BankerNotes
Comparison

Allegiance Capital vs Hyperion Capital

Comparing two boutique M&A advisors · Last updated April 21, 2025

AttributeAllegiance CapitalHyperion Capital
TypeBoutiqueIndustry specialist
HQDallas, TXNew York, NY
Founded19972015
Sector focusLower Mid-MarketFinTech, Lower Mid-Market
Deal size$10M-$200M$10M-$100M
Senior team
  • David Mahmood
    Founder, Chairman
  • Sam Zaharis
    Founder
Rating Locked Locked
Reviews0 verified0 verified

Choosing between Allegiance Capital and Hyperion Capital

Allegiance Capital and Hyperion Capital both work in Lower Mid-Market. Founders running a sell-side process in those categories often see both names on their advisor longlist, which is why this comparison comes up. Allegiance Capital is a boutique while Hyperion Capital is a industry specialist, so the underlying business models differ even where the sector coverage overlaps.

Allegiance Capital is headquartered in Dallas, TX and was founded in 1997, while Hyperion Capital operates out of New York, NY and was founded in 2015. Geography matters here: Allegiance Capital's Dallas relationships and Hyperion Capital's New York relationships will overlap on national strategics but diverge on the regional private equity buyer set most likely to push price. On deal-size focus, Allegiance Capital states $10M-$200M while Hyperion Capital states $10M-$100M. Beyond shared coverage, Allegiance Capital also reaches into adjacent categories, while Hyperion Capital extends into FinTech.

For founders deciding between Allegiance Capital and Hyperion Capital, the honest recommendation is to take a working session with each named partner before signing. Read the firm-level reviews on BankerNotes for the pattern that matters most: did the partner who pitched the mandate run the buyer calls and final negotiations, or did the work slide down the org chart by week six. That pattern, more than league-table position, is what separates a good outcome from a mediocre one.

Firm A profile
Allegiance Capital
Dallas, TX

Allegiance Capital is a boutique headquartered in Dallas, TX and founded in 1997. The firm focuses on Lower Mid-Market and typically advises on transactions in the $10M-$200M range. Key dealmakers include David Mahmood (...

Read the Allegiance Capital profile and reviews
Firm B profile
Hyperion Capital
New York, NY

Hyperion Capital is a industry specialist headquartered in New York, NY and founded in 2015. The firm focuses on FinTech, Lower Mid-Market and typically advises on transactions in the $10M-$100M range. Key dealmakers inc...

Read the Hyperion Capital profile and reviews

Frequently asked questions

What is the main difference between Allegiance Capital and Hyperion Capital?
Allegiance Capital is a boutique HQ'd in Dallas, TX (founded 1997), focused on Lower Mid-Market, with a typical deal range of $10M-$200M. Hyperion Capital is a industry specialist HQ'd in New York, NY (founded 2015), focused on FinTech, Lower Mid-Market, with a typical deal range of $10M-$100M. Beyond those facts, the most reliable differentiator is senior banker attention, which BankerNotes reviews are designed to surface.
Which firm has better founder reviews, Allegiance Capital or Hyperion Capital?
Allegiance Capital's current rating is Locked (reviews unlock after five verified founders submit ratings). Hyperion Capital's current rating is Locked (reviews unlock after five verified founders submit ratings). Read the individual firm profiles for the full review breakdown.
Should I shortlist both Allegiance Capital and Hyperion Capital?
For most founders evaluating sell-side advisors with overlapping sector and deal-size fit, putting both on a shortlist is reasonable. The point of a bake-off is to test how the senior team behaves under pressure, how the firm shapes the buyer universe, and how it handles a difficult diligence question. Treat the shortlist as an interview, not a beauty contest.
How does BankerNotes verify reviews of Allegiance Capital and Hyperion Capital?
Every review is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.

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Last updated: April 21, 2025