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Top Dallas Investment Banks

Explore 34 Dallas Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

Dallas Investment Banks

34

Active Firms

10

TTM Deal Flow

$3M-$12M

Core Revenue Range

$500K-$1M

Core EBITDA Range

Top Sectors by Activity

Industrials 50%
Technology 30%
Healthcare 20%

Key Attributes

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

Showing 1-20 of 34 Investment Banks

Sorted by recent activity

Gratia Equity Partners

2 Closed Deals via Axial 3 Total Closed Deals
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Gratia Equity Partners is a boutique investment banking, private equity, and M&A advisory firm based in Frisco, TX. Our four verticals of interest are lower-middle market operating businesses, private aviation, oil and gas, and real estate development. We take great care to align ourselves strategically with family offices nationally, towards the objective of using capital to achieve vision. With unique experience in corporate finance and an extensive network of capital providers nationwide, we offer access to exclusive investment opportunities and premium consulting services. We excel in…

Recent Transactions

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  • Sep 2025 Advised Concrete Coatings Hawaii in its sale to Confidential Company
  • Jan 2025 Advised Confidential Company in its sale to Confidential Company
  • Sep 2024 Advised REI Utility Services in its sale to LP First Capital

EBB Group

1 Closed Deal via Axial 26 Total Closed Deals
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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…

Recent Transactions

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  • Jan 2020 Advised Wire Cut in its sale to Undisclosed
  • Jul 2019 Advised Chris Andersen Roofing & Erecting Co in its sale to TectaAmerica
  • Nov 2018 Advised Confidential Company in its sale to Confidential Buyer
  • Nov 2018 Advised AB Strech in its sale to Right Lane Capital LLC

TEG Capital Advisors LLC

1 Closed Deal via Axial 4 Total Closed Deals
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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…

Recent Transactions

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  • Mar 2024 Advised Confidential Company in its sale to Confidential Company
  • Nov 2022 Advised Confidential Company on an investment from Confidential Company
  • Nov 2022 Assisted Confidential Company in securing debt financing from Confidential Company
  • Nov 2022 Advised Confidential Company on an investment from Confidential Company

The Dillard Anderson Group

44 Total Closed Deals
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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…

Recent Transactions

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  • Jun 2026 Advised The Loomis Agency/iluminere in its sale to Meet The People
  • Oct 2024 Advised Premier Transportation on an investment from The Hoffman Family of Companies
  • Jul 2019 Advised Southwest Medical and Dental in its sale to DHPI, Inc.
  • Feb 2018 Advised Excel Stimulation (Certain Assets) on an investment from Rock Hard Cementing

Transitus Capital

14 Total Closed Deals
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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.

Recent Transactions

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  • Jul 2023 Advised Connectrac in its sale to LeGrand
  • Jul 2023 Advised Elite in its sale to LKQ
  • Jul 2023 Advised Made Ya Smile Dental in its sale to Dental Care Alliance
  • Jul 2023 Advised Standard Pump Parts in its sale to Hicks Equity Partners

MaximForte

12 Total Closed Deals
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MaximForte is a dedicated Investment Banking & Sell Side M&A advisory firm focused on founder-led and family-owned lower mid-market growth-oriented companies (EBITDA $2m - $50m). Our services include M&A Advisory, Capital Advisory (Debt and Equity) and Business Consulting. We represent companies based out of United States and Canada. MaximForte LLC offers securities through Finalis Securities LLC; Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

Recent Transactions

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  • May 2026 Assisted Private Healthcare Group in securing debt financing from Confidential Company
  • May 2026 Assisted Villa St Luc in securing debt financing from Confidential Company
  • May 2026 Assisted Centre D'Accueil Mon Chez Nous in securing debt financing from Confidential Company
  • Apr 2026 Advised Sahar Hospice in its sale to Confidential Company

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AllianceOne Enterprises

4 Total Closed Deals
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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…

Recent Transactions

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  • Feb 2026 Advised Confidential Company in its sale to Confidential Company
  • Sep 2025 Advised Confidential Company in its sale to Confidential Company
  • Sep 2020 Advised Confidential Company in its sale to Confidential Company
  • Aug 2020 Advised Confidential E-Commerce Apparel Company in its sale to Confidential Strategic

SafeWater Capital, LLC

1 Total Closed Deal
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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,…

Recent Transactions

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  • Sep 2022 Advised GirtonLLL Transport in its sale to TFI International

Genki Capital

1 Total Closed Deal
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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…

Recent Transactions

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  • Jun 2018 Advised Confidential Company on an investment from Confidential Company

First Liberties Financial

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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…

Recent Transactions

This member has no reported closed transactions.

