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Trailhead Partners

M&A Advisory Firm

Dallas, Texas HQ

Member since
2023
Deals they've closed
5
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 (5)
Trailhead Partners
Roof insulation contractor, Roofing Contractors
Advised

Commercial Reroofing Company

in their acquisition by

PE-backed Strategic

April 2025

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
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
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
5
Team (3)
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