Merger Partners


Individual members

About Us

We are an industry agnostic boutique investment bank, headquartered in Dallas, with have a national footprint. Our focus is assisting executives to execute their inorganic growth strategies, teams execute roll-up/acquisition strategies and management led buy-outs. Our value is in finding private equity funding to meet the capital needs of the mid-market. Firms that have $5M to $25M in EBITDA.

Rep/Contact Info

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Kirk Otis
Managing Director