Business Advisory & Corporate Finance Services in Houston


M&A Solutions, Corporate Finance & Business Advisory Services in Houston

Looking to sell your Houston business, expand your operations, or seeking business advisory services to help take your business to the next level? Let us help.

Sustainable Growth Solutions for your Houston-based Business.

Founded in 2014, Redcap&Truss is an independent business advisory firm with a focus of supporting businesses and entrepreneurs across Houston, Texas. We are pleased to avise buyers and sellers in the Houston Area – both inside and outside the Loop – with the sale or expansion of their business, and with overcoming specific challenges impeding their growth.  

Specializing in supporting clients through the merger & acquisition process, our team of corporate finance consultants brings an unparalleled depth of experience, expertise, and dedication to each client relationship, ensuring that both your business and personal goals are realized during your time with us. 

How Can RedCap&Truss Help Your Business?

As a business owner, you know that M&A transactions can be an exhaustive, complex, and risky process, particularly without the right expertise and support by your side. At RedCap&Truss, our aim is to eliminate as many of the unnecessary complexities from your transaction, to make the experience as seamless as possible for all parties involved.  

“At Redcap&Truss, we are business advisors, not business brokers.”  

What truly sets us apart in this industry is a dedication to serve as your advisory partners throughout your entire transaction.  This means we won’t just orchestrate your deal, but we’ll invest the time upfront to learn the ins and outs of your business, your personal goals, and any improvements that can be made now to help you get the most out of your sale or purchase.

Whether you’re Buying a Business, Selling a Business, or are looking for Business Advisory Services in Houston, Redcap&Truss’ leading corporate finance consultants can assist with: 

  • Advising on capital raising solutions
  • Maximizing your success through sustainable marketing strategies
  • Identifying the right time to sell or buy
  • Completing a valuation analysis of your business to determine an approximate sale price
  • Preparing the marketing and due diligence materials
  • Facilitating employee or management buyouts
  • Sourcing purchasers and conducting due-diligence checks
  • Negotiating deal terms and the sales and purchasing agreements
  • Succession planning
  • And more!

As experienced business valuation specialists, our team brings an in-depth understanding of what makes a quality, attractive business. Accordingly, we’ll take a critical look at each component of your business to identify areas of improvement that, if addressed, can attract a more robust pool of potential buyers.  

Based on your unique circumstances and business positioning, the Redcap&Truss team will recommend the necessary services to make your buying or selling journey infinitely more seamless, while ensuring that you get the maximum ROI from each deal.  

Check out our past Business Advisory Business Advisory Transactions and see how our clients have leveraged our services to carve out a defined path towards their long-term strategic goals.

Allow Us to Introduce Ourselves

We’re a passionate group of investment bankers and entrepreneurs with diverse business and advisory backgrounds spanning multiple sectors. Bound by a relentless dedication to helping your business thrive, our goal as a team is to help you build confidence in your future. 

Patrick Allan - Partner at Redcap&Truss

Patrick Allan, Partner

Chris Beaton - Partner at Redcap&Truss

Chris Beaton, Partner

Robyn Reside | Vice president Redcap&Truss | Mergers and Acquisitions

Robyn Reside, Vice President

Get in touch with us

We can’t wait to meet you. Contact us anytime via phone or email
or tell us your story over a cup of coffee.

Tailored guidance for sustainable business growth; reach out to us today!