Middle Market Investment Banking in Dallas, TX
Wilcox Investment Bankers serves business owners across the DFW Metroplex who are ready to sell, raise capital, or pursue a strategic acquisition. We deliver senior-level M&A expertise — from the first conversation through closing.
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 Services
Texas remains a 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 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 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.
Learn More →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.
Learn More →
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 is headquartered in Coppell, Texas — placing him at the center of the DFW business community. His proximity to the market and his relationships with the buyers most active in North Texas make him a natural fit for Dallas business owners.
Wilcox Investment Bankers is a boutique firm by design. Jason personally leads every client engagement — the person you meet in the first conversation is the same person closing your deal.
Dallas business owners can expect honest advice, a realistic picture of their company's value, and a process built to maximize competitive tension and final sale price.
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.
North Texas Headquartered
Wilcox Investment Bankers is based in Coppell, Texas — in the heart of the DFW Metroplex. Jason Wilcox is embedded in the North Texas business community and brings direct knowledge of the local market to every engagement.
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.
Frequently Asked Questions
Common Questions from Dallas Business Owners
Answers to the questions we hear most often from business owners in Dallas and the surrounding area who are considering a sale, recapitalization, or acquisition.
Look for a firm with specific experience in your industry and deal size, with active relationships with the buyers most likely to pursue your type of business. Wilcox Investment Bankers is headquartered in Coppell, Texas and focuses exclusively on middle-market commercial and industrial businesses in the $20M to $250M revenue range.
Most middle-market businesses sell at 4x to 8x EBITDA. The specific multiple depends on your industry, growth rate, customer concentration, and current buyer appetite. A Wilcox engagement begins with a market-based valuation before any outreach to buyers.
The best time to sell is when your business is performing well, buyer appetite in your sector is strong, and you have adequate time to run a competitive process. Wilcox helps owners think through the timing decision before committing to a sale.
A well-run M&A process typically takes 6 to 9 months from engagement through closing, covering preparation, buyer outreach, LOI negotiation, and due diligence. Wilcox manages each phase to keep the process on track.
Yes. Wilcox manages every engagement with strict confidentiality protocols. Buyers sign non-disclosure agreements before receiving any identifying information, and your employees, customers, and competitors are not informed during the marketing process.
Business brokers typically work on smaller transactions under $5M. Investment bankers manage larger, more complex deals with a structured process including detailed financial preparation, targeted buyer marketing, and active negotiation. For businesses with $20M or more in revenue, an investment banker typically delivers significantly better outcomes.
Ready to Talk About Your Dallas Business?
Confidential consultations are complimentary. Let's start with a conversation.
Areas We Serve
Serving Business Owners Across the Region
Wilcox Investment Bankers works with business owners throughout Texas and the southern United States.