Trailhead Partners | M&A Advisory Firm on Axial

Trailhead Partners

M&A Advisory Firm

Dallas, Texas HQ

Member since

2023

Deals they've closed

About

From founder-led service businesses to professional partnerships, our experience enables us to provide a tailored approach across a wide range of transaction sizes. Every deal is unique, which means our processes adjust to make sure we find the right buyer for every business.

Team (3)

Recent Transactions (7)

Trailhead Partners

Delivery service (except as part of intercity carrier network, U.S. Postal Service), Letters, documents, or small parcels local delivery services, Local letter and parcel delivery services, Notary public services, Notary publics private practices, Process server services, Process serving services, Restaurant meals delivery services (i.e., independent delivery services)

Advised

Special Delivery Service

in their acquisition by

Counsel Press, a portfolio company of Align Capital Partners

September 2025

Trailhead Partners

All Other Miscellaneous Fabricated Metal Product Manufacturing, Metal Coating, Engraving (except Jewelry and Silverware), and Allied Services to Manufacturers, Other Fabricated Wire Product Manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

September 2025

Trailhead Partners

Roof insulation contractor, Roofing Contractors

Advised

DLJ Commercial Roofing

in their acquisition by

Chamberlin Roofing & Waterproofing, a portfolio company of Main Street Capital

April 2025

Trailhead Partners

Artificial Intelligence Software, Business Process Management (BPM), Chat and Messaging Software (Enterprise), Content Management Systems (CMS), Customer Chat Software, Customer Relationship Management (CRM), Customer Video Software, Email Marketing Software, Entertainment Industry Software, Fitness and Recreational Sports Centers, Health and fitness applications, Lead Management Software, Money Transfer Services (Consumer), Other Healthcare Software, Other Productivity Applications (Enterprise), Other Retail Management Software, Other Vertical Industry Software, Personal fitness trainer, Point of Sale (POS) Software, Sports and Fitness E-Commerce

Advised

Fitness Software for Personal Trainers

in their acquisition by

Strategic Buyer

September 2024

Trailhead Partners

Automobile repair garages (except gasoline service stations), Automotive air-conditioning repair shops, Automotive engine repair and replacement shops, Automotive Exhaust System Repair, Automotive Oil Change and Lubrication Shops, Automotive repair and replacement shops, general, Automotive safety inspection services, Automotive tire repair (except retreading) shops, Automotive Transmission Repair, General automotive repair shops / garages, Other Automotive Mechanical and Electrical Repair and Maintenance, Truck repair shops, general

Advised

Mobile Fleet Repair & Maintenance Company

in their acquisition by

Individual Buyer

September 2024

Trailhead Partners

Fire and flood restoration of commercial and institutional buildings, Fire and flood restoration, multifamily building, general contractors, Fire and flood restoration, single-family housing, general contractors

Advised

Multi-Unit SERVPRO Franchise

in their acquisition by

Individual Buyer

June 2024

Trailhead Partners

Services to Buildings and Dwellings

Advised

Lake Livingston Overhead Door

in their acquisition by

Individual Buyer

December 2023

Sectors Trailhead Partners serves:

Manufacturing

Financial Services

Industrials

Materials

Technology

Energy & Utilities

Retail

Business Services

Distribution

Real Estate

Telecommunications

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Member since

2023

Deals they've closed

Team (3)