Company lists · Data refreshed September 2026

Top 25 Investment banking advisory firms based in Austin, United States

Name: Investment banking advisory firms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 72 companies tracked

RevenueBase identified 72 investment banking advisory firms headquartered in Austin, United States as of September 2026 and tracks 617 professional contacts across them, including 305 with verified work emails. New York is the largest hub.

This list covers investment banking advisory firms headquartered in Austin, 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 17, 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 17, 2026 86% judged on-target in blind review

72Companies

617Contacts tracked

305Verified emails

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The 25 largest investment banking advisory firms based in Austin, United States

Ranked by team size

Top 25 of 72 investment banking advisory firms based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to investment banking advisory firms: 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	Samco Capital Markets	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	51-200	81 contacts →
	Indirect evidence “SAMCO Capital Markets, Inc.” Source: RevenueBase Database · checked Sep 17, 2026
2	Westlake Securities	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	61 contacts →
	Partial evidence “Westlake Securities is an award winning middle market investment bank founded in 2003 and headquartered in Austin, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
3	Madison Street Capital	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	51-200	47 contacts →
	Strong evidence “MADISON STREET CAPITAL, is an international investment banking firm committed to the highest standards of integrity and service in providing corporate financial advisory services…” Source: RevenueBase Database · checked Sep 17, 2026
4	Stonecrest Partners	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	51-200	42 contacts →
	Partial evidence “Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management…” Source: RevenueBase Database · checked Sep 17, 2026
5	Fortitude Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	28 contacts →
	Strong evidence “Fortitude Advisors is a leading technology investment bank that is uniquely dedicated to advising high performing, founder and family-owned technology businesses – ensuring…” Source: RevenueBase Database · checked Sep 17, 2026
6	Scaleview Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “ScaleView Partners guides high growth technology entrepreneurs to help them maximize value when raising growth capital or selling their business.” Source: RevenueBase Database · checked Sep 17, 2026
7	Momentum Cyber	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Strong evidence “Momentum Cyber is the premier trusted advisor to the global Cybersecurity industry and only investment bank exclusively focused on Cybersecurity.” Source: RevenueBase Database · checked Sep 17, 2026
8	General Ledger Partners, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial evidence “General Ledger Partners is an advisory firm that delivers financial confidence to businesses and their supporting institutional investors.” Source: RevenueBase Database · checked Sep 17, 2026
9	Focus Strategies Investment Banking	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Strong evidence “Focus Strategies is a leading middle market investment bank based in Austin, Texas that specializes in merger and acquisition advisory, raising capital and providing strategic…” Source: RevenueBase Database · checked Sep 17, 2026
10	PH Partners	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Strong evidence “pH Partners, LLC, is a boutique investment banking firm delivering specialized M&A advisory, capital formation, and strategic partnership solutions to companies at the convergence…” Source: RevenueBase Database · checked Sep 17, 2026
11	Lion Business Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial evidence “The team at Lion Business Advisors are trusted mergers and acquisition specialists who put their client’s needs first.” Source: RevenueBase Database · checked Sep 17, 2026
12	Navidar	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Strong evidence “Navidar, with a local presence in Austin, Cleveland, Dallas, Denver, Indianapolis and Minneapolis, is a rapidly growing and entrepreneurial investment banking firm that provides…” Source: RevenueBase Database · checked Sep 17, 2026
13	Erben Associates	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “Erben Associates is a financial planning firm focused on exit and succession planning for business owners and high-net-worth individuals.” Source: RevenueBase Database · checked Sep 17, 2026
14	Northview Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	12 contacts →
	Partial evidence “Founded in 2010, NorthView Advisors LLC specializes in representing lower middle market companies nationwide looking to raise capital, refinance, restructure, monetize, sell…” Source: RevenueBase Database · checked Sep 17, 2026
15	Metric Point Capital	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong evidence “Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Source: RevenueBase Database · checked Sep 17, 2026
16	Nickel Hayden Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Partial evidence “Nickel Hayden Advisors is a Texas-based municipal finance advisory firm dedicated to transforming how communities manage their financial future.” Source: RevenueBase Database · checked Sep 17, 2026
17	Versal	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Indirect evidence “Versal was founded in 2022 by seasoned industry leaders Bill Bellomy, Michael Johnson and Hugh Horne.” Source: RevenueBase Database · checked Sep 17, 2026
18	Connected Vision Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “M&A Advisory focusing on Artificial Intelligence (AI), Computer Vision, Semiconductor Ecosystems and IoT.” Source: RevenueBase Database · checked Sep 17, 2026
19	Ibex Inc. Middle Market Business Brokers	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Indirect evidence “IBEX business exchange” Source: RevenueBase Database · checked Sep 17, 2026
20	Ironoak Wealth	Partial evidence	Austin, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Source: RevenueBase Database · checked Sep 17, 2026
21	Good Merger	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “We are a team of dedicated brokers focused on providing excellence in our transactions.” Source: RevenueBase Database · checked Sep 17, 2026
22	Mortgage Banking Solutions & Doctor Schell The Profit Doctor	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Partial evidence “MBS provides Advisory Services in the most complex and essential areas of Mortgage Finance across the country and around the world.” Source: RevenueBase Database · checked Sep 17, 2026
23	Eton Venture Services	Partial evidence	Austin, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Partial evidence “Established in 2010, Eton Venture Services delivers best-in-class independent valuation and M&A advisory services through deep expertise, analytical rigor, and hands-on…” Source: RevenueBase Database · checked Sep 17, 2026
24	Eminence M&a Strategies	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “We are the trusted M&A partner to business owners who desire a full-service, advisory approach to managing the sale of their business.” Source: RevenueBase Database · checked Sep 17, 2026
25	Alta Towers Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Alta Towers Advisors is an independent mergers and acquisitions advisory firm dedicated to helping buyers, sellers, and investors achieve their goals through smart strategy…” Source: RevenueBase Database · checked Sep 17, 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: investment banking advisory firms. 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 investment banking advisory firms.
Partial evidence: Its own public description names part of investment banking advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment banking advisory firms. 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 72 investment banking advisory firms based in Austin, United States

