Top 10 Investment Banking Companies in Dallas

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Below is the list of Top 10 Investment Banking Companies in Dallas ranked based on company size, client reviews, services, and awards.

Investment Banking Companies in Dallas

1. Capstone Partners, Lp

Industry: Investment Banking

Location: Dallas, Texas

Website: csplp.com

Company Founded: 2001

Company Size: 11-50

Company Address: 13355 Noel Road, Dallas, Texas, United States

Capstone Partners, Lp Contact Details

Name Title LinkedIn Phone Email
Michael Keaveney Principal At Capstone Partners, Lp
Stacy Blanton Asset Manager
Chris Nelson Principal
Kelly Mcgoldrick Vice President Of Sales And Marketing
Ted Polk Managing Director
Requires/Intent
Accounting
Digital Marketing
AI-Driven Asset Valuation
AI-Based M&A Advisory
Sales
and more

2. Mht Partners

Industry: Investment Banking

Location: Dallas, Texas

Website: mhtmidspan.com

Company Founded: 2001

Company Size: 51-200

Company Address: 2000 Mckinney Avenue, Dallas, Texas, United States

Mht Partners Contact Details

Name Title LinkedIn Phone Email
Alex Sauter Co-head Of Healthcare Services
Requires/Intent
Accounting
AI-Driven Personalized Financial Advisory
Cloud Solutions
IT Support
AI-Driven Asset Valuation
and more

3. The Vant Group

Industry: Investment Banking

Location: Dallas, Texas

Website: thevantgroup.com

Company Founded: 1999

Company Size: 11-50

Company Address: 17766 Preston Road, Dallas, Texas, United States

The Vant Group Contact Details

Name Title LinkedIn Phone Email
Simone Tan Operations Manager
Requires/Intent
AI-Based Fraud Detection & Prevention
Smart Algorithmic Trading
AI-Powered Portfolio Management
AI-Based Predictive Analytics For Market Trends
Advertising
and more

4. Loop Capital

Industry: Investment Banking

Location: Dallas, Texas

Company Size: 11-50

Company Address: 2911 Turtle Creek Boulevard, Dallas, Texas, United States

Loop Capital Contact Details

Name Title LinkedIn Phone Email
Joshua Galindez-webb Senior Analyst
Requires/Intent
AI-Powered Fundraising Strategies
AI-Powered Portfolio Management
AI-Driven Customer Relationship Management
and more

5. Commerce Street Holdings, Llc

Industry: Investment Banking

Location: Dallas, Texas

Website: commercestreetcapital.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1445 Ross Avenue, Dallas, Texas, United States

Commerce Street Holdings, Llc Contact Details

Name Title LinkedIn Phone Email
Doug Ingram Managing Director
James Polk Managing Director
James Polk Managing Director
Requires/Intent
AI Chatbots
Cybersecurity Solutions
Smart Wealth Management
E-commerce Integration
AI-Powered Debt & Equity Structuring
and more

6. Trident World Ventures

Industry: Investment Banking

Location: Dallas, Texas

Website: tridentworldventures.com

Company Founded: 2008

Company Size: 1-10

Company Address: 14800 Quorum Drive, Dallas, Texas, United States

Trident World Ventures Contact Details

Name Title LinkedIn Phone Email
Terry Dalrymple Business Development Advisor
Requires/Intent
AI-Powered Portfolio Management
AI-Based Predictive Analytics For Market Trends
HR & Payroll Services
and more

7. Trinity Transaction Advisory,llc

Industry: Investment Banking

Location: Dallas, Texas

Website: trinitytransactions.com

Company Founded: 2002

Company Size: 1-10

Trinity Transaction Advisory,llc Contact Details

Name Title LinkedIn Phone Email
David Larsen Advisor And Broker
Requires/Intent
Software Development
AI-Based Hedge Fund Analytics
and more

8. Global Movement Beyond

Industry: Investment Banking

Location: Dallas, Texas

Website: globalmovementbeyond.com

Company Founded: 2011

Company Size: 1-10

Global Movement Beyond Contact Details

Name Title LinkedIn Phone Email
Patricia Bates Manager
Requires/Intent
Smart Algorithmic Trading
Accounting
SEO
AI-Powered Investment Research
Blockchain For Secure Transactions
and more

9. Pepperwood Capital Partners, Llc

Industry: Investment Banking

Location: Dallas, Texas

Website: pepperwoodpartners.com

Company Founded: 2008

Company Size: 1-10

Company Address: 8390 Lbj Freeway, Dallas, Texas, United States

Pepperwood Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Devany Holt Secretary
Requires/Intent
Accounting
Compliance & Risk Management
Sales
and more
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Dallas Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Keaveney Capstone Partners, Lp Principal At Capstone Partners, Lp
2 Stacy Blanton Capstone Partners, Lp Asset Manager
3 Chris Nelson Capstone Partners, Lp Principal
4 Kelly Mcgoldrick Capstone Partners, Lp Vice President Of Sales And Marketing
5 Ted Polk Capstone Partners, Lp Managing Director
6 Alex Sauter Mht Partners Co-head Of Healthcare Services
7 Simone Tan The Vant Group Operations Manager
8 Joshua Galindez-webb Loop Capital Senior Analyst
9 Doug Ingram Commerce Street Holdings, Llc Managing Director
10 James Polk Commerce Street Holdings, Llc Managing Director
11 James Polk Commerce Street Holdings, Llc Managing Director
12 Terry Dalrymple Trident World Ventures Business Development Advisor
13 David Larsen Trinity Transaction Advisory,llc Advisor And Broker
14 Patricia Bates Global Movement Beyond Manager
15 Devany Holt Pepperwood Capital Partners, Llc Secretary

Investment Banking companies in different cities of Texas

No. Industry Number of Contacts Download
1 Investment Banking Companies in Houston 648
2 Investment Banking Companies in Austin 504