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Top Investment Banks in Dallas - Axial

Axial’s lower middle market M&A directory includes information on 33 Top Investment Banks in Dallas. This Directory is populated with data from Axial's digital deal marketing and deal sourcing platform. Click here to learn about joining Axial as a member to connect with more Top Investment Banks in Dallas like these. Connect with the right deal partner at the right time, leveraging the power of the Axial network.

Members (33 results)

Kratos Capital

Investment Bank
  • 3 Closed Deals via Axial
  • 34 Total Closed Deals
After a decade, we’re proud to say that Kratos Capital. — ensuring that the same values, character and commitment to our clients still guide everything we do. Because we only answer to our clients, we’re free to focus on building long-term relationships and long-term value. Our investment bankers draw on the Kratos Capital way of nurturing enduring relationships, providing unvarnished advice and leveraging our principal mentality. We work with clients of all sizes in many industries in all parts of the country including South America and Canada. For middle market companies who wish to…
Most Recent Transactions
Advisor
Sep 2024
was acquired by
Advisor
Sep 2024
was acquired by
Advisor
May 2024
was acquired by
Advisor
Aug 2023
was acquired by

EBB Group

Investment Bank
  • 1 Closed Deal via Axial
  • 26 Total Closed Deals
EBB Group is a national boutique investment banking firm that provides select financial advisory services exclusively to middle-market companies with enterprise values from $10-500 million. With our transactional expertise, capital markets experience, industry sector background, and valuation knowledge, EBB Group assists middle-market executives, directors and investors in assessing various strategic alternatives, which may include mergers/acquisitions, divestitures and capital enhancement transactions (e.g., securities offerings). Because of our selectivity in choosing engagements, we have…
Most Recent Transactions
Advisor
Jan 2020
was acquired by
Advisor
Jul 2019
was acquired by
Advisor
Nov 2018
was acquired by
Advisor
Nov 2018
was acquired by

Allegiance Capital Corporation

Investment Bank
  • 81 Total Closed Deals
We are M&A Advisors for Privately-held CompaniesAllegiance Capital is an M&A advisory and investment banking firm that has been providing expert financial services to small and mid-sized, privately-held companies since 1998. Its specialty is representing privately-owned companies with annual revenues between $20 million and $500 million. Its clients are business owners, partners, families and entrepreneurs who want to sell their company, transition to new management, or bring on a financial partner to grow their business. Allegiance Capital also specializes in raising capital and facilitating…
Most Recent Transactions
Advisor
Aug 2014
was acquired by
Advisor
Jul 2014
was acquired by
Advisor
Jun 2014
was acquired by
Advisor
Feb 2014
was acquired by

The Dillard Anderson Group

Investment Bank
  • 41 Total Closed Deals
The Dillard Anderson Group specializes in providing acquisitions and exit strategies for the owners of mid-market oil and gas service, manufacturing and business services companies. Our sole objective is to assist the owner in realizing the maximum value that the market will pay for their business. Working as an agent for the owner, we analyze all aspects of each individual business including market, financial position, competition and personnel. Through our well established professional network - established over the past thirty years - qualified candidates are identified. The client company…
Most Recent Transactions
Advisor
Jul 2019
was acquired by
Advisor
Feb 2018
secured investment from
Advisor
Aug 2014
was acquired by
Advisor
Nov 2013
was acquired by

Transitus Capital

Investment Bank
  • 14 Total Closed Deals
Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries. We offer clients a strategic approach to Merger & Acquisition advisory and Capital Raising Solutions. Our singular focus on the middle market allows us the opportunity to work closely with clients to provide top tier guidance throughout the transaction.
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by
Advisor
Jul 2023
was acquired by

TEG Capital Advisors LLC

Investment Bank
  • 4 Total Closed Deals
An investment banking firm based in Dallas,Texas registered in the State of Delaware providing business valuations, M&A advisory services, and capital funding.  Our industry focus is Technology, Media, and Telecom along with Business and Financial Service firms, that are in the lower middle marketplace with revenues from $10M to $50M in revenue and  EBITDA at 10%.  TEG Capital is a company devoted to assisting and educating privately held business owners on how to successfully grow and exit for maximum value. Giving BackTEG Capital are committed to giving back and making a difference to…
Most Recent Transactions
Advisor
Mar 2024
was acquired by
Advisor
Nov 2022
secured investment from
Advisor
Nov 2022
secured debt financing from
Advisor
Nov 2022
secured investment from