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Investment banking advisory firms based in Austin, United States at a glance

As of Sep 17, 2026

49.4%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

1079.2%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 72 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 investment banking advisory firms, 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 Austin, United States whose own description of what they do matches “investment banking advisory firms”. 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 investment banking advisory firms), 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 investment banking advisory firms, and records with no verified work email. Companies headquartered outside Austin 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, 305 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 17, 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.

Investment banking advisory firms by metro in the United States

Investment banking advisory firms in New York777
Investment banking advisory firms in Chicago165
Investment banking advisory firms in Los Angeles146
Investment banking advisory firms in Atlanta125
Investment banking advisory firms in Miami113
Investment banking advisory firms in Houston111
Investment banking advisory firms in Dallas110
Investment banking advisory firms in San Francisco97
Investment banking advisory firms in Boston86
Investment banking advisory firms in Austin72
Investment banking advisory firms in Charlotte67
Investment banking advisory firms in Washington62
Investment banking advisory firms in Denver53
Investment banking advisory firms in Tampa49
Investment banking advisory firms in San Diego47
Investment banking advisory firms in New York City43
Investment banking advisory firms in Newport Beach42
Investment banking advisory firms in Minneapolis40
Investment banking advisory firms in Scottsdale39
Investment banking advisory firms in Boca Raton32
Investment banking advisory firms in Irvine31
Investment banking advisory firms in Phoenix29
Investment banking advisory firms in Philadelphia28
Investment banking advisory firms in Nashville27
Investment banking advisory firms in Santa Monica27
Investment banking advisory firms in Seattle27
Investment banking advisory firms in Fort Lauderdale25
Investment banking advisory firms in Raleigh25

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 investment banking advisory firms, 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 investment banking advisory firms are there based in Austin, United States?

RevenueBase identified 72 investment banking advisory firms headquartered in Austin, 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?

Samco Capital Markets, headquartered in Austin, tops this list with the largest team on record.

Which city has the most investment banking advisory firms?

New York leads with 777 headquartered companies, followed by Chicago (165) and Los Angeles (146).

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 305 verified decision-maker contacts tracked across these 72 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 17, 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.