TOP 30 Transaction advisory in Texas

36 results found

PGP Advisory is a finance institution located in San Antonio, Texas, specializing in providing exceptional advisory services to sellers and buyers of businesses. With a team of experienced professionals, including experts in the field and highly capable partners, PGP Advisory ensures that clients receive the most accurate information and advice when making important financial decisions. Whether you are looking to sell your business or purchase a new one, PGP Advisory can guide you through the complex process, helping you achieve the highest possible value for your business or find the right opportunity for your investment. Contact us today to schedule a consultation and start your journey towards financial success.

Advisory Merchant Services is a leading financial institution located at 974 Campbell Road in Houston, Texas. Our team of experienced professionals provides expert advice and services to help businesses optimize their merchant services and payment processing. We offer personalized solutions tailored to meet the unique needs of each client, ensuring maximum efficiency and cost savings. With a commitment to excellence and customer satisfaction, Advisory Merchant Services is the trusted partner for all your financial needs.

Bank Advisory Group is a leading finance institution located at 15100 Gebron Drive in Austin, Texas, United States. We specialize in providing expert financial advice and guidance to individuals and businesses looking to make informed decisions about their banking and investment needs. Our team of experienced advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial transactions, Bank Advisory Group is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Generational Group is a finance institution located at 3400 North Central Expressway in Richardson, Texas, United States. With a focus on helping clients navigate the complexities of financial transactions, Generational Group offers a range of services including mergers and acquisitions, business valuations, and strategic consulting. Their team of experienced professionals provides personalized guidance to clients looking to achieve their financial goals and maximize their investments. Whether you are looking to buy or sell a business, Generational Group is dedicated to helping you make informed decisions and secure successful outcomes.

O'Connor & Associates is a finance institution located at 2200 North Loop West in Houston, Texas, United States. They specialize in helping residential homeowners lower their property taxes by challenging the assessed value of their property. With a contingency fee of 50 percent of all property taxes saved through administrative hearings or judicial appeal for that tax year, you only pay if they successfully reduce your taxes. They do not bill for court costs, appraisals, expert witness fees, or legal fees. With additional locations in Dallas, San Antonio, and College Park, they provide expert assistance in property tax reduction. With the Harris Central Appraisal District's 2022 budget at $94.87 million, O'Connor & Associates are dedicated to helping you exercise your right to challenge property tax assessments and save money.

Romero & Partners, LLC is a reputable insurance agency located at 738 South Texas 6 in Houston, Texas, United States. With a strong commitment to providing exceptional service and tailored insurance solutions, our team of experienced professionals is dedicated to helping clients protect what matters most. Whether you are in need of personal or commercial insurance coverage, Romero & Partners, LLC is here to assist you every step of the way. Contact us today to learn more about our comprehensive insurance options and how we can help you secure peace of mind for the future.

Yusuf Ross Law PLLC is a dedicated and effective law firm located in San Antonio, Texas. Our team of attorneys is committed to providing you with the utmost care and attention, working tirelessly to find real-world solutions to your legal problems. Whether you are going through a divorce, child custody battle, or any other family law issue, we are here to help. At Yusuf Ross Law PLLC, we understand that every case is unique, and we approach each situation with a personalized action plan designed to achieve your goals efficiently. Our goal is to resolve your case without the need for a costly and stressful trial, but we are prepared to zealously advocate for you in court if necessary.

PerLex Legal, PLLC is a premier finance and legal institution located in Houston, Texas. Our team of experienced and dedicated lawyers specialize in a wide range of financial and legal services, including corporate law, estate planning, and litigation. We are committed to providing our clients with expert guidance and personalized solutions to help them navigate the complexities of the legal system. Visit us at 2550 Gray Falls Drive to learn more about how PerLex Legal, PLLC can assist you with your financial and legal needs.

Stifel is a reputable finance institution located at 290 Texas Drive in Sugar Land, Texas, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and financial advisory. Their team of experienced professionals provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial transactions, Stifel is dedicated to providing expert guidance and support. Visit their office in Sugar Land to learn more about how they can help you secure your financial future.

