Dallas Investment Bank | Mergers & Acquisitions | InvestmentBank.com

Dallas

Mergers & Acquisitions

Deal Capital’s Dallas office is strategically positioned to serve the financial advisory needs of middle-market firms. We bring together a collaborative network of financial, legal, and accounting professionals, offering clients deep industry insight, strategic planning, and current best practices tailored to their business goals.

We focus exclusively on middle-market companies with EBITDAs ranging from $1 million to $200 million, recognizing the unique challenges these businesses face and the lack of specialized services in this segment. Our global partnerships provide clients with access to specialized expertise that’s often difficult to find elsewhere.

Whether you're preparing your business for sale, undergoing internal restructuring, or pursuing a merger or acquisition, our experienced professionals guide you through each step. From complex financial transactions to strategic negotiations, we ensure your business is positioned for long-term success.

Our M&A Process

01. Strategic Planning

Define the company’s long-term vision and determine how mergers or acquisitions align with overall business goals.This step sets the foundation for identifying the right type of transaction and desired outcomes.

02. Assess Financial Readiness

Evaluate current financial health, cash flow, and capital structure to determine the ability to support a deal.This may involve internal audits, valuation analysis, and preparing financial documentation for transparency.

03. Align M&A Criteria

Establish clear parameters such as industry focus, size, location, and cultural fit for potential deals.Having defined criteria streamlines the target identification process and improves strategic alignment.

04. Research Target Industry

Analyze market dynamics, competition, regulatory environment, and emerging trends within the target sector.This research helps to identify risks and growth opportunities that could impact the deal’s success.

05. Target List Building

Develop a focused list of high-potential acquisition targets or prospective buyers based on strategic fit.The list is often prioritized based on financial performance, market position, and synergy potential.

06. Target Outreach

Initiate confidential contact with selected targets to assess interest and explore potential deal scenarios.Initial communication is typically discreet and may involve intermediaries to protect confidentiality.

07. Engage Targets

Begin meaningful conversations to evaluate strategic alignment, cultural compatibility, and mutual goals.This stage helps determine whether to proceed to more formal negotiations.

08. Letter of Intent (LOI)

Draft a non-binding agreement that outlines the basic terms, structure, and timeline of the potential deal.The LOI signals serious interest and sets the stage for due diligence.

09. Due Diligence

Conduct a comprehensive investigation into the target's financials, operations, legal matters, and risks.This step is critical to validating deal assumptions and avoiding post-transaction surprises.

10. Closing

Execute final agreements, obtain necessary approvals, and complete the legal and financial components of the deal.This includes signing of contracts, transfer of funds, and formal deal announcements.

11. Target Integration

Align systems, processes, teams, and cultures to ensure smooth operational and strategic integration post-deal.Successful integration maximizes value creation and helps realize synergies from the transaction.

Dallas Investment Bank

MERGERS & ACQUISITIONS ADVISORY FOR THE MIDDLE MARKET

Deal Capital’s Dallas office is strategically positioned in one of the fastest-growing economic hubs in the U.S. Situated in Texas—a top-ranked state for economic growth—our focus is on serving middle-market firms with EBITDAs ranging from $1 million to $200 million. We specialize in handling mergers, acquisitions, divestitures, and sales with the precision and expertise that such transactions demand.

Our strength lies in combining the experience of our seasoned in-house specialists with an extensive network of professional partners across industries. Whether your business operates in manufacturing, distribution, or services, our collaborative approach ensures every aspect of the transition process is managed with care, insight, and strategic foresight.

With years of experience and a strong foundation in strategic planning and execution, we guide clients through every phase of their transaction. Whether you're buying or selling a business in Dallas or navigating a complex merger, Deal Capital helps you optimize outcomes, manage technical details, and ultimately, maximize your return.

Frequently Asked Questions

For any further inquiries or personalized assistance, please don’t hesitate to reach out to our team. We’re here to help and provide the information you need to succeed.