Middle Market Investment Banking in Fort Worth, TX
Wilcox Investment Bankers serves business owners in Fort Worth and Tarrant County who are exploring a sale, capital raise, or acquisition. We bring focused middle-market M&A experience to one of North Texas's most industrially diverse markets.
Serving Fort Worth Business Owners
Trusted M&A Expertise in Fort Worth and Tarrant County
Fort Worth has built one of the most impressive industrial economies in Texas — anchored by aerospace and defense manufacturing, a major logistics infrastructure, and a deep base of manufacturing and commercial service businesses. With BNSF Railway headquartered in the city and Alliance Airport serving as a major freight hub, Fort Worth's supply chain and distribution sector alone represents significant M&A opportunity.
Wilcox Investment Bankers brings focused middle-market experience to Fort Worth business owners. Headquartered in nearby Coppell, Texas, the firm understands the North Texas business landscape and has the buyer relationships to match Fort Worth companies with the right acquirers — whether strategic or financial.
Fort Worth's concentration of aerospace, defense-adjacent, and industrial businesses has attracted sustained interest from private equity groups and strategic buyers seeking quality platform and add-on acquisitions. Wilcox helps business owners capitalize on that demand.
Who We Work With in Fort Worth
- 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 Fort Worth
Fort Worth's industrial economy is uniquely diverse. We work with business owners across the sectors that define Tarrant County's commercial and industrial base.
Aerospace & Defense Manufacturing
Fort Worth is home to Lockheed Martin's F-35 production facility and Bell's helicopter manufacturing operations. The aerospace supply chain supports dozens of component manufacturers, specialty fabricators, and technical service providers that Wilcox advises in M&A transactions.
Logistics & Distribution
Alliance Airport and BNSF Railway's headquarters make Fort Worth a critical node in national supply chains. Wilcox advises owners of logistics, warehousing, and industrial distribution businesses across Tarrant County.
Manufacturing
Fort Worth's manufacturing base spans metal fabrication, industrial components, construction materials, and specialty products. Wilcox has represented manufacturers across North Texas in sell-side advisory and capital transactions.
Energy Services
Fort Worth sits at the edge of the Barnett Shale, and energy services companies serving that market remain an active area for M&A. Wilcox advises oilfield service and energy infrastructure businesses in North Texas.
Commercial & Industrial Services
The rapid growth of the Fort Worth metro has created strong demand for specialty contractors, facility services, and commercial B2B service providers. Wilcox advises owners on sales and capital transactions.
Other Niche B2B Businesses
If your Fort Worth business generates $20M or more in revenue in a commercial or industrial niche, we encourage you to reach out. Our approach is tailored to the specifics of each engagement.
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 Fort Worth — from first valuation conversation through deal close.
Merger & Acquisition Advisory
We guide Fort Worth 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 North Texas business community. His proximity to the market and his relationships with North Texas buyers make him a natural fit for Fort Worth 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.
Fort Worth 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 Fort Worth 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 — minutes from Fort Worth. 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 Fort Worth Business Owners
Answers to the questions we hear most often from business owners in Fort Worth and the surrounding area who are considering a sale, recapitalization, or acquisition.
Look for a banker with demonstrated experience in your specific industry and deal size, with active relationships with the most likely buyers. Wilcox Investment Bankers is headquartered in Coppell — in the heart of the DFW Metroplex — and focuses exclusively on middle-market commercial and industrial businesses in the $20M to $250M revenue range.
Wilcox works with aerospace supply chain businesses, manufacturers, logistics and distribution companies, energy service firms, and commercial B2B service providers across Fort Worth and Tarrant County.
Middle-market manufacturers and industrial businesses typically sell at 4x to 8x EBITDA. Aerospace supply chain and defense-adjacent businesses often command premium multiples due to strong strategic buyer interest. A Wilcox engagement starts with a detailed, market-based valuation.
A well-managed M&A process typically takes 6 to 9 months from engagement through closing. Wilcox manages each phase to keep the process on track and competitive.
Not if the process is managed correctly. Wilcox uses strict confidentiality protocols throughout the marketing process. Buyers sign NDAs before receiving any information, and your employees, customers, and vendors are not informed until you choose to disclose — typically at or near closing.
A strategic buyer is an operating company that acquires your company for its capabilities, customers, or market position. A financial buyer, such as a private equity firm, acquires your business as an investment and typically retains management. A competitive process often includes both types.
Ready to Talk About Your Fort Worth 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.