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Top Texas Investment Banks

Explore 66 Texas Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

Axial Insights

Texas Investment Banks

66

Active Firms

85

TTM Deal Flow

$3M-$14M

Core Revenue Range

$500K-$4M

Core EBITDA Range


Healthcare 39%
Industrials 27%
Technology 15%
Food & Hospitality 8%
Consumer Goods 5%

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

Showing 1-20 of 66 Investment Banks

Sorted by recent activity

Madison Street Capital

3 Closed Deals via Axial 67 Total Closed Deals
Madison Street Capital is an international investment banking firm dedicated to the highest standards of integrity and professionalism – provides corporate financial advisory services, mergers and acquisitions expertise, valuation services, and financial opinions to publicly and privately held businesses through our offices in North America, Asia, and Africa. Our professionals draw on specialized expertise in partnering with middle-market firms in all industry verticals and niche markets to achieve an optimal outcome through a variety of transactions. Madison Street Capital's professionals…

Recent Transactions

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  • Apr 2026 Advised TID Inc. in its sale to EIS Operating Enterprises LLC
  • Sep 2025 Advised Pittsburgh Electrical Insulation in its sale to EIS, Inc.
  • Aug 2025 Advised American Anchor Bolt Mfg. in its sale to Salt Creek Capital
  • Aug 2025 Advised SBS Precision Sheet Metal, LLC. in its sale to Appian Way Capital Partners, LLC.

Gratia Equity Partners

2 Closed Deals via Axial 3 Total Closed Deals
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
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

NorthView Advisors LLC

1 Closed Deal via Axial 10 Total Closed Deals
Founded in 2010, NorthView Advisors LLC is a boutique, independent investment banking firm with offices throughout the US. We specialize in providing capital raising, M&A, and strategic advisory services to lower- middle-market businesses and private equity firms nationwide.Our DNA consists of senior professionals with diversified skill sets and extensive transactional experiences that consistently deliver superior results for our clients––clients we consider Partners.Together we handle career and company-defining transactions from start to finish while you continue to focus on running…

Recent Transactions

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  • Feb 2026 Advised Industrial Composites Manufacturer in its sale to Mearthane Products Corporation
  • Oct 2025 Advised Crescent Constructors in its sale to Zachry Construction
  • Jan 2025 Advised Confidential Company in its sale to Confidential Company
  • Nov 2024 Advised Robbins LLC in its sale to Confidential Company

TEG Capital Advisors LLC

1 Closed Deal via Axial 4 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 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

GulfStar Group

73 Total Closed Deals
GulfStar is one of the leading middle market investment banking firms in the United States. We help business owners succeed by offering a level of negotiation experience, strategic and valuation insights and transaction guidance you simply won’t find elsewhere or doing it yourself. How? We recruit top talent and foster a culture that is personally invested in the results we help our clients achieve. Our services include mergers and acquisitions, private placements, and financial advisory services. To date, GulfStar has completed more than 700 transactions involving buyers and sellers from…

Recent Transactions

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  • Apr 2016 Advised Cactus Fuel, LLC in its sale to Hastings Equity Partners
  • Mar 2016 Advised Gibson Applied Technology & Engineering, Inc. on an investment from Morgan Stanley Credit Partners
  • Dec 2015 Advised The Infinity Group in its sale to Wood Group
  • Dec 2015 Advised XL Parts in its sale to Marubeni America Corporation

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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
Statesman Business Advisors, LLC ("Statesman") is a unique financial advisory and services firm dedicated to serving the corporate finance needs of privately held companies and financial institutions operating in the middle-market. Since our founding in 1995, Statesman has developed an exceptional reputation for adding value to the transaction process and getting deals done the right way. We offer more than just transactional experience and market knowledge – we employ innovative strategies, creative solutions, and the special problem solving skills necessary to achieve superior results for…

Recent Transactions

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  • Jun 2017 Advised Argos Material Distribution in its sale to Action Gypsum Supply
  • May 2017 Advised Oildom Publishing in its sale to Gulf Publishing Company
  • Mar 2017 Advised Burton in its sale to Scott Vaughan
  • Oct 2016 Assisted Nex-gen Advanced Fuel Systems in securing debt financing from North Texas Certified Development Organization
Based in Austin Texas, Focus Strategies has earned a reputation as a premier middle-market investment bank focused on serving the unique needs of privately held businesses seeking capital or ownership transition. Built on an impeccable reputation for high integrity, we help companies and their owners flourish by applying broad experience, industry expertise, hands-on guidance and local knowledge to maximize shareholder value. Focus Strategies specializes in merger and acquisition advisory, raising capital and providing strategic advisory services for founder-owned middle market companies. We…

Recent Transactions

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  • Oct 2024 Advised Lamar Technical Services, Inc. in its sale to Think Power Solutions
  • Oct 2023 Assisted Milk + Honey in securing debt financing from Confidential Company
  • May 2023 Advised Trace Analytics LLC in its sale to Ingersoll Rand
  • Feb 2023 Advised MSB School Services in its sale to Craftsman Capital

Romanchuk & Co.

