Top 40 Investment Banking Companies in Texas

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Below is the list of Top 40 Investment Banking Companies in Texas ranked based on company size, client reviews, services, and awards.

Investment Banking Companies in Texas

1. Saxon Weber

Industry: Investment Banking

Location: Texas

Website: saxonweber.com

Company Founded: 2013

Company Size: 11-50

Company Address: 800 Town And Country Boulevard, Houston, Texas, United States

Saxon Weber Contact Details

Name Title LinkedIn Phone Email
Derek Weber Founder And Managing Partner
Mike Mcgovern Senior Business Development Manager
Requires/Intent
Legal
Customer Relationship Management
AI-Based Hedge Fund Analytics
AI-Driven Customer Relationship Management
Cloud Solutions
and more

2. Vertess

Industry: Investment Banking

Location: Texas

Website: vertess.com

Company Founded: 2014

Company Size: 11-50

Company Address: 600 East Rosedale Street, Fort Worth, Texas, United States

Vertess Contact Details

Name Title LinkedIn Phone Email
Dave Turgeon Managing Director
David Coit Director, Valuation + Financial Advisory Services
Requires/Intent
AI-Based Alternative Investment Strategies
E-commerce Integration
and more

3. Capstone Partners, Lp

Industry: Investment Banking

Location: 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

4. England & Company

Industry: Investment Banking

Location: Texas

Website: englandco.com

Company Founded: 2002

Company Size: 11-50

Company Address: 1201 Louisiana Street, Houston, Texas, United States

England & Company Contact Details

Name Title LinkedIn Phone Email
Bruce Craig Partner At England And Company
Matthew Mcveigh Fall Investment Banking Analyst
Requires/Intent
AI Chatbots
Blockchain For Secure Transactions
and more

5. Phpartners

Industry: Investment Banking

Location: Texas

Website: phpartners.com

Company Founded: 2016

Company Size: 1-10

Phpartners Contact Details

Name Title LinkedIn Phone Email
Adam Harrington Managing Director
Requires/Intent
Blockchain For Secure Fund Transfers
ERP Solutions
Blockchain For Secure Transactions
and more

6. Cgk Business Sales

Industry: Investment Banking

Location: Texas

Website: businessbrokersaustin.com

Company Founded: 2011

Company Size: 1-10

Company Address: 401 Congress Avenue, Austin, Texas, United States

Cgk Business Sales Contact Details

Name Title LinkedIn Phone Email
Greg Knox Managing Principal
Requires/Intent
Blockchain For Secure Fund Transfers
SEO
Branding
HR & Payroll Services
IT Support
and more

7. Logan Growth Advisors

Industry: Investment Banking

Location: Texas

Website: logangrowthadvisors.com

Company Founded: 2015

Company Size: 1-10

Company Address: 4100 Spring Valley Road, Farmers Branch, Texas, United States

Logan Growth Advisors Contact Details

Name Title LinkedIn Phone Email
Koller Lange Investment Banking Summer Analyst
Jacob Miller Strategic Partnerships Manager
Requires/Intent
AI Chatbots
Smart AI-Based Compliance & Regulatory Reporting
and more

8. Gulfstar Group

Industry: Investment Banking

Location: Texas

Website: gulfstargroup.com

Company Founded: 1990

Company Size: 11-50

Company Address: 700 Louisiana Street, Houston, Texas, United States

Gulfstar Group Contact Details

Name Title LinkedIn Phone Email
Christina Wolf Marketing Associate At Gulfstar Group
Amer Shaker Managing Director
Requires/Intent
AI-Powered Financial Modeling
AI-Driven Asset Valuation
and more

9. Mht Partners

Industry: Investment Banking

Location: 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

10. Merrick Capital Corporation

Industry: Investment Banking

Location: Texas

Website: merrickcapital.com

Company Founded: 1979

Company Size: 1-10

Company Address: 2121 Sage Road, Houston, Texas, United States

Merrick Capital Corporation Contact Details

Name Title LinkedIn Phone Email
Jessica Rawson Vice President
Requires/Intent
Smart Algorithmic Trading
Business Expansion
Accounting
and more

11. Zodiac Healthcare

Industry: Investment Banking

Location: Texas

Company Founded: 2020

Company Size: 1-10

Company Address: 111 East 17th Street, Austin, Texas, United States

Zodiac Healthcare Contact Details

Name Title LinkedIn Phone Email
Aymen Ali Founder
Requires/Intent
E-commerce Integration
Web Development
Blockchain For Secure Fund Transfers
AI-Based Fraud Detection & Prevention
and more

12. Dgp Capital

Industry: Investment Banking

Location: Texas

Website: dgpcapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 5100 Westheimer Road, Houston, Texas, United States

Dgp Capital Contact Details

Name Title LinkedIn Phone Email
Jason Gaskill Executive Advisor
Requires/Intent
Branding
ERP Solutions
and more

