Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 98 companies tracked

RevenueBase identified 98 mid-market investment banks headquartered in Dallas, United States as of September 2026 and tracks 961 professional contacts across them, including 285 with verified work emails. New York is the largest hub.

This list covers mid-market investment banks 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 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

98Companies

961Contacts tracked

285Verified emails

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

Ranked by team size

Top 25 of 98 mid-market investment banks based in Dallas, 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	Sellside Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	51-200	339 contacts →
	Indirect evidence “Selling a business is one of the most important financial decisions you'll ever make.” Source: RevenueBase Database · checked Sep 17, 2026
2	Logan Growth Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
3	Capital Alliance Corporation	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	41 contacts →
	Indirect evidence “We create value for the operators, buyers and sellers of privately held companies.” Source: RevenueBase Database · checked Sep 17, 2026
4	Allegiance Capital Corporation	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	35 contacts →
	Strong 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 17, 2026
5	Hext Financial Group, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
6	Skytale Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 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 17, 2026
7	Hamptonrock	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	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 17, 2026
8	The Vant Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	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 17, 2026
9	Lombard Global, Incorporated	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	17 contacts →
	Strong 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 17, 2026
10	Vanguard Real Estate Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	13 contacts →
	Partial evidence “Vanguard Real Estate Advisors (“VREA”) is a Dallas-based boutique brokerage and advisory firm specializing in multifamily investment sales and land brokerage.” Source: RevenueBase Database · checked Sep 17, 2026
11	Trialta Advisory, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	11 contacts →
	Indirect 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 17, 2026
12	Pinecrest Capital Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Strong 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 17, 2026
13	MHT Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Strong evidence “MHT Partners is a leading national middle market investment bank focused on representing industry leaders in growth markets.” Source: RevenueBase Database · checked Sep 17, 2026
14	Transitus Capital	Strong evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong evidence “Transitus Capital provides Investment Banking services to middle market firms in a wide array of industries.” Source: RevenueBase Database · checked Sep 17, 2026
15	Everett Advisory Partners, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial evidence “Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors.” Source: RevenueBase Database · checked Sep 17, 2026
16	Energy Capital Solutions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	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 17, 2026
17	Optima Mergers & Acquisitions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	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 17, 2026
18	Merger Partners Incorporated	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	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 17, 2026
19	Tremper Capital Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Tremper Capital Group is a capital markets advisory firm specializing in debt and structured finance for seniors housing and multifamily assets.” Source: RevenueBase Database · checked Sep 17, 2026
20	Waterview Investment Banking, INC	Partial evidence	Dallas, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial 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 17, 2026
21	Safewater Capital Advisors LLC	Partial evidence	Dallas, United StatesHQ checked Sep 17, 2026	1-10	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 17, 2026
22	Loop Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	11-50	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
23	Healthcare Capital Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	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 17, 2026
24	Bulkley Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Bulkley Capital ensures successful transactions for middle market enterprises.” Source: RevenueBase Database · checked Sep 17, 2026
25	Allianceone Enterprises	Partial evidence	Dallas, TX, United StatesHQ checked Sep 17, 2026	1-10	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 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 98 mid-market investment banks based in Dallas, United States

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

As of Sep 17, 2026

29.7%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

608.2%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 Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 98 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 Dallas, 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 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, 285 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 Dallas, United States?

RevenueBase identified 98 mid-market investment banks 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?

Sellside Group, LLC, headquartered in Dallas, 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 285 verified decision-maker contacts tracked across these 98 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.