Trialta Advisory

M&A Advisory Servicestrialta.com

Trialta Advisory is a Dallas-based boutique M&A advisory firm founded in 2022 that provides financial due diligence services—buyside and sellside—to private equity firms, corporate acquirers, and business owners, led by three former Houlihan Lokey and KPMG professionals.

Company typePrivate
Founded2022
HeadquartersDallas, United States
Headcount1–10
GTM typeB2B
OfferingServices

Trialta Advisory firmographics

Firmographics

Name: Trialta Advisory
Legal name: Trialta Advisory, LLC
Website: https://trialta.com
Company type: Private
Founded year: 2022
Operating status: Operating
Headcount range: 1–10 employees
Short description: Trialta Advisory is a Dallas-based boutique M&A advisory firm founded in 2022 that provides financial due diligence services—buyside and sellside—to private equity firms, corporate acquirers, and business owners, led by three former Houlihan Lokey and KPMG professionals.
Ownership category
akta.pro rank

Trialta Advisory industry classification

Industry

Product category: M&A Advisory Services
NAICS: Professional, Scientific, and Technical Services (54), Other Scientific and Technical Consulting Services (541690)
SIC: Services-Management Consulting Services (8742)
akta.pro industry: PRIMARYBPAHAOAA
M&A Advisory (Buy-Side & Sell-Side)
Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory
SECONDARYFSAEAGAB
Buy-Side M&A Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance
SECONDARYFSAEAGAA
Sell-Side M&A Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

Financial due diligence
M&A advisory services
Quality of Earnings analysis
Sellside and buyside diligence
Transaction advisory

Where Trialta Advisory is headquartered

Location

Headquarters

HQ city: Dallas
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Trialta Advisory business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

M&A Advisory Services: Professional services fees for transaction-related due diligence, including buyside and sellside diligence engagements. Revenue is generated through client engagements for advisory services, typically on a project basis tied to specific M&A transactions.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Custom engagement-based pricing

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Trialta Advisory product offering

Product offering

Core offering

Trialta Advisory is a Dallas-based boutique M&A advisory firm providing transaction-related financial due diligence services to private equity firms, companies, and business owners. Its core offerings are Buyside Diligence (Quality of Earnings, balance sheet and operational analysis, and purchase agreement support for acquisition transactions) and Sellside Diligence (pre-sale financial preparation, value proposition documentation, and buyer diligence response support for business exits).

Product overview

Trialta Advisory is a financial diligence boutique offering two core services: Buyside Diligence and Sellside Diligence. Buyside Diligence provides acquisition-focused due diligence including Quality of Earnings (QofE) analysis, balance sheet assessment, and purchase agreement support. Sellside Diligence prepares sellers for the buyer due diligence process with financial documentation and value narrative crafting. The firm complements its core offerings with referrals to partner firms for tax diligence, IT diligence, post-close valuation, and technical accounting advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

Buyside Diligence
Sellside Diligence Pre-sale preparation service for business owners and family businesses planning exits or partial divestitures, including financial review, value proposition crafting, buyer diligence response, and deliverable preparation to capture full strategic value.
Partner Firm Referrals Referral service to partner firms providing complementary transaction-related capabilities including tax diligence and structuring, IT diligence, post-close valuation, and technical accounting advisory.

Quantifiable outcome

300+ transactions executed between founders

Companies that use Trialta Advisory

Customer profile

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Trialta Advisory technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Trialta Advisory partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered minor.

Tax Diligence and Structuring PartnersminorImplementation/ SI/ Consulting PartnerPartner firms with complementary service capabilities including tax diligence and structuring services. Trialta provides seamless information sharing and reduced friction in execution by working collaboratively with these partners.
IT Diligence PartnersminorImplementation/ SI/ Consulting PartnerPartner firms providing IT due diligence services. Trialta can provide references for IT diligence as part of comprehensive transaction due diligence.
Post-Close Valuation PartnersminorImplementation/ SI/ Consulting PartnerPartner firms offering post-close valuation services. Trialta provides client references for valuation services complementary to their diligence work.
Technical Accounting Advisory PartnersminorImplementation/ SI/ Consulting PartnerPartner firms providing technical accounting advisory services. Trialta has referral relationships with these partners to address complex accounting issues arising during transactions.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Trialta Advisory competitors and assessment

