Company lists · Data refreshed September 2026

Top 25 Lower middle market investment firms based in Dallas, United States

Name: Lower middle market investment 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 28, 2026 204 companies tracked

RevenueBase identified 204 lower middle market investment firms headquartered in Dallas, United States as of September 2026 and tracks 1,711 professional contacts across them, including 935 with verified work emails. Across the United States, New York is the largest hub for this category (855 companies); Dallas has 204.

This list covers lower middle market investment 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 28, 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 28, 2026 86% judged on-target in blind review

204Companies

1,711Contacts tracked

935Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest lower middle market investment firms based in Dallas, United States

Ranked by team size

Top 25 of 204 lower middle market investment firms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to lower middle market investment 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	Trive Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	104 contacts →
	Indirect evidence “WHO WE ARE Trive Capital is a Dallas, TX based private equity firm with more than $8 billion of regulatory assets under management.” Source: RevenueBase Database · checked Sep 28, 2026
2	Trinity Hunt Partners	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	80 contacts →
	Indirect evidence “Trinity Hunt Partners is a growth-oriented private equity firm with over $2.3 billion of assets under management focused on partnering with business owners to build world-class…” Source: RevenueBase Database · checked Sep 28, 2026
3	Logan Growth Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	74 contacts →
	Indirect evidence “Logan Growth Advisors (LGA) is a Mergers and Acquisitions advisor based out of Dallas with folks all around the world.” Source: RevenueBase Database · checked Sep 28, 2026
4	Capital Southwest	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	54 contacts →
	Strong evidence “Capital Southwest (NASDAQ: CSWC), is an internally managed, credit-focused BDC that is an active lender to lower middle market companies across the capital structure.” Source: RevenueBase Database · checked Sep 28, 2026
5	Satori Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	51 contacts →
	Partial evidence “Satori Capital is a Texas-based multi-strategy investment firm founded upon the principles of conscious capitalism.” Source: RevenueBase Database · checked Sep 28, 2026
6	Paceline Equity Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Strong evidence “Paceline is a Dallas-based private equity manager focused on value-oriented and special situations investments across real assets, corporate debt, and private equity in all market…” Source: RevenueBase Database · checked Sep 28, 2026
7	Highlander Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Partial evidence “Highlander Partners is a private investment firm making direct private equity and mezzanine investments throughout North America and Central Europe.” Source: RevenueBase Database · checked Sep 28, 2026
8	Disruptive	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Partial evidence “Disruptive, founded in 2012, is a leading global investment firm for best-in-class private technology companies and sophisticated investors around the world.” Source: RevenueBase Database · checked Sep 28, 2026
9	Sole Source Capital LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Founded in 2016 by David Fredston, Sole Source Capital is a private equity firm that thematically invests in fragmented, high-growth industrial subsectors.” Source: RevenueBase Database · checked Sep 28, 2026
10	VWH Capital Management, LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Partial evidence “VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management.” Source: RevenueBase Database · checked Sep 28, 2026
11	Unity Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “Unity Partners is a principles-based middle-market private equity firm that partners investors and operators to build better together.” Source: RevenueBase Database · checked Sep 28, 2026
12	Hext Financial Group, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 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 28, 2026
13	Skytale Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Strong evidence “Skytale Group is a leading investment banking, management consulting, and private capital firm serving healthcare and consumer markets.” Source: RevenueBase Database · checked Sep 28, 2026
14	Havencrest Capital Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “Havencrest Capital Management is a Dallas-based, private equity fund manager specializing in the healthcare industry.” Source: RevenueBase Database · checked Sep 28, 2026
15	Braemont Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “Braemont Capital is a relationship-driven investment firm focused on partnering with entrepreneurs, families and ownership-minded management teams to invest in exceptional…” Source: RevenueBase Database · checked Sep 28, 2026
16	Cresta Fund Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Partial evidence “Cresta Fund Management is a Dallas-based investment manager providing growth equity for sustainable and conventional energy, industrial, transportation and agricultural…” Source: RevenueBase Database · checked Sep 28, 2026
17	Centeroak Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “CenterOak Partners LLC is a Dallas, Texas based private equity firm managing $2.5 billion of equity capital commitments with a focus on making control-oriented investments in…” Source: RevenueBase Database · checked Sep 28, 2026
18	BP Energy Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Strong evidence “BP Energy Partners (BPEP) is a lower-middle market private equity firm that partners with companies delivering essential products and services across the energy, power…” Source: RevenueBase Database · checked Sep 28, 2026
19	Riata Capital Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Partial evidence “RCG is a leading Dallas-based private equity investment firm that partners with seasoned management teams to invest in growing, profitable, privately held companies with a focus…” Source: RevenueBase Database · checked Sep 28, 2026
20	Renovo Capital, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Strong evidence “Renovo Capital is a Dallas, TX – based lower middle market private equity firm comprised of seasoned operating and investing professionals.” Source: RevenueBase Database · checked Sep 28, 2026
21	Surge Private Equity	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	20 contacts →
	Strong evidence “Headquartered in Dallas, Texas, Surge Private Equity is a growth-oriented, lower-middle market equity firm with a diversified presence throughout the business services, consumer…” Source: RevenueBase Database · checked Sep 28, 2026
22	Crossplane Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “Crossplane Capital is a private equity firm based in Dallas investing control equity in industrial business services, niche manufacturing and value-added distribution businesses.” Source: RevenueBase Database · checked Sep 28, 2026
23	EXA Capital INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “We believe entrepreneurs hold the keys to innovation and progress.” Source: RevenueBase Database · checked Sep 28, 2026
24	Rosewood Private Investments	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a family-backed yet institutional firm with diverse worldwide operations and investments.” Source: RevenueBase Database · checked Sep 28, 2026
25	Realty Capital Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Strong evidence “RCP is a Dallas-based investment firm specializing in mid-market commercial real estate ventures.” Source: RevenueBase Database · checked Sep 28, 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: lower middle market investment 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 lower middle market investment firms.
Partial evidence: Its own public description names part of lower middle market investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name lower middle market investment 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 204 lower middle market investment firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 935 reachable decision-makers.

Free signup · no credit card

View the full list →

Lower middle market investment firms based in Dallas, United States at a glance

As of Sep 28, 2026

54.6%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

140

11-50

51-200

201-500

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 204 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 lower middle market investment 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 “lower middle market investment 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 lower middle market investment 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 lower middle market investment 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, 935 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 28, 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.

Lower middle market investment firms by metro in the United States

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 lower middle market investment 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 lower middle market investment firms are there based in Dallas, United States?

RevenueBase identified 204 lower middle market investment 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?

Trive Capital, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most lower middle market investment firms?

New York leads the United States with 855 headquartered companies, followed by Chicago (276) and Dallas (204).

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 935 verified decision-maker contacts tracked across these 204 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 204 lower middle market investment firms based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Lower middle market investment firms by geography

Browse the directory

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.