Company lists · Data refreshed September 2026

Top 25 Mid-market investment banks based in Austin, United States

Name: Mid-market investment banks based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 49 companies tracked

RevenueBase identified 49 mid-market investment banks headquartered in Austin, United States as of September 2026 and tracks 339 professional contacts across them, including 158 with verified work emails. New York is the largest hub.

This list covers mid-market investment banks headquartered in Austin, 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 17, 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 17, 2026 86% judged on-target in blind review

49Companies

339Contacts tracked

158Verified emails

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The 25 largest mid-market investment banks based in Austin, United States

Ranked by team size

Top 25 of 49 mid-market investment banks based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to mid-market 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Westlake Securities	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	61 contacts →
	Strong evidence “Westlake Securities is an award winning middle market investment bank founded in 2003 and headquartered in Austin, Texas.” Source: RevenueBase Database · checked Sep 17, 2026
2	Madison Street Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	51-200	47 contacts →
	Partial evidence “MADISON STREET CAPITAL, is an international investment banking firm committed to the highest standards of integrity and service in providing corporate financial advisory services…” Source: RevenueBase Database · checked Sep 17, 2026
3	Fortitude Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	28 contacts →
	Partial evidence “Fortitude Advisors is a leading technology investment bank that is uniquely dedicated to advising high performing, founder and family-owned technology businesses – ensuring…” Source: RevenueBase Database · checked Sep 17, 2026
4	Focus Strategies Investment Banking	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Strong evidence “Focus Strategies is a leading middle market investment bank based in Austin, Texas that specializes in merger and acquisition advisory, raising capital and providing strategic…” Source: RevenueBase Database · checked Sep 17, 2026
5	PH Partners	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial evidence “pH Partners, LLC, is a boutique investment banking firm delivering specialized M&A advisory, capital formation, and strategic partnership solutions to companies at the convergence…” Source: RevenueBase Database · checked Sep 17, 2026
6	Lion Business Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Indirect evidence “The team at Lion Business Advisors are trusted mergers and acquisition specialists who put their client’s needs first.” Source: RevenueBase Database · checked Sep 17, 2026
7	Navidar	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Partial evidence “Navidar, with a local presence in Austin, Cleveland, Dallas, Denver, Indianapolis and Minneapolis, is a rapidly growing and entrepreneurial investment banking firm that provides…” Source: RevenueBase Database · checked Sep 17, 2026
8	Northview Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	12 contacts →
	Partial evidence “Founded in 2010, NorthView Advisors LLC specializes in representing lower middle market companies nationwide looking to raise capital, refinance, restructure, monetize, sell…” Source: RevenueBase Database · checked Sep 17, 2026
9	Versal	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Indirect evidence “Versal was founded in 2022 by seasoned industry leaders Bill Bellomy, Michael Johnson and Hugh Horne.” Source: RevenueBase Database · checked Sep 17, 2026
10	Ibex Inc. Middle Market Business Brokers	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Indirect evidence “IBEX business exchange” Source: RevenueBase Database · checked Sep 17, 2026
11	Corporate Investment	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “Corporate Investment is a financial advisory company specializing in business sales and mergers and acquisitions.” Source: RevenueBase Database · checked Sep 17, 2026
12	Eton Venture Services	Indirect evidence	Austin, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Indirect evidence “Established in 2010, Eton Venture Services delivers best-in-class independent valuation and M&A advisory services through deep expertise, analytical rigor, and hands-on…” Source: RevenueBase Database · checked Sep 17, 2026
13	Lane Four Capital Partners	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Lane Four Capital Partners (“L4CP”) is a debt capital markets advisory firm that serves the middle market.” Source: RevenueBase Database · checked Sep 17, 2026
14	Eminence M&a Strategies	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “We are the trusted M&A partner to business owners who desire a full-service, advisory approach to managing the sale of their business.” Source: RevenueBase Database · checked Sep 17, 2026
15	Alta Towers Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “Alta Towers Advisors is an independent mergers and acquisitions advisory firm dedicated to helping buyers, sellers, and investors achieve their goals through smart strategy…” Source: RevenueBase Database · checked Sep 17, 2026
16	Eightm M&a Advisory	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Indirect evidence “M&A premium advisory buy-side and sell-side for selected clients.” Source: RevenueBase Database · checked Sep 17, 2026
17	Sheshunoff & CO Investment Banking	Indirect evidence	Austin, United StatesHQ checked Sep 17, 2026	51-200	4 contacts →
	Indirect evidence “With over 250 successful bank M&A transactions to date, Sheshunoff & Co.” Source: RevenueBase Database · checked Sep 17, 2026
18	CGK Business Sales	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “CGK Business Sales is the premier lower middle market mergers and acquisitions advisory in the United States.” Source: RevenueBase Database · checked Sep 17, 2026
19	Venture Capricorn	Strong evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Strong evidence “Venture Capricorn is a boutique investment bank focused on Mergers & Acquisitions in the middle market and lower middle market.” Source: RevenueBase Database · checked Sep 17, 2026
20	On The M.A.R.C	Indirect evidence	Austin, MN, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Come on in and join us for a ride filled with corporate development services, strategy, mergers, acquisitions, divestitures, research, analytics, commercialization, and of course…” Source: RevenueBase Database · checked Sep 17, 2026
21	Kudzu Ventures	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Based in Austin, TX and Oxford, MS Kudzu Ventures was founded to provide unparalleled venture funding and strategic advisory services to small and mid-size businesses, private…” Source: RevenueBase Database · checked Sep 17, 2026
22	Trivium Global	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “We are an industry agnostic specialty finance firm that provides private financing and advisory services to operating companies located within the United States.” Source: RevenueBase Database · checked Sep 17, 2026
23	DE Bellas & CO	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
24	Tolarus Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “We are an advisory firm assisting business with mergers & acquisitions, exit strategy, succession planning, growth capital, shareholder liquidity and buyouts.” Source: RevenueBase Database · checked Sep 17, 2026
25	Morgan Kingston Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “Morgan Kingston Advisors (“Morgan Kingston” or “MKA”) is a boutique investment bank headquartered in Austin, Texas.” Source: RevenueBase Database · checked Sep 17, 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: mid-market 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 mid-market investment banks.
Partial evidence: Its own public description names part of mid-market investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mid-market 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 49 mid-market investment banks based in Austin, United States

