Dallas Investment Banks

Axial’s lower middle market M&A directory includes information on 31 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 (31 results)

Kratos Capital

Investment Bank
  • 2 Closed Deals via Axial
  • 31 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
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Oct 2022
was acquired by
Advisor
Sep 2022
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…
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…
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.…
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
  • 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
secured investment from
Advisor
Sep 2013
was acquired by

TEG Capital Advisors LLC

Investment Bank
  • 3 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…
Most Recent Transactions
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…
Most Recent Transactions
Advisor
Jun 2018
secured investment from

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

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

Carlton Mackenzie, LLC

Investment Bank

    This member has no reported closed transactions.

Carlton Mackenzie is a registered, licensed investment banking firm located in Dallas, TX. The two partners, Stuart Werner and Patrick Dewey, facilitate deal-flow with a collective fifty-five years’ experience in the securities industry.Carlton Mackenzie is in the business of providing a select…

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