Genki Capital

Investment Bank
  • 1 Total Closed Deal
We understand the lower middle market in detail. We know a wide selection of industries, the companies, their capabilities and the market dynamics unique to each sector. We've invested heavily in researching a wide number of sectors and we can give buyers access to sophisticated software tools that enable your target requirements to automatically create a list of suitable target companies for consideration. We can filter by size, geography, financial hurdles, market sectors and service lines.We've developed our own proprietary valuation model that not only assesses the theoretical financial…
Most Recent Transactions
Advisor
Jun 2018
secured investment from

AllianceOne Enterprises

Investment Bank
  • 1 Total Closed Deal
AllianceOne Enterprises (“AllianceOne Enterprises” or “AOE”) is a boutique investment banking and financial advisory firm providing a specific range of services primarily to lower to middle market companies (enterprise values ranging from $5 million to $50 million). Since 1983, the professionals of AllianceOne Enterprises have worked with smaller companies of select sectors throughout the United States by evaluating and effecting both capital market and strategic transactions (mergers/acquisitions/divestitures).    AOE’s principals have a unique and complementary set of…
Most Recent Transactions
Advisor
Aug 2020
was acquired by

SafeWater Capital, LLC

Investment Bank
  • 1 Total Closed Deal
SafeWater Capital, LLC (”SWC”) is a middle-market, special situations advisory firm that offers the entire spectrum of special situations, corporate finance, turnaround and restructuring services to privately-held companies.The SWC team has been carefully drafted from a wide variety of specialty backgrounds, including: investment banking, commercial banking, big four accounting, consulting, and the legal profession. Our professionals have experience in practically every aspect of middle market problem solving, including: Capital Raising, M&A, Financial Restructuring,…
Most Recent Transactions
Advisor
Sep 2022
was acquired by

First Liberties Financial

Investment Bank

    This member has no reported closed transactions.

First Liberties strives to build long-term relationships as trusted advisers to our clients. We align our interests with those of our clients by seeking to enhance shareholder value as we guide clients through the process of setting and achieving their unique requirements and goals.Our area of focus is on providing the highest quality financial and strategic assistance to public and private middle-market companies that typically have annual sales of between $25 and $250 million dollars. ​We have extensive experience in identifying, structuring, and executing the most complex corporate…

Energy Capital Solutions, LP

Investment Bank
  • 120 Total Closed Deals
Energy Capital Solutions, LP (ECS) is an investment banking firm focused on raising private capital and providing merger and acquisition advisory services to public and private energy companies. Within the energy industry, ECS focuses its efforts primarily on companies in the following sectors: Exploration & Production, Oil Service, Midstream, Renewable Fuels and Alternative Energy. The ECS team has more than 37 years of combined transaction experience in the energy sector and has closed over 170 advisory and capital raising transactions. ECS professionals are former RBC Dain Rauscher,…
Most Recent Transactions
Advisor
Sep 2013
secured investment from
Advisor
May 2013
secured investment from
Advisor
May 2013
secured investment from
Advisor
May 2013
was acquired by

MHT Partners

Investment Bank
  • 42 Total Closed Deals
As owners of our firm, we think like entrepreneurs, bringing unparalleled level of passion and intensity to every transaction.MHT Partners is committed to delivering a higher level of service, combined with exceptional execution, for our clients. We have deep industry knowledge in the sectors we serve and, with offices coast to coast, employ a network of professionals who know the players, the market and how to position, negotiate and close the deal.We advise leaders of niche markets who are selling a company, buying a company or raising capital for growth.MHT Partners serves a variety of…
Most Recent Transactions
Advisor
Sep 2017
was acquired by
Advisor
Aug 2017
secured investment from
Advisor
Jul 2017
was acquired by
Advisor
Jul 2017
was acquired by

Commerce Street Capital, LLC

Investment Bank
  • 36 Total Closed Deals
Commerce Street Capital, LLC, Member FINRA/SIPC, is a premier investment banking firm serving financial institutions and middle-market companies. We value collaboration with our client partners and enjoy building long term relationships established on a foundation of mutual respect, common goals, and uncommon integrity. Led by veterans of the financial industry, Commerce Street Capital’s practice includes: - Mergers & Acquisitions - Recapitalizations - Private Placement of Debt & Equity - Regulatory Advisory - Valuations & Fairness Opinions - Community Bank Capital Markets Services - SBIC…
Most Recent Transactions
Advisor
Sep 2015
was acquired by
Advisor
Jul 2015
was acquired by
Advisor
Jul 2015
was acquired by
Advisor
Jul 2015
was acquired by

