EBB Group
EBB Group is a privately held, Frisco, Texas-based boutique middle-market investment banking firm offering M&A advisory, capital advisory, and interim CFO services to U.S. businesses with enterprise values from $10 million to $500 million.
- Company typePrivate
- Founded1995
- HeadquartersFrisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What EBB Group does
EBB Group is a privately held, boutique middle-market investment banking firm headquartered in Frisco, Texas, founded by CEO Eric White in 1995. The firm is organized as EBB Group of Texas, LLC and offers three integrated service lines: M&A advisory (buy-side and sell-side representation), capital advisory (debt, equity, and hybrid securities financing), and interim CFO services. It targets U.S.-based middle-market companies with enterprise values ranging from $10 million to $500 million, as well as family business stewards, entrepreneurs, and private equity-backed platforms, with a particular focus on first-time sellers navigating their initial transaction. Senior deal teams are staffed by former CEOs, CFOs, and operators spanning aerospace, manufacturing, healthcare, energy, defense, and other sectors, supporting a relationship-based engagement model.
The firm generates revenue primarily through transaction-based success fees on closed M&A deals, supplemented by ongoing capital advisory engagements and interim CFO contracts. Securities offerings are executed through a FINRA-registered broker-dealer relationship, transitioned from Ashland Securities to Finalis Securities in November 2022, with EBB's licensed principals serving as registered representatives of the broker-dealer. Client acquisition occurs through direct senior banker engagement, professional referrals, and selective content marketing through the firm's website, LinkedIn, YouTube, and CEO podcast appearances.
Since inception, EBB Group has completed more than 100 strategic transactions across nearly every major market sector. Notable closed deals include the sale of Superior Pipeline Services to Peak Utility Services Group, Interactive Digital Solutions to Berenson Capital for $28 million, Intelligent Machine Solutions to The Timken Company, and Metal Warehouse and Lankford Roofing to 4Elements Ventures. The firm earned a #1 ranking among 697 investment banks on Axial's Q2 2020 Lower Middle Market Investment Banking League Tables. EBB Group maintains partnership relationships with Finalis Securities (broker-dealer), FBFK Law (legal counsel), Risk Strategies Co. (insurance and risk), and Axial (deal sourcing platform).
EBB Group firmographics
Firmographics- Name
- EBB Group
- Legal name
- EBB Group of Texas, LLC
- Website
- https://ebbgroup.net
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- EBB Group is a privately held, Frisco, Texas-based boutique middle-market investment banking firm offering M&A advisory, capital advisory, and interim CFO services to U.S. businesses with enterprise values from $10 million to $500 million.
- Ownership category
- akta.pro rank
EBB Group industry classification
Industry- Product category
- Middle-Market Investment Banking
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Buy-Side M&A Advisory (FSAEAGAB)
Keywords
Where EBB Group is headquartered
LocationHeadquarters
- HQ city
- Frisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
EBB Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- M&A Advisory Fees: EBB Group generates revenue through advisory fees associated with merger, acquisition, and divestiture transactions. The firm serves as exclusive financial advisor to sellers and buyers, earning success-based fees upon transaction completion.
- Capital Advisory Services: Revenue from assisting clients in acquiring financing from private capital markets, including debt, equity, or hybrid securities issuance.
- Interim CFO Services: Provides contract executive services through former CFOs who assist clients with business readiness reviews, financial preparation, and analysis of offers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Bespoke financial advisory services with pricing based on transaction complexity and scope |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
EBB Group product offering
Product offeringCore offering
EBB Group is a boutique middle-market investment banking firm that provides M&A advisory (buy-side and sell-side representation), capital advisory (debt, equity, and hybrid securities financing from private capital markets), and interim CFO services (contract executive support from former CFOs). The firm serves middle-market companies with enterprise values ranging from $10 million to $500 million, primarily in the United States.
Product overview
EBB Group is a boutique investment banking firm offering a unified suite of financial advisory services to middle-market companies. The core offerings consist of three integrated service lines: Mergers & Acquisitions Advisory (covering buy-side and sell-side representation), Capital Advisory (debt, equity, and hybrid securities financing), and Interim CFO Services (contract executive support). These services are designed to work together, guiding clients through the full transaction lifecycle from initial valuation and preparation through execution and post-closing satisfaction.
Differentiator
Problem solved
Functional benefit
Products and services
- Mergers & Acquisitions Advisory Buy-side and sell-side M&A advisory for middle-market companies with enterprise values from $10 million to $500 million, spanning diverse industries including aerospace, manufacturing, healthcare, and retail. Engagements cover strategic planning, due diligence, valuation, buyer outreach, negotiation, and closing.
- Capital Advisory Capital advisory services helping clients acquire financing from private capital markets through the issuance of debt, equity, or hybrid securities. Securities are offered through Finalis Securities LLC (FINRA/SIPC member), with bankers leveraging relationships with capital providers across the United States.
