Terese Everson
Director
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- Full Name
- Terese Everson
- Title
- Managing Director (joined as Director in 2019)
- Firm
- Focus Strategies (Focus Strategies Investment Banking)
- Firm Type
- Investment banking / M&A advisory and capital-raising firm — *not* an angel investor. (The known stub labeling her an "Angel Investor" investing in "Seed Rounds" is not supported by any source and appears to be a mis-tag.)
- Investment Stage
- Not a stage-based equity investor. Focus Strategies advises established, founder- and family-owned lower-middle-market companies on sales, recapitalizations, and debt/equity capital raises.
- Check Size
- Not applicable — she is a transaction advisor, not a fund principal. Firm has completed over $7 billion in transactions.
- Target Company Profile
- Founder-owned and family-owned businesses seeking capital, ownership transition, or a sale; strong focus on real estate transactions.
- Sector Focus
- Real estate and distressed debt (her specialty); firm-wide coverage of Business & Professional Services, Consumer & Retail, Energy, Engineering/Construction & Materials, Financial Services, Healthcare, Industrials/Manufacturing & Distribution, and IT & Telecom.
- Geographic Focus
- Texas-centered (Austin, statewide) with regional and national deal activity.
- Location
- Austin, Texas (7600 N. Capital of Texas Highway, Building B, Suite 345)
Background
Terese Everson is a Managing Director at Focus Strategies, an Austin-based investment banking firm she joined in 2019. She brings more than 20 years of finance experience across investment banking and private equity and has been involved in over $3 billion in transactions across a range of industries. At Focus Strategies she takes the lead in sourcing and executing real estate transactions and also advises founder-owned businesses seeking capital or an ownership transition.
Her career spans several notable institutions. She began as an analyst in the Mergers & Acquisitions group at JP Morgan Chase, then worked in New York as an investment banker at Bear Stearns and subsequently in the Healthcare Group at Deutsche Bank Securities. She has also held real estate and private-equity–oriented roles, including Associate at Olympus Real Estate Corporation, Director of Acquisitions at IFM Services, and Vice President at Cienda Partners in Dallas, where she led acquisition efforts in real estate and distressed debt. This combination gives her particular depth in real estate investing and distressed situations.
Everson earned a BBA from the University of Texas at Austin and an MBA from Harvard Business School. She holds the FINRA SIE, Series 82, and Series 63 securities licenses.
She is active in the Austin business community: she serves as Treasurer of the HBS Club of Austin, is a past chair of the UT McCombs BBA Advisory Board, and is a former chair of the steering committee for the Women's Leadership Initiative (WLI) of the Urban Land Institute of Austin. In 2025 she was an official nominee for the Austin Business Journal's Women in Business Awards.
Investment Thesis & Focus
- Works on the sell/raise side as an advisor rather than deploying her own capital — the right framing for a founder is "engaging a banker," not "pitching an angel."
- Specializes in real estate transactions and distressed debt, the areas she personally leads at Focus Strategies.
- Serves founder-owned and family-owned companies navigating a sale, partial sale/recapitalization, ownership transition, or debt/equity capital raise.
- Firm services span four areas: Raising Capital, Company Sale, Partial Sale/Recapitalization, and M&A Advisory.
- Emphasizes a team-based deal approach — Focus Strategies assigns multiple senior bankers to each engagement rather than a single broker.
Notable Investments
- Over $3 billion in transactions attributed to her personally across investment banking and private equity roles.
- Over $7 billion in transactions completed by the Focus Strategies team firm-wide.
- Real estate and distressed-debt acquisition mandates led at Cienda Partners (VP) and IFM Services (Director of Acquisitions).
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