Dallas at a Glance

Dallas is one of the U.S.’s most dynamic business hubs — with a highly diversified economy, strong infrastructure, and a mix of industries ranging from tech and finance to manufacturing and logistics.

The region consistently ranks among the fastest-growing metro economies in the country.

Key sectors include finance & professional services, technology & information, trade/transportation/logistics, manufacturing, healthcare, and more.

With favorable business climate — including low regulation and pro-business policies — Dallas attracts companies seeking growth, relocation, or expansion.

These dynamics make Dallas a fertile ground for mergers, acquisitions, investments, and strategic exits — across a spectrum of industries.

Our Services

Exit or Sale Planning

Deep business valuation, exit-timing analysis, positioning, confidential buyer outreach, negotiation support, and deal closure.

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Growth via Acquisition

Target sourcing, strategic fit evaluation, due diligence management, acquisition structuring, and integration planning.

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Capital Strategy & Financing

Capital-raising support, equity/debt/hybrid structuring, recapitalization or growth-capital planning, tailored to Dallas market conditions.

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Sector-Tailored Deal Strategy

Advice tailored for industries thriving in Dallas — tech, finance, manufacturing, logistics, healthcare — to reflect sector-specific dynamics.

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Sector-Tailored Deal Strategy

Advice tailored for industries thriving in Dallas — tech, finance, manufacturing, logistics, healthcare — to reflect sector-specific dynamics.

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Long-Term Value & Transition Planning

Beyond transaction: operational improvement, post-merger integration, growth roadmap design, and exit-readiness adjustments.

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Dallas Industry Pulse

Finance & Professional Services

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Dallas has rapidly grown as a leading U.S. financial hub. Major banks, investment firms, insurance companies and service providers anchor a stable, finance-driven business ecosystem. This creates strong demand for M&A and recapitalization in middle-market finance, advisory, and business-service firms.

Technology & Information

Tech and information companies — from software and telecom to data/IT services — form an increasingly important cluster. For tech firms, Dallas represents access to capital, talent, and strategic buyers — ideal for scaling, exits, or acquisitions

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Manufacturing, Logistics & Supply Chain

Dallas remains a powerhouse in manufacturing and logistics. The region’s transportation infrastructure and warehousing supply make it ideal for industrial firms, exporters, and supply-chain companies. These companies often look to merge, expand, or restructure — creating M&A opportunities.

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Healthcare & Services

With healthcare systems, service-based firms, and growing demand for service delivery companies, the services sector offers M&A potential — especially when combined with business services or tech-enabled operations.

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Why Choose Us

Local Insight + National Reach — Deep understanding of Dallas’s business landscape combined with a nationwide network of strategic buyers, investors, and capital partners.

Customized, Tactical Deal Strategy — No generic playbooks — we tailor tactics to your industry, size, growth stage, and long-term objectives.

Mid-Market & Growth Focus — Ideal for founder-owned, privately held, and mid-size companies seeking value optimization, expansion, or exit. You get the attention larger banks don’t provide.

Full Lifecycle Support — From valuation and strategy to execution and post-deal integration — ensuring long-term, sustainable value.

Sector Versatility — Experienced across finance, tech, manufacturing, services, logistics, and more.

Location Details

Here When You Need Us

Advisors available in multiple regions to support your goals.

Headquarters —

7525 SE 24th Street, Suite 630 Mercer Island, WA 98040

Phone —

(479) 391 2529

Typical Engagement Scenarios

You might benefit from our Dallas desk if you are:

Preparing for an exit or sale and want to maximize valuation

Exploring acquisition to scale, diversify, or consolidate operations

Raising growth capital or considering recapitalization

Operating in tech, finance, manufacturing, logistics, or professional services

Seeking strategic advice for long-term growth, restructuring, or value creation

How We Work

We begin with a confidential discovery call to understand your business, goals, and operating context. From there, we create a tailored strategic roadmap based on your industry, market conditions, and long-term ambitions. Our team then handles market positioning and outreach, preparing materials, identifying qualified buyers or investors, and managing all confidential communications. Throughout the transaction, we oversee the full process — from term sheets and deal structuring to negotiation, due diligence, and financial or legal coordination. After closing, we continue supporting your growth with integration guidance, operational improvements, and scaling strategies to ensure lasting value.

We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.

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