Company lists · Data refreshed October 2026

Top 25 Financial services pe firms based in Dallas, United States

RevenueBase identified 116 company matches for financial services pe firms associated with Dallas, United States as of October 2026 and tracks 1,013 professional contacts across them, including 598 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Dallas has 116.

This list covers company matches for financial services pe firms 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 October 12, 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 Oct 12, 2026 How this list was built
116Companies
1,013Contacts tracked
598Verified emails
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The 25 largest financial services pe firms based in Dallas, United States

Ranked by team size
Top 25 of 116 company matches for financial services pe firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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 Oct 12, 202651-200111 contacts →

Exact match

“WHO WE ARE Trive Capital is a Dallas, TX based private equity firm with more than $8 billion of regulatory assets under management.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202651-20089 contacts →

Exact match

“Trinity Hunt Partners is a growth-oriented private equity firm with over $2.3 billion of assets under management focused on partnering with business owners to build world-class…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5043 contacts →

Exact match

“Highlander Partners is a private investment firm making direct private equity and mezzanine investments throughout North America and Central Europe.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5042 contacts →

Exact match

“Paceline is a Dallas-based private equity manager focused on value-oriented and special situations investments across real assets, corporate debt, and private equity in all market…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5041 contacts →

Exact match

“Disruptive, founded in 2012, is a leading global investment firm for best-in-class private technology companies and sophisticated investors around the world.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5040 contacts →

Exact match

“Kainos Capital is a private equity firm focused on the development of growth-oriented, dynamic, and strategically relevant companies in the food and consumer products sector.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5038 contacts →

Exact match

“Founded in 2016 by David Fredston, Sole Source Capital is a private equity firm that thematically invests in fragmented, high-growth industrial subsectors.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5029 contacts →

Exact match

“Renovo Capital is a Dallas, TX – based lower middle market private equity firm comprised of seasoned operating and investing professionals.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5028 contacts →

Exact match

“CenterOak Partners LLC is a Dallas, Texas based private equity firm managing $2.5 billion of equity capital commitments with a focus on making control-oriented investments in…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5028 contacts →

Exact match

“Havencrest Capital Management is a Dallas-based, private equity fund manager specializing in the healthcare industry.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5027 contacts →

Exact match

“RCG is a leading Dallas-based private equity investment firm that partners with seasoned management teams to invest in growing, profitable, privately held companies with a focus…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5021 contacts →

Exact match

“Crossplane Capital is a private equity firm based in Dallas investing control equity in industrial business services, niche manufacturing and value-added distribution businesses.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5020 contacts →

Exact match

“Five States Energy is an investment firm specializing in private equity transactions in energy, focusing on long-term, income-generating opportunities.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5020 contacts →

Exact match

“BP Energy Partners (BPEP) is a lower-middle market private equity firm that partners with companies delivering essential products and services across the energy, power…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5020 contacts →

Exact match

“Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a family-backed yet institutional firm with diverse worldwide operations and investments.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5017 contacts →

Exact match

“Valesco is a Dallas, Texas based Private Equity fund that purchases control and non-control interests in very select growth oriented middle market businesses.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchDallas, TX, United StatesHQ recorded Oct 12, 20261-1017 contacts →

Exact match

“Headquartered in Dallas, Texas, Surge Private Equity is a growth-oriented, lower-middle market equity firm with a diversified presence throughout the business services, consumer…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5016 contacts →

Exact match

“Sky Island Capital is a lower middle market private equity firm that specializes in making control equity investments in North American manufacturing companies across a handful of…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5016 contacts →

Exact match

“Latticework Capital Management (“LCM”) is a Dallas-based private equity firm focused exclusively on the healthcare industry.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchDallas, TX, United StatesHQ recorded Oct 12, 20261-1016 contacts →

Exact match

“Broadwing is a Dallas-based private equity firm building resilient platform companies in essential sectors utilizing our expertise working with family- and operator-owned…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21Exact matchDallas, TX, United StatesHQ recorded Oct 12, 20261-1014 contacts →

Exact match

“DalFort is a Dallas-based investment firm focused on the lower middle market.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-5013 contacts →

Exact match

“Crux Capital is the ideal partner for owners seeking liquidity, generational transition, capital for growth or recapitalization.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23Exact matchDallas, TX, United StatesHQ recorded Oct 12, 20261-1011 contacts →

Exact match

“Skylark Private Equity Partners is a lower middle market private equity firm focused on partnering with entrepreneurs to drive strategic growth.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24Exact matchDallas, TX, United StatesHQ recorded Oct 12, 202611-509 contacts →

Exact match

“Sequel is a Dallas-based private equity firm founded in 2002.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchDallas, TX, United StatesHQ recorded Oct 12, 20261-109 contacts →

Exact match

“Providence Investment Partners is a Dallas, TX based firm that provides debt and equity capital to proven lower middle market companies.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 116 financial services pe firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 598 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services pe firms based in Dallas, United States at a glance

As of Oct 12, 2026
59.0%Verified-email coverage
8.7Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
77
11-50
33
51-200
4
201-500
1
501-1,000
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 “financial services pe firms” 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 598 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 October 12, 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 “financial services pe firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services pe firms are there based in Dallas, United States?

RevenueBase identified 116 company matches for financial services pe firms associated with Dallas, United States as of October 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?

Trive Capital 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 financial services pe firms?

New York leads the United States with 471 company records, followed by Chicago (160) and Dallas (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 598 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 October 12, 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.