Mergers & Acquisitions Advisory

Mergers and acquisitions are the most consequential decisions a firm will ever make. They do not merely change a balance sheet; they reassign control, reconfigure risk, and redraw the future trajectory of human action inside an enterprise.

 

Gillory & Associates approaches M&A as a strategic reallocation of control, not just a transaction. As a national investment bank headquartered in Dallas, we bring a scholar-banker mindset, deep market intelligence, and a Praxeogenic framework to every mandate, ensuring that each deal is coherent, intentional, and aligned with long-term value creation.

Our M&A Advisory practice is built to guide companies, private investment firms, family offices, and institutional actors through this high-stakes terrain with clarity, discipline, and precision.

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What M&A Really Is: Beyond the Transaction

 

Traditional M&A treats deals as events: a sale, an acquisition, a merger, a combination. In reality, each transaction is a reconfiguration of entrepreneurial authority, incentive structures, strategic direction, and future decision rights.

At Gillory & Associates, we ask the deeper questions:

 

Who should control this asset, and why?
How will this transaction change the pattern of decisions made over the next five to ten years?
What are the explicit and implicit time horizons of the buyers, sellers, lenders, and management teams?

 

How does this deal interact with liquidity cycles, regulatory regimes, and macro conditions?

M&A is not just about “getting to closing.” It is about making sure the enterprise that emerges from closing is structurally stronger, strategically clearer, and better aligned with reality.

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Types of Transactions We Advise

Gillory & Associates provides end-to-end advisory across the full spectrum of control-oriented transactions:

• Full and partial company sales

• Buy-side acquisition mandates

• Strategic mergers and combinations

• Recapitalizations and sponsor-backed transactions

• Carve-outs, divestitures, and spin-offs

• Roll-up and consolidation strategies

• Special situations, distressed M&A, and opportunistic acquisitions

 

Every mandate is grounded in a coherent theory of value, control, and future action—not just in spreadsheet arithmetic.