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 company matches for investment banking firms associated with Dallas, United States as of September 2026 and tracks 1,224 professional contacts across them, including 311 with verified work emails. Across the United States, New York is the largest hub for this category (534 companies); Dallas has 66.

This list covers company matches for investment banking 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 September 17, 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 17, 2026 How this list was built

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 company matches for investment banking firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sellside Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	339 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 17, 2026 · View company records in RevenueBase
2	Southwest Securities, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	501-1,000	297 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Texas Capital Securities	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	125 contacts →
	Exact match “Trading in securities and financial instruments, strategic advisory and other investment banking activities are performed by TCBI Securities, Inc, doing business as Texas Capital…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Capital Alliance Corporation	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	41 contacts →
	Exact match “We create value for the operators, buyers and sellers of privately held companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Allegiance Capital Corporation	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	35 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 17, 2026 · View company records in RevenueBase
6	Hext Financial Group, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	31 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 17, 2026 · View company records in RevenueBase
7	Estrada Hinojosa & Company, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	28 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Hamptonrock	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	22 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 17, 2026 · View company records in RevenueBase
9	The Vant Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	20 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 17, 2026 · View company records in RevenueBase
10	Lombard Global, Incorporated	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	17 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Pinecrest Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	11 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 17, 2026 · View company records in RevenueBase
12	ONE Private Equity	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	51-200	10 contacts →
	Exact match “One Private Equity provides advisory leadership on equity financing in the $15 -$25M range.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	MHT Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	9 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 17, 2026 · View company records in RevenueBase
14	Transitus Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 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 17, 2026 · View company records in RevenueBase
15	Everett Advisory Partners, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	8 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 17, 2026 · View company records in RevenueBase
16	Energy Capital Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Merger Partners Incorporated	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Founded in 1995, Merger Partners Incorporated (MPI) is a boutique investment bank headquartered in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Waterview Investment Banking, INC	Exact match	Dallas, United StatesHQ recorded Sep 17, 2026	1-10	5 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 17, 2026 · View company records in RevenueBase
19	Safewater Capital Advisors LLC	Exact match	Dallas, United StatesHQ recorded Sep 17, 2026	1-10	5 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 17, 2026 · View company records in RevenueBase
20	Loop Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Bulkley Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Bulkley Capital ensures successful transactions for middle market enterprises.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Allianceone Enterprises	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 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 17, 2026 · View company records in RevenueBase
23	Sloan Capital, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Sloan Capital, LLC is a boutique M&A-focused investment banking firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Onyx Capital Management LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “We are a premier boutique Mergers & Acquisitions and Investment Banking solutions company that services privately held businesses, high net worth individuals, and start-up…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Public Werks, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “For the last 35 years, the principals of Public Werks, Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment banking firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 66 investment banking firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 311 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

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 “investment banking 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 311 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 17, 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.

Investment banking firms by metro in the United States

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 “investment banking firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment banking firms are there based in Dallas, United States?

RevenueBase identified 66 company matches for investment banking firms 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?

Sellside Group, LLC 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 investment banking firms?

New York leads the United States with 534 company records, followed by Chicago (104) and Los Angeles (96). Dallas has 66.

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 311 professional contacts with verified work emails tracked across these 66 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 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 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.