Our Team


Our Team

Tate Wimberley

Investment Banking, Xnergy Financial LLC

Tate is an investment banking professional at Xnergy Financial. He is responsible for identifying emerging growth companies in the Healthcare and Industrials sectors. He specializes in capital solutions for small, middle market, and large companies that primarily seek to gain access to new capital both equity and debt, sell their existing business, or acquire another business for strategic reasons. In addition, Tate is adept at political, economic, social, technological, cultural and language requirements for doing business in Latin America and the Caribbean to additionally service cross border transactions and the needs of clients with an international footprint.

Tate takes a particular interest in working with companies with a full suite of capital needs so that they have the nimbleness of a large corporation in making business decisions that are typically only available to companies that already have large access to capital markets and services. He has extensive experience as an analyst and started his career at First Union Capital Markets Analyst Program as a Asset & Portfolio Securitization Analyst. He then went on to do Corporate and Investment Banking Compliance for Wachovia Securities and National Compliance Services. He has Equity Research Analyst Experience covering the Retail Broadlines, Healthcare, and Industrials sectors. As an independant financial and strategic consultant he has advised Investment Banking and Industrial firms CrossKeys Capital, DragonFly Capital, and MasTec Advanced Technologies on M&A opportunities, capital raising, and capital budgeting optimization.

Tate completed his Masters of Business administration at Universitat Pompeu Fabra in Barcelona, Spain. During his studies for the MBA he completed the summer certificate program at IHEID (The Graduate Institute) in Geneva, Switzerland on the WTO and legal and economic ramifications of global trade. Tate completed a Masters of Science in Finance from Florida International University with honors. Tate earned his undergraduate degrees from UNC Chapel Hill in Global Studies and Philology (Spanish). He was also a graduate of the Carolina Business Institute of the Kenan Flagler Business School and became fluent in Spanish after completing the Advanced Program in Language and Culture in Sevilla, Spain with UNC. He was a member of Sigma Delta Pi - the National Spanish Honors Society. Within the multidisciplinary Global Studies program his focus was on Political Economy and Spain & the Spanish Speaking World. Tate has also completed significant coursework in International Economics from Florida International University.