Investment
Banking
Move with confidence.
Diverse experience from our bankers means rich, informed perspectives and tailored solutions. Selling, buying or raising capital, we connect insights with impact.
Contact us
We bring the experience of our team
and relationships built over the
152 years of Zions Bancorporation.
Our services
Sell-side M&A
Selling a business is a significant decision, driven by unique goals—whether it's planning for retirement, de-risking your personal assets, or finding a strategic partner to fuel continued growth. We’re here to guide you through the critical steps of this complex process. With a hands-on, focused approach, our team works to maximize value and find the right partner who will honor your legacy and culture.
Capital Raising
Debt, equity, or a hybrid solution, our team provides experienced advice on structuring and sourcing the most suitable capital for your strategic initiatives—acquisitions, recapitalizations, growth investments, and ownership transitions—to find an answer that aligns with your long-term objectives.
Buy-side M&A
We partner with companies, private equity firms, and institutional investors to acquire businesses that fit their strategy. Leveraging our deep buy-side experience, we guide you through every step—from initial evaluation support to managing diligence and leading negotiations.
Strategic Advisory
Working alongside companies, investors, and boards, we help navigate long-term growth plans, capital needs, and M&A strategy, providing the analysis and guidance to support strategic decisions.
Our Strategic Advantage
We bring together deep sector experience, senior-level engagement and 152 years of Zions Bancorporation relationships for tailored solutions and measurable outcomes.
Specialized, Experienced Team
A diverse background across bulge bracket, boutique, buy-side investing, and C-suite leadership brings expertise across a variety of industries, types of businesses, products and services.
Middle Market Focus
Our dedicated deal teams have senior professionals who are directly involved in every engagement regardless of deal size, with a core strength in the middle market.
Deep Network
Our deep network, built on the long-standing relationships of our teams and the Zions network, creates access, insights, and connectivity.
Outcomes-driven
Every engagement is built to align with your goals, with a competitive, efficient process designed to provide thoughtful solutions and measurable impact.
High-touch Service
We offer dedicated advisory for sponsors, strategics, and family-owned businesses. Our generalists work alongside subject matter experts, combining industry expertise and relationships with creative, solution-driven plans.
For more information,
please contact us
Clayton Dallas
Managing Director, Head of Investment Banking
Clayton Dallas is the Managing Director and Head of Investment Banking at Zions Capital Markets. In this role, he leads the strategic expansion and execution of Zions’ Investment Banking Advisory platform. Throughout his career, Clayton has operated successfully at the intersection of capital markets, commercial banking, and corporate strategy, assisting clients with complex transaction structures and advisory solutions.
Prior to leading the investment banking buildout at Zions, Clayton held key roles across prominent financial institutions and in high-growth corporate sectors. He served in various capacities at Wells Fargo, spanning Investment Banking, Commercial Banking, and Energy Lending. He subsequently transitioned to the corporate sector, joining the corporate development team at Quanta Services, where he executed a significant number of M&A transactions, helped launch a committed capital investment vehicle, and collaborated on broader corporate strategy. Following his time at Quanta, Clayton ran M&A for Emergent Cold, a global logistics provider backed by Elliott Management, where he focused on rolling up cold storage chains across emerging markets to build a globally connected network.
Leveraging his deep background across both institutional finance and corporate execution, Clayton provides clients with comprehensive, advisory services tailored to their strategic capital needs. He holds a Bachelor of Business Administration (B.B.A.) in Finance from Southern Methodist University, where he also serves on the Cox School of Business Alumni Board. Highly active in his community, Clayton currently serves on the Board of Directors and the Investment Committee for the Houston Livestock Show and Rodeo, having previously held several other leadership positions within the organization.