Entities Organizations Trialta Advisory
Organization · Financial Services
Last updated 2026-04-27
ConfirmedTrialta 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.
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Schema Record
The Schema.org JSON-LD record for this entity. Available via the open API at the endpoint below.
{
"@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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"dateModified": "2026-04-27T17:23:46.68",
"legalName": "Trialta Advisory, LLC",
"logo": {
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},
"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": {
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"email": "info@trialta.com",
"contactType": "general"
},
"knowsAbout": [
{
"@type": "Thing",
"name": "Buyside Diligence",
"url": "https://www.trialta.com/services/buyside-diligence"
},
{
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"name": "Sellside Diligence",
"url": "https://www.trialta.com/services/sellside-diligence"
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{
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"name": "Quality of Earnings",
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{
"@type": "Thing",
"name": "Financial Due Diligence",
"url": "https://www.trialta.com/about-us"
},
{
"@type": "Thing",
"name": "M&A Advisory",
"url": "https://www.trialta.com/"
},
{
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"name": "Transaction Advisory",
"url": "https://www.trialta.com/"
},
{
"@type": "Thing",
"name": "Private Equity",
"url": "https://www.trialta.com/"
},
{
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"name": "Consumer Products",
"url": "https://www.trialta.com/about-us"
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"hasOfferCatalog": [
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"name": "Diligence Services",
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{
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]
}
],
"founder": [
{
"@type": "Person",
"name": "Sam Rogers"
},
{
"@type": "Person",
"name": "Austin Dragoun"
},
{
"@type": "Person",
"name": "Blake Teiber"
}
]
}