Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Dallas, United States

Name: Boutique investment banks based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 175 companies tracked

RevenueBase identified 175 boutique investment banks headquartered in Dallas, United States as of September 2026 and tracks 3,875 professional contacts across them, including 1,941 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

175Companies

3,875Contacts tracked

1,941Verified emails

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The 25 largest boutique investment banks based in Dallas, United States

Ranked by team size

Top 25 of 175 boutique investment banks based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to boutique investment banks: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Riveron	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,160 contacts →
	Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 16, 2026
2	Hilltop Securities INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	501-1,000	785 contacts →
	Indirect evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 16, 2026
3	Sellside Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	51-200	339 contacts →
	Indirect evidence “Selling a business is one of the most important financial decisions you'll ever make.” Source: RevenueBase Database · checked Sep 16, 2026
4	ALM First	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	51-200	162 contacts →
	Indirect evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 16, 2026
5	Texas Capital Securities	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	125 contacts →
	Partial evidence “Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Source: RevenueBase Database · checked Sep 16, 2026
6	Logan Growth Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	51-200	74 contacts →
	Indirect evidence “Logan Growth Advisors (LGA) is a Mergers and Acquisitions advisor based out of Dallas with folks all around the world.” Source: RevenueBase Database · checked Sep 16, 2026
7	Capital Alliance Corporation	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	41 contacts →
	Indirect evidence “We create value for the operators, buyers and sellers of privately held companies.” Source: RevenueBase Database · checked Sep 16, 2026
8	Allegiance Capital Corporation	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	35 contacts →
	Partial evidence “Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998.” Source: RevenueBase Database · checked Sep 16, 2026
9	Smith Anglin Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	33 contacts →
	Indirect evidence “We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…” Source: RevenueBase Database · checked Sep 16, 2026
10	Hext Financial Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	31 contacts →
	Partial evidence “Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Source: RevenueBase Database · checked Sep 16, 2026
11	Skytale Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	29 contacts →
	Partial evidence “Skytale Group is a leading investment banking, management consulting, and private capital firm serving healthcare and consumer markets.” Source: RevenueBase Database · checked Sep 16, 2026
12	Carter Financial Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	26 contacts →
	Indirect evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 16, 2026
13	Hamptonrock	Strong evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Strong evidence “HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.” Source: RevenueBase Database · checked Sep 16, 2026
14	The Vant Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	20 contacts →
	Indirect evidence “We understand your business transfer goals, opportunities and concerns from the inside because we have bought and sold many companies of our own-and continue to do so.” Source: RevenueBase Database · checked Sep 16, 2026
15	3e Management, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.” Source: RevenueBase Database · checked Sep 16, 2026
16	O7capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.” Source: RevenueBase Database · checked Sep 16, 2026
17	Lombard Global, Incorporated	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	1-10	17 contacts →
	Partial evidence “Lombard Global, Incorporated is a rapidly growing technology investment bank focusing on sell-side and buy-side M&A advisory services with surging middle-market technology firms…” Source: RevenueBase Database · checked Sep 16, 2026
18	Altschuler And Company	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	14 contacts →
	Indirect evidence “Altschuler and Company is a real estate advisory services firm.” Source: RevenueBase Database · checked Sep 16, 2026
19	Vanguard Real Estate Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	1-10	13 contacts →
	Strong evidence “Vanguard Real Estate Advisors (“VREA”) is a Dallas-based boutique brokerage and advisory firm specializing in multifamily investment sales and land brokerage.” Source: RevenueBase Database · checked Sep 16, 2026
20	Trialta Advisory, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	1-10	11 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
21	Pinecrest Capital Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Partial evidence “Pinecrest Capital Partners is a premier investment banking firm based in Dallas, Texas that offers exclusive advisory services to middle market companies.” Source: RevenueBase Database · checked Sep 16, 2026
22	Arkapital Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	51-200	11 contacts →
	Indirect evidence “We are a financial services firm specializing in serving high achieving professionals.” Source: RevenueBase Database · checked Sep 16, 2026
23	ONE Private Equity	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	51-200	10 contacts →
	Indirect evidence “One Private Equity provides advisory leadership on equity financing in the $15 -$25M range.” Source: RevenueBase Database · checked Sep 16, 2026
24	MHT Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	11-50	9 contacts →
	Partial evidence “MHT Partners is a leading national middle market investment bank focused on representing industry leaders in growth markets.” Source: RevenueBase Database · checked Sep 16, 2026
25	Transitus Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Partial evidence “Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: boutique investment banks. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names boutique investment banks.
Partial evidence: Its own public description names part of boutique investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name boutique investment banks. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 175 boutique investment banks based in Dallas, United States

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Boutique investment banks based in Dallas, United States at a glance

As of Sep 16, 2026

50.1%Verified-email coverage

22.1Average contacts per company

1-10Median size (employees)

563.4%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

121

11-50

51-200

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 175 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among boutique investment banks, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Dallas, United States whose own description of what they do matches “boutique investment banks”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names boutique investment banks), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among boutique investment banks, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,941 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Boutique investment banks by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names boutique investment banks, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many boutique investment banks are there based in Dallas, United States?

RevenueBase identified 175 boutique investment banks headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Riveron, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most boutique investment banks?

New York leads with 986 headquartered companies, followed by Chicago (237) and Los Angeles (200).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,941 verified decision-maker contacts tracked across these 175 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.