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Mid-market investment banks based in Austin, United States at a glance

As of Sep 17, 2026

46.6%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

1216.3%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 49 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 mid-market 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 Austin, United States whose own description of what they do matches “mid-market 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 mid-market 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 mid-market investment banks, and records with no verified work email. Companies headquartered outside Austin 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, 158 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 17, 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.

Mid-market investment banks by metro in the United States

Mid-market investment banks in New York596
Mid-market investment banks in Chicago136
Mid-market investment banks in Los Angeles112
Mid-market investment banks in Dallas98
Mid-market investment banks in Houston88
Mid-market investment banks in Atlanta82
Mid-market investment banks in Miami74
Mid-market investment banks in San Francisco70
Mid-market investment banks in Boston64
Mid-market investment banks in Charlotte53
Mid-market investment banks in Denver51
Mid-market investment banks in Austin49
Mid-market investment banks in Newport Beach37
Mid-market investment banks in Washington34
Mid-market investment banks in San Diego32
Mid-market investment banks in Tampa32
Mid-market investment banks in Scottsdale29
Mid-market investment banks in New York City28
Mid-market investment banks in Boca Raton27
Mid-market investment banks in Irvine26
Mid-market investment banks in Minneapolis26

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 mid-market investment banks, 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 mid-market investment banks are there based in Austin, United States?

RevenueBase identified 49 mid-market investment banks headquartered in Austin, 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?

Westlake Securities, headquartered in Austin, tops this list with the largest team on record.

Which city has the most mid-market investment banks?

New York leads with 596 headquartered companies, followed by Chicago (136) and Los Angeles (112).

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 158 verified decision-maker contacts tracked across these 49 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 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 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.