M&A Services Dallas Texas | DFW M&A | Sell A Business Dallas

Serving Dallas Business Owners

Trusted M&A Expertise in the DFW Metroplex

The Dallas-Fort Worth Metroplex is one of the most dynamic business economies in the country, with deep roots in manufacturing, industrial services, distribution, energy, and commercial services. When business owners in North Texas are ready to transition their company — whether through a sale, recapitalization, or acquisition — the stakes are too high to rely on a generalist.

Wilcox Investment Bankers brings deep middle-market M&A experience to business owners in Dallas and across the DFW region. Founded by Jason Wilcox in 2008 and headquartered in Coppell, Texas, the firm has guided more than 75 transactions and over $3.5 billion in cumulative value — with a singular focus on manufacturers, distributors, and commercial and industrial service companies.

DFW is home to thousands of privately held companies with the scale and complexity to benefit from professional transaction advisory. Whether you are exploring what your business is worth, preparing for a transition in the next few years, or ready to go to market now, Jason Wilcox provides the senior-level counsel and hands-on execution that your transaction deserves.

Who We Work With in Dallas

Private, founder-owned, and family businesses
Revenue of $20 million to $250 million
Manufacturing and industrial companies
Distribution and supply chain businesses
Commercial and industrial service firms
Business owners planning a transition or exit
Companies seeking growth capital or recapitalization
Buyers seeking acquisition advisory and financing

Industries We Serve

Sector Expertise in Dallas

We focus exclusively on commercial and industrial businesses — giving our clients the benefit of deep sector knowledge, targeted buyer relationships, and transactions completed across these verticals.

Manufacturing

North Texas has a robust manufacturing base spanning aerospace components, industrial equipment, food processing, and specialty fabrication. Wilcox has represented manufacturers of all types in M&A and capital transactions across the DFW region.

Distribution & Supply Chain

DFW is a national logistics hub. Wholesale distributors and supply chain operators serving industrial and commercial end markets have relied on Wilcox to find the right buyer and negotiate favorable deal terms.

Commercial & Industrial Services

From facility maintenance and technical services to inspection and repair, Wilcox has represented a wide range of B2B service businesses serving the DFW commercial and industrial market.

Energy & Environmental Services

Texas remains the center of the U.S. energy industry. Wilcox has experience representing oilfield service companies, environmental firms, and energy infrastructure businesses operating in and around North Texas.

Construction & Infrastructure

The sustained growth of the DFW Metroplex has created significant opportunity for specialty contractors and construction service businesses. Wilcox advises owners of these firms through sales and capital transactions.

Other Niche B2B Businesses

If your business generates $20M or more in revenue and operates in a commercial or industrial niche not listed here, we would still like to hear from you. Our approach adapts to the specifics of each client situation.

Our Services

How Wilcox Investment Bankers Can Help

We provide a focused range of investment banking services tailored to the needs of middle-market business owners in Dallas — from first valuation conversation through deal close.

Merger & Acquisition Advisory

We guide Dallas business owners through every stage of a company sale — from valuation and positioning to buyer outreach, negotiation, due diligence, and closing. Our approach creates competition among qualified buyers, which drives higher prices and better terms. Routinely, our clients close at a higher value than they expected.

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Capital Solutions

Whether you need growth capital, a partial liquidity event, or a full recapitalization, Wilcox has deep relationships across institutional capital sources and can structure a solution that fits your goals. We manage capital raises from $10M to $100M and draw on an extensive network of lenders, private equity, and family offices.

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Jason N. Wilcox Founder & Managing Director

About Jason Wilcox

Senior-Level Experience. One Client at a Time.

"I founded Wilcox Investment Bankers based on a simple mission: deliver top-notch professional service, high-quality advice, and senior-level experience — with hard work, honesty, and straight-talk."

Jason Wilcox founded Wilcox Investment Bankers in 2008 and has spent more than 15 years representing privately held commercial and industrial businesses across Texas and the southern U.S. Based in Coppell, Texas, Jason is deeply embedded in the DFW business community and brings firsthand knowledge of the local market to every engagement.

Wilcox Investment Bankers is a boutique firm by design. Jason personally leads every engagement — the person you speak to in the first conversation is the same person guiding your transaction through close. There are no handoffs to junior team members.

Dallas business owners can expect straightforward advice, realistic expectations, and the full weight of Wilcox's experience and relationships applied to their specific situation.

Why Wilcox

Why Dallas Business Owners Choose Wilcox

You Work with Jason Directly

There are no handoffs to junior bankers. Jason Wilcox is personally engaged in every client relationship and every transaction from start to finish.

Sector Focus Delivers Better Outcomes

We specialize in commercial and industrial businesses. That specialization translates to deeper buyer relationships, more accurate valuations, and stronger deal terms.

Maximizing Value Is the Mission

Our marketing and negotiating approach is designed to create competitive tension and maximize the final sale price — not just get a deal done.

Proven Track Record

More than 75 closed transactions and $3.5 billion in value. Our clients' outcomes are the measure of our success — and our reputation is built on it.

Deep DFW & Texas Network

Our buyer and capital relationships span the region and beyond. When your business goes to market, it reaches the most qualified audience.

Honest, Straight-Talk Advice

We tell you what you need to hear, not what you want to hear. That honesty — about valuation, timing, and process — leads to better decisions and better outcomes.

Middle Market Investment Banking in Dallas, TX