.41 16N/A

13N/A

7N/A

Stan Hegener/President

December $1,133,600$962,558$918,993

Cedar, mesquite, oak wilt & brush removal by mulching; post & beam barn kit sales

2001

for the types of fi nancial expertise and sup-port that SWBC provides.

What is your growth strategy?SWBC continually invests in our people,

technology, and products and services. These investments empower our team and give us the fl exibility necessary to help our partners achieve their current and future goals.


Despite the state of the economy, SWBC

has experienced continued growth due to our diversifi ed product and service offer-ing designed to mitigate risk and gener-ate income for our partners and custom-ers. The economy’s impact on various businesses in the fi nancial arena has also provided the company with unique op-portunities for investments, mergers, and acquisitions.

“One way we have not let the soft econ-omy affect our growth — we have not cut back on our marketing budget. There is a huge opportunity in a down market that must be recognized and leveraged.” — Charlie Amato, Chairman


Due to its great impact on our core busi-ness, last year’s accomplishments were headlined by the partnership-strength-ening equity investment in Akcelerant (a respected technology provider). Stra-tegically placed equity investments in various mortgage and real estate companies have also proven to be great successes.

What do you expect will be your biggest challenge in the coming year?

SWBC’s leadership team continues to focus on growing our core businesses and diversifying, while remaining dynamic and fl exible in a time of unprecedented

change.

our core busi-hments wereship-strength-Akcelerant (ader). Stra-stmentsal estateto

l e

diversifying, while remaining dynamicand fl exible in a time of unprecedented

change.

FROM PAGE 9B


Company NameFunding source . . . . . . . . . . . . . . . . . . . . . . . . . . . $ amount



Starting Capital - 2009 Fast Track Firms

Abacus Solutions Group LLCPersonal assets. . . . . . . . . . . . . . . . . . . . . . . $85,000

AltermanDND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DND

ATKG LLPLoans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $420,000

Bartlett Cocke General ContractorsFounders . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,000

Denim Group Ltd.DND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000

Den-Tex Central, Inc.Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . $20,000

Diligent Consulting Inc.Personal funds . . . . . . . . . . . . . . . . . . . . . . . $10,000

Documation Inc.Personal savings . . . . . . . . . . . . . . . . . . . . $100,000

Evolvent Technologies Inc.Personal funds . . . . . . . . . . . . . . . . . . . . . . . $50,000

Hill ElectricSBA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $250,000

Investment Professionals Inc.Personal funds . . . . . . . . . . . . . . . . . . . . . . . $75,000

Joeris General Contractors Ltd.DND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DND

Kopplow Construction Co. Inc.Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,000

Legacy Homestead Development dba

Cedar Eaters of Tx.Personal savings . . . . . . . . . . . . . . . . . . . . . $10,000

Longhorn Health SolutionsWells Fargo . . . . . . . . . . . . . . . . . . . . . . . . . $10,000

Maldonado Nursery & Landscaping Inc.Personal funds, assets. . . . . . . . . . . . . . . . . . . . . DND

Medrec Inc. DND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DND

Metropolitan Contracting Co. Ltd.Private investor. . . . . . . . . . . . . . . . . . . . . . . $75,000

Mystikal Solutions LLCPersonal credit card . . . . . . . . . . . . . . . . . . . . $1,500

Padilla & Associates Wealth Management GroupPersonal savings . . . . . . . . . . . . . . . . . . . . . . . $5,000

Randolph Brooks Federal Credit UnionNine individuals in 1952. . . . . . . . . . . . . . . . . . . $45

Scholz, Klein & Friends EnlightenedRetirement Group Inc.DND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $12,000

SWBCOwners’ savings . . . . . . . . . . . . . . . . . . . . . . $1,000

Tesoro Homes & Development Ltd.Personal savings . . . . . . . . . . . . . . . . . . . . $100,000

The Alamo Travel Group LPSavings . . . . . . . . . . . . . . . . . . . . . . . . . . . . $50,000

The CE Group Inc.DND . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DND

The Sabinal GroupPersonal savings . . . . . . . . . . . . . . . . . . . . . . $50,000

WellMed Medical Management Inc.Financial backing from Pacifi Care . . . . . . . . $1 million

Source: Company questionnaires compiled by Carneiro, Chumney & Co. DND: did not disclose N/A: not available

# 1 fi nishers in revenue categories (by % growth) Industries on the Fast Track

Over $100 million/under $500 million % growth 1. SWBC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54.61%

Over $35 million/under $99 million % growth 1. Alterman. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34.15%

Over $7 million/under $34 million % growth 1. Tesoro Homes & Development. . . . . . . . . . . . . . . . . . . . . . . . . .116.66%

Under $7 million % growth 1. Abacus Solutions Group LLC.. . . . . . . . . . . . . . . . . . . . . . . . . . .187.31%

Source: Company questionnaires compiled by Carneiro, Chumney & Co.

Industry sector No. of fi rms

Travel service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1

Real estate development/construction . . . . . . . . . . . . .. . . . . . 9

PR/marketing/communications . . . . . . . . . . . . . . . . . . . . . . . . .. 1

Insurance/fi nancial services & consulting . . . . . . . . . . . . . . . . .. 6

Information technology/tech services . . . . . . .. . . . . . . . . . . . ..5

Health care/medical services . . . . . . . . . . . . . .. . . . . . . . . . . . ..2

Personnel/staffi ng . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2

Food service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1

Landscaping service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1

Source: Company questionnaires compiled by Carneiro, Chumney & Co.

10


Angels offer potential for well-grounded new venturesBY BRIDGET BOTELHO

If you have a solid business idea with huge potential for growth but no way to fund it, angel investors might be the way to go. However, there can be bumps in the road, so experts from the angel investing world advise that there are ways to make the process less painful.

