Boutique Investment Bank
Providing Merger & Acquisition, Corporate Finance and Financial Restructuring Advisory Services
to Energy & Industrial Companies

Our experience spans over
75 transactions with aggregate value in excess of $4.0 billion.

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972.691.2080

Welcome. Get to Know Us.

Founded in Dallas, Texas in 2008, Wilcox Investment Bankers is a boutique investment bank specializing in providing merger, acquisition and divestiture, corporate finance and financial restructuring advisory solutions to owners of distributors, suppliers, manufacturers and services companies that operate within the broad industrial and energy sectors.

Many of our transactions relate to advising clients on mergers and acquisitions and company sales, acting as sell-side M&A advisor. We help owners of leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value and achieve the best deal terms possible.

Additionally, we provide dispute and litigation consulting, expert testimony, corporate finance/capital raising, financial restructuring, fairness opinion and board advisory services. We bring our background and experience developed at prominent Wall Street and boutique investment banks to middle market clients.

Clients are typically owners of privately held mid-market businesses with revenue of $20-$250 million, who are at a critical point and need thoughtful, candid financial advice.

Clients hire us because we serve as a trusted advisor, providing high quality, senior-level advice, individualized professional service, transaction experience, rigorous deal execution and industry knowledge.

We value trust, honesty and integrity and believe it's vitally important to walk the talk, to do what we say we can do and to be transparent in our dealings. We achieve excellent results - our track record and references speak for themselves.

Thinking about selling your business? Download our free E-booklet, EXIT: SELLING YOUR BUSINESS FOR MAXIMUM PRICE.

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What We Do

Merger & Acquisition Advisory

We help clients achieve maximum value regarding company sales, mergers, divestitures, recapitalizations and buyouts.

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Expert Testimony & Litigation Consulting

We provide financial expertise to parties requiring credible litigation support and expert testimony for cases in the energy and industrial sectors.

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Expert Testimony & Litigation Consulting

We provide financial expertise to parties requiring credible litigation support and expert testimony for cases in the energy and industrial sectors.

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Corporate Finance Advisory / Capital Raising

We help clients raise capital with optimal terms from private institutional sources primarily to fund growth opportunities and strategic acquisitions.

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We Focus on Our Clients' Success

We understand that a transaction or other financial engagement is one of the most important events in the life of our clients. Obtaining a favorable outcome is critical.

Therefore, we focus on each individual client, helping them analyze their specific financial situation, evaluate alternatives and establish realistic goals and expectations. We then customize a transaction strategy to meet those goals and navigate the maze of transaction steps and complexities as their advocate - managing the deal from start to finish - so they can continue to focus on their business.

We take great care and responsibility in delivering professional investment banking service, personal attention, industry expertise, high-quality advice and excellent results. We love seeing our clients succeed. Our reputation is built on it.