Company assessment

Broad incumbents

RSM US (Transaction Advisory): U.S. middle-market accounting and consulting firm with a Transaction Advisory practice providing QofE and buyside diligence services. Direct competitor in the U.S. middle-market sponsor segment, but with a larger overall platform and broader service mix.
Grant Thornton (Deal Advisory): Top-tier accounting network with a Transaction Advisory / Deal Advisory practice providing financial due diligence to PE and strategic acquirer clients. Head-to-head competitor with Trialta on buyside diligence in the middle market.
FTI Consulting: Public, large-scale transaction advisory and corporate finance platform serving PE and corporate clients with financial due diligence, valuation, and SPA support. Overlaps directly with Trialta's core services and target buyer profiles, but offers a much wider service portfolio.
Houlihan Lokey (Transaction Advisory Services): Global investment bank with a dedicated Transaction Advisory Services practice that was the employers of all three Trialta founders. Provides buyside and sellside QofE, working capital, and SPA services at scale, targeting the same PE and corporate acquirer segments.
BDO USA (Transaction Advisory): Top-tier accounting network with a Transaction Advisory practice serving PE and middle-market corporate acquirers on financial due diligence and QofE. Overlaps with Trialta in middle-market U.S. PE diligence, though BDO layers tax and audit cross-sell at scale.
Alvarez & Marsal: Global transaction advisory group running large-scale QofE, working capital, and SPA support engagements for the same sponsor and corporate acquirer segments that Trialta targets. Much larger practice and broader restructuring footprint, but directly competes for the same Quality of Earnings mandates on the buy and sell side.
KPMG (Deal Advisory / Transaction Services): Big Four transaction advisory practice providing financial due diligence and Quality of Earnings services to PE and corporate clients. The Trialta founders trained at KPMG and its diligence practice is a direct referential employer and competitor on buyside mandates.

Direct peers

CohnReznick: Mid-sized U.S. accounting and advisory firm with a dedicated Transactional and Corporate Advisory practice providing QofE, buyside and sellside diligence, and SPA support. Closely comparable in size and positioning to Trialta, serving similar PE and family-owned business clients.
Cherry Bekaert: Mid-tier U.S. accounting firm with a Deal Advisory practice offering financial due diligence and QofE services to PE and family business clients. Closely comparable boutique-sized peer competing in similar middle-market diligence mandates.
Baker Tilly (Deal Advisory): U.S. advisory firm with a Transaction Advisory / Deal Advisory practice providing QofE, working capital analysis, and SPA support for PE and strategic acquirers. Similar middle-market positioning and directly comparable service catalog.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Trialta Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Trialta Advisory leadership team

Management profile

Number of profiles

Profiles3 records

Trialta Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Trialta Advisory M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Trialta Advisory

What does Trialta Advisory do?

Is Trialta Advisory a public or private company?

Trialta Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Trialta Advisory founded?

Trialta Advisory was founded in 2022. It employs 1 to 10 people.

Where is Trialta Advisory based?

Trialta Advisory is headquartered in Dallas, United States, in the North America region.

How does Trialta Advisory make money?

One revenue line is on record: M&A Advisory Services.

Who are Trialta Advisory's main competitors?

Broad incumbents on record are RSM US (Transaction Advisory), Grant Thornton (Deal Advisory), FTI Consulting, Houlihan Lokey (Transaction Advisory Services), BDO USA (Transaction Advisory), Alvarez & Marsal and KPMG (Deal Advisory / Transaction Services). Direct peers are CohnReznick, Cherry Bekaert and Baker Tilly (Deal Advisory).

Does Trialta Advisory have an API?

No public API is recorded for Trialta Advisory.

What industry is Trialta Advisory in?

Trialta Advisory's product category is M&A Advisory Services. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of FSAEAGAB, Buy-Side M&A Advisory. Its NAICS code is 54 and its SIC code is 8742.