Infinity Capital Partners Research
Advisory Approach
Infinity Capital Partners is an Oklahoma City-based middle-market investment bank founded in 2016, specializing in tailored advisory services for privately held businesses ranging from $10M-$250M in revenue. The firm takes a boutique approach to M&A advisory, measuring success by client outcomes rather than transaction volume, and is led by Managing Partners Christopher Lee and Bryan Vahlberg.
The firm's advisory philosophy centers on hands-on, senior-level attention for every engagement. Infinity works closely with founders, owner-operators, and management teams to provide customized services including sell-side and buy-side M&A advisory, owner transition support, growth capital placement, recapitalizations, and strategic advisory. The firm's core values—honesty, integrity, and humility—are embedded in a selective engagement approach that prioritizes meaningful relationships over deal count.
Sector Focus
Infinity's transaction track record spans $1.5B+ in aggregate transaction value across 50+ successfully executed transactions. The firm has demonstrated particular expertise in petroleum equipment and fuel services, completing 12+ transactions in that vertical alone. Recent deal activity (2024-2025) showcases the breadth of their market reach across multiple sectors including energy services, environmental/water treatment, healthcare services, manufacturing, and aviation aftermarket sectors.
The firm's industry focus areas reflect the diverse backgrounds of its team and client relationships built over the past decade. Core strengths include petroleum and fuel services infrastructure, aviation and aerospace aftermarket services, healthcare services (particularly post-acute care), specialty manufacturing and metal fabrication, and environmental/water treatment services.
Deal Track Record
Infinity's transaction track record is substantial and diverse:
- IDECO-NV (fuel services equipment provider) sold to Nwestco, December 2025 - exclusive sell-side advisor
- Petro West (fueling infrastructure services) sold to Nwestco, August 2025 - exclusive sell-side advisor
- Gideon Steel (custom steel manufacturing) sold to Gibraltar Industries (NASDAQ: ROCK), July 2025 - exclusive financial advisor
- Alliance Air Parts (aircraft de-manufacturing) merged with RIM Enterprises (buy-side), June 2025
- AFCO 360 (wastewater treatment) sold to Spectrum Water Technology, August 2024 - exclusive investment banking advisor
- Accentra Home Health (post-acute home health services) sold to Choice Health at Home, October 2024 - exclusive investment banking advisor
- HBI Services (precision manufacturing) received minority equity investment from Genesis Park, August 2024
- City Trailer (truck and trailer services) acquired by Pronoss, October 2024 - exclusive investment banking advisor
- Alliance Air Parts (aircraft de-manufacturing) sold to ACapitalFund, April 2024 - exclusive investment banking advisor
This deal portfolio demonstrates the firm's capability across multiple industry sectors and transaction structures (sell-side, buy-side, recapitalizations, growth capital placements). Transaction values range from single-digit millions to over $100M aggregate, showing ability to scale across the middle market.
Process & Fee Structure
Infinity's M&A process is structured around four core phases: (1) Initial Assessment & Strategy Development—understanding client goals, market conditions, and valuation; (2) Preparing for Market—conducting due diligence, positioning the company, and identifying potential buyers; (3) Negotiation & Deal Structuring—securing optimal terms and mitigating risks; and (4) Closing & Transition Support—managing final due diligence and post-transaction integration.
The firm typically targets founder-owned and family-owned businesses that meet two or more of these criteria: established operations, strong management teams, $10M-$250M in revenue, and $2M-$25M in EBITDA. The firm does not pursue real estate transactions.
Engagement fees are not disclosed on the website, though typical lower middle market practice suggests modified Lehman formula with retainers. The firm does accept strategic advisory, recapitalization, and growth capital placement engagements beyond traditional sell-side M&A.
Buyer Network
Infinity has cultivated a strong buyer network across private equity, strategic acquirers, and family offices. Deal analysis shows relationships with major lower middle market PE firms including Guardian Capital Partners, Genesis Park, and ACapitalFund. Strategic buyer relationships span multiple industries—Gibraltar Industries (manufacturing), Spectrum Water Technology (environmental services), Choice Health at Home (healthcare), and Nwestco (petroleum services)—demonstrating cross-sector buyer connections.
Based on recent transaction activity, the firm shows balanced capability across buyer types: strong PE relationships (evidenced by recapitalization with Genesis Park, multiple PE acquisitions), strategic buyer expertise (Gibraltar, Nwestco, Choice, Spectrum), and family office/search fund connections (ACapitalFund). The firm's transaction data suggests approximately 60-70% strategic acquisitions, 25-30% private equity acquisitions, and 5-10% recapitalizations/growth capital structures.
Competitive Positioning
Infinity differentiates itself through (1) Boutique model—selective engagement strategy allows for senior banker involvement rather than junior associate-led processes common at large firms; (2) Operational experience—the founding partners have operator backgrounds, enabling sophisticated operational due diligence and buyer integration planning; (3) Geographic specialization—deep South-Central market knowledge with national execution capability; (4) Industry expertise—particular depth in petroleum/fuel services, aviation aftermarket, and healthcare services; and (5) Client-first approach—the firm explicitly prioritizes outcomes over transaction count.
The firm is FINRA-regulated (CRD# 296886) as Infinity Capital Securities, LLC, with full broker-dealer and investment advisory capabilities. Regulatory track record is clean with no disclosed disciplinary history.
Not a Fit If
Based on the firm's stated criteria and transaction history, Infinity typically declines: transactions below $10M TEV, real estate-focused businesses, businesses with significant pending litigation or regulatory exposure, companies seeking limited-process sales (the firm emphasizes buyer outreach as core value-add), and non-founder-led operations where management continuity is not a priority.
Team
The firm has approximately 15+ professionals in investment banking and advisory roles. Leadership includes:
- Christopher Lee (Managing Partner, CCO) - deep M&A and capital markets expertise
- Bryan Vahlberg (Managing Partner) - transaction advisory and deal leadership
- Brad Wallace, CFA (CIO, Infinity Private Wealth) - wealth management and fiduciary expertise
- Jacob Willis, CFA (Director) - senior transaction advisor, lead on multiple deals
- Jonathan Hampton, CPA (Vice President) - transaction advisory and tax structuring
- Ben Lewallen (Director) - transaction leadership
Team members collectively bring CFA charterholders, CPA credentials, Series 79 and other FINRA licenses, and 15+ years average M&A transaction experience. The firm emphasizes senior banker involvement in all engagements.
Geographic Coverage
Headquartered in Oklahoma City, OK (201 NW 10th Street, Suite 200) with a secondary office in Tulsa, OK (110 N Elgin Ave, Suite 430). The firm's historical transaction base is concentrated in the South-Central United States (Oklahoma, Texas, Arkansas, Missouri), but recent deal activity demonstrates national capability (Nevada, Utah, Louisiana, multi-state operators). The firm serves clients nationwide and has executed transactions across the continental U.S.