This firm

Investment banking· Dallas, TX

Investment banking observed on 11 deals, 9 for independent sponsors.

Composed from the observed record.

Independent sponsor deals
9
All observed deals
11
Sponsor clients
9
Repeat clients
0
Latest deal
Jul 28, 2026
Investment banking
No date on record · this record

The firm's name, 15 additional professionals, 9 additional client and capital relationships, 8 additional observed deals

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Independent sponsor relevance

9 independent sponsor deals for 9 sponsors. Oct 9, 2020 to Jul 28, 2026; 3 in the last 12 months. It is on 11 observed deals in all; on the other 2 the buyer was a strategic acquirer or a lender, not an independent sponsor.

What the record adds up to

7 more facts and signals are on record for this page. They name the firms involved and open with Independent Sponsor Intelligence.

Recent transactions
  1. Jul 28, 2026Sell-side advisor
    Six Pillars Partners and Rodd Roofing deal team
    Sell-side advisor for Rodd Roofing · Jul 28, 2026
    Roofing Contractorpublished Jul 28, 2026
  2. Jun 11, 2026Sell-side advisor
    Rox Capital Partners and Interstate Threaded Products deal team
    Sell-side advisor for Interstate Threaded Products · Jun 11, 2026
    no URLpublished Sep 25, 2026
  3. Dec 4, 2025Sell-side advisor
    Southeast Acquisition Capital and Cahill-Stout, Inc. deal team
    Sell-side advisor for Cahill-Stout, Inc. · Dec 4, 2025
    Business Wirepublished Dec 18, 2025
This firm's deals in the deals index
Which sponsors they work with
Capital providers on the same deals
Key professionals

Who did the work, by the deals they are named on.

Sector experience
Deal size

No deal on record stated a value.

Geography

Headquarters Dallas, TX. Offices: Generational Group. Deal companies in OH 2, TX 2, CA 1, FL 1, GA 1, VA 1, VT 1.

Relationship network
Contact

Contact details for named professionals open with the product, the same way as on every other record.

Who to call
the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): Troy Blakely (Senior Vice President, M&A), James Hermann, Lori Galloway.

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

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