Kahil Financial

What Kahil Financial does

Kahil Financial Services, LLC is a Houston-based boutique financial advisory firm founded in 2014 by Michael "Dale" Kahil after 19+ years in banking and capital markets roles. The firm provides three interconnected service lines: Strategic (Fractional) CFO engagements covering KPI development, forecasting, break-even analysis, bank relationship management, and GAAP-compliant financial statements; Investment Banking services including capital raising (debt and equity), M&A advisory (buy-side and sell-side), bank loan facilitation, and financial viability evaluations; and a dedicated Commercial Real Estate Investment Banking practice serving developers, private equity firms, and institutional investors. There is no proprietary technology platform; the offering is human-led advisory and relationship-driven capital markets execution. The firm has a presence in Texas (Houston headquarters and Austin branch) and has executed engagements in North Carolina and South Carolina, primarily serving mid-market companies in the $5M-$100M+ revenue range across Commercial Real Estate, Transportation, Construction, Manufacturing, IT, and Pharmaceuticals. Its revenue model combines transaction-based fees on completed capital raises and M&A deals with recurring professional-services fees for fractional CFO engagements. Securities are offered through a partnership with Finalis Securities LLC (FINRA/SIPC), and M&A transactions are executed in conjunction with WoodRock & Co, supported by a wholly owned subsidiary, Kahil Securities, LLC. The firm is founder-owned and closely held, with no disclosed external funding, and operates with a small 1-10 employee team.

Name

Kahil Financial

Legal name

Kahil Financial Services, LLC

Website

https://kahilfinancial.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Kahil Financial is a Houston-based boutique financial advisory firm founded in 2014 that provides fractional CFO, investment banking, capital raising, and M&A advisory services to mid-market companies across multiple industries, primarily in Texas and the U.S. Southeast.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Investment Banking and Securities Intermediation (523150), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Loan Brokers (6163)

akta.pro primary industry

Debt Advisory & Financing Advisory (FSAEAGAD)

akta.pro secondary industries

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI)

Keywords

• Financial advisory services
• Investment banking
• Capital raising
• Fractional CFO services
• Mergers acquisitions advisory

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Investment Banking & Capital Raising Advisory: Fees earned on successful capital raising transactions, including debt and equity financing. Revenue is transaction-based, tied to deal closure for clients seeking investment capital for growth, restructuring, or new projects.
2. Strategic CFO / Fractional CFO Services: Ongoing consulting engagements providing CFO-level guidance to business owners. Revenue likely structured as recurring advisory fees for continuous strategic financial oversight.
3. M&A Advisory: Fees generated from representing sellers and buyers in mergers and acquisitions transactions. Deals are executed in conjunction with WoodRock & Co, with Kahil providing transaction structuring and negotiation expertise.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Kahil Financial is a boutique financial advisory firm that provides strategic (fractional) CFO services, investment banking advisory, and capital raising support to mid-market and enterprise businesses. Its offerings span debt and equity financing, mergers and acquisitions advisory, bank loan facilitation, financial viability evaluation, and commercial real estate investment banking, delivered through direct engagement of firm principals with business owners and executives.

Product overview

Kahil Financial Services operates as a unified financial services firm offering a portfolio of interconnected advisory services. The core offerings include Strategic CFO (Fractional CFO) services providing ongoing financial leadership and planning, Investment Banking services encompassing capital raising, M&A advisory, and strategic transactions, and Commercial Real Estate Investment Banking focused on real estate-specific capital markets and advisory. Sub-services including Capital Raising, M&A Advisory, Bank Loan Facilitation, and Financial Strategy Consulting support and extend these core offerings. The firm serves clients across diverse industries including Commercial Real Estate, Transportation, Construction, Manufacturing, IT, and Pharmaceuticals, with securities offered through Finalis Securities LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic CFO (Fractional CFO)

Quantifiable outcome

• Increased company sale value by 10X for an architectural and engineering firm
• +4 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles2 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.

• WoodRock & CocoreStrategic or Co-development PartnerM&A transactions and equity capital raising are executed in conjunction with WoodRock & Co. Kahil Financial and WoodRock collaborate on deal structuring, negotiations, and transaction execution for private equity groups and privately held companies.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• B. Riley Financial: Diversified financial services firm offering investment banking, advisory, and capital markets services including middle-market M&A and restructuring. Overlaps with Kahil on mid-market advisory mandates, particularly in distressed and special situations.
• Piper Sandler: Full-service investment bank with strong middle-market investment banking, equity capital markets, and M&A advisory practices. Competes with Kahil on capital raising and M&A mandates in the lower-middle-market and CRE sectors.
• Houlihan Lokey: Global investment bank providing M&A advisory, capital markets, and financial restructuring services. While Kahil operates in a much smaller mid-market segment, Houlihan's middle-market practice competes for many of the same sell-side, financing, and recapitalization mandates Kahil targets.
• Moss Adams: Large professional services firm providing accounting, consulting, and wealth management including outsourced CFO and advisory services. Represents the broader, scaled alternative to Kahil's fractional CFO offering for mid-market clients.

Direct peers

• Generational Group: M&A advisory firm specializing in lower-middle-market sell-side engagements. Direct competitor for the same mid-market owner-operator transactions Kahil pursues through its partnership with WoodRock & Co.
• Cornerstone Business Services: Mid-market advisory firm offering M&A, valuation, and strategic consulting services. Comparable in client profile (lower-middle-market, owner-operated businesses) and engagement style to Kahil's combined advisory + transactional offering.
• CFGI: Fractional CFO and accounting advisory firm serving middle-market companies, private equity-backed businesses, and lenders. Directly comparable to Kahil's fractional CFO service line, with similar client pain points and engagement model.
• Allegiance Capital Corporation: Boutique investment bank focused on middle-market M&A and capital raising, with industry specializations including industrial, healthcare, and business services. Comparable in deal size, advisory scope, and target client profile to Kahil's investment banking practice.
• WoodRock & Co: Boutique investment bank co-executing M&A and equity capital raising mandates with Kahil Financial under a strategic partnership. Operates in a similar mid-market advisory niche with comparable deal types and client profiles.
• Benchmark International: M&A advisory firm focused on selling lower-middle-market businesses across diverse industries. Highly comparable in target client profile ($5M-$100M revenue), transaction size, and sell-side advisory positioning relative to Kahil's M&A advisory practice.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/kahil-financial

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Kahil Financial