Merger & Acquisition Services

Merger, Acquisition & Divestiture Specialists

We specialize in advising clients regarding company sales, mergers, acquisitions, divestitures, recapitalizations and buyouts.

Continue reading...

Oil & Gas Property Sales

Fairness Opinion, Expert Testimony, Litigation Support, Valuation

We provide independent, unbiased and credible opinions, which satisfy the highest fiduciary standards.

Continue reading...

Debt & Equity Placements

Private Capital Raises

We raise capital from private institutional sources primarily to fund growth opportunities, strategic acquisitions and oil & gas development.

Continue reading...

Merchant Investing

Merchant Investing

We provide flexible capital, innovative structures and can move fast. We often provide various strategic and administrative services in conjunction with investments.

Continue reading...

Meet the Principals

Jason Wilcox, Investment Banker

Jason N. Wilcox

Over his career, Mr. Wilcox has assisted owners of middle-market private firms and executives of public companies in marketing, structuring and executing a number of complex transactions.

Learn more about Jason

Grant Swartzwelder, Investment Banker

H. Grant Swartzwelder

Mr. Swartzwelder’s experience spans investment banking, petroleum engineering and acting as owner/operator within the energy industry.

Learn more about Grant

Company Profile

Wilcox Swartzwelder & Co., a boutique investment bank based in Dallas, Texas, provides sophisticated investment banking services for middle market companies in the energy and industrial sectors. We provide a high level of personal individualized service, senior level expertise honed at major Wall Street investment banks, innovative deal strategies, rigorous transaction execution and superior results.

…over 100 transactions with an aggregate value in excess of $3.9 billion…

Principals have more than 40 years of combined investment banking experience and have closed over 100 transactions with an aggregate value in excess of $3.9 billion.If your company is at a critical point and you need thoughtful, candid investment banking services and advice, contact us. Wilcox Swartzwelder & Co. has the expertise to deliver results.

Learn more about Our Transactions