Applying our extensive transaction experience as an M&A advisor, 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 commercial & industrial 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 in Dallas

Wilcox Investment Bankers is a boutique specializing in providing M&A advisory and capital raising services to private, family and founder owned commercial and industrial businesses with revenue of $20-$250 million.

How Can We Help You?

I founded Wilcox Investment Bankers in 2008 based on a simple mission: Deliver top-notch professional service, high-quality advice, and senior-level experience.  Combine that with hard work, honesty, and straight-talk to achieve excellent outcomes for commercial and industrial clients. Since, 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 Chain Management 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 commercial and 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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Equity financing is a widely used source of capital for businesses. It involves raising funds...