Calder Capital, a national lower middle-market mergers and acquisitions advisory firm, is proud to announce the opening of its new office in Dallas, Texas. Brad Wallace is leading the firm’s developments in Texas.
As Calder Capital continues to secure more deals both nationwide and in Texas, the new Dallas office will serve as a critical hub for local transaction activity. This strategic expansion reinforces our commitment to providing tailored, local expertise while leveraging our broad national network to drive superior outcomes for our clients. With 6 years of experience in financial services and 9 years of experience as a business owner, Brad is well-positioned to lead the firm’s efforts in Dallas and beyond.
Brad Wallace
Brad Wallace joined the Calder Capital team in 2024 and now leads our M&A efforts in Texas. With over 20 years of experience that spans investment banking roles at Bank of America and Imperial Capital, LLC, along with a successful track record of starting, growing, and selling three of his own businesses, Brad brings a rare blend of transactional acumen and entrepreneurial insight.
“I’m thrilled to be leading Calder Capital’s expansion in Dallas. The Texas market has offered us tremendous opportunities for our clients, we are enthralled to have a Dallas-based office, as Calder Capital grows and strengthens our strategic partnerships in Texas,” said Brad Wallace.
“Brad’s deep experience in investment banking, transactions, and business ownership makes him the perfect leader for our Dallas team. His vision will be instrumental in driving our success in Texas. Texas is an exciting state of growth for Calder – specifically for its impressive economic and population growth, business-friendly environment, and strong industry presence in manufacturing, logistics, construction, energy, and technology. Texas is a hotspot for private equity, family offices, and independent sponsors looking for acquisition targets – the state’s economic resilience has attracted consistent investor capital, increasing deal volume,” remarked Garrett Monroe, Calder’s Sell-Side Director.
Brad’s extensive knowledge in financial analysis and transaction execution positions him to uniquely serve Texan business owners looking to exit and Texas-based investors seeking to expand their portfolios. His deep market insights are expected to generate significant momentum from Dallas-Fort Worth to San Antonio and from Houston to El Paso.
Working with Brad Wallace
Brad brings a fervent dedication to working with business owners, leveraging his comprehensive experience to structure deals. Known for his robust buyer network, Brad is well-equipped to drive Calder Capital’s growth in Dallas and throughout Texas.
“Brad’s unique blend of banking acumen and entrepreneurial spirit is a major asset for Calder Capital. His leadership in Dallas is already yielding impressive results,” said Max Friar, Calder Capital’s Founder and Managing Partner.
A dedicated family man, Brad spends most of his free time with his four children, humorously noting, “I have four kids – I have no hobbies or days off!” His personal philosophy is grounded in continuous improvement, guided by his favorite motto: “Try and get a little bit better every day.”
“Brad has hit the ground running, leveraging his vast network and transaction experience to uncover a high volume of leads and he has already helped buy-side clients reach signed letters of intent on their way to closings!” said Sam Scharich, one of Calder Capital’s Buy-Side Directors.
“Our expansion into Dallas underscores our commitment to having boots on the ground in key markets. Brad’s leadership is integral to our nationwide strategy, ensuring that we deliver unparalleled service to our clients,” continued Max Friar.
Calder Capital has been rapidly expanding its team and capabilities in recent years, focusing on serving middle-market businesses across the nation. With over 100+ closed deals in the past three years, the opening of the Dallas office is set to broaden our reach and deepen our impact in the Texas market, affirming our role as a trusted partner for local business owners and investors alike.
If you are interested in learning more about Brad Wallace, we encourage you to connect with him on LinkedIn.
About Calder Capital
Calder Capital, LLC is a lower middle market investment bank providing mergers and acquisitions advisory services to business owners, entrepreneurs, family offices, and investors across the United States. Our dedicated team of professionals combines extensive industry experience, technological innovation, negotiation savvy, and key relationships to deliver exceptional execution. Calder’s services include mergers and acquisitions advisory, private funds and capital markets advisory, and business valuations. To learn more, please visit http://caldergr.com