Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners.
The Founders (Sam, Austin, and Blake) collectively have over 30 years of M&A advisory and diligence experience in a variety of industries, including consumer products, food and retail, business services, engineering and construction, software and technology, manufacturing, and distribution.
Previously, Sam and Blake led the Consumer, Food, and Retail group within the Transaction Advisory Services practice at Houlihan Lokey, while Austin was a deal lead in the Business Services group. Previously all three were members of the KPMG Financial Due Diligence practice.
our values
High quality of work
From the Big 4 to a prestigious middle-market investment bank, the team has spent their career making quality the top goal. That commitment is non-negotiable.
Client-centric approach
Our clients trust us, and we should repay that trust. That means offering the right advice and services at a fair price (vs. pushing all the fees that a client will bear).
Transaction-focused advisors
The years we spent working alongside investment bankers at our prior firm have imparted a unique perspective from many accounting-only advisors. We are focused on the key transaction issues that matter to you and drive deal value, which means not chasing irrelevant minutiae that extend your deal timeline and accrue additional fees.
Senior-level attention
The more we have advanced in our careers, the farther we got from our #1 job of client delivery. Trialta’s small, senior deal teams mean the eyes and ears closest to your diligence materials know what’s important and can raise issues quickly and efficiently.
Sam Rogers, Co-Founder
Austin Dragoun, Co-Founder
Blake Teiber, Co-Founder
frequently asked questions
Who do we work with?
We work with family businesses, institutional capital providers, and companies to provide tailored financial due diligence solutions.
Why do we do this?
All three of the Founders have been supporting clients in different ways our entire careers. What we find to be most rewarding about client service is seeing the impact we make in our client's organizations, careers, and lives. Whether it is helping a client acquire a new strategic offering or a family business exiting to a financial sponsor, we relish the opportunity to be a part of this transformational time.
How long have we been supporting our clients?
With over 30 years of experience, including executing on over 300 transactions between the Founders, we have experienced countless environments, trends, and industries which allow us to be your best advocate and partner.
Didn’t find an answer to your question?
Contact a member of our team to learn more about how Trialta can help you with your due diligence needs.