13. The Vant Group

Industry: Investment Banking

Location: 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

14. Loop Capital

Industry: Investment Banking

Location: 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

15. Commerce Street Holdings, Llc

Industry: Investment Banking

Location: 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

16. Acquest Advisors Llc

Industry: Investment Banking

Location: Texas

Website: acquestadvisors.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1221 Mckinney Street, Houston, Texas, United States

Acquest Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Sheldon Stoughton Partner
Requires/Intent
IT Support
Sales
Software Development
Smart Algorithmic Trading
and more

17. Highland Capital Advisors Llc

Industry: Investment Banking

Location: Texas

Website: highlandib.com

Company Founded: 2020

Company Size: 1-10

Company Address: 501 Congress Avenue, Austin, Texas, United States

Highland Capital Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Greg Dunn Partner And Executive Vice President Of Finance
Requires/Intent
E-commerce Integration
Branding
AI-Based M&A Advisory
Web Development
and more

18. Anubis Capital Partners, Llc

Industry: Investment Banking

Location: Texas

Website: anubiscap.com

Company Founded: 2013

Company Size: 1-10

Anubis Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Terry Lambert Vice-president
Requires/Intent
AI-Driven Customer Relationship Management
Public Relations
Financial Management
AI-Powered Investment Research
and more

19. Woodrock & Co.

Industry: Investment Banking

Location: Texas

Website: woodrock.com

Company Founded: 1998

Company Size: 1-10

Company Address: 4265 San Felipe, Houston, Texas, United States

Woodrock & Co. Contact Details

Name Title LinkedIn Phone Email
Kesha Mays Human Resources Coordinator
Requires/Intent
Business Expansion
Cloud Hosting
ERP Solutions
AI
Sales
and more

20. Trident World Ventures

Industry: Investment Banking

Location: 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

21. Trinity Transaction Advisory,llc

Industry: Investment Banking

Location: 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

22. Entoro

Industry: Investment Banking

Location: Texas

Website: entoro.com

Company Founded: 2017

Company Size: 11-50

Company Address: 4900 Woodway Drive, Houston, Texas, United States

Entoro Contact Details

Name Title LinkedIn Phone Email
Trey Haenelt Fall Intern
Requires/Intent
HR & Payroll Services
AI-Based Risk Analysis & Mitigation
Smart Wealth Management
Web Development
Smart Algorithmic Trading
and more

23. Focus Strategies

Industry: Investment Banking

Location: Texas

Website: focus-strategies.com

Company Founded: 1999

Company Size: 11-50

Company Address: 901 South Mopac Expressway, Austin, Texas, United States

Focus Strategies Contact Details

Name Title LinkedIn Phone Email
Tracy Bennett Director Of Analytics And Evaluation
Requires/Intent
Smart Algorithmic Trading
AI-Driven Customer Relationship Management
SEO
IT Support
and more

24. Navidar

Industry: Investment Banking

Location: Texas

Website: navidar.com

Company Founded: 2009

Company Size: 11-50

Company Address: 400 West 15th Street, Austin, Texas, United States

Navidar Contact Details

Name Title LinkedIn Phone Email
Tim Walsh Co-founder And Managing Principal
Requires/Intent
Cybersecurity Solutions
AI-Driven Personalized Financial Advisory
IT Support
Automation
and more

25. Global Movement Beyond

Industry: Investment Banking

Location: 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

26. Cfh Investment Partners

Industry: Investment Banking

Location: Texas

Website: cfhpartners.com

Company Founded: 2008

Company Size: 11-50

Company Address: 3101 Bee Caves Road, Austin, Texas, United States

Cfh Investment Partners Contact Details

Name Title LinkedIn Phone Email
Erika Mackay Community Manager
Requires/Intent
Data Security
HR & Payroll Services
AI
Smart Wealth Management
AI-Based Fraud Detection & Prevention
and more

27. Pepperwood Capital Partners, Llc

Industry: Investment Banking

Location: 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

28. Hunter Chase

Industry: Investment Banking

Location: Texas

Company Size: 11-50

Hunter Chase Contact Details

Name Title LinkedIn Phone Email
Greg Hill Forman
Requires/Intent
Public Relations
Smart AI-Based Compliance & Regulatory Reporting
and more

29. Lawn Mower

Industry: Investment Banking

Location: Texas

Company Size: 11-50

Company Address: 455 Hopewell Road, Bertram, Texas, United States

Lawn Mower Contact Details

Name Title LinkedIn Phone Email
Omar-jean Randolph Self Employeed
Requires/Intent
Smart Wealth Management
AI-Driven Personalized Financial Advisory
Data Security
and more

30. Kasper & Associates

Industry: Investment Banking

Location: Texas

Website: kasperassociates.com

Company Founded: 1984

Company Size: 1-10

Company Address: 6410 Southwest Boulevard, Fort Worth, Texas, United States

Kasper & Associates Contact Details

Name Title LinkedIn Phone Email
Toni Perry Legal Assistant
Requires/Intent
AI-Based M&A Advisory
AI
CRM Systems
and more

31. White Rock Advisors, Llc

Industry: Investment Banking

Location: Texas

Website: whiterockadvisors.com

Company Size: 11-50

White Rock Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Greg Scritty Advisor
Requires/Intent
Mobile App Development
Sales
and more

