Infinity Financial Group

What Infinity Financial Group does

Infinity Financial Group (legal entity I. F. Group, LLC) is a privately held boutique investment banking firm headquartered at 100 Crescent Court, Suite 700, Dallas, Texas. Founded by Managing Partner Daniel L. Flick and operating with 11-50 employees, the firm specializes in sell-side M&A advisory, corporate finance (capital raising, leveraged acquisitions, recapitalizations, refinancing), and credit crisis / financial reengineering services for privately held, closely held, and family-owned businesses with revenues between $25 million and $250 million. Its principals are exclusively senior investment bankers — including a former Citigroup Global Capital Markets Director and CEOs of community and specialty finance companies — and the firm is controlled by the Flick family (Daniel, Pat, Kevin, and Charlene).

The firm operates a direct-engagement distribution model: senior principals run every mandate personally from initial consultation through closing, with no junior-banker involvement in client work. Process execution is supported by a proprietary Virtual Deal Room, a web-based platform provided at no additional cost to clients that enables controlled document access, multi-party due diligence coordination, and archival of transaction records. Marketing relies on the firm's website, educational blog content on exit planning and M&A process, client testimonials, and press coverage of completed deals (e.g., via Send2Press Newswire).

Revenue is generated almost entirely on a transaction-fee basis — success fees as a percentage of closed deal value — supplemented by professional services fees for capital-raising and credit-crisis mandates. Pricing is custom and not publicly disclosed. Disclosed transaction outcomes include $13.2M (Osseus Fusion Systems MBO), $32.4M (Kinley Construction Group family reacquisition), $52M at 7x (LifePort sale to private equity), and $100M (Pandigital growth capital financing), with principals collectively claiming "hundreds of millions of dollars" in cumulative transaction value completed.

Name

Infinity Financial Group

Legal name

I. F. Group, LLC

Website

https://ifgroup.us.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Infinity Financial Group is a Dallas-based boutique investment banking firm providing sell-side M&A advisory, corporate finance, and credit crisis services to privately held, closely held, and family-owned businesses with $25M-$250M in revenue, led by senior principals on a transaction-fee basis.

Ownership category

akta.pro rank

Product category

Boutique Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYFSAEAGAE

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHADAD

Restructuring & Turnaround Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYFSAEAGAJ

Industry-Specialist / Sector-Focused M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

• Investment banking services
• Mergers and acquisitions advisory
• Corporate finance advisory
• Middle market capital raising
• Credit crisis solutions

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. M&A Advisory Services: Sell-side advisory mandates including complete divestitures, minority or majority equity recapitalizations, and family business succession resolutions. Revenue typically earned as a percentage of transaction value upon successful closing.
2. Corporate Finance / Capital Raising: Structuring and raising private financing including debt and growth capital for leveraged acquisitions, leveraged recapitalizations, and refinancing. Revenue from capital-raising engagements.
3. Credit Crisis Solutions: Financial reengineering services including capital raises, debt settlement, asset releases, equity buy-backs, shareholder buy-outs, and bank standstill agreements.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Infinity Financial Group is a boutique investment banking firm that provides sell-side M&A advisory, private capital raising (debt and equity), and credit crisis financial reengineering services to privately held, closely held, and family-owned U.S. businesses with $25 million to $250 million in revenue. Engagements are executed by senior principals end-to-end, from decision-to-sell analysis and confidential information memorandum preparation through buyer identification, due diligence coordination, negotiation, and closing.

Product overview

Infinity Financial Group is a boutique investment banking firm providing a unified suite of M&A and corporate finance services to middle-market companies. The core offerings include M&A Advisory (sell-side representation through complete transaction lifecycle), Corporate Finance (capital structuring and raising), and Credit Crisis Solutions (financial reengineering for distressed situations). These are supported by the Virtual Deal Room platform—a proprietary web-based tool for secure transaction document management and due diligence coordination. The firm specializes in privately held, closely held, and family-owned businesses with revenues between $25 million and $250 million.