“Working with angel investors can be a terrifi c opportunity for high-potential start-up companies. Some great companies got started with not just angel money, but also great mentoring and advice from angels who were entrepreneurs themselves and understand your journey,” says Marianne Hudson, executive director of the Len-exa, Kan.-based Angel Capital Association (www.angelcapitalassociation.org).

Angel investors provide capital from their own pocket for promising startup businesses and ideas that are too immature to attract venture capitalists, in exchange for convertible debt or ownership equity. They look for deals with huge potential for growth within fi ve to seven years, when such ventures are typically sold.

“They don’t invest in pizza parlors or laundromats, nor do they invest in com-panies that don’t offer any promise of growth. They take a chance and expect a profi t,” according to Jeffrey E. Sohl, direc-tor of the Center for Venture Research and a professor at the University of New Hamp-shire, where the term “angel investor” was coined in 1978.

So if you want to run your business for a lifetime, angels aren’t for you.

“You have to think, do I want to exit my company in fi ve to seven years, or do

I want to be able to pass my business on to my children? You also need to consider whether you want other people making de-cisions about your business, which is what happens with angel investor situations,” Hudson says.

Of course, being backed by angel inves-tors may translate into bigger earnings.

“You often hear people say, ‘It is my com-pany and my idea, and I want to own the entire thing,’ but you can own 100 percent of a company worth $500,000 or 10 percent of a company worth $500 million. The lat-ter probably works out better,” Sohl says.

If angel investors sound like the right path, you need a solid business plan that you can make a reality — no pie-in-the-sky projections need apply.

“Angels will also want to know that the company has potential customers for the product if it is still in development. More than anything, they are looking for a team that has the know-how, passion and com-mitment (including putting in your own resources) to grow the company,” Hudson says.

Keep in mind that a great idea doesn’t sell itself, the business around it is impor-tant, and can be more diffi cult to sell, says Sohl.

“You have to understand these investors are taking on a huge risk — if your busi-ness fails, they lose their entire investment and a portion of their portfolio.” As a re-sult, when the economy gets tough, angels are more cautious about which deals they back, and they often spread the risk among investors.

A total of 23,100 entrepreneurial ventures

received angel funding in the fi rst half of 2008, down 3.8 percent from the same period in 2007, and the number of active investors stood at 143,000 individuals, an increase of 2.1 percent over the same peri-od in 2007, according to the Angel Market Analysis, released by the UNH center.

On average, angel groups receive about 30 proposals each month and of those, only a few proposals are presented to an angel group committee. Of those, angels back seven to 10 companies per year and invest about $1.96 million per venture, Hudson says.

A simple search on Google — itself launched with the help of angels — yields the names and contact information for hundreds of angel groups, and there are Web sites such as AngelCapitalEducation.org loaded with investor information. But the best way to get a foot in the door is not through cold calling — it is whom you know.

If you are new to entrepreneurship and don’t have a strong Rolodex, Hudson and Sohl suggest joining local chambers of commerce and business networking groups to develop contacts as a decent fi rst step. Finding experienced startup lawyers, bankers and accountants also helps.

“Make sure you are working with an adviser,” Hudson says. “People already involved in the industry you want to enter can make all the difference by advising you on a strong business plan and pitch for investors.”

There are also venture forums such as the Gathering of Angels (GOA) (www.gatheringofangels.com), which holds fo-

rums every month in Santa Fe, N.M. and Atlanta to hear from fi ve or six companies that pay $2,500 to present to investors. When presenting, “Come prepared with a one- to two-page executive summary, a 15- to 20-slide PowerPoint with large fonts and pictures. Come with passion and be tena-cious with follow-ups,” says Tarby Bryant, CEO of the GOA.

When the time comes that an inves-tor shows interest in your business, don’t be desperate — make sure the investor’s goals are in line with yours, Sohl says. “This is a marriage without divorce. Once you are in it, the only way out is bankrupt-cy,” Sohl said.

BRIDGET BOTELHO is a freelance writer for Mass High Tech, an affi liated publication.

Three top tips on presenting to investors:1. Develop a solid business plan2. Join business networking groups to develop contacts such as attorneys, accountants and investment bankers3. Be tenacious with following up after a presentation

Web sites to watch:• Angel Capital Association:www.angelcapitalassociation.org• Angel Capital Education Foundation:AngelCapitalEducation.org• Gathering of Angels:www.gatheringofangels.com• Center for Venture Research at the University of New Hampshire:wsbe.unh.edu/cvr/

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Call Mary Jonas at 210.477.0854 for more information on what the San Antonio Business Journal can do for you.

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No two businesses or people are the same. Their situations and goals are different. So, their solutions should be different, too.

Our promise is to deliver excellent service and quality products to our clients. We believe in listening to your needs, analyzing your situation, and recommending programs that are customized for you. With our years of experience and our expert staff, we are a leader in commercial and personal lines insurance, benefits consulting, mortgages, and investment management.

We are proud to work in an environment that encourages entrepreneurial spirit, growth, integrity, and superior customer service, and our enthusiasm is reflected by the associates who proudly work at SWBC.

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor.

© 2009. SWBC. All rights reserved.

SERVICEIS OUR PROMISE

Put the SWBC team of professionals to work for you. Call (210) 525-1241 or 1-800-527-0066

Cathy Starnes, Ph.D.CEO, SWBC Employee Benefits Consulting

Nick Grant, CICCEO, SWBC Insurance Services

Kelly TramontanoPresident and CEO, SWBC Investment Services, LLC

Van StewartCOO, SWBC Mortgage Corporation

Susan StewartPresident and CEO, SWBC Mortgage Corporation

TM

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