Expert Advice. Successful Outcomes. Tailored for Small Business Owners.

Metrocrest Partners is a values-driven consulting and M&A advisory firm dedicated to helping small and mid-sized businesses unlock growth, access capital, and prepare for successful transaction outcomes. Based in Dallas, Texas, we bring the sophistication of institutional finance to the SMB market — delivering institutional-grade advice with a personal, client-first approach.

Our team has deep experience across investment banking, private equity, family office investing, strategic M&A, and operational value creation, enabling us to serve as a trusted partner to entrepreneurs, family-owned companies, and companies looking to grow or transform their business.

At Metrocrest Partners, we believe that every business deserves access to the same quality of strategic guidance that larger corporations receive. Whether you are preparing to fund strategic growth initiatives, evaluating acquisitions, looking to automate business processes with AI, or planning for an eventual exit, we provide hands-on support and execution tailored to your goals.

How we Serve our Clients

We provide independent, tailored solutions that help business owners make smarter strategic decisions. Our services are designed to bridge the gap between day-to-day operations and long-term growth objectives, ensuring your business is positioned to thrive.

Growth Strategy Advisory & Execution

  • Develop strategic plans to accelerate revenue growth and sustainable profitability

  • Evaluate “buy vs. build” opportunities

  • Establish financial dashboards and KPIs to professionalize decision-making and become a data-driven organization

Capital Readiness & Connections

  • Assess ideal financing solutions to fund strategic growth initiatives

  • Prepare materials for banks, investors, or lenders

  • Connect with the right capital partners when appropriate

M&A and Transaction Support

  • Build market maps for your sector

  • Assess acquisition opportunities and integration risks

  • Advise owners preparing for a future sale or recapitalization

  • Provide valuation guidance, deal structuring and execution support