What Dinan & Company does

Dinan & Company, founded in 1988 and headquartered in Phoenix, Arizona, is a privately held middle-market investment banking firm that provides M&A advisory, private capital markets, valuation and fairness opinion, and merchant banking services. The firm operates through its wholly owned subsidiary Dinan Capital Advisors, a registered broker-dealer and member of FINRA and SIPC, and serves three primary client segments: middle-market business owners exploring liquidity or strategic transactions, private equity firms seeking proprietary deal flow, and strategic acquirers pursuing inorganic growth. The firm's go-to-market is relationship-driven, with Managing Directors engaged directly on every mandate across offices in Phoenix, Atlanta, and Nashville.

The firm has completed more than 900 transactions representing over $70 billion in cumulative transaction value across more than 35 years, spanning verticals including Building Products & Services, Business Services, Consumer, Healthcare, Industrials, Technology, and Transportation & Logistics. Revenue is generated through success-based advisory fees on completed M&A and capital raising transactions, with engagement economics negotiated on a per-deal basis. The firm differentiates on the depth and tenure of its senior talent (Managing Directors average 27+ years of industry experience and 18+ years at the firm) and on a proprietary database of 570,000+ of the largest private companies in the U.S., which it leverages with AI tooling for market insights and targeting.

Internationally, Dinan maintains a partnership with Translink Corporate Finance to deliver cross-border M&A advisory and operates Dinan Research Services (DRS), an India-based research subsidiary established in 2004 to support execution. The firm is led by President & CEO Michael Dinan and is independently owned by its founding partners and senior management team, with no disclosed institutional or private equity ownership.

Name

Dinan & Company

Legal name

Dinan & Company, LLC

Website

https://dinancompany.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

101–250 employees

Short description

Dinan & Company is a privately held, Phoenix-based middle-market investment banking firm founded in 1988, providing sell-side and buy-side M&A advisory, private capital markets, and valuation services to business owners, private equity firms, and strategic acquirers, with 900+ completed transactions and $70B+ in cumulative deal value.

Ownership category

akta.pro rank

Product category

Investment Banking (Middle-Market M&A Advisory)

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Sell-Side M&A Advisory (FSAEAGAA)

akta.pro secondary industries

Buy-Side M&A Advisory (FSAEAGAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Middle market M&A advisory
• Investment banking services
• Sell-side advisory
• Buy-side advisory
• Private capital markets

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. M&A Advisory Fees: Dinan Capital Advisors generates revenue through advisory fees for merger and acquisition transactions, including sell-side M&A, buy-side M&A, and capital markets advisory services. Revenue is typically earned through success fees upon transaction close and possibly retainer arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Dinan & Company is a private investment banking firm providing merger and acquisition advisory services to U.S. middle-market businesses. Its core offerings include sell-side M&A advisory, buy-side M&A advisory, private capital markets (capital raising), valuation and fairness opinions, and merchant banking, complemented by international M&A advisory delivered through its partnership with Translink Corporate Finance and supported by Dinan Research Services, an India-based research subsidiary.

Product overview

Dinan & Company is a premier investment banking firm offering a unified platform of M&A advisory services to the middle market. The core portfolio consists of three primary service lines: Sell-Side M&A Advisory, Buy-Side M&A Advisory, and Private Capital Markets (capital raising). These are complemented by additional services including Valuation & Fairness Opinions and Merchant Banking. The firm also provides specialized International M&A Advisory through its relationship with Translink Corporate Finance and operates Dinan Research Services, an India-based research subsidiary. The company covers diverse industry verticals including Building Products & Services, Business Services, Consumer, Healthcare, Industrials, Technology, and Transportation & Logistics.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell-Side M&A Advisory Expert advisory services for business owners at all stages of the sale process, providing a precision-tailored process designed to produce the greatest likelihood of closing and optimal value for clients.
• Buy-Side M&A Advisory Proprietary deal flow for private equity, strategic buyers, and family offices, featuring a highly structured four-phase acquisition search program.
• Private Capital Markets Capital raising services for founder-owned and sponsor-backed portfolio companies, with deep experience in structuring capital investments and diverse transactional experience.
• Valuation & Fairness Opinions Independent valuation and fairness opinion services to support transaction decision-making and regulatory requirements.
• Merchant Banking Financing services to support mergers and acquisitions transactions.
• International M&A Advisory Cross-border transaction advisory services, delivered through the firm's strategic relationship with Translink Corporate Finance for global M&A advisory capabilities.

Quantifiable outcome

• $70B+ total transaction value across 900+ deals
• +1 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Translink Corporate FinancecoreGTM or Marketing PartnerDinan maintains a strategic relationship with Translink Corporate Finance, one of the largest M&A corporate finance advisory groups in the world. Mohit Mehta, Managing Director of International Business, heads Dinan's relationship with Translink, facilitating cross-border transaction capabilities and international deal flow.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• William Blair: Private global investment banking and asset management firm with a significant middle-market M&A practice. Competes with Dinan for middle-market sell-side mandates across consumer, healthcare, technology, and industrials.
• Livingstone Partners: Global mid-market M&A advisory firm with active practice in similar sectors and a senior-led engagement model that mirrors Dinan's value proposition.
• Stifel Financial: Diversified middle-market investment bank with a sizable M&A advisory practice serving middle-market and growth clients. Competes with Dinan across similar industry verticals and deal sizes.
• Lincoln International: Global mid-market investment bank focused exclusively on M&A advisory and private capital raising. Lincoln International directly competes with Dinan & Company for middle-market sell-side and buy-side mandates across similar industry verticals.
• Piper Sandler: Public middle-market investment bank with active M&A advisory practice serving middle-market companies and private equity sponsors. Overlaps with Dinan's middle-market sell-side and buy-side mandates.
• Harris Williams: Middle-market M&A advisory firm operating across consumer, healthcare, TMT, and industrials. Harris Williams competes head-to-head with Dinan for similar middle-market sell-side mandates and PE-backed buy-side engagements.
• Houlihan Lokey: Publicly traded global investment bank with strong middle-market M&A, capital markets, and valuation practices. Competes with Dinan in mid-market sell-side and buy-side advisory, particularly through its corporate finance segment.
• Cascadia Capital: Independent middle-market investment bank focused on sell-side M&A advisory across consumer, industrial, technology, and healthcare. Closely comparable to Dinan in deal size, sector focus, and engagement model.
• Brown Gibbons Lang & Company: Middle-market investment bank providing M&A advisory and capital-raising services across similar sectors (industrials, consumer, healthcare). BGL directly competes with Dinan in middle-market sell-side advisory.
• Robert W. Baird: Employee-owned middle-market investment bank with substantial M&A advisory coverage in similar sectors to Dinan's. Baird competes for middle-market sell-side and PE-backed transactions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/dinancompany
• Facebookfacebook.com/dinancompany
• LinkedInlinkedin.com/company/dinan-

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

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 Dinan & Company