Company lists · Data refreshed September 2026
Top 25 Venture capital advisory services based in Dallas, United States
RevenueBase identified 116 venture capital advisory services headquartered in Dallas, United States as of September 2026 and tracks 483 professional contacts across them, including 107 with verified work emails. Across the United States, New York is the largest hub for this category (695 companies); Dallas has 116.
This list covers venture capital advisory services 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 services 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 “Welcome to Infinity Management.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 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 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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. | |||||
| 12 | 5 contacts → | ||||
Strong 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Richard D.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “Equita Capital Partners provides highly specialized consulting, development and financing services designed to help secure the immediate and long term goals of businesses within…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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. | |||||
| 18 | 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. | |||||
| 19 | 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. | |||||
| 20 | 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. | |||||
| 21 | 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. | |||||
| 22 | 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. | |||||
| 23 | 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. | |||||
| 24 | 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. | |||||
| 25 | 2 contacts → | ||||
Strong evidence “Sypnios Growth Capital invests capital and integrated, world-class advisory services into the right leaders and their companies so that extraordinary value is unlocked, and…” 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 services. 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 services.
- Partial evidence
- Its own public description names part of venture capital advisory services, 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 services. 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 116 venture capital advisory services based in Dallas, United States
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Venture capital advisory services 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 116 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 services, 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 services”. 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 services), 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 services, 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, 107 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 services by metro in the United States
- Venture capital advisory services in New York695
- Venture capital advisory services in San Francisco192
- Venture capital advisory services in Los Angeles191
- Venture capital advisory services in Chicago166
- Venture capital advisory services in Houston146
- Venture capital advisory services in Miami142
- Venture capital advisory services in Austin136
- Venture capital advisory services in Atlanta127
- Venture capital advisory services in Boston126
- Venture capital advisory services in Washington105
- Venture capital advisory services in Denver90
- Venture capital advisory services in San Diego64
- Venture capital advisory services in Charlotte54
- Venture capital advisory services in Seattle53
- Venture capital advisory services in Tampa49
- Venture capital advisory services in Philadelphia47
- Venture capital advisory services in Phoenix46
- Venture capital advisory services in Scottsdale45
- Venture capital advisory services in Newport Beach41
- Venture capital advisory services in Minneapolis38
- Venture capital advisory services in Santa Monica36
- Venture capital advisory services in Nashville35
- Venture capital advisory services in Raleigh34
- Venture capital advisory services in Las Vegas33
- Venture capital advisory services in Palo Alto31
- Venture capital advisory services in Boca Raton31
- Venture capital advisory services in Portland30
- Venture capital advisory services in Salt Lake City28
- Venture capital advisory services in Indianapolis26
- Venture capital advisory services in Boulder25
- Venture capital advisory services in Jacksonville25
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 services, 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 services are there based in Dallas, United States?
RevenueBase identified 116 venture capital advisory services 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 services?
New York leads the United States with 695 headquartered companies, followed by San Francisco (192) and Los Angeles (191). Dallas has 116.
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 107 verified decision-maker contacts tracked across these 116 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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