- Interim CFO Services Contract executive services providing former CFOs to assist clients with business readiness reviews, preparation of financials, analysis of offers, and temporary leadership of accounting, finance, and administrative departments, particularly during business sales or capital raises.
Quantifiable outcome
- EBB Group ranked #1 among 697 investment banks on Axial Q2 2020 League Tables with an overall score of 0.99
- +2 more outcomes
Companies that use EBB Group
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles3 records
EBB Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
EBB Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered strategic and minor.
- FBFK LawstrategicFBFK Law serves as a legal partner to EBB Group clients, providing legal counsel on transactions. The firm worked with EBB Group on the MLA Geotechnical sale to Phenna Group. EBB Group's website features FBFK partners Kyle Ferguson and Chris Williams.
- Risk Strategies Co.minorListed as one of EBB's Partners on the company website, providing risk management and insurance solutions.
- AxialstrategicAxial is the largest online transaction platform for lower-middle market deal makers. EBB Group utilized Axial's platform to bring deals to market, ranking #1 among 697 investment banks on their Q2 2020 League Tables.
Scale indicators6 records
Recent moves7 records
Expansion highlights5 records
EBB Group competitors and assessment
Company assessmentBroad incumbents
- Harris Williams: Established middle-market M&A advisor owned by PNC Financial Services; offers deeper sector coverage and broader resources while competing with EBB Group for sell-side mandates in overlapping verticals such as industrial and business services.
- Stout (Stout Risius Ross): Larger advisory firm offering M&A advisory, valuation, and investment banking services across multiple sectors; competes with EBB Group for lower middle-market mandates while offering broader service capabilities.
- Houlihan Lokey: Large global investment bank with a deep middle-market M&A advisory practice that competes for many of the same sell-side and buy-side mandates EBB Group pursues, but with significantly more sector coverage, international reach, and staffing.
Direct peers
- Calder Capital: Boutique lower middle-market M&A advisory firm serving closely held businesses in the Midwest and nationally, with comparable deal-size focus ($5M-$100M) and family-business stewardship value proposition.
- KSM Business Advisors (KraftCPAs affiliate): Middle-market M&A and exit planning advisory practice attached to a regional CPA firm, competing for the same family-business and owner-led company mandates that EBB Group targets in the lower middle market.
- Capstone Partners: Middle-market investment bank offering M&A advisory and capital raising services to companies in the lower middle market, directly competing with EBB Group for similar client engagements and buyer relationships.
- Cornerstone Business Services: Boutique middle-market M&A advisory firm specializing in lower middle-market sell-side mandates, with similar business model, deal-size sweet spot, and client profile to EBB Group.
- Sun Mergers & Acquisitions: Lower middle-market M&A advisory firm specializing in sell-side representation for businesses in the $5M-$50M range, with a similar boutique model and family-business client focus as EBB Group.
- Generational Equity: Direct peer; one of the largest US middle-market M&A advisory firms focused on selling owner-led businesses with enterprise values in the $10M-$500M range, mirroring EBB Group's core target market and sell-side service offering.
Regional players
- Westwood Holdings (signalDeal / signalAdvantage): Dallas/Fort Worth-based advisory firm offering M&A and corporate finance services; regional overlap with EBB Group's DFW headquarters and similar middle-market client base in the Southwest US.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks2 records
Key highlights7 records
Customer concentration
EBB Group social profiles
Digital presenceEBB Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
EBB Group leadership team
Management profileNumber of profiles
Profiles17 records
EBB Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EBB Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EBB Group
What does EBB Group do?
EBB Group is a boutique middle-market investment banking firm that provides M&A advisory (buy-side and sell-side representation), capital advisory (debt, equity, and hybrid securities financing from private capital markets), and interim CFO services (contract executive support from former CFOs). The firm serves middle-market companies with enterprise values ranging from $10 million to $500 million, primarily in the United States.
Is EBB Group a public or private company?
EBB Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was EBB Group founded?
EBB Group was founded in 1995. It employs 11 to 50 people.
Where is EBB Group based?
EBB Group is headquartered in Frisco, United States, in the North America region.
How does EBB Group make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are capital Advisory Services and interim CFO Services.
Who are EBB Group's main competitors?
Broad incumbents on record are Harris Williams, Stout (Stout Risius Ross) and Houlihan Lokey. Direct peers are Calder Capital, KSM Business Advisors (KraftCPAs affiliate), Capstone Partners, Cornerstone Business Services, Sun Mergers & Acquisitions and Generational Equity. Westwood Holdings (signalDeal / signalAdvantage) is listed as a regional player.
Does EBB Group have an API?
No public API is recorded for EBB Group.
What industry is EBB Group in?
EBB Group's product category is Middle-Market Investment Banking. Its primary akta.pro industry code is FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 523940 and its SIC code is 6282.