Henke & Williams, LLP is a Houston-based law firm located at 2929 Allen Parkway in Houston, Texas, United States. We specialize in providing unique and practical solutions for failing business relationships, offering alternative dispute resolution services to our clients. Our experienced team of lawyers understands when guardianships work and when they don't, providing the expertise you need and the results you demand. At Henke & Williams, we offer a range of legal services to businesses, individuals, and families in need of assistance. Our areas of expertise include business divorce, mediation, litigation, negotiation, and document preparation. Whether you're facing a construction dispute or need advice on hiring independent contractors, our team is here to help.

Antioch Wealth Management, located at 4906 Lakeridge Drive in Lubbock, Texas, is a finance institution dedicated to guiding clients towards their financial goals. By listening to clients and providing careful planning, prudent investing, and meaningful support, Antioch Wealth Management focuses on family and goals-based decision-making. The institution helps clients navigate the challenges of career, family, and preparing for the future, as well as transitioning from working and saving to maximizing resources for impact. The team at Antioch Wealth Management, including Wealth Advisor Brock Barnes, Senior Wealth Advisor Byron Tapp, and Wealth Advisor Alexander Hale, is committed to building lifelong personal relationships with clients. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Residents of certain states may discuss or transact securities business with the LPL Financial registered representative associated with this site.

Global Wealth Advisors, located at 601 North Marienfeld Street in Midland, Texas, is a finance institution dedicated to helping clients achieve their financial dreams with confidence. With a team of experienced professionals, we provide custom tailored financial planning solutions to help you navigate your complex financial goals, preferences, and risk tolerance. Our advisors have over 100 years of combined experience and offer fee-based advice to ensure transparency and trust. Whether you are planning for accumulation, protection, or passing on a legacy, we are here to help at every stage of life. We offer a free tax strategy guide to help you get a head start on your financial goals and create a personalized financial roadmap. Our advisors specialize in financial planning, tax reduction, investment strategies, and charitable planning to help you meet your goals. From addressing unique financial challenges faced by women breadwinners to exploring the benefits of establishing a private foundation, we provide valuable insights and strategies to help you make informed financial decisions.

Head & Stanfield is a top-rated veterinary care institution located at 1733 Boca Chica Boulevard in Brownsville, Texas. Our experienced team of veterinarians and staff are dedicated to providing the highest quality care for your beloved pets. From routine check-ups to surgical procedures, we offer a wide range of services to keep your furry friends happy and healthy. Trust Head & Stanfield for all your pet care needs.

Encore Financial is a finance institution located at 6917 Briardale Drive in North Richland Hills, Texas, United States. Specializing in exit planning for small businesses, Encore Financial helps business owners looking to transition out of their business or seeking greater liquidity. With just 10 minutes, Encore Financial can change the trajectory of your transition, providing expert guidance and support. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, ensuring professional and reliable assistance. The LPL Financial Registered Representatives associated with this site are only able to discuss and transact securities business with residents of specific states, including IL, WA, PA, and TX. Trust Encore Financial to help you navigate the complexities of exiting your business and achieving your financial goals.

Valuescope Inc is a leading institution located at 950 Texas 114, Southlake, Texas, United States. Specializing in accounting and finance, we offer a range of services including financial reporting, tax reporting valuation, consulting, transaction advisory, and litigation support. Our team of experts, including Chartered Financial Reporting Analysts, CPAs, and corporate finance specialists, are dedicated to helping businesses of all sizes and types navigate complex financial challenges. With a strong focus on fair value measurement and compliance, we provide valuable insights and expert guidance to our clients. Contact us at (817) 481-4995 or [email protected] to learn more about how we can help your business thrive.

EA Wealth Management, located at 5601 Bridge Street in Fort Worth, Texas, is a finance institution that offers clients a clear and business-like framework for making prudent financial decisions. They specialize in providing comprehensive financial planning and investment advisory services to both individuals and businesses. With a focus on objective financial services and advice, EA Wealth Management aims to navigate the complexities of the financial world to help clients achieve their financial goals. The company's Registered Representatives, affiliated with LPL Financial, are licensed to discuss and transact securities business in several states. Contact EA Wealth Management for a comparison of term life insurance rates and health insurance/Medicare supplement quotes at no cost from top-rated companies.

