We are M&A Advisors for Privately-held Companies

Allegiance Capital is focused on serving the needs of entrepreneurs and owners of small privately held middle-market companies. We advise our clients on selling their business, obtaining financing, or acquiring other companies, all of which can take the form of the many diverse and complicated transaction types and structures. Having been entrepreneurs themselves, our investment bankers understand the challenges of running a business. Additionally, our investment bankers possess the financial acumen and pedigree required for closing successful M&A transactions. Allegiance Capital and its professionals bring Wall Street savvy to Main Street business owners.

Awards

  • 2019 Top 500 Most Powerful Dallas Business Leaders – Connie Mahmood, Allegiance Capital Co-founder – D-CEO Magazine
  • 2018 Finalist for Investment Banker of the Year – Todd E. Viegut, Managing Director – The M&A Advisor Awards
  • 2018 Finalist for Corporate/Strategic Deal of the Year – The M&A Advisor Awards
  • 2018 Finalist for Information Technology Deal of the Year – The M&A Advisor Awards
  • 2018 Winner D CEO M&A Awards for M&A Deal of the Year (up to $20 million)
  • 2018 Finalist Dallas Business Journal Largest Investment Banking Firms in North Texas
  • 2017 Winner M&A Atlas Awards for US M&A Deal of the Year
  • 2015 Telecom Deal of the Year – National M&A Advisor Awards
  • 2015 Top 500 Most Powerful Dallas Business Leaders – D-CEO Magazine
  • 2015 Who’s Who in Energy – John Sloan, Allegiance Capital Vice Chairman – Dallas Business Journal
  • 2014 Winner Atlas M&A Award from Global M&A Network for Energy & Services Deal of the Year
  • 2014 Winner Atlas M&A Award from Global M&A Network for USA Private Equity Deal of the Year
  • 2014 Finalist for Boutique Investment Bank of the Year from Global M&A Network
  • 2014 Finalist in 5 different deal categories in Global M&A Network awards
  • 2014 John Sloan – Allegiance Capital Vice Chairman selected as one of the Top 50 Dealmakers in North America by Global M&A Network
  • 2014 Winner Globalscope Oscar Award for largest M&A Transaction closed by any Globalscope Partners firm
  • 2014 Winner of the ACG New York City Champions Award for the Energy Deal of the Year
  • 2014 – M&A Deal of the Year $25 – $50 million – National M&A Advisor Awards
  • 2014 – Energy Deal of the Year – $50 – $100 million – National M&A Advisors Awards
  • 2014 Finalist in 8 different categories for the 2014 M&A Advisor Awards deal awards
  • 2014 Who’s Who in Energy – Dallas Business Journal
  • Finalist in the 2013 National M&A Advisor Awards in the healthcare category
  • Who’s Who in Energy – 2012 & 2013 – American Business Journals
  • 2011 Largest Investment Banking Firms List – Dallas Business Journal
  • 2009 Dealmaker of the Year — Dallas Business Journal
  • 2008 Boutique Investment Bank of the Year — M&A Advisor
  • 2006 Investment Bank of the Year — Dallas Business Journal

Industry Expertise

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