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Powered by Axial Data Updated August 2026

Top Texas Investment Banks

Explore 66 Texas Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

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66

Active Firms

84

TTM Deal Flow

$3M-$14M

Core Revenue Range

$500K-$3M

Core EBITDA Range

Top Sectors by Activity

Healthcare 39%

Industrials 26%

Technology 15%

Food & Hospitality 8%

Consumer Goods 5%

Key Attributes

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

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Uni Advisors’ mission is to address the special investment banking needs of a growing middle market, a market underserved by large Wall Street firms. Uni is a boutique firm that works with a limited, select group of clients. Each client is served by senior bankers who have years of experience, having handled hundreds of transactions.

Recent Transactions

This member has no reported closed transactions.

MMI Business Advisors

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We serves lower middle market companies with investment banking oriented services. MMI Business Advisors help our clients transition their business to the next stage through selling their business, buying other companies, securing debt financing and providing advisory to those who are weighing their options. We know and live in the CPG and food space and have over 125+ combined years of CPG, food and deal making expertise. We have access to unparalleled insight through research, institutional knowledge and extensive network of contacts.

Recent Transactions

This member has no reported closed transactions.

Rock House Capital Advisors LLC

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Investment Banking for the Middle Market Rock House Capital Advisors was formed to provide investment banking services to middle-market companies at a level of excellence that we think has been scarce since the banking industry consolidation that took place after the repeal of Glass-Steagall. We founded the firm on the old-school view that investment banking should be based on long-term client relationships and that our reputation is our most valuable asset. We are passionate about helping successful entrepreneurs grow and create meaningful wealth as well as jobs for our economy. Navigating…

Recent Transactions

This member has no reported closed transactions.

Share Financial

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Share Financial Services has been specializing in church and non-profit finance since 1970. As a premier investment banking consulting firm headquartered in Dallas, Texas, we have assisted approximately 1,400 churches with financing for building, renovating, expanding, and refinancing of existing debt. Total financings are approaching one billion dollars. By following our Core Values and lending very responsibly, we are able to provide churches the opportunity to expand their reach and enrich the lives of their communities and their membership. The firm is able to finance these…

Recent Transactions

This member has no reported closed transactions.

Pasadera Capital

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Pasadera Capital is a boutique investment bank that provides mergers & acquisition, private placement, and advisory services to middle market companies and larger corporate clients. From mature companies seeking to sell their business to growing companies requiring growth capital, Pasadera provides our clients with a level of transaction expertise that is typically only available to much larger companies. Pasadera works with client companies from our offices in Texas, Northern California, and Colorado. Our firm has experience working with clients across a wide array of industries. Our firm's…

Recent Transactions

This member has no reported closed transactions.

Artisan Investment Banking

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We are not your typical investment bank. We are not a high-volume firm, nor are we a broker. We are a trusted partner and steward to family and privately-held businesses who have a story to tell. We advise our clients on achieving liquidity or preparing for future growth through M&A, private capital formation, capital structure advisory, as well as family business / board consulting and shareholder engagement.

Recent Transactions

This member has no reported closed transactions.

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Firms in the Texas Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Texas Investment Banks is $3M-$14M, with a core EBITDA range of $500K-$3M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Texas may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in Texas are active across multiple regions, while firms based elsewhere may also participate in the Texas market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Investment Banks in Texas, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 66 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Texas Investment Banks directory, you can request information here.

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