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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
116Companies
483Contacts tracked
107Verified emails
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The 25 largest venture capital advisory services based in Dallas, United States

Ranked by team size
Top 25 of 116 venture capital advisory services based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to venture capital advisory services: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-5022 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, 2026
2Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-1017 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, 2026
3Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-1014 contacts →

Indirect evidence

“Welcome to Infinity Management.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-5014 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, 2026
5Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-1013 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, 2026
6Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-1011 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, 2026
7Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-5011 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, 2026
8Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-1011 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, 2026
9Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 202651-20010 contacts →

Partial evidence

“One Private Equity provides advisory leadership on equity financing in the $15 -$25M range.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-107 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, 2026
11Partial evidenceDallas, United StatesHQ checked Sep 29, 20261-105 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, 2026
12Strong evidenceDallas, United StatesHQ checked Sep 29, 20261-105 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, 2026
13Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Richard D.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-104 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, 2026
15Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-504 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, 2026
16Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-504 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, 2026
17Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“DBG Advisors exists to give Business Owners confidence in their financial future.”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-104 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, 2026
19Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-104 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, 2026
20Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-503 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, 2026
21Indirect evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-503 contacts →

Indirect evidence

“GuideCap Partners is an investment bank specializing in mergers & acquisitions, financings, fairness opinions and valuations.”

Source: RevenueBase Database · checked Sep 29, 2026
22Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“Palace Road Partners, LLC (“PRP”) is a private capital advisory firm located in Dallas, Texas.”

Source: RevenueBase Database · checked Sep 29, 2026
23Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“Redmon Capital is a premier boutique capital advisory firm headquartered in Dallas, TX.”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 20261-103 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, 2026
25Strong evidenceDallas, TX, United StatesHQ checked Sep 29, 202611-502 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, 2026

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, 2026
22.2%Verified-email coverage
4.2Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
95
11-50
19
51-200
1
501-1,000
1

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

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.