STOC Advisory, a national business advisory firm supporting clients across the investment lifecycle, today announced the opening of its Dallas office in Uptown, a market the firm has served since its founding in 2020.

The office will serve as the hub for STOC’s work across Texas, providing local access to the firm’s transaction advisory, corporate development, growth enablement, and finance and data intelligence practices. Establishing an office builds on the relationships STOC has developed in the region and positions the firm to continue investing in the market and expanding its team over time.

“Opening in Dallas is a natural extension of work we have been doing in Texas for years,” said Andrew Swihart, Co-Founder and Managing Partner at STOC Advisory. “There is real value in being close to our clients and the markets where they are investing. This gives us the opportunity to deepen relationships we have built while continuing to expand STOC’s national presence.”

The office opens as STOC continues to broaden the capabilities it provides to clients. Beyond transaction advisory and quality of earnings work, the firm supports acquisition strategy and corporate development, post-close finance and data intelligence, and growth initiatives, allowing STOC to work alongside clients at multiple stages of an investment — from sourcing and diligence through the operating period and eventual exit.

“As STOC has grown, we’ve been very intentional about building capabilities around the needs of our clients,” said Michael O’Heir, Co-Founder and Managing Partner at STOC Advisory. “That has meant expanding beyond traditional transaction advisory into areas where we can support clients before, during, and after a transaction. Dallas opens with that full set of capabilities in place, and continuing to build that depth and attract exceptional talent is a major part of where we’re taking the firm.”

About STOC Advisory

Founded in 2020, STOC Advisory is a national business advisory firm supporting private equity sponsors, operators, intermediaries, lenders, family offices, internal M&A teams, and founder-led businesses. The firm’s practices span transaction advisory, corporate development, growth enablement, and finance and data intelligence, with capabilities extending from acquisition strategy and sourcing through diligence, post-close execution, and exit preparation. STOC employs more than 40 professionals across Baltimore, Dallas, Minneapolis, Nashville, and North Florida, and has supported more than 800 transactions representing over $5 billion in aggregate transaction value. Learn more at www.stocadvisory.com.