Differentiator

Problem solved

Functional benefit

Products and services

• Mergers and Acquisitions Advisory Full-service sell-side M&A advisory for privately held, closely held, and family-owned middle-market companies with $25M–$250M revenue, spanning the entire transaction lifecycle from decision-to-sell analysis through due diligence, marketing, negotiation, and closing, including complete divestitures and equity recapitalizations.
• Corporate Finance Capital raising and structuring of private debt and equity financing for middle-market companies, including leveraged acquisitions, leveraged recapitalizations, growth capital, and debt refinancing, delivered through IFG's relationships with private equity, hedge funds, commercial banks, insurance companies, and strategic investors.
• Credit Crisis Solutions Financial reengineering services for companies facing credit challenges, including capital raising, debt settlement, asset releases, equity buy-backs, shareholder buy-outs, and bank standstill agreements, targeting distressed middle-market situations.
• Virtual Deal Room Proprietary web-based secure platform that hosts transaction data, enables controlled document access via passwords and buyer-specific confidentiality levels, supports remote due diligence by buyers, lenders, lawyers, and financial analysts, and maintains a complete historical record of the transaction; offered to IFG clients at no additional cost.

Quantifiable outcome

• $13.2M MBO financing completed for Osseus Fusion Systems
• +3 more outcomes

Named customers9 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered major and advisory.

• Bell Nunnally & MartinmajorImplementation/ SI/ Consulting Partner · 27 October 2021Bell Nunnally & Martin served as the leading legal counsel for the Kinley Construction Group transaction.
• Dean FinneganadvisoryStrategic or Co-development PartnerFounder and former CEO of Pandigital, serves on Infinity Advisory Board of Directors. Brings expertise in consumer electronics and growth capital transactions.
• Gary DarleyadvisoryStrategic or Co-development PartnerPresident/CEO of LifePort, Inc., serves as Industry and Advisory Board member with expertise in aerospace and defense manufacturing. LifePort manufactures air medical interiors for helicopters and fixed wing aircraft.
• Gary Clayman and Michael ClaymanadvisoryStrategic or Co-development PartnerOwners of Niles Iron & Metal Company, serve as industry advisers to Infinity Financial Group in ferrous and non-ferrous scrap metal recycling. Their company merged to form LNM Holdings, LLC operating eight scrap yards.

Scale indicators8 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Cornerstone Capital Group: Middle-market M&A advisory firm headquartered in Texas serving closely held and family-owned businesses. Closely comparable to IFG in target client profile (family/privately held businesses in the $25M-$250M revenue range), transaction size, and senior-led engagement model.
• Cascadia Capital: Independent middle-market investment bank with industry-focused practices. Comparable to IFG in boutique scale, sector-specialized advisory approach, and focus on closely held businesses in healthcare, industrial, and consumer sectors.
• Allegiance Capital Corporation: Boutique middle-market M&A advisory based in Texas. Most directly comparable peer: Daniel L. Flick was affiliated with Allegiance Capital Corporation in 2001 prior to founding Infinity Financial Group, and both firms serve the lower middle-market M&A segment with similar transaction sizes and geographies.
• G.C. Wainwright & Co. Middle-market M&A advisory firm serving closely held businesses and corporate divestitures. Comparable to IFG on boutique scale, deal-size focus, and senior-led engagement model for family-owned and lower middle-market companies.
• PMCF (Plante Moran Corporate Finance): Middle-market M&A advisory practice serving industrial, consumer, and healthcare clients. Comparable to IFG in boutique scale, sell-side M&A focus, and lower middle-market target segment.
• Mirus Capital Advisors: Middle-market M&A advisory firm serving closely held and family-owned businesses in the same revenue band as IFG. Directly comparable on target client profile, deal-size band, and sell-side advisory orientation.
• Bourne Partners: Middle-market healthcare-focused investment bank. Comparable to IFG on boutique scale and M&A advisory focus, with a sector specialization (healthcare) that mirrors IFG's industry-segmented practice model and matches IFG's own healthcare engagements (Osseus Fusion Systems).

Broad incumbents

• Houlihan Lokey: Global investment bank with a strong middle-market M&A and capital markets practice. Competes with IFG for lower middle-market sell-side mandates but offers a broader product set including restructuring, capital markets, and financial advisory services at scale.
• Robert W. Baird & Co. Large private investment bank with an active middle-market M&A and capital raising practice. Comparable to IFG on target client demographic and sector breadth, though substantially larger and broader in product scope.
• Stifel Financial Corp. Full-service brokerage and investment bank with a robust middle-market M&A practice. Overlaps with IFG in serving family-owned and lower middle-market businesses but operates at much greater scale and broader product breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Infinity Financial Group