Dallas Investment Banks

Members (27 results)

The Wilcox Group, LLC Investment Bank

  • 4 Total Closed Deals
Boutique Investment Bank Focused on Commercial & Industrial ClientsOver 75 transactions with aggregate value in excess of $4.0 billionWilcox Investment Bankers is a boutique specializing in providing merger & acquisition and capital raising advisory services to private, family and founder…
Most Recent Transactions
Advisor
Jan 2020
divested to
Advisor
Oct 2018
closed recapitalization financing with
Advisor
Aug 2018
divested to
Advisor
May 2018
closed recapitalization financing with

Infinity Financial Group Investment Bank

  • 3 Total Closed Deals
Infinity Financial Group is a boutique, " lower middle-market" investment banking firm headquartered in Dallas, Texas. The firm provides expert merger and acquisition and corporate finance services to companies with revenues between $15 million and $300 million. The principals of the firm have…
Most Recent Transactions
Advisor
Jul 2013
secured acquisition financing from
Advisor
Nov 2012
was acquired by
Advisor
Aug 2012
was acquired by

Axios Ventures, LLC Investment Bank

  • 2 Total Closed Deals
Global consultants and Middle-Market Investment Bankers. Initial focus on Aerospace and BA/GA (business aviation/general aviation), but now generalists in all disciplines/industries. Leverage relationships with ultra high net-worth clientele to gain new business. Success across four continents…
Most Recent Transactions
Investor
Feb 2010
provided capital to
Investor
May 2000
provided capital to

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

Capital Alliance Corporation Investment Bank

    This member has no reported closed transactions.

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

Telos Capital Advisors Investment Bank

    This member has no reported closed transactions.

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…

Uni Advisors Investment Bank

    This member has no reported closed transactions.

Uni Advisors’ mission is to address the special investment banking needs of a growing middle market, a market underserved by large Wall Street firms. Uni is a boutique firm that works with a limited, select group of clients. Each client is served by senior bankers who have years of experience,…

Lombard Global Investment Bank

    This member has no reported closed transactions.

Lombard Global, Incorporated are strategic investment bankers and management consultants for global expansion. Having a reliable one stop, one point of contact solution in a new market or country of operation can drastically reduce valuable time, costs and risks and allow you to focus on growth. We…

Stonegate Securities Investment Bank

    This member has no reported closed transactions.

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…

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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