The firm provides strategic advisory services to help companies address growth, operational challenges, and transitional phases using deep industry expertise and a network of experienced professionals.

Holmes Financial LLC treats investors as strategic partners, emphasizing transparency, discipline, and performance in all relationships.

Hank Holmes is a distinguished senior banking executive with a proven track record of enhancing the regional presence of major financial institutions through strategic leadership.

Adaptive Capital. Advisory Partnership. Shared Success.

Bruce serves as President and Co-Founder of Longmont Capital, a Houston-based investment firm specializing in equity investments in private businesses. He oversees sourcing, evaluating, and executing new investments, as well as ongoing oversight of existing portfolio companies.

Mary Katherine has an 18+ year history in finance. Most recently, she served as Chief Credit Officer for the Corporate Bank at Cadence Bank (NYSE: CADE), one of the largest regional banking franchises in the United States with $47.8 billion in assets at the time.

Paul brings over four decades of banking leadership to Holmes Financial, having served as Executive Vice Chairman of Cadence Bank from 2021 to 2023 and previously as CEO and Chairman of Cadence Bancorporation and Cadence Bank, N.A. from 2009 to 2021.

As Regional President for the SouthCentral Region for Cemex, USA, Scott is responsible for overseeing all regional business activities related to concrete, aggregates, asphalt and other building materials. Scott has been in the building materials industry for over 30 years holding various senior executive level positions mostly in the South-Central region of the US.

Address: 2000 Bering Drive, Suite 640 Houston, Texas 77057

Holmes Financial supports lower middle-market companies through capital and advisory services, combining flexible credit solutions with strategic guidance to help businesses execute plans and drive growth.