Top Dallas M&A Advisory Firms with Recent Private M&A Activity

Active Firms

452

TTM Deal Flow

$3M-$11M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top Sectors by Activity

Industrials 40%

Healthcare 13%

Business Services 12%

Consumer Goods 12%

Food & Hospitality 6%

Key Attributes

Best For: Owner-Led Companies | Typical Fee: Retainer & Success fee | Coverage: Sector Expertise With Hands-On Execution

M & A CROWN GROUP

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M & A Crown Group, LLC is a boutique Mergers & Acquisitions Advisory Firm that provides full service acquisition advisement, consulting, and brokerage services to middle market business and companies looking to acquire income producing commercial properties and/or business with net revenues in excess of $1 million and as high as $900 million. M & A Crown Group’s main focus is connecting high quality local operating businesses with our client base, which consists of investors who have strong capital resources looking for highly quality income producing investment opportunities that focus on…

Recent Transactions

This member has no reported closed transactions.

Buoy Capital LLC

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Assess:Buoy Capital LLC identifies high potential oil & gas production and rework projects and conducts rigorous due diligence. Plan:We develop a project budget, schedule and risk expectations.Implement:We identify team members including planning experts, engineers, and contractors.Results:Buoy Capital LLC monitors key performance indicators adjusting strategies as needed for a profitable sale.

Recent Transactions

This member has no reported closed transactions.

Institutional Acquisition Partners

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Mergers & Acquisitions Advisory (M&A); Investment Banking; Capital Raising; Direct/Principal/Sponsored Capital Investments in Companies & Businesses; Bank & Other Debt Financing; Strategic & Financial Consulting; Valuation Services; Business Planning; See below for IAP's expertise & competitive advantages...IAP has expertise & superior competitive advantages in the following services: Helping to sell businesses & companies for maximum value; Helping companies, investment groups/funds, & other institutions buy, acquire or invest in perfect & ideal…

Recent Transactions

This member has no reported closed transactions.

Pont

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PONT is a specialized boutique M&A advisory firm dedicated to the mid-market. As a member of an expansive global network that spans 50 countries, we have access to hundreds of sell-side and buy-side opportunities. PONT operates as a distinguished member within an esteemed international automotive group, simultaneously serving as the group's dedicated M&A advisory firm. This dual role affords us unparalleled insights and access to a vast network of over 3,000 companies and 1,000,000 executives, uniquely positioning us to capitalize on exceptional opportunities within the…

Recent Transactions

This member has no reported closed transactions.

ValueScope, Inc.

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ValueScope is a leader in Measuring, Defending, and Creating value. Our deep expertise in the application of financial and econometric analysis to value measurement and shareholder value creation sets us apart. ValueScope services include financial valuations and business appraisal, expert witness testimony and litigation support including economic damages calculations, strategic analysis and planning, econometric analysis, transaction advisory, and estate planning.

Recent Transactions

This member has no reported closed transactions.

HarloKyn

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HarloKyn provides advisory services and capital for seed-stage to lower middle market companies. To define strategic alternatives and execute a path to enhanced value, we have a geographic focus based in Texas and surrounding states and seek to partner with managers, founders, and other shareholders.

Recent Transactions

This member has no reported closed transactions.

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Larx Advisors

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Larx Advisors is comprised of dynamic and experienced professionals with a proven track record of solving complex business problems. Our team includes entrepreneurs, former C-level executives, financial analysts, marketers and capital markets experts. We’re an outcomes-based organization relentlessly focused on creating tangible economic value for our clients.

Recent Transactions

This member has no reported closed transactions.

Strange Transaction Advisory Services

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Strange Transaction Advisory Services, LLC is a boutique M&A advisory firm focused on helping business owners get to their next stage of life. We primarily work for companies located in Texas, Oklahoma, New Mexico and Louisiana. We offer a NO CHARGE discovery meeting and complimentary opinion of value to our clients with an enterprise value over $2,000,000. Our passion for your success is represented by our company’s three main principles: high integrity, full transparency and confidentiality. We do not charge an upfront fee and get paid when we close the sale of your business. We operate…

Recent Transactions

This member has no reported closed transactions.

Linq Partners

7 Total Closed Deals

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LINQ Partners is a team of professionals with an exceptionally deep understanding of Transportation & Logistics businesses that enables us to accurately identify and properly characterize a company's strengths and realistic opportunities for improvement. We have worked and consulted with numerous companies and have detailed knowledge of up to date "best practices" across all the key operations, support, and sales areas. We find opportunities and value that many miss. We uncover and address "potential challenges" before they can derail a transaction and/or an organization. Proper…

Recent Transactions

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Oct 2014 Advised Private on an investment from Private
Dec 2013 Advised Private on an investment from Private
Nov 2013 Advised Private on an investment from Private
Apr 2011 Advised Private on an investment from Private

Sloan Capital

6 Total Closed Deals

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With more than 30 years of investment banking and private equity experience, Texas-based Sloan Capital has been involved in a multitude of complex sell-side, buy-side and capital-raise transactions in diverse industries.

Recent Transactions

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Jul 2024 Advised QX Global Group in its sale to Long Ridge Private Equity
Feb 2024 Advised AC Horn in its sale to Probat
Jul 2014 Advised Otis Eastern Pipeline Services in its sale to Argonaut Private Equity
May 2014 Advised Lone Star Tank Rental & KHM in its sale to General Finance

Affiliated Partners Group

5 Total Closed Deals

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Affiliated Partners Group, Inc. (APG) is a merger & acquisition advisory firm and business broker specializing in medium-sized companies with revenue of $2 million to 30 million. APG provides complete and confidential advisory services to sellers including assistance in valuation, developing and implementing marketing strategy, locating potential buyers or sellers, assisting in negotiating the transaction and handling sensitive issues throughout the closing process.

