advisory

North Texas’ SBI Announces 2nd Acquisition in Less Than a Year

by | Jun 18, 2024

SBI, a Southlake-based growth advisory, has completed its acquisition of Carabiner Group, a RevOps-as-a-Service firm, further enhancing SBI’s capabilities to support client growth.

The firm said this is its second acquisition in less than a year, demonstrating SBI’s commitment to delivering go-to-market services to its clients. No financial details of the acquisition were released....

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Lincoln Plans One of Most Significant Dallas Mixed-Use Projects ‘Since The Crescent’ in Uptown Dallas
by | Mar 27, 2024
Lincoln Property Company is poised to launch a landmark development in the heart of Uptown Dallas. The four-acre project will merge premier office space, luxury living, high-end retail, a five-star hotel, and green space.
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Southlake Consulting Firm Wetrich Group Announces New President
by | Mar 1, 2024

The Wetrich Group LLC, a Southlake-based comprehensive advisory and consulting firm focused on the healthcare industry, has appointed Carl Meyer as president, succeeding James G. Wetrich, effective immediately.

Meyer joined The Wetrich Group in 2013, and most recently was executive vice president, the firm said.

Meyer said he’s honored in being chosen to lead The Wetrich Group, a firm celebrated for its over twenty years of excellence in overcoming challenges and unlocking growth opportunities for clients seeking transformative change.
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Dallas PE Firm Launches Springline Advisory with Focus on Middle-Market Accounting, Names CEO
by | Jan 26, 2024

Dallas-based contemporary business advisory platform Springline Advisory has launched and will focus on transforming the middle-market accounting industry.

With the support of Trinity Hunt Partners in Dallas, Springline said its business model gives clients access to the capabilities and geographic reach of larger firms—without sacrificing the level of relationship and service that has long been a hallmark of boutique and regional providers....

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Dallas-Based Accounting Firm FORVIS and Paris’ Mazars to Form a New Top 10 Global Network

by | Nov 16, 2023
FORVIS is the eighth largest public accounting firm in the U.S. and Mazars is a Paris-based international audit, tax, and advisory firm. With $5 billion in combined revenues, the companies will operate under the Forvis Mazars brand worldwide effective June 1, 2024.
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M&A Adviser Palm Tree Opens Dallas Office to Serve Growing South Central U.S. Market
by | Sep 27, 2023
“Palm Tree recognizes a significant opportunity in Dallas, a thriving metropolitan hub within Texas, aligning seamlessly with our core sectors of focus," said Palm Tree CEO and President Pardis Nasseri. "These encompass industrials, manufacturing, energy, business services, consumer, education, tourism, and hospitality."
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Industry Veteran Returns to CBRE as Vice Chair of DFW Advisory, Transaction Services Team
by | Feb 10, 2023

Robert Blount has returned to CBRE’s Dallas-Fort Worth Advisory & Transaction Services team as a vice chairman, the company announced.

Blount will focus on representing office occupiers and offering strategic consulting services for his clients, Dallas-based CBRE said....

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CBRE Acquires Full Spectrum Group for $110M, Boosting Lab Solutions for Life Sciences Hubs
by | Nov 10, 2022
CBRE said the acquisition complements its existing global Integrated Laboratory Solutions capabilities for occupier clients in the fast-growing research and laboratory equipment sector. The deal "positions CBRE to self-deliver an impressive range of scientific laboratory maintenance and repair services," says John Dunstan, CEO of GWS/Enterprise at CBRE.
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