Company lists · Data refreshed September 2026

Top 25 Private equity advisors based in Dallas, United States

RevenueBase identified 200 private equity advisors headquartered in Dallas, United States as of September 2026 and tracks 2,061 professional contacts across them, including 1,030 with verified work emails. New York is the largest hub.

This list covers private equity 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
200Companies
2,061Contacts tracked
1,030Verified emails
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The 25 largest private equity advisors based in Dallas, United States

Ranked by team size
Top 25 of 200 private equity advisors based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
ALM FirstPartial evidence
Dallas, TX, United StatesHQ checked Sep 5, 202651-200162

“ALM First is a leading, trusted strategic partner for financial advisory services.”

Source: company website · checked Sep 5, 2026
2
NexpointPartial evidence
Dallas, TX, United StatesHQ checked Sep 5, 202651-200127

“NexPoint is a Dallas-based, alternative investment advisor that is committed to delivering best-in-class offerings to its wide range of investors.”

Source: company website · checked Sep 5, 2026
3
LP AnalystIndirect evidence
Dallas, TX, United StatesHQ checked Sep 5, 202651-200114

“LP Analyst is the industry leading portfolio managed data and technology platform provider working with more than 100 of the largest institutional investors globally to help…”

Source: company website · checked Sep 5, 2026
4
Bonanza CapitalPartial evidence
Dallas, United StatesHQ checked Sep 5, 2026n/a94

“Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.”

Source: company website · checked Sep 5, 2026
5
Trinity Hunt PartnersStrong evidence
Dallas, TX, United StatesHQ checked Sep 5, 202651-20080

“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: company website · checked Sep 5, 2026
6
LEE FinancialIndirect evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5044

“Lee Financial is an independent wealth management firm based in Dallas, Texas.”

Source: company website · checked Sep 5, 2026
7Dallas, TX, United StatesHQ checked Sep 5, 202611-5041

“We create value for the operators, buyers and sellers of privately held companies.”

Source: company website · checked Sep 5, 2026
8Dallas, TX, United StatesHQ checked Sep 5, 202611-5035

“Allegiance Capital is an M&A investment bank that has been providing expert financial services to mid-sized, privately held companies since 1998.”

Source: company website · checked Sep 5, 2026
9Dallas, TX, United StatesHQ checked Sep 5, 202611-5033

“VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management.”

Source: company website · checked Sep 5, 2026
10
Smith Anglin FinancialPartial evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5033

“We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high…”

Source: company website · checked Sep 5, 2026
11
Hext Financial Group, LLCPartial evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5031

“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: company website · checked Sep 5, 2026
12Dallas, TX, United StatesHQ checked Sep 5, 202611-5029

“Havencrest Capital Management is a Dallas-based, private equity fund manager specializing in the healthcare industry.”

Source: company website · checked Sep 5, 2026
13
Centeroak PartnersStrong evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5026

“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: company website · checked Sep 5, 2026
14
Riata Capital GroupStrong evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5025

“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: company website · checked Sep 5, 2026
15
Renovo Capital, LLCStrong evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5025

“Renovo Capital is a Dallas, TX – based lower middle market private equity firm comprised of seasoned operating and investing professionals.”

Source: company website · checked Sep 5, 2026
16
HamptonrockPartial evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5022

“HamptonRock is a leading boutique investment bank and advisory firm specializing in investment banking, transaction advisory services, and wealth management.”

Source: company website · checked Sep 5, 2026
17Dallas, TX, United StatesHQ checked Sep 5, 202611-5019

“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: company website · checked Sep 5, 2026
18
3e Management, LLCIndirect evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5019

“3E Management, LLC ("3E") is a consulting firm that provides institutional quality consulting and analysis services.”

Source: company website · checked Sep 5, 2026
19
O7capitalIndirect evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5019

“O7Capital is a premier strategic consultancy specializing in proprietary opportunity identification.”

Source: company website · checked Sep 5, 2026
20
Broadwing CapitalStrong evidence
Dallas, TX, United StatesHQ checked Sep 5, 20261-1018

“Broadwing is a Dallas-based private equity firm building resilient platform companies in essential sectors utilizing our expertise working with family- and operator-owned…”

Source: company website · checked Sep 5, 2026
21
Shedd CapitalPartial evidence
Dallas, TX, United StatesHQ checked Sep 5, 20261-1015

“Shedd Capital is a boutique investment and advisory firm focused on the aerospace, defense, and industrial markets.”

Source: company website · checked Sep 5, 2026
22
SPI Advisory, LLCStrong evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5015

“SPI Advisory, LLC is a Dallas based private equity firm with over $1.3 Billion in current Assets Under Management that is transforming the way high net worth investors identify…”

Source: company website · checked Sep 5, 2026
23Dallas, TX, United StatesHQ checked Sep 5, 20261-1013

“Vanguard Real Estate Advisors (“VREA”) is a Dallas-based boutique brokerage and advisory firm specializing in multifamily investment sales and land brokerage.”

Source: company website · checked Sep 5, 2026
24
Beacon Financial GroupIndirect evidence
Dallas, TX, United StatesHQ checked Sep 5, 202611-5012

“Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.”

Source: company website · checked Sep 5, 2026
25
FPG PartnersPartial evidence
Dallas, TX, United StatesHQ checked Sep 5, 20261-1012

“FPG Partners is a global fund placement, advisory, and investor-relations firm dedicated exclusively to raising institutional capital for select alternative investment managers.”

Source: company website · checked Sep 5, 2026

Showing 25 of 200 private equity advisors based in Dallas, United States

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Private equity advisors based in Dallas, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 988 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
136
11-50
52
51-200
9
201-500
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 200 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 private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private equity advisors”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among private equity 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 an evidence 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, 1,030 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Dallas, United States?

RevenueBase identified 200 private equity 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?

ALM First, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 1,030 verified decision-maker contacts tracked across these 200 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 5, 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 SmartSearch, 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.