Recent Transactions

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May 2014 Advised Manufacturing Solutions, Inc. in its sale to Private Investors
Sep 2011 Advised Manufacturer of Oil/Gas Drilling Equipment in its sale to Group of Private Investors
May 2004 Advised North Texas Steel Company in its sale to American Technologies Group, Inc.
Jan 2004 Advised Texas Equipment & Service, LP in its sale to National Oilwell Varco

National Transaction Advisors

4 Total Closed Deals

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NTA is dedicated to the growth, optimization, recovery and success of middle-market, privately-owned businesses. We believe these companies are the foundation of: Technological Innovation, Social Change and Quality Jobs.Through a comprehensive suite of services, NTA is the #1 trusted advisor to successful business owners, as they transition through the various stages of the business lifecycle. We are a team of experienced entrepreneurs, business owners, investors and veteran c-suite executives, and we understand the many complex…

Recent Transactions

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Aug 2016 Advised Luxury Western Home Decor E-commerce Company in its sale to Texas Based Family Office
Aug 2014 Advised Stringliner in its sale to N/A
Mar 2007 Advised AOK Construction in its sale to Private Equity Group
Oct 2005 Advised Women's Diagnostic of Texas in its sale to Texas based Private Equity Group

Large Practice Sales

3 Total Closed Deals

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We assist clients in maximizing their practice value via our broad understanding of the private capital markets and the dental industry. In each transaction, we provide our clients with an evaluation of the risks and rewards, advice on which concerns are most important, and a deal completed to your maximum advantage. We are also available to assist clients with transaction structuring, equity incentive plans, management arrangements, employment agreements, lease relationships, acquisitions, recapitalizations, asset/stock sales and capital formation matters. We also represent entrepreneurial…

Recent Transactions

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Jun 2023 Advised Confidential Company on an investment from Confidential Company
Jun 2023 Advised Confidential Company on an investment from Confidential Company
Jun 2023 Advised Confidential Company on an investment from Confidential Company

Inceptus Capital Partners

2 Total Closed Deals

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Inceptus Capital Partners (ICP) is an M & A advisory firm located in Dallas, Texas. Our focus is on middle to lower-middle market companies across multiple industries. ICP works with companies that have proven themselves ready for accelerated growth. We help our clients navigate the changes required to achieve this, both financially and structurally, which positions them to maximize value.

Recent Transactions

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Feb 2020 Advised D&H Cattle Company on an investment from private equity
Feb 2010 Advised Catterton Partners in its sale to Sun Water Systems

Gateway Mergers and Acquisitions

1 Total Closed Deal

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Gateway Mergers and Acquisitions represents business owners in facilitating the sale of their businesses. Our team of intermediaries helps business owners capitalize on their most valuable asset by converting their hard-earned business equity to cash. Gateway Mergers and Acquisitions handles lower middle market transactions with revenues from $1 million to $30 million. Contact us today at (972) 219-6961 or email at [email protected]

Recent Transactions

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Mar 2022 Advised Confidential Company on an investment from Confidential Company

Riveron Consulting

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Riveron is a business advisory firm infused with entrepreneurship. Drawing on our consulting, public accounting and industry backgrounds, we approach your business with purpose and pragmatism.Our unique perspective on transactions, business transformation and accounting advisory was developed through guiding clients in times of high growth and distress, integrations and separations. We partner with private equity firms, corporations and lenders to prepare for change and deliver an unprecedented level of understanding and results. Founded in 2006 and headquartered in Dallas, Texas, Riveron has…

Recent Transactions

This member has no reported closed transactions.

A.R. Midkiff

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Senior M&A Advisor, Business IntermediaryMost of my practice is focused on M&A and other complex corporate transactions for companies in the middle-market sector. I also have a lot of general counsel/ contracts experience with clients in a variety of industries and in the e-commerce space. My practice areas include: Corporate ReorganizationsStrategic and Exit PlanningContract Negotiation Exit Planning -Mergers Reverse MergersTriangular Mergers-Conversions -Dissolutions-Buying and Selling Businesses (Acquisitions and Divestitures)

Recent Transactions

This member has no reported closed transactions.

Gemini Consultants Group

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Recent Transactions

This member has no reported closed transactions.

Gold Peak Partners

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Gold Peak Partners is an investment partnership dedicated to acquiring and operating small-to-mid sized software and tech-enabled services companies for a 3-7 year hold period. As an "Independent Sponsor," Gold Peak will initially focus on acquiring one company using the leveraged buyout model to maximize investor returns. Once this company is established under the new ownership, is performing well, and able to be transitioned to a strong management team, we will seek our next investment. This could involve expanding the initial company through ‘add-on’ acquisitions or…

Recent Transactions

This member has no reported closed transactions.

Sandton Financial Services, LP

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At Sandton Financial we represent you, the Seller, and our objective is to obtain the best possible transaction for you. To achieve this, we approach the sale of your business in an organized, professional manner.

Recent Transactions

This member has no reported closed transactions.

Firms in the Dallas M&A Advisory Firms 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Dallas M&A Advisory Firms is $3M-$11M, with a core EBITDA range of $500K-$2M. 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.

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.

Not necessarily. A firm’s location does not always define its geographic reach. Many M&A Advisory Firms 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.

When comparing M&A Advisory Firms in Dallas, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 85 firms included in the directory and can help identify firms that align with your needs.

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 M&A Advisory Firms directory, you can request information here.

Top Dallas M&A Advisory Firms

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