Company lists · Data refreshed September 2026

Top 25 Corporate finance consulting companies based in Dallas, United States

Name: Corporate finance consulting companies based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 138 companies tracked

RevenueBase identified 138 corporate finance consulting companies headquartered in Dallas, United States as of September 2026 and tracks 3,317 professional contacts across them, including 1,816 with verified work emails. New York is the largest hub.

This list covers corporate finance consulting companies 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 19, 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 19, 2026 86% judged on-target in blind review

138Companies

3,317Contacts tracked

1,816Verified emails

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The 25 largest corporate finance consulting companies based in Dallas, United States

Ranked by team size

Top 25 of 138 corporate finance consulting companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate finance consulting companies: 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 19, 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 19, 2026
2	Hilltop Securities INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	501-1,000	785 contacts →
	Partial evidence “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Source: RevenueBase Database · checked Sep 19, 2026
3	Sellside Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	339 contacts →
	Partial evidence “Selling a business is one of the most important financial decisions you'll ever make.” Source: RevenueBase Database · checked Sep 19, 2026
4	ALM First	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	162 contacts →
	Partial evidence “ALM First is a leading, trusted strategic partner for financial advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
5	Merit Advisors, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	128 contacts →
	Partial evidence “Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings.” Source: RevenueBase Database · checked Sep 19, 2026
6	Capital Alliance Corporation	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
7	Allegiance Capital Corporation	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
8	Hext Financial Group, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
9	Hamptonrock	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect 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 19, 2026
10	The Vant Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
11	Primed Business Consulting LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Primed Business Consulting was founded to bring together our extensive operating and consulting experience without the overhead of a big firm.” Source: RevenueBase Database · checked Sep 19, 2026
12	FSI Consulting	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
13	Infinity Management Dallas	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	14 contacts →
	Indirect evidence “Welcome to Infinity Management.” Source: RevenueBase Database · checked Sep 19, 2026
14	GEX Management, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “GEX Management is a fast growing, publicly traded (OTC: GXXM), management consulting and business services company catering to VC backed and middle market companies across the US.” Source: RevenueBase Database · checked Sep 19, 2026
15	Trialta Advisory, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
16	Pinecrest Capital Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect 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 19, 2026
17	ONE Private Equity	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	10 contacts →
	Partial evidence “One Private Equity provides advisory leadership on equity financing in the $15 -$25M range.” Source: RevenueBase Database · checked Sep 19, 2026
18	MHT Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “MHT Partners is a leading national middle market investment bank focused on representing industry leaders in growth markets.” Source: RevenueBase Database · checked Sep 19, 2026
19	Transitus Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.” Source: RevenueBase Database · checked Sep 19, 2026
20	IPS Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Since 1978 IPS Advisors has offered multi-disciplined consulting services to public and private companies, closely-held business owners, governmental sector clients, individuals…” Source: RevenueBase Database · checked Sep 19, 2026
21	Everett Advisory Partners, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Source: RevenueBase Database · checked Sep 19, 2026
22	DT Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “DT Capital (“DTC”) is a U.S.” Source: RevenueBase Database · checked Sep 19, 2026
23	Optima Mergers & Acquisitions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
24	Isagani Yorke Capital Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Isagani Yorke Capital Partners is a Dallas based boutique financial advisory firm bringing Wall Street-caliber expertise to lower middle market companies through bookkeeping…” Source: RevenueBase Database · checked Sep 19, 2026
25	Waterview Investment Banking, INC	Indirect evidence	Dallas, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Waterview provides merger and acquisition, capital raising, and valuation services to middle-market companies with sales between $10 and $250 million.” Source: RevenueBase Database · checked Sep 19, 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: corporate finance consulting companies. 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 corporate finance consulting companies.
Partial evidence: Its own public description names part of corporate finance consulting companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate finance consulting companies. 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 138 corporate finance consulting companies based in Dallas, United States

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Corporate finance consulting companies based in Dallas, United States at a glance

As of Sep 19, 2026

54.7%Verified-email coverage

24.0Average contacts per company

1-10Median size (employees)

483.3%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

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 138 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 corporate finance consulting companies, 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 “corporate finance consulting companies”. 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 corporate finance consulting companies), 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 corporate finance consulting companies, 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, 1,816 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 19, 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.

Corporate finance consulting companies 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 corporate finance consulting companies, 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 corporate finance consulting companies are there based in Dallas, United States?

RevenueBase identified 138 corporate finance consulting companies 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 corporate finance consulting companies?

New York leads with 667 headquartered companies, followed by Chicago (213) and Los Angeles (178).

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 1,816 verified decision-maker contacts tracked across these 138 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 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 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.