Company lists · Data refreshed September 2026

Top 25 Investment banking firms based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 66 companies tracked

RevenueBase identified 66 investment banking firms headquartered in Dallas, United States as of September 2026 and tracks 1,224 professional contacts across them, including 311 with verified work emails. New York is the largest hub.

This list covers investment banking firms 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 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

66Companies

1,224Contacts tracked

311Verified emails

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The 25 largest investment banking firms based in Dallas, United States

Ranked by team size

Top 25 of 66 investment banking firms based in Dallas, 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 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	Sellside Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
2	Southwest Securities, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	501-1,000	297 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
3	Texas Capital Securities	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	125 contacts →
	Strong 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 17, 2026
4	Capital Alliance Corporation	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
5	Allegiance Capital Corporation	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
6	Hext Financial Group, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	31 contacts →
	Strong 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 17, 2026
7	Estrada Hinojosa & Company, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	28 contacts →
	Indirect evidence “About Us Estrada Hinojosa has built a strong track record in 30 years in Public Finance by providing creative solutions to help clients finance all types of projects.” Source: RevenueBase Database · checked Sep 17, 2026
8	Hamptonrock	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
9	The Vant Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
10	Lombard Global, Incorporated	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
11	Pinecrest Capital Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong 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 17, 2026
12	ONE Private Equity	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
13	MHT Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
14	Transitus Capital	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.” Source: RevenueBase Database · checked Sep 17, 2026
15	Everett Advisory Partners, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
16	Energy Capital Solutions	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “Energy Capital Solutions, LP (“ECS”) is an investment banking firm focused on raising private capital and providing merger and acquisition advisory services to public and private…” Source: RevenueBase Database · checked Sep 17, 2026
17	Merger Partners Incorporated	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Partial evidence “Founded in 1995, Merger Partners Incorporated (MPI) is a boutique investment bank headquartered in Dallas, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
18	Waterview Investment Banking, INC	Indirect evidence	Dallas, United StatesHQ checked Sep 17, 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 17, 2026
19	Safewater Capital Advisors LLC	Indirect evidence	Dallas, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
20	Loop Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
21	Bulkley Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Bulkley Capital ensures successful transactions for middle market enterprises.” Source: RevenueBase Database · checked Sep 17, 2026
22	Allianceone Enterprises	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “AllianceOne Enterprises (“AllianceOne Enterprises” or “AOE”) is a boutique investment banking and financial advisory firm providing a specific range of services primarily to lower…” Source: RevenueBase Database · checked Sep 17, 2026
23	Sloan Capital, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “Sloan Capital, LLC is a boutique M&A-focused investment banking firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
24	Onyx Capital Management LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Strong evidence “We are a premier boutique Mergers & Acquisitions and Investment Banking solutions company that services privately held businesses, high net worth individuals, and start-up…” Source: RevenueBase Database · checked Sep 17, 2026
25	Public Werks, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “For the last 35 years, the principals of Public Werks, Inc.” 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 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 firms.
Partial evidence: Its own public description names part of investment banking 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 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 66 investment banking firms based in Dallas, United States

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Investment banking firms based in Dallas, United States at a glance

As of Sep 17, 2026

25.4%Verified-email coverage

18.5Average contacts per company

1-10Median size (employees)

771.2%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 66 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 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 Dallas, United States whose own description of what they do matches “investment banking 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 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 firms, 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, 311 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 firms by metro in the United States

Investment banking firms in New York509
Investment banking firms in Chicago104
Investment banking firms in Los Angeles96
Investment banking firms in Dallas66
Investment banking firms in San Francisco66
Investment banking firms in Atlanta64
Investment banking firms in Houston64
Investment banking firms in Miami58
Investment banking firms in Boston46
Investment banking firms in Charlotte43
Investment banking firms in Washington39
Investment banking firms in Denver34
Investment banking firms in Austin30
Investment banking firms in Tampa27
Investment banking firms in Minneapolis26
Investment banking firms in New York City25
Investment banking firms in Newport Beach25

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 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 firms are there based in Dallas, United States?

RevenueBase identified 66 investment banking firms 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?

Sellside Group, LLC, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most investment banking firms?

New York leads with 509 headquartered companies, followed by Chicago (104) and Los Angeles (96).

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 311 verified decision-maker contacts tracked across these 66 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.