Stonegate Securities

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Stonegate Capital Markets is a full-service investment banking boutique dedicated to serving the specialized needs of small-cap public companies. Stonegate provides research, sales and trading, corporate finance, strategic advisory and investor relations services to our select group of clients. We work with the leading institutional investors in the U.S. and Europe who are seeking high quality investment opportunities in the small cap market place.

Recent Transactions

This member has no reported closed transactions.

Capital Alliance Corporation

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Capital Alliance Corporation is a Dallas-based private investment banking firm. Industries: Manufacturing Energy Technology Transportation & Logistics Business Services Healthcare Construction & Engineering

Recent Transactions

This member has no reported closed transactions.

TenOaks Advisors

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TenOaks Energy Advisors, LLC provides independent, best-in-class divestiture and advisory services to oil and gas companies in the upstream, midstream, and oil field service sectors across the continental U.S. Our principals have closed over 100 transactions with aggregate consideration exceeding $5 billion. The TenOaks mission is to help clients realize their transaction goals through flawless execution while maintaining an unprecedented level of integrity and service. Our belief that relationships and trust lead to results is put in to practice each and every day. We understand that every…

Recent Transactions

This member has no reported closed transactions.

Carlton Mackenzie, LLC

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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 group of securities services, focused dominantly on institutional business expansion investments and pre-IPO trading. These investment projects typically range from $25-$200mn in size. Projects are primarily, but not limited to, US-based assets and operators. The partners are committed to…

Recent Transactions

This member has no reported closed transactions.

MG Capital

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Formed in 1995, MG Capital provides clients with judgement. Good judgement, based on experience and insight, is the essence of thinking hard about problems. Our value lies in getting things done and done well. We apply our expertise to mergers and acquisitions, debt and equity pricing and guidance, and general corporate finance advice.We also connect our network of private Equity investors to desirable transactions throughout the United States.

Recent Transactions

This member has no reported closed transactions.

Energy Capital Solutions, LP

120 Total Closed Deals
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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,…

Recent Transactions

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  • Sep 2013 Advised Excalibur Resources, LLC on an investment from EnCap Investments
  • May 2013 Advised Wynn-Crosby Partners I on an investment from Wynn-Crosby Partners III
  • May 2013 Advised Le Norman Properties LLC on an investment from The Carlyle Group
  • May 2013 Advised Robro Royalty Partners, Ltd. in its sale to Robro Royalty Management, LLC

Allegiance Capital Corporation

81 Total Closed Deals
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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…

Recent Transactions

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  • Aug 2014 Advised Insight Merchandising, Inc. in its sale to Hudson Ferry Capital
  • Jul 2014 Advised Lone Star Tank Rental in its sale to General Finance Corporation
  • Jun 2014 Advised Downing Wellhead Equipment, Inc. in its sale to Argonaut Private Equity
  • Feb 2014 Advised M&N Construction in its sale to APi Group, Inc.

MHT Partners

42 Total Closed Deals
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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…

Recent Transactions

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  • Sep 2017 Advised Corporate United in its sale to Omnia Partners
  • Aug 2017 Advised Sales Benchmark Index on an investment from Alaris Royalty Corp.
  • Jul 2017 Advised School Improvement Network in its sale to Frontline Education
  • Jul 2017 Advised Dermatologists of Central States in its sale to Dermatology & Skin Surgery Center, PLC

Commerce Street Capital, LLC

36 Total Closed Deals
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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…

Recent Transactions

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  • Sep 2015 Advised Schwertner State Bank in its sale to R Bank
  • Jul 2015 Advised Independent Bank of Texas in its sale to Veritex Community Banks
  • Jul 2015 Advised Vision Bank in its sale to Texas Bank and Trust
  • Jul 2015 Advised The Bank of Fayetteville in its sale to Farmers & Merchants Bank

Telos Capital Advisors

11 Total Closed Deals
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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.

Recent Transactions

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  • Jul 2023 Advised Glasshouse in its sale to Glasshouse Products, LLC
  • May 2023 Advised Tex-Tube Company on an investment from Huntington National Bank
  • Dec 2022 Advised TT Investment Company on an investment from Prosperity Bank
  • Oct 2022 Advised Ready Made Trusses in its sale to Metar Capital

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Dallas Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Investment Bank profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for Dallas Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Dallas Investment Banks is $3M-$12M, with a core EBITDA range of $500K-$1M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is location when evaluating Investment Banks?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Dallas may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all Investment Banks in this directory operate exclusively in Dallas?

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in Dallas are active across multiple regions, while firms based elsewhere may also participate in the Dallas market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Investment Banks in Dallas?

When comparing Investment Banks in Dallas, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 34 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Dallas Investment Banks?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Dallas Investment Banks directory, you can request information here.

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