Tue. May 30th, 2023

investment banking dallas

Finding a Job in Investment Banking in Dallas

If you’re looking to get a job in investment banking, Dallas is one of the most popular places to look. It has a low cost of living, which is why so many financial employees have moved to the city in recent years.

Aside from low costs, Dallas also has a strong focus on middle-market companies. That’s why most of the investment banks in Dallas specialize in this sector.

Generational Group

Generational Group provides services for mergers, acquisitions, and strategic growth advisory. It also assists clients with exit planning education, business valuation, value enhancement strategies and wealth management. It caters to clients in the automotive, consumer products, healthcare, technology, energy, business services, manufacturing and transportation industries.

The firm was established in 1987 and has offices in Dallas, Texas. It has also been named Investment Banking Firm of the Year (North America) by The M&A Advisor for two years in a row.

As a result of this success, Generational Group is looking to enter the technology consulting market. They want to offer their existing clients advice on digital media, app development and customer relationship management systems. This will likely happen in the next year or so, according to Binkley.

Stonegate Capital Partners

Founded in 1972 and headquartered in Dallas, TX, Stonegate Capital Partners is an investment banking and financing advisory firm that provides high-level strategic guidance and specialized services to public companies in need of a little help. The firm specializes in a number of areas, including capital market advisory, planning and reporting, research and analytics, and debt and equity financing. It has 20 employees and an impressive client list that includes the likes of the federal government, the state of Texas, and one of the world’s largest tech companies. Besides the name badge, Stonegate is an industry leader when it comes to customer service and a top notch culture. The company carries out an array of activities to maintain and enhance its reputation for excellence. A large part of the company’s success is attributed to its unwavering commitment to serving clients well, both on and off the clock.

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Pinecrest Capital Partners

Founded in 2014, Pinecrest Capital Partners provides services including mergers and acquisitions, private capital sourcing, strategic advisory, and other ancillary services. The firm specializes in serving middle market companies with enterprise values typically ranging from $25 million to $500 million.

Its clients include companies in the business services, consumer products, aerospace, defense, healthcare, industrial, technology, energy and infrastructure industries. In addition to its financial advisory capabilities, Pinecrest also offers a variety of industry-specific research and analysis. From identifying the best product offerings to identifying buyers, the Pinecrest team delivers an integrated suite of services. The team is led by Managing Partner, Barrett Kingsriter and Director Wes Romanowski. The company is headquartered in Dallas, Texas. The Pinecrest Capital Partners logo is on display at 8222 Douglas Avenue, Suite 200, Dallas, TX 75217.

Cogent Partners

Cogent Partners is an investment banking and financial advisory firm focused on the secondary market for alternative assets. Their services include mergers and acquisitions, financing, restructuring, and valuations.

Cogent’s services are used by a wide range of industries, including consumer products, aerospace, and technology. Their business model is based on a long-term, trusted relationship with their clients.

Moreover, they are a leader in sourcing and quality assurance for their customers. Their services allow companies to scale their business and expand into new markets.

Cogent’s cash is an important source of liquidity. The company’s board announced that it intended to use $100 million of that excess cash to execute a share buyback.

Glendale Capital Partners

The team at Glendale Capital Partners has the experience to assist clients in a wide range of industries. The firm’s focus is on providing growth capital to high-growth, profitable companies that are looking to expand their business model or add the right complement of resources to their existing portfolio. The company has a track record of securing competitively priced debt and equity financing for middle-market companies.

The team also boasts a well-rounded investment strategy and a strong track record of successful mergers and acquisitions. The firm has a particularly knack for identifying industry leading products and services that are ripe for acquisition. The firm has a proven track record of closing deals in the consumer technology, healthcare and business services sectors. The team has a particular enthusiasm for the water treatment and purification industry – an ever-changing market that is fueled by the need for cleaner, safer drinking water and the promise of enhanced industrial processes resulting from reduced wastewater volumes and increased efficiency levels.

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MHT MidSpan

MHT MidSpan is an investment banking firm with offices in Dallas, Boston and San Francisco. Its services include mergers and acquisitions, capital raising, capital structure alternatives analysis, business valuation, shareholder value maximization consulting and due diligence.

MHT MiddleSpan also provides strategic advisory and corporate finance services to middle market companies. It has a strong presence in Consumer Growth, Business & Information Services, Education and Healthcare Services.

MHT MidSpan is a mid-sized investment bank that represents industry leaders in growing markets. Their client base includes companies owned by families and serial entrepreneurs, divisions of large corporations, private equity and venture-backed enterprises.

EquiCap Partners

EquiCap Partners provides corporate financial arrangements for private companies. They offer merger and acquisition, corporate finance and turnaround advisory services.

Allegiance Capital Corporation, a Dallas-based middle market investment bank specializing in selling businesses and providing recapitalization and growth through acquisition, recently acquired EquiCap Partners. This deal adds EquiCap to Allegiance’s team and strengthens its leadership position in the middle market.

With its purchase of EquiCap, Allegiance adds another Dallas-based middle-market M&A firm with extensive experience serving private companies and a portfolio of clients that includes a diverse range of sectors. The deal also enhances Allegiance’s relationship with Tom Moore, founder of EquiCap, who is known for structuring deals that benefit both parties. Combined with Allegiance’s existing relationships, this new partnership will provide the most comprehensive middle-market M&A offering in the industry. It will also allow Allegiance to further develop its capabilities in the technology and financial services sectors.

Park Cities Financial Group

Park Cities Financial Group is a Dallas-based investment firm that specializes in providing commercial banking and financial planning advisory services. The firm provides advice in the areas of income planning, tax strategies, distribution planning, estate transfer and heir planning, healthcare issues, and travel and legacy planning.

The firm has a small staff of 20 and serves clients in Dallas and the surrounding area. The company also uses Aurigin, a deal-origination platform that connects firms to qualified investment opportunities. One of their most significant assets is their Personify Financial lending platform, which offers an alternative to traditional personal installment loans. The firm also specializes in alternative credit products such as mortgages and consumer finance. The company is also known for its innovations in the field of alternative investments. The company has an impressive portfolio of alternative investments including private equity, debt, and real estate.

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Matador Capital

Matador Capital offers a variety of products and services. The firm has a long history in investing and a strong track record of performance. The company has several streams of revenue, including a percentage of assets under management and performance-based fees.

The company also has a robust platform for online marketing and sales. This allows the company to grow and maintain a robust sales team that can reach a wide variety of potential customers.

The firm is led by Andy Quartner, who serves as the company’s general counsel and co-founder. He has been in practice for over 40 years and has an extensive background in commercial real estate and transactions law. The firm also has an impressive portfolio of commercial real estate assets in the southwest. Among its most notable offerings are industrial warehouses, manufacturing facilities and flex space.


Westwood Capital Partners is an investment banking firm that serves clients in the structured finance and real estate sectors. They provide services such as acquisition and dispositions, leveraged buyouts, debt restructurings and workouts.

They also offer equity and real estate investments. They have a team of professionals who focus on these areas and provide clients with a wide range of expertise.

The firm also offers advisory services, which include portfolio management and risk and return analytics. They have several different fees and revenue streams, including fixed and percentage-of-assets-under-management based compensation.

Jeffrey Augers
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By Jeffrey Augers

Jeffrey Augers is a highly skilled and experienced financial analyst with over 12 years of experience in the finance industry. He has a proven track record of delivering exceptional financial insights and recommendations to clients, empowering them to make informed decisions and achieve their financial goals. Jeffrey holds a Bachelor's degree in Finance from the University of Michigan, and an MBA from the Wharton School of Business.