Telos Capital Advisors

Investment Bank
  • 11 Total Closed Deals
Telos Capital Advisors (www.TelosCap.com) is an investment banking firm that helps privately-held companies sell their businesses, acquire other businesses, and raise capital. Our services include accomplishing mergers and acquisitions, obtaining financing, sourcing loans for distressed or bridge finance situations, and financial restructuring.
Most Recent Transactions
Advisor
Jul 2023
was acquired by
Advisor
May 2023
secured investment from
Advisor
Dec 2022
secured investment from
Advisor
Oct 2022
was acquired by

RGL Advisors

Investment Bank
  • 9 Total Closed Deals
RGL Advisors delivers strategic insights that help you achieve business objectives, navigate competitive and regulatory landscapes, address corporate opportunities and challenges, and execute financial initiatives. Our size, reach, and ongoing dialogue with capital sources and corporate leader can provide you incredible access to relationships throughout the world, whether in a sales process, acquisition, or capital raise. In addition to bringing the best-suited parties to a transaction, we deliver high quality, independent services with deep industry expertise, robust analytics and extensive…
Most Recent Transactions
Advisor
Dec 2012
was acquired by
Advisor
Jul 2010
was acquired by
Advisor
Apr 2009
was acquired by
Advisor
May 2008
was acquired by

Plains America Capital Partners

Investment Bank
  • 6 Total Closed Deals
Boutique known for uncovering both buy and sell side opportunities others miss. Plains Capital Partners provides expert merger and acquisition, capital raising and strategic advisory services (including growth strategy) to small and mid-market companies with revenues between $20 million and $200 million. With over 80 years of collective experience, our award-winning banking team brings the creativity, tenacity, and long-term relationships that differentiate our firm from our competitors.We do NOT work with sponsor funds nor do we work with individuals who pretend they are family offices but…
Most Recent Transactions
Advisor
Dec 2014
was acquired by
Advisor
Jul 2014
was acquired by
Advisor
Mar 2014
was acquired by
Advisor
Feb 2014
secured investment from

Corporate Finance Associates - Dallas

Investment Bank
  • 5 Total Closed Deals
Corporate Finance Associates (CFA) is one of North America's oldest and most prominent investment banking firms serving middle-market companies, recording thousands of successful transactions in 60 plus years of service. Founded in 1956 in CFA has grown to over 14 offices in the United States and 7 in Europe. CFA is actually100%owned by the management of these offices. An important ingredient in the success of CFA is our offering personalized service to complete complex transactions. This is evident in our organizational structure: it is purposefully flat.There is no "hand-off" to a junior…
Most Recent Transactions
Advisor
Dec 2023
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Nov 2023
was acquired by
Advisor
Oct 2023
was acquired by

The Wilcox Group, LLC

Investment Bank
  • 4 Total Closed Deals
Boutique Investment Bank Focused on Commercial & Industrial ClientsOver 75 transactions with aggregate value in excess of $4.0 billionWilcox Investment Bankers is a boutique specializing in providing merger & acquisition and capital raising advisory services to private, family and founder owned commercial and industrial businesses with revenue of $20-250 million.‍Clients hire us because we are a trusted advisor, providing high quality advice, individualized professional service, transaction experience, rigorous deal execution and industry knowledge. We value trust, honesty and…
Most Recent Transactions
Advisor
Jan 2020
secured investment from
Advisor
Oct 2018
secured investment from
Advisor
Aug 2018
secured investment from
Advisor
May 2018
secured investment from

Axios Ventures, LLC

Investment Bank
  • 2 Total Closed Deals
Global consultants and Middle-Market Investment Bankers. Initial focus on Aerospace and BA/GA (business aviation/general aviation), but now generalists in all disciplines/industries. Leverage relationships with ultra high net-worth clientele to gain new business. Success across four continents and over 20 countries.
Most Recent Transactions
Investor
Feb 2010
invested in
Investor
May 2000
invested in

Spark-Binder Capital

Investment Bank
  • 1 Total Closed Deal
Spark-Binder Capital LLC is a licensed investment banker with a focus on raising capital on all levels of the capital stack. Engagements are in a myriad of industries both US and foreign with raises from five to two hundred million.
Most Recent Transactions
Advisor
Jun 2023
secured investment from

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