MIDDLE MARKET INVESTMENT BANKING

A CLIENT-CENTRIC FIRM

MIDDLE MARKET ADVISORY

Kratos Capital is an independent, Dallas based M&A advisory firm that specializes in mergers and acquisitions, private capital raise and corporate finance, across a broad range of industries. Since our inception, Quality over quantity perfectly sums up our vision of balance through success. With over 200 transactions completed, rooted in a Century of developing quality liquidity events our senior investment bankers have the industry experience and the transactional leadership to efficiently achieve superior results.

EXPERIENCED

CHOOSING OUR EXPERTISE – ADVANTAGE

Kratos fully espouses the ’boutique’ M&A practice – our senior investment bankers have the experience to lead clients through the comprehensive M&A transaction process. We are driven by ONE simple motive – to professionally manage into completion your desired transaction outcome. Our high-touch approach, complimented by large firm resources are critical components of our service offering and persist throughout each transaction.

KNOWLEDGABLE

Uniquely Qualified – Demystifying the M&A landscape 

Our advisory is diverse, our transaction experience and resources are deep, which enables our team to deliver the sophisticated skill set required to execute varying transactions with the efficiency to understand the issues unique to each client and shareholder.

Our senior bankers having worked for larger investment banks while leading M&A efforts across multiple transactional disciplines around the globe. Many had the desire to return to hands-on transaction advisory. Uniquely qualified and exceptional in transactional excellence, working directly with our clients, overseeing all day-to-day heavy lifting and providing unvarnished advice at each stage of the process is our culture.

COMMITTED

THE KRATOS DIFFERENCE – Process Driven Results 

TRUST

Clients like you are putting their life’s work into our hands. Mutual trust is critical. Our bankers ask that our clients be open, honest, and forthright about their goals, their company, and its operations. In return, our bankers are held to the same standard. We must be able to trust each other to wisely manage and protect our clients’ interests and to provide clients with unvarnished counsel and advice.

SUPPORT TEAM

As experienced bankers we can do a lot by ourselves. However, it takes a strong, professional team to create a balanced process that maximizes the value of our client’s company and deliver realized results. Our bankers are a part of a team, which includes market researchers, financial auditors, capital market relationships, CPAs, legal professionals, and finally, post-acquisition integrators. In addition, working with Kratos as an established firm, provides our bankers access to other experienced bankers who can provide additional assistance, if needed.

CHEMISTRY

Working with Kratos means having a banker who understands your business as well as how to manage a major financial transaction for each unique company. This is like getting married. Personal chemistry is important. Our bankers understand clients like you have both personal and financial goals. We trust you will be comfortable and confident listening to our advice and guidance. This is one of the most important decisions a business owner will ever make in their professional life. Kratos will make sure we have a good fit from the start. Expectations are deal success critical; therefore, our bankers take the time to properly set realistic client expectations from the onset.

TENACITY

Major financial deals are not completed overnight. There may be unforeseen issues to be addressed along the way. Some will be simple, some complex, and some demanding; our experience will be the mitigating factor. Our bankers anticipate and stand beside our clients with their goals at the top of their mind. Our bankers do the heavy lifting, and refuse to give up. Our bankers always have a backup plan, and are willing to do whatever it takes to successfully close the deal.

Our team is made up of dedicated, industry veterans who are not driven by greed, but by the simple desire to assist business owners and clients realize their dreams. What really sets us apart, however, is our desire to do what the larger firms simply can’t − to carefully and personally guide our clients through the transaction process with the individual attention they deserve.

TESTIMONIALS

  • "The Kratos Capital team was 100% dedicated in ensuring a successful outcome of our transaction. Not only was the team available and responsive 24/7, but the senior-level attention was clear from the start and helped us navigate challenging, industry-specific issues that required true expertise." Result - 11x's all cash offer!

    Michael Davis Capital Distributing, Inc
  • "Confidence - that is the true, defining takeaway from our experience with Kratos Capital. In every phase of the deal we received personalized, relevant and strong counsel that gave us the confidence that we were making the right decisions the whole way through. There is no doubt in my mind that they were uniquely suited to provide the best possible service with their intelligent, forthright and determined approach. They are absolutely the guys you want on your side of the table. "

    Seth Mitchell ReedMitchell Agency, Inc.
  • "Kratos Capital managed our process beyond our expectations. We felt the Kratos Capital team structured our deal in a way that put more money in our pocket at closing. Our family would welcome the opportunity to recommend Kratos Capital as the “go to” firm when selling a sizable middle market business."

    Ron & Becky Armstrong Clear Guard Products, Inc.
  • “I am pleased to say when I met Kratos Capital, that they took the time to evaluate our market potential and several deal probable outcomes. The team not only told me they could complete our deal, but for more money - both of which turned out to be true. Kratos originated over six offers for my business. The firm had a great handle on the closing process, in addition to negotiating a very favorable equity agreement for me and the other shareholders. Ultimately, the final purchase price netted an 84% premium, higher than any unsolicited offer we ever had received prior to engaging the professionals at Kratos Capital. Simply stated, we received a better deal because of the services provided by Kratos Capital!”

    Regan Quaal Albie’s Foods, Inc
  • “After interviewing several potential investment banks, I felt the team at Kratos Capital was the most knowledgeable. Their boutique feel meant I wouldn’t get lost in the mix. The sale of my business proved my decision was the right one. I would highly recommend Kratos to anyone who asked.”

    Stuart Feldman Gulf & Basco
  • "Kratos Capital provided unmatched, hands-on, senior-level attention throughout my transaction. The team worked tirelessly to execute a highly disciplined process in order to maximize my sale price. Not only did Kratos provide expert negotiating support, but the team also devised a unique transaction structure, which overcame a potential deal breaker and created additional shareholder value."

    Dave Meheen Meheen Manufacturing, Inc.
  • "Kratos Capital exceeded our high expectations in every way. From start to finish, they were singularly focused on ensuring the transaction closed by managing the deal and their client in a professional manner."

    Sage Harrison Trinity Private Equity
  • "Our experience with Kratos Capital has exceeded our expectations. We truly appreciate the professionalism and the discretion that was shown by the Kratos Capital team. We were worried that our employees would get the wrong impression, but most of them seemed to embrace the idea that we wanted to be sure that we had a healthy organization and would continue to grow in the future. Brian and I would highly recommend Kratos Capital to any company seeking a sale or just the need for value improvement. We certainly are better for it."

    Brian & Joan Hammer President & Chief Financial Officer, Any time, Inc.
  • "The Kratos Capital team was great to work with. Their industry knowledge, M&A experience, and professionalism were invaluable in completing this complex transaction and creating a successful outcome. They treated our sale process with considerable care and attention, were with us at every turn, and left no detail, no matter how small, to chance."

    Jim Lee Palmer Tanks Of Texas
  • "I sat across the table from the Kratos Capital team and was impressed with their professionalism, knowledge, and integrity. They are experienced bankers and go the extra mile for their clients."

    Cecil O' Brate Palmer Manufacturing

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