Company lists · Data refreshed September 2026
Top 25 Investment banks based in Dallas, United States
This directory lists 53 investment banks based in Dallas, United States and includes 804 contacts with 216 email addresses. The list was last updated in September 2026. Across the United States, New York is the largest hub for this category (458 companies); Dallas has 53.
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 15, 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.
The 25 largest investment banks based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 297 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 2 | 125 contacts → | ||||
Partial 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 15, 2026Thanks. The Data Team will review it. | |||||
| 3 | 41 contacts → | ||||
Indirect evidence “We create value for the operators, buyers and sellers of privately held companies.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 15, 2026Thanks. The Data Team will review it. | |||||
| 5 | 31 contacts → | ||||
Partial 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 15, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 15, 2026Thanks. The Data Team will review it. | |||||
| 7 | 22 contacts → | ||||
Partial 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 15, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 15, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Partial 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 15, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 15, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Partial evidence “Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Partial 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 15, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 15, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 15, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 15, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “Bulkley Capital ensures successful transactions for middle market enterprises.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Partial 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 15, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “Sloan Capital, LLC is a boutique M&A-focused investment banking firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Partial 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 15, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “For the last 35 years, the principals of Public Werks, Inc.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Partial evidence “GuideCap Partners is an investment bank specializing in mergers & acquisitions, financings, fairness opinions and valuations.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “Founded in 1995, MG Capital is a privately held financial services firm specializing in closing complex, high value transactions.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “Share Financial Services has been specializing in church and non-profit finance since 1970.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “Investment Bank dedicated to helping middle-market, privately-owned businesses achieve success.” Source: RevenueBase Database · checked Sep 15, 2026Thanks. The Data Team will review it. | |||||
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 banks. 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 banks.
- Partial evidence
- Its own public description names part of investment banks, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment banks. 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 53 investment banks based in Dallas, United States
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Investment banks based in Dallas, United States at a glance
As of Sep 15, 2026Companies by employee count
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 53 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, 216 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 15, 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 banks by metro in the United States
- Investment banks in New York458
- Investment banks in Los Angeles77
- Investment banks in Chicago75
- Investment banks in San Francisco61
- Investment banks in Atlanta46
- Investment banks in Boston45
- Investment banks in Houston44
- Investment banks in Charlotte38
- Investment banks in Miami38
- Investment banks in Denver27
- Investment banks in Austin26
Frequently asked
How many investment banks are based in Dallas, United States?
53 investment banks are listed for Dallas.
Which city in the United States has the most investment banks?
New York leads the United States with 458 headquartered companies, followed by Los Angeles (77) and Chicago (75). Dallas has 53.
How can I find contacts at investment banks based in Dallas, United States?
The directory includes 804 contacts and 216 email addresses for investment banks based in Dallas, United States.
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Investment banks by geography
- Investment banks based in the United States
- Investment banks based in the United Kingdom
- Investment banks based in Brazil
- Investment banks based in France
- Investment banks based in Canada
- Investment banks based in Australia
- Investment banks based in Spain
- Investment banks based in Italy
- Investment banks based in Germany
- Investment banks based in Mexico
- Investment banks based in the Netherlands
- Investment banks based in Switzerland
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.