Capital Alliance Corporation
Capital Alliance Corporation is a Dallas-based mid-market investment banking firm founded in 1976 that provides M&A advisory and strategic consulting services to privately held middle-market companies across energy, staffing, construction, technology, and other sectors, leveraging the Oaklins global network.
- Company typePrivate
- Founded1976
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Capital Alliance Corporation does
Capital Alliance Corporation is a Dallas, Texas-based mid-market investment banking firm founded in 1976 by Ed Dawson that provides M&A advisory and strategic consulting services to privately held middle-market companies. The firm advises operators, buyers, and sellers on the buying, selling, and financing of businesses, running confidential, managed competitive processes that introduce select motivated buyers to maximize valuation. Its target customer is the owner-shareholder or executive of a privately held company typically in the lower middle market, with disclosed industry focus areas spanning energy infrastructure and oil & gas services, human capital management and staffing, construction and engineering, technology, manufacturing, healthcare services, transportation and logistics, agriculture, food & beverage, and consumer and retail. The firm has completed more than 250 transactions across 40+ US states and several foreign countries, with aggregate transaction value exceeding $3 billion since inception. Client deliverables are people-led engagements, not a technology product: there is no proprietary software platform, and pricing is transaction-based (typically success fees and/or retainers) rather than subscription or license-based.
The firm has been a member of Oaklins (formerly M&A International) for over three decades, with the relationship formalized under the Oaklins brand in October 2016 when the firm began operating as Oaklins Capital Alliance Corp. Oaklins provides a global network of 600+ M&A professionals, enabling cross-border deal flow and access to international buyers. The go-to-market motion is enterprise field sales: engagements originate from direct relationships with private company owners and executives, referrals from Oaklins member firms, and thought-leadership content (blog posts, white papers, conference participation). Reported scale metrics are 10-20 employees (10-20 stated; firmographic range 11-50), two US offices (Dallas headquarters and an El Paso expansion opened in 2015), and a leadership team that has been refreshed since 2015, with Bryan Livingston now serving as Managing Partner alongside Brad Buttermore, and vertical leaders including Neal England (HCM) and energy specialists Paul Puri and Kelly Gerry. Revenue is generated primarily from M&A advisory fees, supplemented by a business consultancy arm established in 2018 and a dedicated oil & gas Acquisition & Divestiture practice launched in 2019.
Capital Alliance Corporation firmographics
Firmographics- Name
- Capital Alliance Corporation
- Legal name
- Capital Alliance Corporation
- Website
- https://cadallas.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Capital Alliance Corporation is a Dallas-based mid-market investment banking firm founded in 1976 that provides M&A advisory and strategic consulting services to privately held middle-market companies across energy, staffing, construction, technology, and other sectors, leveraging the Oaklins global network.
- Ownership category
- akta.pro rank
Capital Alliance Corporation industry classification
Industry- Product category
- Middle-Market M&A Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ), Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Capital Alliance Corporation is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Capital Alliance Corporation business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- M&A Advisory Fees: Capital Alliance generates revenue through M&A advisory and strategic consulting fees, typically transaction-based. The firm advises on buying, selling, and financing of privately held middle-market companies across multiple industry sectors.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Capital Alliance Corporation product offering
Product offeringCore offering
Capital Alliance Corporation is a Dallas-based mid-market investment banking firm providing M&A advisory and strategic consulting services for privately held companies. The firm offers sell-side and buy-side M&A representation, exit planning, and transaction management, running confidential competitive processes that introduce select motivated buyers to maximize valuation. It operates as a member firm of Oaklins (formerly M&A International), providing access to global M&A resources and cross-border transaction capabilities across energy, staffing/PEO, construction, technology, and other industries.
Product overview
Capital Alliance Corporation is a Dallas-based mid-market investment banking firm providing M&A advisory and strategic consulting services for privately held companies. The firm does not offer a software product or platform; it provides professional advisory services including buy-side and sell-side M&A representation, exit planning, strategic consulting, and transaction facilitation. Services are delivered through a team of experienced professionals rather than a technology product. The firm serves multiple industries including Human Resource Management/PEO, Energy Infrastructure, Oil & Gas, Technology, Construction & Engineering, Manufacturing, Healthcare Services, Transportation & Logistics, Agriculture, Food & Beverage, and Consumer & Retail. Capital Alliance operates as a member firm of Oaklins (formerly M&A International), providing access to global M&A resources and international transaction capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Services Sell-side and buy-side M&A advisory for privately held middle-market companies, including transaction process management, valuation, confidential buyer/seller outreach, and negotiation support. Services are delivered to operators, buyers, and sellers of middle-market businesses across multiple industries.
- Exit Planning
- Strategic Consulting Strategic advisory and consulting services for middle-market company owners and executives, complementing M&A advisory with broader corporate strategy and transaction-related consulting support.
