Dallas Investment Banks

Axial’s lower middle market M&A directory includes information on 30 Dallas Investment Banks. 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 Dallas Investment Banks like these. Connect with the right deal partner at the right time, leveraging the power of the Axial network.

Members (30 results)

Kratos Capital

Investment Bank
  • 2 Closed Deals via Axial
  • 21 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…
Most Recent Transactions
Advisor
Oct 2022
was acquired by
Advisor
Sep 2022
was acquired by
Advisor
Sep 2022
was acquired by
Advisor
Aug 2022
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…
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

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,…
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

EBB Group

Investment Bank
  • 25 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…
Most Recent Transactions
Advisor
Jan 2020
was acquired by
Advisor
Jul 2019
was acquired by
Advisor
Nov 2018
was acquired by
Advisor
May 2018
was acquired by

Transitus Capital

Investment Bank
  • 8 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…
Most Recent Transactions
Advisor
Jul 2016
was acquired by
Advisor
Dec 2015
was acquired by
Advisor
Nov 2013
raised capital from
Advisor
Sep 2013
was acquired by

Telos Capital Advisors

Investment Bank
  • 6 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…
Most Recent Transactions
Advisor
Apr 2022
was acquired by
Advisor
Jul 2020
was acquired by
Advisor
Jul 2019
was acquired by
Advisor
May 2018
raised capital 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…
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…
Most Recent Transactions
Advisor
Sep 2022
was acquired by

Corporate Finance Associates - Dallas

Investment Bank

    This member has no reported closed transactions.

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…

Genki Capital

Investment Bank

    This member has no reported closed transactions.

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…

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