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Articles/Press Releases

The 2014 Mergers and Acquisitions Awards

These were the biggest Dallas-Fort Worth deals of the last year. In the world of Dallas-Fort Worth mergers and acquisitions, call 2014 the year of the energy deal. Some 26 M&A energy transactions involving at least one North Texas party and worth at least $120 million closed last year, according to a D CEO analysis...

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Allegiance Capital Corporation facilitates investment in Risk Management Strategies, Inc.

Risk Management Strategies, Inc. Receives Investment from Alpine Investors Allegiance Capital Corporation, a Dallas-based private M&A investment bank that specializes in middle-market transactions, announced today that it has  facilitated  an  investment in its client, Risk Management Strategies, Inc. (RMS), from Alpine Investors. Alpine, a San Francisco, CA based private equity firm targets in- vestments in founder-owned companies...

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Allegiance Capital finalist in M&A deal competition that includes firms from North and South America

Allegiance Capital has two deals that are finalists in M&A competition that includes firms from North & South America. Allegiance deals are finalist in the Energy and Healthcare competition, and the firm is also a finalist for Boutique Investment Bank of the Year in the competition. The AMERICAS M&A ATLAS AWARDS is part of the...

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Drilling Tools Company Goes International with Acquisition

Directional Rentals Inc., a Houston-based manufacturer and provider of drilling tools for the onshore and offshore oil and gas industry, has taken up a new strategy and a new name. With the private equity backing of Dallas-based Hicks Equity Partners, Directional Rentals recently acquired Lafayette, La.-based Reamco Inc. for an undisclosed price. The addition of...

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Would You Take a Phone Call Worth $7 Million?

Lessons learned during a sales call can help your business. Nobody likes to take a sales call, especially if they have no interest in the product or don’t trust the source. However, if as a business owner, you knew there was a reasonable chance one of the calls you chose to answer might be worth...

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N.Y. Private Equity Firm Acquires GlobalHealth

The following article was reported by the The Oklahoman Reporter: Paula Burkes A private equity firm in New York City has acquired Oklahoma City-based GlobalHealth Inc. insurance company. GlobalHealth CEO said the deal will help them expand services and lower costs. A private equity firm in New York City has acquired Oklahoma City-based GlobalHealth Inc....

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Why Deals Fail: 5 Reasons

No deal is a slam dunk. But some are better than others. All buyers wake up the day after closing a deal and believe they have just finished a great deal with incredible growth potential and fantastic profitability. All sellers wake up the next day and believe all their problems have been solved. In reality,...

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From Retirement to Reinvestment Header

From Retirement to Reinvestment: Navigating Life After Selling Your Company

For many entrepreneurs, selling a business is a major milestone, but it often isn’t what they initially envisioned. The reality is that selling a business is not just a financial transaction—it’s a complex transition that requires careful planning and strategy. Engaging a qualified M&A advisor can significantly impact the outcome by aligning the sale with...

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