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 boutique investment banks headquartered in Chicago, United States as of September 2026 and tracks 10,177 professional contacts across them, including 5,385 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Chicago, 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 16, 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 16, 2026 86% judged on-target in blind review

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 boutique investment banks based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to boutique investment banks: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	William Blair	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	2,324 contacts →
	Partial evidence “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Source: RevenueBase Database · checked Sep 16, 2026
2	Lincoln International	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,489 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
3	STOUT	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	1,345 contacts →
	Indirect evidence “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Source: RevenueBase Database · checked Sep 16, 2026
4	Mesirow	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	501-1,000	783 contacts →
	Indirect evidence “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Source: RevenueBase Database · checked Sep 16, 2026
5	BDT & MSD Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	201-500	504 contacts →
	Indirect evidence “BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Source: RevenueBase Database · checked Sep 16, 2026
6	Ziegler	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	51-200	435 contacts →
	Partial evidence “Ziegler is a privately held investment bank, capital markets and proprietary investments firm.” Source: RevenueBase Database · checked Sep 16, 2026
7	Loop Capital	Partial evidence	Chicago, United StatesHQ checked Sep 16, 2026	201-500	275 contacts →
	Partial evidence “Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…” Source: RevenueBase Database · checked Sep 16, 2026
8	Livingstone	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	51-200	207 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
9	Portage Point Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	201-500	173 contacts →
	Partial evidence “Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market.” Source: RevenueBase Database · checked Sep 16, 2026
10	Marathon Capital	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	51-200	163 contacts →
	Partial evidence “Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy.” Source: RevenueBase Database · checked Sep 16, 2026
11	Cabrera Capital Markets	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	51-200	118 contacts →
	Partial evidence “Founded in 2001, Cabrera Capital Markets LLC is the leading Latino-owned investment bank and institutional brokerage firm providing investment banking for municipal, corporate…” Source: RevenueBase Database · checked Sep 16, 2026
12	CDI Global M&a	Indirect evidence	Chicago, United StatesHQ checked Sep 16, 2026	51-200	118 contacts →
	Indirect evidence “CDI Global, established in 1973, is a leader in middle-market, cross-border transactions with over transactions to our credit.” Source: RevenueBase Database · checked Sep 16, 2026
13	Rothschild Wealth Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	51-200	110 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
14	Arete Wealth	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	69 contacts →
	Indirect evidence “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: RevenueBase Database · checked Sep 16, 2026
15	Pmcf Investment Banking	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	69 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
16	The Keystone Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	63 contacts →
	Indirect evidence “The Keystone Group is a results-oriented management consulting firm.” Source: RevenueBase Database · checked Sep 16, 2026
17	The Peakstone Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	58 contacts →
	Indirect evidence “Peakstone is the trusted partner and leading force in the lower middle market U.S.” Source: RevenueBase Database · checked Sep 16, 2026
18	Houlihan Capital	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	53 contacts →
	Partial evidence “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Source: RevenueBase Database · checked Sep 16, 2026
19	Vivaldi Capital Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	50 contacts →
	Indirect evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 16, 2026
20	SAN Blas Securities	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	49 contacts →
	Indirect evidence “San Blas Securities is a full-service Broker/Dealer.” Source: RevenueBase Database · checked Sep 16, 2026
21	Bronswick Benjamin P.C	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	42 contacts →
	Indirect evidence “Bronswick Benjamin does not see your business or you as a series of tasks.” Source: RevenueBase Database · checked Sep 16, 2026
22	Silverman Consulting	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	42 contacts →
	Indirect evidence “Silverman Consulting is a Midwest-based management advisory firm with a legacy of helping companies navigate their most critical moments.” Source: RevenueBase Database · checked Sep 16, 2026
23	XMS Capital Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	39 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
24	RED Chalk Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	38 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
25	Richter Consulting, INC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	201-500	36 contacts →
	Indirect evidence “When the next move is critical.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: boutique investment banks. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names boutique investment banks.
Partial evidence: Its own public description names part of boutique investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name boutique investment banks. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

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

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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)

416.0%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among boutique investment banks, 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 Chicago, United States whose own description of what they do matches “boutique investment banks”. 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 boutique investment banks), 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 boutique investment banks, and records with no verified work email. Companies headquartered outside Chicago 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, 5,385 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 16, 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.

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

RevenueBase identified 237 boutique investment banks headquartered in Chicago, 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?

William Blair, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most boutique investment banks?

New York leads with 986 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 5,385 verified decision-maker contacts tracked across these 237 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 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 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.