A Letter from the CEO

In every era of progress, there are a few institutions that do more than participate—they shape the trajectory of the nation. Carnegie built the skeleton of America. Rockefeller fueled it. Morgan stabilized it. Vanderbilt connected it.

They did not merely create companies; they created systems, infrastructure, and order where none existed. At Gillory & Associates, we stand squarely within that lineage—not in imitation, but in continuation.

Today, capital moves faster, markets reorganize in real time, and the frontier is no longer physical; it is strategic, intellectual, and financial. Yet the principle remains unchanged:those who can organize capital with intelligence will define the age.

Gillory & Associates was founded with a single conviction: America still needs architects of industry—firms that don’t follow markets but build them. We exist to serve entrepreneurs, founders, private investors, family offices, and mid-market companies who seek more than transactions—they seek transformation.

Our role is not merely to advise. It is to engineer outcomes, shape markets, and construct the capital frameworks that tomorrow’s industrial titans will stand on.

We do this through:

• Private Capital Formation that accelerates emerging enterprises.

• M&A Advisory that strengthens industries and builds empires.

• Fund Formation & Capital Advisory that empower private investment partnerships.

• Strategic advisory grounded in economic intelligence and legislative insight.

This is not investment banking as it has been practiced. It is investment banking as it must be for a world defined by speed, asymmetry, and relentless competition.

I believe deeply in the power of American enterprise—the courage to build, to innovate, to risk, and to create. Our clients are not spectators in this economy. They are its authors.

Our mission is simple:

To serve the builders, back the visionaries, and strengthen the ecosystem of private capital that drives American prosperity.

We are honored to work beside founders who dare, investors who build quietly but transform profoundly, and leaders who understand that every major era begins with an idea—and is sustained by the capital to realize it.

Gillory & Associates stands ready to guide, to structure, and to advance the institutions that will define the next fifty years.

As the industrial titans understood: the future is not inherited. It is constructed.

Let us build it—together.

Dr. Byron M. Gillory

Chief Executive Officer

Gillory & Associates, Inc. A National Investment Bank