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Investment Banking

Our proven approach to mergers and acquisitions advisory and capital raising engagements is client-driven with targeted engagements based on deal team sector and product expertise. Your success is our goal.

We understand the dedication it takes to grow your business, and we realize the significance of important transitions such as selling your business, buying another business, or raising capital. The outcomes of these transactions not only impact you, the business owner, but also impact the name and reputation of your business, your customers, your employees, and your family including generations to come. With these factors in mind, we treat each engagement as a top priority.

Through each engagement we seek to align strategic alternatives with our clients’ goals. Our experienced team of senior bankers works with management teams and owners to understand the goals of a transaction and develops a targeted strategy to achieve those goals, which typically includes:

  • Clearly articulating the value drivers of a business to help position it for success: Our team works with owners and key management to assist in crafting the company’s story to engage potential buyers and investors. We appropriately illustrate key business elements in the way buyers and capital providers expect to see them.
  • Creating competitive tension to achieve full value: Our deal teams execute an organized, disciplined, and efficient “auction” process to create competition. Additionally, we are able to leverage our broad relationship networks and expansive proprietary databases to access Zions’ many longstanding relationships with a wide range of potential investors and buyers. This network includes bank customers, specialty finance companies, asset managers, family offices, and private equity firms.

Investment banking services include Sell Side Advisory, Buy Side Advisory, Capital Raising, Strategic Advisory, and customized transaction readiness/execution support.

For more information, please contact

Clayton Dallas, Head of Investment Banking 

713.232.1882 /