Company lists · Data refreshed September 2026

Top 25 Investment banks based in Dallas, United States

This directory lists 55 investment banks based in Dallas, United States and includes 818 contacts with 220 email addresses. The list was last updated in September 2026; New York is the single most-represented city among the companies listed.

Investment banks advise companies, governments, and other institutions on capital raising, mergers and acquisitions, securities underwriting, and related financial transactions. This list covers companies that provide investment banking services, including corporate finance advice, securities underwriting, mergers and acquisitions advice, or related transaction services. Ranked by team size, largest first. Data current as of September 6, 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 6, 2026 86% judged on-target in blind review
55Companies
818Contacts tracked
220Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment banks based in Dallas, United States

Ranked by team size
Top 25 of 55 investment banks based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to investment banks: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceDallas, TX, United StatesHQ checked Sep 6, 2026501-1,000297 contacts →
Source: company website · checked Sep 6, 2026
2Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-50125 contacts →

“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: company website · checked Sep 6, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-5041 contacts →

“We create value for the operators, buyers and sellers of privately held companies.”

Source: company website · checked Sep 6, 2026
4Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-5035 contacts →

“Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998.”

Source: company website · checked Sep 6, 2026
5Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-5031 contacts →

“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: company website · checked Sep 6, 2026
6Indirect evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-5028 contacts →

“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: company website · checked Sep 6, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-5022 contacts →

“HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.”

Source: company website · checked Sep 6, 2026
8Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 20261-1017 contacts →

“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: company website · checked Sep 6, 2026
9Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-5011 contacts →

“Pinecrest Capital Partners is a premier investment banking firm based in Dallas, Texas that offers exclusive advisory services to middle market companies.”

Source: company website · checked Sep 6, 2026
10Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-509 contacts →

“MHT Partners is a leading national middle market investment bank focused on representing industry leaders in growth markets.”

Source: company website · checked Sep 6, 2026
11Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 20261-108 contacts →

“Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.”

Source: company website · checked Sep 6, 2026
12Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-508 contacts →

“Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.”

Source: company website · checked Sep 6, 2026
13Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 20261-108 contacts →

“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: company website · checked Sep 6, 2026
14Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-506 contacts →

“Founded in 1995, Merger Partners Incorporated (MPI) is a boutique investment bank headquartered in Dallas, Texas.”

Source: company website · checked Sep 6, 2026
15Indirect evidenceDallas, United StatesHQ checked Sep 6, 20261-105 contacts →

“Waterview provides merger and acquisition, capital raising, and valuation services to middle-market companies with sales between $10 and $250 million.”

Source: company website · checked Sep 6, 2026
16Indirect evidenceDallas, United StatesHQ checked Sep 6, 20261-105 contacts →

“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: company website · checked Sep 6, 2026
17Indirect evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-505 contacts →
Source: company website · checked Sep 6, 2026
18Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 20261-104 contacts →

“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: company website · checked Sep 6, 2026
19Indirect evidenceDallas, TX, United StatesHQ checked Sep 6, 20261-104 contacts →

“Bulkley Capital ensures successful transactions for middle market enterprises.”

Source: company website · checked Sep 6, 2026
20Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 20261-104 contacts →

“Sloan Capital, LLC is a boutique M&A-focused investment banking firm based in Dallas, Texas.”

Source: company website · checked Sep 6, 2026
21Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-504 contacts →

“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: company website · checked Sep 6, 2026
22Indirect evidenceDallas, TX, United StatesHQ checked Sep 6, 20261-104 contacts →

“For the last 35 years, the principals of Public Werks, Inc.”

Source: company website · checked Sep 6, 2026
23Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-503 contacts →

“GuideCap Partners is an investment bank specializing in mergers & acquisitions, financings, fairness opinions and valuations.”

Source: company website · checked Sep 6, 2026
24Indirect evidenceDallas, TX, United StatesHQ checked Sep 6, 20261-103 contacts →

“Founded in 1995, MG Capital is a privately held financial services firm specializing in closing complex, high value transactions.”

Source: company website · checked Sep 6, 2026
25Indirect evidenceDallas, TX, United StatesHQ checked Sep 6, 202611-502 contacts →

“Share Financial Services has been specializing in church and non-profit finance since 1970.”

Source: company website · checked Sep 6, 2026

Showing 25 of 55 investment banks based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 220 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment banks based in Dallas, United States at a glance

As of Sep 6, 2026
26.9%Verified-email coverage
14.9Average contacts per company
1-10Median size (employees)
872.7%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
23
501-1,000
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 55 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 banks, 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 banks”. 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 banks), 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 banks, 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, 220 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 6, 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.

Frequently asked

How many investment banks are based in Dallas, United States?

55 investment banks are listed for Dallas.

Which city has the most investment banks based in Dallas, United States?

New York is the single most-represented city among the companies on this list.

How can I find contacts at investment banks based in Dallas, United States?

The directory includes 818 contacts and 220 email addresses for investment banks based in Dallas, United States.

Ready to reach these companies? Verified emails and direct dials for all 55 investment banks based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.