Company lists · Data refreshed September 2026

Top 25 Boutique investment banks based in Chicago, United States

Name: Boutique investment banks based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 237 companies tracked

RevenueBase identified 237 company matches for boutique investment banks associated with Chicago, United States as of September 2026 and tracks 10,177 professional contacts across them, including 5,385 with verified work emails. Across the United States, New York is the largest hub for this category (1,035 companies); Chicago follows with 237.

This list covers company matches for boutique investment banks associated with Chicago, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

237Companies

10,177Contacts tracked

5,385Verified emails

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The 25 largest boutique investment banks based in Chicago, United States

Ranked by team size

Top 25 of 237 company matches for boutique investment banks based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1,001-5,000	2,324 contacts →
	Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,489 contacts →
	Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	STOUT	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1,001-5,000	1,345 contacts →
	Exact match “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Mesirow	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	501-1,000	783 contacts →
	Exact match “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	BDT & MSD Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	201-500	504 contacts →
	Exact match “BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Ziegler	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	51-200	435 contacts →
	Exact match “Ziegler is a privately held investment bank, capital markets and proprietary investments firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Loop Capital	Exact match	Chicago, United StatesHQ recorded Sep 16, 2026	201-500	275 contacts →
	Exact match “Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Livingstone	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	51-200	207 contacts →
	Exact match “Livingstone is an international mid-market M&A and debt advisory firm with offices in Amsterdam, Beijing, Chicago, Düsseldorf, Frankfurt, Hamburg, London, Los Angeles, Madrid…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Portage Point Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	201-500	173 contacts →
	Exact match “Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Marathon Capital	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	51-200	163 contacts →
	Exact match “Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Cabrera Capital Markets	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	51-200	118 contacts →
	Exact match “Founded in 2001, Cabrera Capital Markets LLC is the leading Latino-owned investment bank and institutional brokerage firm providing investment banking for municipal, corporate…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	CDI Global M&a	Exact match	Chicago, United StatesHQ recorded Sep 16, 2026	51-200	118 contacts →
	Exact match “CDI Global, established in 1973, is a leader in middle-market, cross-border transactions with over transactions to our credit.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	51-200	110 contacts →
	Exact match “Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	69 contacts →
	Exact match “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Pmcf Investment Banking	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	69 contacts →
	Exact match “PMCF is a middle market investment bank that provides merger and acquisitions advisory services to individual and family-owned businesses, large public companies, and private…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	The Keystone Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	63 contacts →
	Exact match “The Keystone Group is a results-oriented management consulting firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	The Peakstone Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	58 contacts →
	Exact match “Peakstone is the trusted partner and leading force in the lower middle market U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Houlihan Capital	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	53 contacts →
	Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	50 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	SAN Blas Securities	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	49 contacts →
	Exact match “San Blas Securities is a full-service Broker/Dealer.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Bronswick Benjamin P.C	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	42 contacts →
	Exact match “Bronswick Benjamin does not see your business or you as a series of tasks.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Silverman Consulting	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	42 contacts →
	Exact match “Silverman Consulting is a Midwest-based management advisory firm with a legacy of helping companies navigate their most critical moments.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	XMS Capital Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	39 contacts →
	Exact match “XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	RED Chalk Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	38 contacts →
	Exact match “Red Chalk Group is a professional services firm and strategic advisor to senior management on issues related to top-line growth, disruptive technology, key mega-trends, and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Richter Consulting, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	201-500	36 contacts →
	Exact match “When the next move is critical.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “boutique investment banks”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 237 boutique investment banks based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 5,385 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Boutique investment banks based in Chicago, United States at a glance

As of Sep 16, 2026

52.9%Verified-email coverage

42.9Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

132

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 237 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Chicago, United States whose business descriptions match “boutique investment banks” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 5,385 professional contacts with verified work emails across the full matched dataset. 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 16, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Boutique investment banks by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “boutique investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many boutique investment banks are there based in Chicago, United States?

RevenueBase identified 237 company matches for boutique investment banks associated with Chicago, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

William Blair tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most boutique investment banks?

New York leads the United States with 1,035 company records, followed by Chicago (237) and Los Angeles (200).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 5,385 professional contacts with verified work emails tracked across these 237 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 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 SmartSearch, 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.