Company lists · Data refreshed September 2026

Top 25 Corporate finance advisors based in Dallas, United States

RevenueBase identified 116 company matches for corporate finance advisors associated with Dallas, United States as of September 2026 and tracks 2,517 professional contacts across them, including 1,245 with verified work emails. Across the United States, New York is the largest hub for this category (671 companies); Dallas has 116.

This list covers company matches for corporate finance advisors associated with Dallas, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
116Companies
2,517Contacts tracked
1,245Verified emails
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The 25 largest corporate finance advisors based in Dallas, United States

Ranked by team size
Top 25 of 116 company matches for corporate finance advisors based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261,001-5,0001,160 contacts →

Exact match

“With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202651-200339 contacts →

Exact match

“Selling a business is one of the most important financial decisions you'll ever make.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchDallas, TX, United StatesHQ recorded Sep 19, 2026501-1,000297 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202651-200162 contacts →

Exact match

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202611-5041 contacts →

Exact match

“We create value for the operators, buyers and sellers of privately held companies.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202611-5035 contacts →

Exact match

“Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202611-5031 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202611-5022 contacts →

Exact match

“HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202611-5020 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-1014 contacts →

Exact match

“Full Scope Insights (FSI) is a management consulting firm delivering fit-for-purpose advisory, strategy and project execution to drive business growth and enhance both operational…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-1014 contacts →

Exact match

“Welcome to Infinity Management.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-1011 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202611-5011 contacts →

Exact match

“Pinecrest Capital Partners is a premier investment banking firm based in Dallas, Texas that offers exclusive advisory services to middle market companies.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202651-20010 contacts →

Exact match

“One Private Equity provides advisory leadership on equity financing in the $15 -$25M range.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202611-509 contacts →

Exact match

“MHT Partners is a leading national middle market investment bank focused on representing industry leaders in growth markets.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-108 contacts →

Exact match

“Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchDallas, TX, United StatesHQ recorded Sep 19, 202611-508 contacts →

Exact match

“Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-108 contacts →

Exact match

“DT Capital (“DTC”) is a U.S.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-107 contacts →

Exact match

“Optima M&A is a leading middle-market transaction advisory firm based in Dallas, Texas, serving clients across Texas and the Midwestern and Western U.S.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchDallas, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Waterview provides merger and acquisition, capital raising, and valuation services to middle-market companies with sales between $10 and $250 million.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchDallas, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“SafeWater Capital Advisors LLC is a “special situations” advisory firm focused on M&A, capital raising and restructuring for the middle and lower-middle market.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Elevate your business journey with The CCG Agency.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Bulkley Capital ensures successful transactions for middle market enterprises.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchDallas, TX, United StatesHQ recorded Sep 19, 20261-104 contacts →

Exact match

“AllianceOne Enterprises (“AllianceOne Enterprises” or “AOE”) is a boutique investment banking and financial advisory firm providing a specific range of services primarily to lower…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 116 corporate finance advisors based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,245 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Corporate finance advisors based in Dallas, United States at a glance

As of Sep 19, 2026
49.5%Verified-email coverage
21.7Average contacts per company
1-10Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
82
11-50
27
51-200
5
501-1,000
1
1,001-5,000
1

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 116 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Dallas, United States whose business descriptions match “corporate finance advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,245 professional contacts with verified work emails across the full matched dataset. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “corporate finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many corporate finance advisors are there based in Dallas, United States?

RevenueBase identified 116 company matches for corporate finance advisors associated with Dallas, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Riveron tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most corporate finance advisors?

New York leads the United States with 671 company records, followed by Chicago (186) and Los Angeles (153). Dallas has 116.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,245 professional contacts with verified work emails tracked across these 116 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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 SmartSearch, 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.