- Business Consultancy
Quantifiable outcome
- Maximize valuation and find best fit acquirer through competitive buyer process
Companies that use Capital Alliance Corporation
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles1 record
Capital Alliance Corporation technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Capital Alliance Corporation partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Oaklins (formerly M&A International)coreCapital Alliance has been a member of Oaklins (formerly M&A International) for over three decades. Oaklins is a global membership organization of investment banking firms operating in major economies worldwide, with over 600 M&A professionals. Capital Alliance leverages this partnership for international deal referrals, cross-border transaction support, and global reach across major financial centers. The partnership has enabled Capital Alliance to complete international transactions and access buyers/sellers across borders.
Scale indicators6 records
Recent moves13 records
Expansion highlights5 records
Capital Alliance Corporation competitors and assessment
Company assessmentDirect peers
- Generational Equity: Dallas-headquartered middle-market M&A advisory firm that, like Capital Alliance, focuses on selling, buying, and financing privately held companies across the U.S. Highly comparable on business model, customer base (private mid-market owners), and sector mix.
- Benchmark International: Global middle-market M&A advisor serving privately held businesses with sell-side and buy-side representation. Comparable in target customer profile, transaction size range, and multi-vertical coverage (industrials, services, consumer).
- Calder Capital: Middle-market M&A advisory firm specializing in sell-side representation for lower-middle-market private companies. Highly comparable on customer profile, deal size focus, and relationship-driven execution model.
- Livingstone Partners: Global mid-market M&A advisor serving privately held businesses across multiple sectors. Comparable in middle-market private-company focus, sector breadth (industrials, business services, energy), and transaction-based fee model.
- Cornerstone Business Services: Middle-market M&A advisory firm specializing in lower-middle-market transactions. Comparable on customer base (private mid-market owners/exit-planning clients) and advisory fee structure.
- Woodbridge International: Global middle-market M&A advisory firm operating through a network of senior advisors. Highly comparable in private mid-market sell-side focus and global reach via a partner-network model similar to Oaklins.
Broad incumbents
- Houlihan Lokey: Global investment bank with a dedicated middle-market M&A advisory practice. While much larger and broader, it competes for the same private mid-market sellers and offers overlap in industrials, energy, and business services M&A.
- Lincoln International: Global mid-market investment bank with M&A advisory as a core service. Overlaps with Capital Alliance on industrials, energy, and business services mid-market M&A mandates, but operates at materially larger scale and global footprint.
Others
- M&A Source: Industry association and network for lower-middle-market M&A advisors and intermediaries. Directly comparable ecosystem presence, as both Capital Alliance (via Oaklins) and M&A Source organize networks of small-firm dealmakers targeting private mid-market transactions.
Regional players
- FMI Capital Advisors: U.S.-focused M&A advisor serving engineering and construction, infrastructure, and energy clients. Comparable to Capital Alliance's energy and construction & engineering sector specialization, with a similar relationship-driven middle-market execution model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Capital Alliance Corporation social profiles
Digital presenceCapital Alliance Corporation financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capital Alliance Corporation leadership team
Management profileNumber of profiles
Profiles11 records
Capital Alliance Corporation funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capital Alliance Corporation M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capital Alliance Corporation
What does Capital Alliance Corporation do?
Capital Alliance Corporation is a Dallas-based mid-market investment banking firm providing M&A advisory and strategic consulting services for privately held companies. The firm offers sell-side and buy-side M&A representation, exit planning, and transaction management, running confidential competitive processes that introduce select motivated buyers to maximize valuation. It operates as a member firm of Oaklins (formerly M&A International), providing access to global M&A resources and cross-border transaction capabilities across energy, staffing/PEO, construction, technology, and other industries.
Is Capital Alliance Corporation a public or private company?
Capital Alliance Corporation is a private company. It is classified as management employee owned and is currently operating.
When was Capital Alliance Corporation founded?
Capital Alliance Corporation was founded in 1976. It employs 11 to 50 people.
Where is Capital Alliance Corporation based?
Capital Alliance Corporation is headquartered in Dallas, United States, in the North America region.
How does Capital Alliance Corporation make money?
One revenue line is on record: M&A Advisory Fees.
Who are Capital Alliance Corporation's main competitors?
Direct peers on record are Generational Equity, Benchmark International, Calder Capital, Livingstone Partners, Cornerstone Business Services and Woodbridge International. Broad incumbents are Houlihan Lokey and Lincoln International. M&A Source is listed as an others. FMI Capital Advisors is listed as a regional player.
Does Capital Alliance Corporation have an API?
No public API is recorded for Capital Alliance Corporation.
What industry is Capital Alliance Corporation in?
Capital Alliance Corporation's product category is Middle-Market M&A Advisory. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAJ, Industry-Specialist / Sector-Focused M&A Advisory. Its NAICS code is 523940 and its SIC code is 8742.