Global Wealth Advisors is a finance institution located at 4400 State Highway 121 in Lewisville, Texas, United States. We understand that life can be complicated, which is why we believe your financial planning shouldn't be. Our experienced team of professionals is here to help you gain the confidence to pursue your financial dreams. With over 100 years of combined experience, our financial advisors provide custom tailored financial planning solutions to help you navigate your complex financial goals, preferences, and risk tolerance. Whether you are planning for accumulation, protecting your assets, or passing on a legacy, we are here to support you at every life stage.

Apex Partners LLC is a finance institution located at 109 North Post Oak Lane in Houston, Texas, United States. We specialize in helping mid-sized companies secure the capital they need to expand and navigate unexpected challenges. Our experienced team offers expert advice and creative financial solutions to maximize the value of our clients' businesses. We work closely with our clients to identify new opportunities and execute M&A transactions, recapitalizations, and management buyouts. With over $4 billion in closed M&A transactions, our principals have a deep understanding of the debt and equity capital markets.

Mercer Capital, located at 20333 Texas 249 in Houston, Texas, is a finance institution that specializes in business valuation and financial advisory services. They offer a wide range of services including corporate valuation, financial institution valuation, M&A advisory, fairness opinions, and litigation consulting. Securities transactions are conducted through StillPoint Capital in Tampa, FL. Mercer Capital is not affiliated with Mercer (US) Inc. or Marsh and McLennan Companies. For more information, please visit FINRA Broker Check.

Memorial Wealth Group, located at 615 Hallie Drive in Houston, Texas, is a finance institution that has been serving the financial needs of the Houston and New Orleans area for over 20 years. They specialize in providing independent financial advice tailored to the unique needs of their customers, with a total wealth management approach. The team at Memorial Wealth Group values integrity and objectivity in all of their services. The institution is passionate about helping individuals, families, and small business owners pursue their financial dreams. Their New Orleans office is located at One Galleria Blvd, Suite 1813 in Metairie, Louisiana. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor.

BDO, located at 2929 Allen Parkway in Houston, Texas, is a leading accounting and finance institution that offers a wide range of services to businesses in the area. They provide valuable data and strategies to help businesses grow and find competitive advantages in today's ever-changing market. With a focus on stability and growth, BDO helps business leaders navigate risks and opportunities in various industries, including private equity, manufacturing, and technology. The Houston office of BDO is a key hub for the firm's Energy Practice, providing strategies for resilience and growth in the Gulf Coast region. They offer comprehensive services such as pre-deal strategy, transaction support, and post-deal value creation to help fund managers maximize their portfolio investments. Additionally, BDO's accounting, assurance, tax, and advisory services support manufacturers with their business needs, from supply chain management to implementing Industry 4.0 technology.

Located in Houston, Texas, Hancock Firm, LLC is a finance institution that specializes in providing hands-on custom valuation, transaction, and advisory services. With a team of experienced professionals and state-of-the-art resources, Hancock Firm delivers unbiased financial opinions that stand up to scrutiny, whether it be in a legal setting or under IRS examination. Voted the BEST Business Valuation Firm and Litigation Consultant in Houston for fourteen consecutive years, Hancock Firm offers independent advisory services in business acquisitions, valuations, litigation, and forensic accounting matters. Contact Hancock Firm at 713-864-2800 or email [email protected] to learn more about their services.

Mission Capital Advisors is a finance institution located in West Lake Hills, Texas, United States. Founded in 2002, Mission Capital is a technology-forward real estate capital markets firm that focuses on providing deep client service. They offer asset sales, capital raising platforms, diligence, and consulting services to institutional and governmental clients to help them achieve liquidity and optimize portfolio strategy throughout the credit cycle. Mission Capital represents top financial institutions, investors, and government agencies in the sale of performing, sub-performing, and non-performing debt secured by various types of collateral. They also provide due diligence and collateral document curative solutions for institutional clients involved in buying, selling, managing, and securitizing loans.

