Maximizing Value. One Client at a Time.

Over 75 Transactions; In Excess of $3.5 Billion in Value, Executing Client-Tailored Solutions

What We Do

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Merger & Acquisition Advisory

Applying our extensive transaction experience as an M&A advisor, deep industry knowledge and broad network of relationships...

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Capital Raising

We assist clients in raising private capital from institutional sources to fund growth opportunities...

Wilcox Investment Bankers is a boutique specializing in providing M&A advisory and capital raising services to private, family and founder owned commercial and industrial businesses with revenue of $20-$250 million.

How Can We Help You?

I founded Wilcox Investment Bankers in 2008 based on a simple mission: Deliver top-notch professional service, high-quality advice, and senior-level experience. Combine that with hard work, honesty, and straight-talk to achieve excellent outcomes for commercial and industrial clients. Since, we have ridden the ups and downs through a number of cycles, but the mission stays the same. We love working with great clients to help them achieve great results.
 
Jason N. Wilcox, Founder & Managing Director
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Let the numbers speak for themselves.

75
+

Transactions

$
3.5
+

Billion in Value

65
+

Satisfied Clients

50
+

Years Experience

Manufacturing

Industrial manufacturing companies are responsible for designing and fabricating products from raw materials that are intended for industrial use. Wilcox Investment Bankers’ breadth of transactional and financial expertise combined with our...

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Distribution & Supply

Distribution & Supply Chain Management companies are responsible for the movement of goods from a supplier to the commercial end user. This includes many functions such as purchasing, warehousing, inventory management, stocking, assembling, processing, marketing, selling and delivery.

Commercial & Industrial Services

Business & Industrial Services consists of companies that perform a wide range of services, from technical, installation maintenance and repair to cleaning and disposal, across a number of niches in support of the broad commercial and industrial sector.

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