Company lists · Data refreshed September 2026
Top 25 Merger and acquisition advisors based in Dallas, United States
RevenueBase identified 102 merger and acquisition advisors headquartered in Dallas, United States as of September 2026 and tracks 2,212 professional contacts across them, including 1,089 with verified work emails. New York is the largest hub.
This list covers merger and acquisition advisors 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 20, 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 merger and acquisition advisors based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,160 contacts → | ||||
Indirect evidence “With over 1,200 professionals across 18 international offices, Riveron delivers tailored solutions for CFOs, private equity firms, and key stakeholders.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 339 contacts → | ||||
Indirect evidence “Selling a business is one of the most important financial decisions you'll ever make.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 74 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 41 contacts → | ||||
Indirect evidence “We create value for the operators, buyers and sellers of privately held companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 35 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 31 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 20, 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 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 14 contacts → | ||||
Partial evidence “Full Scope Insights (FSI) is a management consulting firm delivering fit-for-purpose advisory, strategy and project execution to drive business growth and enhance both operational…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “GEX Management is a fast growing, publicly traded (OTC: GXXM), management consulting and business services company catering to VC backed and middle market companies across the US.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Partial evidence “Trialta Advisory is a Dallas-based M&A advisory firm focused on providing transaction-related due diligence services to private equity firms, companies, and business owners.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 9 contacts → | ||||
Indirect evidence “MHT Partners is a leading national middle market investment bank focused on representing industry leaders in growth markets.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 8 contacts → | ||||
Indirect evidence “The Wedda Group is NOT a PE firm, and we are NOT brokers.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Indirect evidence “Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Partial evidence “Optima M&A is a leading middle-market transaction advisory firm based in Dallas, Texas, serving clients across Texas and the Midwestern and Western U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “Selling or growing a healthcare company-especially in behavioral and mental health-is one of the most important and complex decisions a founder or investor will face.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Bulkley Capital ensures successful transactions for middle market enterprises.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “Sloan Capital, LLC is a boutique M&A-focused investment banking firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Partial evidence “DBG Advisors exists to give Business Owners confidence in their financial future.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Strong evidence “Blue Harbor Capital Advisors is a boutique M&A (Mergers & Acquisitions) and Capital Markets Advisory and Strategic Services firm that assists clients in the lower middle market…” Source: RevenueBase Database · checked Sep 20, 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: merger and acquisition advisors. 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 merger and acquisition advisors.
- Partial evidence
- Its own public description names part of merger and acquisition advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name merger and acquisition advisors. 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 102 merger and acquisition advisors based in Dallas, United States
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Merger and acquisition advisors based in Dallas, United States at a glance
As of Sep 20, 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 102 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 merger and acquisition advisors, 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 “merger and acquisition advisors”. 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 merger and acquisition advisors), 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 merger and acquisition advisors, 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, 1,089 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 20, 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.
Merger and acquisition advisors by metro in the United States
- Merger and acquisition advisors in New York434
- Merger and acquisition advisors in Chicago148
- Merger and acquisition advisors in Atlanta119
- Merger and acquisition advisors in Los Angeles109
- Merger and acquisition advisors in Houston103
- Merger and acquisition advisors in Dallas102
- Merger and acquisition advisors in San Francisco77
- Merger and acquisition advisors in Boston75
- Merger and acquisition advisors in Miami70
- Merger and acquisition advisors in Denver68
- Merger and acquisition advisors in Austin63
- Merger and acquisition advisors in Charlotte59
- Merger and acquisition advisors in Washington42
- Merger and acquisition advisors in San Diego39
- Merger and acquisition advisors in Minneapolis38
- Merger and acquisition advisors in Tampa36
- Merger and acquisition advisors in Irvine33
- Merger and acquisition advisors in Phoenix29
- Merger and acquisition advisors in Seattle29
- Merger and acquisition advisors in Newport Beach28
- Merger and acquisition advisors in Scottsdale28
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 merger and acquisition advisors, 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 merger and acquisition advisors are there based in Dallas, United States?
RevenueBase identified 102 merger and acquisition advisors 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?
Riveron, headquartered in Dallas, tops this list with the largest team on record.
Which city has the most merger and acquisition advisors?
New York leads with 434 headquartered companies, followed by Chicago (148) and Atlanta (119).
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 1,089 verified decision-maker contacts tracked across these 102 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 20, 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.
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