Company lists · Data refreshed September 2026
Top 25 Venture capital advisory firms based in Dallas, United States
RevenueBase identified 79 venture capital advisory firms headquartered in Dallas, United States as of September 2026 and tracks 340 professional contacts across them, including 81 with verified work emails. Across the United States, New York is the largest hub for this category (494 companies); Dallas has 79.
This list covers venture capital advisory 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 29, 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 venture capital advisory firms based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Strong evidence “Anchor Capital GP offers advisory services and investment capital for disruptive startups and founders aiming to scale.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial evidence “One Private Equity provides advisory leadership on equity financing in the $15 -$25M range.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect 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 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “DBG Advisors exists to give Business Owners confidence in their financial future.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “High touch middle-market boutique firm which serves business owners who are interested in growing or positioning their company for acquisition, or who are seeking private…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “GuideCap Partners is an investment bank specializing in mergers & acquisitions, financings, fairness opinions and valuations.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “Combining a passion for business growth, capital formation, and focused strategy, with our love of engineering precision and leverage, we help companies simplify, scale, and exit.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “Palace Road Partners, LLC (“PRP”) is a private capital advisory firm located in Dallas, Texas.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong evidence “Redmon Capital is a premier boutique capital advisory firm headquartered in Dallas, TX.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Trinity Transaction Advisory, LLC, originally formed as The Trinity Group in 2002, is a transaction advisory firm with an acute focus on assisting owners and shareholders of…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Bower & Associates was formed to help business owners capitalize on wealth by employing strategies created over the partners’ many years of experience in this area.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Strong evidence “Adjunct Partners, LLC is a boutique advisory firm specializing in aiding emerging and middle-market companies with growth strategies, capital alignment, and financial discipline.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Strong evidence “3CR-Riverbend Capital Advisors is a family office and institutional capital advisory & private placement firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “The old way of doing business is no longer relevant in today's modern, tech-driven business environment.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “We are a specialist in transaction advisory and M&A for small to middle-market companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “OUR LEADERSHIP Certified Mergers & Acquisitions Advisor (CM & AA) Providing Business Owners debt advisory services, sell side representation, Buy Side Representation and assist in…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Strong evidence “Changegoat is a Dallas-based private capital advisory firm serving investors, family enterprises, and operating companies.” Source: RevenueBase Database · checked Sep 29, 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: venture capital advisory 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 venture capital advisory firms.
- Partial evidence
- Its own public description names part of venture capital advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name venture capital advisory 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 79 venture capital advisory firms based in Dallas, United States
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Venture capital advisory firms based in Dallas, United States at a glance
As of Sep 29, 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 79 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 venture capital advisory 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 “venture capital advisory 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 venture capital advisory 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 venture capital advisory 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, 81 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 29, 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.
Venture capital advisory firms by metro in the United States
- Venture capital advisory firms in New York494
- Venture capital advisory firms in San Francisco147
- Venture capital advisory firms in Los Angeles118
- Venture capital advisory firms in Chicago104
- Venture capital advisory firms in Miami96
- Venture capital advisory firms in Houston87
- Venture capital advisory firms in Austin82
- Venture capital advisory firms in Boston79
- Venture capital advisory firms in Atlanta74
- Venture capital advisory firms in Denver56
- Venture capital advisory firms in San Diego54
- Venture capital advisory firms in Washington48
- Venture capital advisory firms in Seattle35
- Venture capital advisory firms in Charlotte31
- Venture capital advisory firms in Phoenix27
- Venture capital advisory firms in Santa Monica27
- Venture capital advisory firms in Philadelphia26
- Venture capital advisory firms in Tampa26
- Venture capital advisory firms in Scottsdale25
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 venture capital advisory 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 venture capital advisory firms are there based in Dallas, United States?
RevenueBase identified 79 venture capital advisory 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?
Hamptonrock, headquartered in Dallas, tops this list with the largest team on record.
Which city in the United States has the most venture capital advisory firms?
New York leads the United States with 494 headquartered companies, followed by San Francisco (147) and Los Angeles (118). Dallas has 79.
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 81 verified decision-maker contacts tracked across these 79 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 29, 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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