32. Starlight Capital, Inc.

Industry: Investment Banking

Location: Texas

Website: starlightcapital.co

Company Founded: 1999

Company Size: 1-10

Company Address: 510 Bering Drive, Houston, Texas, United States

Starlight Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Boris Bradford Warehouse Laborer
Requires/Intent
CRM Systems
AI
and more

Texas Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Derek Weber Saxon Weber Founder And Managing Partner
2 Mike Mcgovern Saxon Weber Senior Business Development Manager
3 Dave Turgeon Vertess Managing Director
4 David Coit Vertess Director, Valuation + Financial Advisory Services
5 Michael Keaveney Capstone Partners, Lp Principal At Capstone Partners, Lp
6 Stacy Blanton Capstone Partners, Lp Asset Manager
7 Chris Nelson Capstone Partners, Lp Principal
8 Kelly Mcgoldrick Capstone Partners, Lp Vice President Of Sales And Marketing
9 Ted Polk Capstone Partners, Lp Managing Director
10 Bruce Craig England & Company Partner At England And Company
11 Matthew Mcveigh England & Company Fall Investment Banking Analyst
12 Adam Harrington Phpartners Managing Director
13 Greg Knox Cgk Business Sales Managing Principal
14 Koller Lange Logan Growth Advisors Investment Banking Summer Analyst
15 Jacob Miller Logan Growth Advisors Strategic Partnerships Manager
16 Christina Wolf Gulfstar Group Marketing Associate At Gulfstar Group
17 Amer Shaker Gulfstar Group Managing Director
18 Alex Sauter Mht Partners Co-head Of Healthcare Services
19 Jessica Rawson Merrick Capital Corporation Vice President
20 Aymen Ali Zodiac Healthcare Founder
21 Jason Gaskill Dgp Capital Executive Advisor
22 Simone Tan The Vant Group Operations Manager
23 Joshua Galindez-webb Loop Capital Senior Analyst
24 Doug Ingram Commerce Street Holdings, Llc Managing Director
25 James Polk Commerce Street Holdings, Llc Managing Director
26 James Polk Commerce Street Holdings, Llc Managing Director
27 Sheldon Stoughton Acquest Advisors Llc Partner
28 Greg Dunn Highland Capital Advisors Llc Partner And Executive Vice President Of Finance
29 Terry Lambert Anubis Capital Partners, Llc Vice-president
30 Kesha Mays Woodrock & Co. Human Resources Coordinator
31 Terry Dalrymple Trident World Ventures Business Development Advisor
32 David Larsen Trinity Transaction Advisory,llc Advisor And Broker
33 Trey Haenelt Entoro Fall Intern
34 Tracy Bennett Focus Strategies Director Of Analytics And Evaluation
35 Tim Walsh Navidar Co-founder And Managing Principal
36 Patricia Bates Global Movement Beyond Manager
37 Erika Mackay Cfh Investment Partners Community Manager
38 Devany Holt Pepperwood Capital Partners, Llc Secretary
39 Greg Hill Hunter Chase Forman
40 Omar-jean Randolph Lawn Mower Self Employeed

Investment Banking companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Banking Companies in Alabama 58
2 Investment Banking Companies in Alaska 5
3 Investment Banking Companies in Arizona 63
4 Investment Banking Companies in Arkansas 290
5 Investment Banking Companies in California 629
6 Investment Banking Companies in Colorado 149
7 Investment Banking Companies in Connecticut 90
8 Investment Banking Companies in Florida 65
9 Investment Banking Companies in Georgia 90
10 Investment Banking Companies in Idaho 6
11 Investment Banking Companies in Illinois 417
12 Investment Banking Companies in Indiana 18
13 Investment Banking Companies in Iowa 8
14 Investment Banking Companies in Kansas 29
15 Investment Banking Companies in Kentucky 5
16 Investment Banking Companies in Louisiana 24
17 Investment Banking Companies in Maryland 107
18 Investment Banking Companies in Massachusetts 170
19 Investment Banking Companies in Michigan 24
20 Investment Banking Companies in Minnesota 225
21 Investment Banking Companies in Missouri 59
22 Investment Banking Companies in Nevada 13
23 Investment Banking Companies in New Hampshire 8
24 Investment Banking Companies in New Jersey 46
25 Investment Banking Companies in New Mexico 12
26 Investment Banking Companies in New York 6598
27 Investment Banking Companies in North Carolina 18
28 Investment Banking Companies in Ohio 181
29 Investment Banking Companies in Oklahoma 20
30 Investment Banking Companies in Oregon 41
31 Investment Banking Companies in Pennsylvania 48
32 Investment Banking Companies in Tennessee 132
33 Investment Banking Companies in Utah 40
34 Investment Banking Companies in Virginia 301
35 Investment Banking Companies in Washington 23
36 Investment Banking Companies in Wisconsin 73
37 Investment Banking Companies in District Of Columbia 50

Investment Banking companies in different cities of Texas