The Heidmann/Jefferson Group is a finance institution located at 607 West 3rd Street in Austin, Texas, United States. Our mission is to preserve and grow wealth for the generations of families and businesses we serve. We treat clients as an extension of our own family, taking the time to understand their priorities, dreams, and concerns in order to help them achieve their financial future. Our team provides values-driven guidance, addressing the most important objectives of each individual or family. We believe in building adaptable, tailored portfolios that reflect each client's unique approach to wealth preservation and growth. Our service model is based on courtesy, communication, and knowledge, with a focus on providing support that goes beyond standard assistance. The Heidmann/Jefferson Group is a multigenerational family team with over 100 years of collective experience, dedicated to helping clients pursue their financial goals and create the lives they've imagined. We believe in collaborating with clients' other advisors to provide synchronized support and work together towards shared success. With Merrill Lynch Wealth Management, we can help clients build personalized plans centered on their goals and focused on achieving what matters most to them. Our goal is to help clients stay on track to achieve their objectives by regularly reviewing and adjusting their financial approach as needed. Let's work together to help you reach your goals and create a secure financial future.

Guardian Financial Wealth Management, located at 3309 Forest Creek Drive, Round Rock, Texas, is a finance institution dedicated to providing security and peace of mind in retirement. They specialize in creating income plans to ensure guaranteed increasing income for you and your family throughout retirement, while also eliminating unnecessary portfolio risks. Their goal is to help you reduce income tax liability and create tax-free income whenever possible. They also offer smart healthcare options to offset potential financial risks in retirement. Guardian Financial Wealth Management ensures a smooth transition for your loved ones and beneficiaries. Brian Winterowd provides insurance services through Guardian, separate from his role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics, and Guardian Financial Wealth Management is a licensed insurance agency. Please consult legal or tax professionals for specific advice regarding your individual situation. This institution aims to educate and provide general information, not serve as a solicitation for security transactions.

Dumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.

True North Advisors, located at 3100 West 7th Street in Fort Worth, Texas, is a finance institution that has recently announced a strategic growth partnership with WPCG and HGGC. This partnership will provide the Texas-based RIA with capital and expertise to drive growth through mergers and acquisitions. Founded in 2000, True North Advisors offers wealth management, family wealth planning, investments, and business transaction planning solutions to business owners, entrepreneurs, and families. With offices in both Dallas and Fort Worth, True North Advisors creates long-term partnerships with client families by providing prudent management and thoughtful oversight of their wealth and investments. The institution is entrepreneurial at its core, constantly seeking innovative solutions to deliver long-term capital growth and preservation. True North Advisors serves as a strategic partner, offering guidance through objectivity, intelligent counsel, and transparency.

Estrada Webb & Associates is a finance institution located at 121 Countryside Court, Southlake, Texas, United States. Our team of professionals are Your Partners in Planning, dedicated to providing honest, integrity-driven, and personalized client service. With our combined experience, we offer a unique perspective and added value to our clients. We believe in the power of a team approach to help clients navigate the complex financial-services world. By seeking opinions from diverse sources with different backgrounds, education, and experience, we ensure that our clients receive comprehensive and well-rounded advice.

Wilcox Investment Bankers Dallas is a boutique finance institution located at 711 Burnet Street in Coppell, Texas, United States. Specializing in the commercial and industrial sectors, our team of experienced M&A advisors offers extensive transaction experience, deep industry knowledge, and a broad network of relationships to assist clients in raising private capital for growth opportunities. We provide financial restructuring and distressed merger & acquisition advisory services, helping clients navigate complex business transactions with honesty and top-notch professional service. Founded in 2008, our mission at Wilcox Investment Bankers is to deliver high-quality advice and senior-level experience to achieve excellent outcomes for our commercial and industrial clients. We work with industrial manufacturing companies, distribution & supply chain management companies, business & industrial services providers, and energy services & equipment companies to support their financial needs and help them succeed in their respective industries.

Davis Equity Inc is a leading real estate agency located in Boerne, Texas. Our team of experienced professionals is dedicated to helping clients buy, sell, and invest in properties. We provide personalized service and expert guidance to ensure a smooth and successful real estate transaction. Whether you are looking to purchase your dream home, sell a property, or find a lucrative investment opportunity, Davis Equity Inc is here to help. Visit us at 602 Boerne Stage Airfield to learn more about how we can assist you with all of your real estate needs.