Applying our extensive transaction experience, deep industry knowledge and broad network of relationships...

We assist clients in raising private capital from institutional sources to fund growth opportunities...

As a leading boutique investment bank specializing in the industrial and energy sectors, we provide financial...

Boards of directors make decisions that are subject to intense external scrutiny. In pursuing the best interests of...

Wilcox Investment Bankers provides financial restructuring and distressed merger & acquisition advisory services...

Welcome. Get to Know Us.

I founded Wilcox Investment Bankers in 2008 based on a simple mission: Deliver top-notch professional service, high-quality advice, and senior-level experience combined with hard work, honesty, and straight-talk in order to achieve excellent outcomes for middle-market clients. Since then, we have ridden the ups and downs through a number of cycles, but the mission stays the same. We love working with great clients to help them achieve great results.

Jason N. Wilcox, Founder & Managing Director


Industrial manufacturing companies are responsible for designing and fabricating products from raw materials that are intended for industrial use. Wilcox Investment Bankers’ breadth of transactional and financial expertise combined with our...

Distribution & Supply companies are responsible for the movement of goods from a supplier to the commercial end user. This includes many functions such as purchasing, warehousing, inventory management, stocking, assembling, processing, marketing, selling and delivery.

Business & Industrial Services consists of companies that perform a wide range of services, from technical, installation maintenance and repair to cleaning and disposal, across a number of niches in support of the broad industrial sector.

Energy Services & Equipment consists of companies that assist upstream, midstream and downstream operators across the energy value chain, linking the supply of hydrocarbons from well site to consumer

Let the numbers speak for themselves.

Billion in Value
Satisfied Clients
Years Experience



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When investment banks or merger and acquisition (M&A) advisors pitch for new business, they often...