Company lists · Data refreshed September 2026

Top 16 Boutique investment banks based in Cleveland, United States

RevenueBase identified 27 boutique investment banks headquartered in Cleveland, United States as of September 2026 and tracks 1,602 professional contacts across them, including 773 with verified work emails. New York is the largest hub.

This list covers boutique investment banks headquartered in Cleveland, 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
27Companies
1,602Contacts tracked
773Verified emails
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The 16 largest boutique investment banks based in Cleveland, United States

Ranked by team size
Top 16 of 27 boutique investment banks based in Cleveland, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 2026501-1,0001,023 contacts →

Indirect evidence

“We know that successful, long-term business relationships depend upon delivering results for our clients.”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceCleveland, OH, United StatesHQ checked Sep 16, 202651-200207 contacts →

Partial evidence

“Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 2026201-500190 contacts →

Indirect evidence

“Clearstead is a financial advisory firm serving wealthy families and leading institutions.”

Source: RevenueBase Database · checked Sep 16, 2026
4Partial evidenceCleveland, OH, United StatesHQ checked Sep 16, 202611-5026 contacts →

Partial evidence

“We’re not your typical investment banking firm.”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 202611-5018 contacts →

Indirect evidence

“Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 202651-20017 contacts →

Indirect evidence

“Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.”

Source: RevenueBase Database · checked Sep 16, 2026
7Partial evidenceCleveland, OH, United StatesHQ checked Sep 16, 202611-5015 contacts →

Partial evidence

“MelCap Partners is an independent, private investment banking firm that specializes in assisting businesses reach their M&A goals.”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 202611-5014 contacts →

Indirect evidence

“For over 30 years, successful businesses have chosen Maxus as the best solution for their capital needs.”

Source: RevenueBase Database · checked Sep 16, 2026
9Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 20261-1011 contacts →

Indirect evidence

“We continuously curate a list of potential sellers and buyers in the marketplace.”

Source: RevenueBase Database · checked Sep 16, 2026
10Partial evidenceCleveland, OH, United StatesHQ checked Sep 16, 20261-109 contacts →

Partial evidence

“REAG is a lower-middle market investment banking firm specializing in mergers and acquisitions, strategic ownership planning, and private capital markets advisory.”

Source: RevenueBase Database · checked Sep 16, 2026
11Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 20261-107 contacts →

Indirect evidence

“Avion Consulting Group is a global consulting firm that provides business development and capital raising solutions to clients throughout the world.”

Source: RevenueBase Database · checked Sep 16, 2026
12Strong evidenceCleveland, OH, United StatesHQ checked Sep 16, 20261-107 contacts →

Strong evidence

“Virtera is a boutique investment firm that provides customized, independent investment advice to ultra-high net worth families as we strive to help them preserve and grow their…”

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 20261-105 contacts →

Indirect evidence

“Signet Capital Advisors ("SCA") began operations in January 2015.”

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 202611-505 contacts →

Indirect evidence

“Hanna Business Advisors are specialists who will assist and represent you in purchasing or selling a business and other related services.”

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 20261-104 contacts →

Indirect evidence

“Pease Capital Advisors (PCA) was founded in 2015 with the mission to help companies and individuals execute their growth strategy through acquisition.”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceCleveland, OH, United StatesHQ checked Sep 16, 20261-102 contacts →

Indirect evidence

“At Prevail, we specialize in guiding small and medium-sized businesses through pivotal transactions, whether selling, buying, or securing strategic investors.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 16 of 27 boutique investment banks based in Cleveland, United States

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

As of Sep 16, 2026
48.3%Verified-email coverage
59.3Average contacts per company
1-10Median size (employees)
3651.9%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
7
51-200
2
201-500
1
501-1,000
2

Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 27 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 Cleveland, 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 Cleveland 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, 773 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 Cleveland, United States?

RevenueBase identified 27 boutique investment banks headquartered in Cleveland, 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?

Keybanc Capital Markets, headquartered in Cleveland, 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 773 verified decision-maker contacts tracked across these 27 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.