25 Total Closed Deals
Romanchuk & Co. is an award-winning boutique M&A investment banking firm with a focused expertise in advising companies within the energy and industrials sectors. We advise business owners on the preparation and sale of their company, assist them in identifying strategic opportunities, and help them execute upon those strategies. We specialize in providing sell-side M&A advisory services to lower middle-market companies with revenues or enterprise values ranging from $15 million to $250 million. For more information, please visit our website at www.romanchukco.com.Registered…

Recent Transactions

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  • May 2024 Advised BCM & Associates in its sale to JMR Services
  • Apr 2024 Advised Space City Services in its sale to Quantix
  • Oct 2023 Advised Outsource Utility Construction Corp. in its sale to Jumana Capital
  • Oct 2023 Advised Yates Line Co. in its sale to GridTek Utility Services

Transitus Capital

14 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 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
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

Westlake Securities

10 Total Closed Deals
Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.

Recent Transactions

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  • Aug 2023 Advised Little Woodrow's on an investment from PGIM Private Capital
  • Aug 2023 Advised McDonald Welding Supply in its sale to John Sales & Services
  • Aug 2023 Advised Rollin Greens on an investment from AMEDEO
  • Aug 2023 Advised Applied Natural Gas Fuels Inc. on an investment from PIMCO
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
At M&S Fairway Capital Partners we provide business owners, managers, and entrepreneurs proven and effective corporate financial advice, transaction management and capital raising capabilities dedicated to building shareholder value. Our typical clients have annual sales ranging from $10 million to $100 million and need assistance in accessing private debt and equity capital markets for internal growth or the acquisition of another business. Capital is sourced from a wide range of U.S. and foreign institutional sources. The principals of the firm focus on raising capital for individual client…

Recent Transactions

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  • Mar 2015 Advised Sale of Real Estate Management Company on an investment from Industry Buyer
  • Sep 2014 Advised Subsea Engineering and Manufacturing Company on an investment from Private Equity Fund
  • Aug 2014 Advised Oil Services Company on an investment from Family Office
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
Triumphant Partners is a national sell-side advisory firm specializing in dental, dental specialty, med spa, and medical practice transition advisory services, representing sellers only. The firm has successfully facilitated over one billion in total enterprise transactions, including dental practices, medical practices, dermatology practices, plastic surgery practices, and med spas for its clients.We support our clients throughout the entire transition process — from our initial consultation and discovery to complete underwriting, engaging multiple qualified and pre-screened…

Recent Transactions

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  • Oct 2025 Advised Molar City Dental in its sale to Independence Dental
Unlike traditional brokers, the firm prioritizes strategic buyer alignment over volume-driven processes. Gideon Liberty develops comprehensive valuation narratives that showcase growth trajectory, competitive positioning, and long-term value drivers — enabling owners to attract premium offers.The firm is distinguished by its transparency and confidentiality standards, providing owners with clear visibility into buyer outreach, inquiry engagement, and executed NDAs before any sensitive information is disclosed.

Recent Transactions

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  • Apr 2026 Advised Industrial Company in its sale to Strategic buyer

Capstream Group

1 Total Closed Deal
Formed by business owners for business owners, CapStream Group is a Texas-based, modern investment bank serving entrepreneurs and family businesses. The firm’s services include raising capital and advising on mergers and acquisitions. The firm works with private equity and venture capital funds, family offices, lenders, and strategic acquirers. The group's unique experiences as founders and business owners who have hired investment bankers for their own companies allows the team understands firsthand how to add value to companies looking to fuel growth or monetize on their success.

Recent Transactions

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  • Jul 2019 Advised Confidential Company on an investment from Confidential Company

Genki Capital

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 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

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the Texas 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 Texas Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for Texas Investment Banks is $3M-$14M, with a core EBITDA range of $500K-$4M. 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 Texas 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 Texas?

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in Texas are active across multiple regions, while firms based elsewhere may also participate in the Texas 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 Texas?

When comparing Investment Banks in Texas, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 66 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Texas 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 Texas Investment Banks directory, you can request information here.


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