Dallas Business Symposium 2025

About the Symposium

The Dallas Business Symposium returns with a powerful focus on The State of Dealmaking — an inside look at the evolving dynamics shaping M&A, private equity, and capital markets across North Texas. This exclusive forum brings together investors, advisors, and executives for an afternoon of insight, strategy, and connection.

Attendees will explore key trends driving deal flow, the shifting landscape of capital access, and the operational realities facing business owners and intermediaries in 2025 and beyond.

Join the region’s leading dealmakers for a candid discussion on where opportunities are emerging — and how to position your firm for the next wave of growth.

Sponsors

Logo of Bell Nunnally, featuring a stylized letter 'B' with a red background and the name in dark gray.

Speakers

Ross Angus Williams
Partner
Bell Nunnally

Bill Hattox
Partner
Armanino CPA

Rochelle O’Brien
M&A Master Intermediary
Venture Opportunities

Oliver Cone
SVP M&A Advisor
Bulkley Capital

Charles Williams
Managing Member
Pioneer Realty Capital

Scott Perry
President
Texas Association of Business Brokers-DFW

Lester Wigler
Portfolio Management Director
Morgan Stanley

Patrick Floeck
Partner
Valesco Industries

Bill King
SBA Lending Specialist
Dogwood State Bank

Michael Bingham
VP Business Development
Pioneer Realty Capital

Symposium Details

Date: Friday October 24th, 2025
Time: 2pm-6pm
Venue: KPMG Plaza, 2323 Ross Ave Ste. 1900, Dallas, TX 75201

Symposium Agenda

  • 2:00pm-2:30pm Check-In and networking
  • 2:30pm-2:45pm Fireside Chat – Legislative Update
  • 2:45pm-3:30pm Panel 1
  • 3:30pm-4:00pm Break/Networking
  • 4:00pm-4:45pm Panel 2
  • 4:45pm-6:00pm Networking/Event End

Insights from Dax Seale of Seale Wealth Management with Raymond James.

Insights from Jaime Hochhausen, Business Development Director at global law firm Perkins Coie.

Insights from Joshua Lewis, Commercial Banker at Regions Bank.

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For inquiries, contact
James Sackey
james@jamessackey.marketing