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Investment Banking

We provide comprehensive investment banking services: including mergers and acquisitions advisory, capital raising, and strategic advisory—through customized engagements designed to align with each client’s unique objectives. Whether you're selling your business, acquiring another, or raising capital, we understand the significance of these transitions and the lasting impact they have on your legacy, your employees, your customers, and your family. 

Sell-Side M&A

We take a hands-on, client-first approach to sell-side M&A, guiding business owners through the sale of all, or a majority, of their company. Our focus is on achieving each client’s unique goals through a thoughtfully executed transaction. These goals often include maximizing valuation, securing a strategic and cultural fit, identifying the right long-term partner, and preserving the legacy of the business, its reputation, and its people. 

Capital Raising

We advise clients on raising capital to support strategic initiatives such as acquisitions, recapitalizations, growth investments, and ownership transitions. Whether the need is for debt, equity, or a hybrid solution, we help structure and source the right type of capital from the right partner to align with the company’s long-term objectives.

Buy-Side M&A

We support corporations, private equity firms, and institutional investors in identifying and acquiring businesses that align with their strategic growth objectives — whether through market expansion, new capabilities, or increased market share. Our team brings deep buy-side experience to bear in sourcing opportunities, managing valuation and diligence, and navigating complex negotiations. 

Strategic Advisory

We provide strategic and financial guidance to companies, investors, and stakeholders as they evaluate long-term growth plans and capital needs. Our advisory work often includes developing M&A programs, planning for future capital raises, and supporting C-suite and board-level decision-making through thoughtful analysis and presentation.

Our Strategic Advantage

We deliver client-first solutions backed by deep sector expertise, senior-level engagement, and a disciplined focus on outcomes. Every engagement is tailored to your goals, leveraging the experience of our team and the strength of the vast relationship network built over the 150 year history of Zions Bancorporation. This enduring legacy empowers us to connect insights with impact - driving results that matter.

  • Specialized & Experienced Team – Our professionals bring diverse experience across bulge bracket and elite boutique investment banks, buyside investing, and CFO/corporate leadership roles. This diversity of experience informs our perspective and strengthens our ability to execute complex transactions
  • Middle Market Experience – While we provide solutions on transactions of all sizes, our core strength lies in the middle market, where we provide high-value service through dedicated deal teams with senior professionals deeply involved in every engagement
  • Connected Through the Zions Platform – We draw on the relationships and resources of our team and the full Zions Bancorporation network, creating access, insight, and connectivity designed to amplify outcomes for our clients
  • Maximizing Outcomes – Each engagement is customized to align with clients objectives. Our process is designed to be competitive and efficient, with the goal of delivering thoughtful solutions and measurable impact
  • White Glove Services – We deliver high-touch, tailored advisory for sponsors, strategics, and family-owned businesses. Our generalist platform, complemented by subject matter experts, allows us to combine deep industry expertise and relationships with a creative, solutions-driven approach

 

For more information, please contact

Clayton Dallas, Head of Investment Banking 

713.232.1882 / clayton.dallas@zionsbancorp.com

© Zions Bancorporation, N.A. All Rights Reserved.

A division of Zions Bancorporation, N.A.

Equal Housing Lender

Privacy Notice | Online Privacy Notice | Do Not Sell or Share My Personal Information

Zions Capital Markets is the trade name for certain business activities of Zions Bancorporation, N.A. and its divisions and subsidiaries, including Zions Direct, Inc., member FINRA/SIPC. Corporate and commercial banking activities performed by Zions Bancorporation, N.A.

Investment banking, securities underwriting and brokerage activities offered through Zions Direct, Inc. and are (1) NOT insured by the FDIC or any federal or state governmental agency, are (2) NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and (3) MAY be subject to investment risks, including the possible loss of principal value or amount invested.

Employees of Zions Bancorporation, N.A. participate in an incentive compensation program under which the employee may receive a fee of more than a nominal amount for referring a customer to Zions Direct, Inc. and payment of this fee may be contingent on whether the referral results in a transaction with Zions Direct, Inc.

Zions Bancorporation, N.A. is registered as a municipal securities dealer with the U.S. Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) as required by Section 15B of the Securities Exchange Act. The MSRB protects investors, state and local governments and other municipal entities, and the public interest, by regulating municipal securities firms, banks and municipal advisors that engage in municipal securities and advisory activities.

Additional information about the protections provided by MSRB Rules as well as procedures to file a formal complaint surrounding any suspected violation or unfair practice by a regulated entity, may be found in the MSRB’s Investor Brochure located at www.msrb.org.

Clients must meet certain bank and regulatory requirements for derivative solutions (e.g., Foreign Exchange, Commodities, Swaps).

Derivative transactions can involve a variety of potential risks, depending on the specific type of transaction. Before entering into any derivative transaction, you should carefully consider whether the transaction is appropriate for you in light of your experience, objectives, financial and operational resources and other relevant circumstances.

All credit products are offered through Zions Bancorporation, N.A., and its associated divisions, and are subject to credit approval, terms and conditions apply. See banker for details.

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