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Entities Organizations Trialta Advisory

Organization · Financial Services

Last updated 2026-04-27

Confirmed

Trialta Advisory

Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners. The firm specializes in buyside and sellside diligence, combining technical accounting expertise with practical industry knowledge to help clients navigate complex transactions. Founded by senior professionals with deep experience from Houlihan Lokey and KPMG, Trialta offers tailored financial diligence solutions with senior-level attention.

Not to be confused with Trialta (HubSpot consultancy) or generic 'transaction advisory' firms — this is the Dallas-based M&A financial diligence boutique founded by Sam Rogers, Austin Dragoun, and Blake Teiber in 2022.

Extended Facts

Legal name Trialta Advisory, LLC
Founded 2022
Contact info@trialta.com · general
Team size ~3 (2024)
Address Dallas, TX 75225, Dallas, TX, 75225, US

Relationships

People

Sam Rogers Co-Founder, Managing Director
Austin Dragoun Co-Founder, Managing Director
Blake Teiber Co-Founder, Managing Director

Products

Buyside Diligence Diligence Services
Sellside Diligence Diligence Services

Identity Triangulation

Cross-platform entity consensus: 3 independent sources

SameAs links connect this entity to its canonical presence across authoritative platforms.

Schema Record

The Schema.org JSON-LD record for this entity. Available via the open API at the endpoint below.

/api/entity/trialta-advisory JSON-LD · No auth
{
  "@context": "https://schema.org",
  "@type": "Organization",
  "name": "Trialta Advisory",
  "url": "https://www.trialta.com/",
  "description": "Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners. The firm specializes in buyside and sellside diligence, combining technical accounting expertise with practical industry knowledge to help clients navigate complex transactions. Founded by senior professionals with deep experience from Houlihan Lokey and KPMG, Trialta offers tailored financial diligence solutions with senior-level attention.",
  "disambiguatingDescription": "Not to be confused with Trialta (HubSpot consultancy) or generic 'transaction advisory' firms — this is the Dallas-based M&A financial diligence boutique founded by Sam Rogers, Austin Dragoun, and Blake Teiber in 2022.",
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    "https://www.crunchbase.com/organization/trialta-advisory"
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  "identifier": [
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      "name": "Website",
      "value": "https://www.trialta.com/",
      "url": "https://www.trialta.com/"
    },
    {
      "@type": "PropertyValue",
      "name": "Linkedin",
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      "url": "https://www.linkedin.com/company/trialta-adv"
    },
    {
      "@type": "PropertyValue",
      "name": "Crunchbase",
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      "url": "https://www.crunchbase.com/organization/trialta-advisory"
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  ],
  "dateModified": "2026-04-27T17:23:46.68",
  "legalName": "Trialta Advisory, LLC",
  "logo": {
    "@type": "ImageObject",
    "url": "https://www.trialta.com/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Flogo.4a8a9a5d.png&w=256&q=75"
  },
  "foundingDate": "2022-01-01T00:00:00",
  "address": {
    "@type": "PostalAddress",
    "streetAddress": "Dallas, TX 75225",
    "addressLocality": "Dallas",
    "addressRegion": "TX",
    "postalCode": "75225",
    "addressCountry": "US"
  },
  "slogan": "Helping you achieve desired results with a tailored and pragmatic approach.",
  "contactPoint": {
    "@type": "ContactPoint",
    "email": "info@trialta.com",
    "contactType": "general"
  },
  "knowsAbout": [
    {
      "@type": "Thing",
      "name": "Buyside Diligence",
      "url": "https://www.trialta.com/services/buyside-diligence"
    },
    {
      "@type": "Thing",
      "name": "Sellside Diligence",
      "url": "https://www.trialta.com/services/sellside-diligence"
    },
    {
      "@type": "Thing",
      "name": "Quality of Earnings",
      "url": "https://www.trialta.com/services/buyside-diligence"
    },
    {
      "@type": "Thing",
      "name": "Financial Due Diligence",
      "url": "https://www.trialta.com/about-us"
    },
    {
      "@type": "Thing",
      "name": "M&A Advisory",
      "url": "https://www.trialta.com/"
    },
    {
      "@type": "Thing",
      "name": "Transaction Advisory",
      "url": "https://www.trialta.com/"
    },
    {
      "@type": "Thing",
      "name": "Private Equity",
      "url": "https://www.trialta.com/"
    },
    {
      "@type": "Thing",
      "name": "Consumer Products",
      "url": "https://www.trialta.com/about-us"
    },
    {
      "@type": "Thing",
      "name": "Food and Retail",
      "url": "https://www.trialta.com/about-us"
    },
    {
      "@type": "Thing",
      "name": "Business Services",
      "url": "https://www.trialta.com/about-us"
    }
  ],
  "hasOfferCatalog": [
    {
      "@type": "OfferCatalog",
      "name": "Diligence Services",
      "itemListElement": [
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Buyside Diligence",
            "url": "https://www.trialta.com/services/buyside-diligence"
          }
        },
        {
          "@type": "Offer",
          "itemOffered": {
            "@type": "Service",
            "name": "Sellside Diligence",
            "url": "https://www.trialta.com/services/sellside-diligence"
          }
        }
      ]
    }
  ],
  "founder": [
    {
      "@type": "Person",
      "name": "Sam Rogers"
    },
    {
      "@type": "Person",
      "name": "Austin Dragoun"
    },
    {
      "@type": "Person",
      "name": "Blake Teiber"
    }
  ]
}