Company lists · Data refreshed September 2026

Top 25 Corporate finance advisors based in Boston, United States

Name: Corporate finance advisors based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 95 companies tracked

RevenueBase identified 95 corporate finance advisors headquartered in Boston, United States as of September 2026 and tracks 2,409 professional contacts across them, including 1,651 with verified work emails. New York is the largest hub.

This list covers corporate finance advisors headquartered in Boston, 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 19, 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 19, 2026 86% judged on-target in blind review

95Companies

2,409Contacts tracked

1,651Verified emails

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The 25 largest corporate finance advisors based in Boston, United States

Ranked by team size

Top 25 of 95 corporate finance advisors based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate finance advisors: 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	CFGI	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	501-1,000	1,063 contacts →
	Partial evidence “As a leading global accounting and business advisory firm, CFGI provides solutions to solve clients’ most complex problems, without the restrictions created by auditor…” Source: RevenueBase Database · checked Sep 19, 2026
2	Capstone Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	276 contacts →
	Strong evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 19, 2026
3	Williamsmarston	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	201-500	259 contacts →
	Partial evidence “WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
4	Progress Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	110 contacts →
	Strong evidence “Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement…” Source: RevenueBase Database · checked Sep 19, 2026
5	Wellesley Hills Financial LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	64 contacts →
	Partial evidence “Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology.” Source: RevenueBase Database · checked Sep 19, 2026
6	Provident Healthcare Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	58 contacts →
	Partial evidence “Provident is the leading investment banking firm specializing in merger and acquisition advisory, strategic planning, and capital formation for middle-market and emerging growth…” Source: RevenueBase Database · checked Sep 19, 2026
7	Versailles Group, LTD	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	49 contacts →
	Indirect evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 19, 2026
8	Floyd Advisory LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	42 contacts →
	Strong evidence “FLOYD ADVISORY is a consulting firm providing financial and accounting expertise in areas of SEC reporting, transaction advisory, investigations and compliance, valuation and…” Source: RevenueBase Database · checked Sep 19, 2026
9	Covington Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	36 contacts →
	Partial evidence “Covington Associates is an investment banking firm offering advisory services in the areas of M&A, capital raising, strategic advisory, fairness opinions, and valuations to…” Source: RevenueBase Database · checked Sep 19, 2026
10	BOWEN	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “Bowen partners with growth tech companies to drive value creation within the innovation economy.” Source: RevenueBase Database · checked Sep 19, 2026
11	Chestnut Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
12	Bellmark Partners, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies.” Source: RevenueBase Database · checked Sep 19, 2026
13	Whipstitch Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Whipstitch Capital is a specialized investment bank that provides mergers & acquisitions and private placement advisory services to consumer products companies.” Source: RevenueBase Database · checked Sep 19, 2026
14	Highland Strategy Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Highland Strategy Group is a consulting firm that provides strategic support and transaction advisory services to private equity firms, management teams, and investment banks.” Source: RevenueBase Database · checked Sep 19, 2026
15	C.W. Downer & CO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	201-500	17 contacts →
	Indirect evidence “C.W.” Source: RevenueBase Database · checked Sep 19, 2026
16	Tully & Holland	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Tully & Holland is one of Boston’s most active independently owned investment banking firms.” Source: RevenueBase Database · checked Sep 19, 2026
17	Colchester Partners LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Source: RevenueBase Database · checked Sep 19, 2026
18	Dunn Rush & Co. LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	13 contacts →
	Indirect evidence “Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.” Source: RevenueBase Database · checked Sep 19, 2026
19	Roundtable Strategy Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	13 contacts →
	Indirect evidence “We are seasoned professionals within the consulting field and former C-Suite executives who know what it takes to get the job done efficiently and on-time.” Source: RevenueBase Database · checked Sep 19, 2026
20	The Michel-Shaked Group	Strong evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “The Michel-Shaked Group provides corporate finance, expert testimony, and business consulting services to law firms, government entities, and corporations worldwide.” Source: RevenueBase Database · checked Sep 19, 2026
21	Fulcrum Consulting Group	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “Fulcrum Consulting Group is a practitioner-led management consulting firm that works with private equity and corporate executives to inform and support our clients in their…” Source: RevenueBase Database · checked Sep 19, 2026
22	Solaris	Indirect evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “At Solaris we listen to our clients to understand their concerns, compression and pain points.” Source: RevenueBase Database · checked Sep 19, 2026
23	Kaufman & Company, LLC	Partial evidence	Boston, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Founded in 1978, Kaufman & Company is a boutique investment bank focused on providing M&A advisory and private placement services to middle and emerging market companies.” Source: RevenueBase Database · checked Sep 19, 2026
24	Carlisle & Company, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	51-200	7 contacts →
	Partial evidence “Carlisle is a member of Ducker Carlisle, a global consulting and M&A advisory firm with an unrivalled continuum of insights, benchmarking and strategy solutions that optimize…” Source: RevenueBase Database · checked Sep 19, 2026
25	Consilium Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Founded in Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth…” Source: RevenueBase Database · checked Sep 19, 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: corporate finance advisors. 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 corporate finance advisors.
Partial evidence: Its own public description names part of corporate finance advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate finance advisors. 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 95 corporate finance advisors based in Boston, United States

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Corporate finance advisors based in Boston, United States at a glance

As of Sep 19, 2026

68.5%Verified-email coverage

25.4Average contacts per company

1-10Median size (employees)

666.3%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 95 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 corporate finance advisors, 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 Boston, United States whose own description of what they do matches “corporate finance advisors”. 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 corporate finance advisors), 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 corporate finance advisors, and records with no verified work email. Companies headquartered outside Boston 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, 1,651 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 19, 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.

Corporate finance advisors by metro in the United States

Corporate finance advisors in New York633
Corporate finance advisors in Chicago186
Corporate finance advisors in Los Angeles153
Corporate finance advisors in Houston144
Corporate finance advisors in Atlanta137
Corporate finance advisors in Miami118
Corporate finance advisors in Dallas116
Corporate finance advisors in Boston95
Corporate finance advisors in San Francisco92
Corporate finance advisors in Charlotte73
Corporate finance advisors in Denver70
Corporate finance advisors in Austin67
Corporate finance advisors in Tampa54
Corporate finance advisors in Newport Beach53
Corporate finance advisors in San Diego49
Corporate finance advisors in Washington47
Corporate finance advisors in Minneapolis43
Corporate finance advisors in Scottsdale42
Corporate finance advisors in New York City38
Corporate finance advisors in Philadelphia38
Corporate finance advisors in Boca Raton36
Corporate finance advisors in Irvine36
Corporate finance advisors in Phoenix35
Corporate finance advisors in Nashville32
Corporate finance advisors in Seattle32
Corporate finance advisors in Las Vegas28
Corporate finance advisors in Columbus26

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 corporate finance advisors, 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 corporate finance advisors are there based in Boston, United States?

RevenueBase identified 95 corporate finance advisors headquartered in Boston, 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?

CFGI, headquartered in Boston, tops this list with the largest team on record.

Which city has the most corporate finance advisors?

New York leads with 633 headquartered companies, followed by Chicago (186) and Los Angeles (153).

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 1,651 verified decision-maker contacts tracked across these 95 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 19, 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.