Evan Grace

Questioner
DISC Type : c

CIO at Veritu Capital

Oklahoma City, Oklahoma, United States

Overview

Evan Grace is the CIO of Veritu Capital, with a background as a Managing Partner at Infinity Capital Partners. His expertise lies in M&A advisory, debt, and specialty financing instruments. He holds an MBA from the University of Oklahoma, where he was a Price Scholar and now serves on the programs board.

Outside of work, Evan is dedicated to his community, serving on the Foundation Board for the Regional Food Bank of Oklahoma. He lives in Oklahoma City with his wife and three children, and his personal interests include reading and health.

During his time at Oklahoma Baptist University, Evan was a four-year letterman in basketball and tied the school record with nine 3-pointers in a single game.

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Debt & Financing
Has a stated curiosity and passion for different forms of debt and specialty financing instruments, as well as private debt and venture debt capital.
M&A Advisory
Focuses on serving clients' needs on both sell-side and buy-side transactions and previously consulted on M&A deals for middle-market businesses.
Oklahoma Business
His firm, Infinity Capital Partners, focuses on serving the Oklahoma market, aiming to bridge the gap between local opportunities and capital.

Media Appearances

Evan has no verified media appearances

Work History

2-2025
CIO at Veritu Capital
11-2017 - 6-2025
Partner at Infinity Capital Partners
6-2016 - 11-2017
Business Banker at CrossFirst Bank
4-2014 - 6-2016
Partner at Giant Capital
9-2013 - 3-2014
Relationship Manager at Bank of Oklahoma

Education

2009 - 2010
Masters of Business Administration from University of Oklahoma - Price College of Business
2004 - 2008
Bachelor of Arts from Oklahoma Baptist University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Oklahoma City, Oklahoma, United States Job Level : Leadership Designation : CIO at Veritu Capital
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Insights For Selling To Evan

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Evan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Evan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Evan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Evan take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Evan

Personality Compatibility


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