Company lists · Data refreshed September 2026
Top 25 Equity consulting firms based in Charlotte, United States
RevenueBase identified 66 equity consulting firms headquartered in Charlotte, United States as of September 2026 and tracks 418 professional contacts across them, including 192 with verified work emails. New York is the largest hub.
This list covers equity consulting firms headquartered in Charlotte, 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 14, 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.
The 25 largest equity consulting firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 99 contacts → | ||||
Partial evidence “MCube Financial LLC is an international boutique consulting firm focused on providing advisory and consulting services to the commercial real estate industry.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 33 contacts → | ||||
Partial evidence “Summit Leadership Partners advises private equity investors, boards, CEOs, and senior leadership teams on the people and organizational decisions that drive business performance.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 29 contacts → | ||||
Partial evidence “Kormac is a management consulting firm committed to helping clients achieve real improvements in profitability and shareholder value.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 21 contacts → | ||||
Indirect evidence “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Partial evidence “Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 14 contacts → | ||||
Indirect evidence “Big visions deserve bold strategies.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Indirect evidence “PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Indirect evidence “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Partial evidence “At Society 54, our goal is to provide the most personalized, results-driven coaching and consulting that the professional services industry has to offer.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Indirect evidence “South Park Advisors is a Charlotte, NC-based firm that delivers independent business valuation and advisory services to owners and professionals of small to middle market closely…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Partial evidence “The Woodbury Group is a retained and interim executive search firm specializing in C-suite talent acquisition for private equity portfolio companies and offering a full range of…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “Bespoke is the first of its kind to merge capital with a consultative approach.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “At Third Hat Consulting we foster the success of midsize investment banks, corporate finance advisors and private clients by focusing on short-duration, high-impact moments during…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Indirect evidence “M.L.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Indirect evidence “Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence “Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “We are experienced industry executives with proven track records.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect evidence “Midwood Partners believes in creating value by focusing on the client.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “We are obsessed with our clients’ success before, during, and after their M&A deal closes.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “Iron Partners is a boutique private equity and advisory firm that specializing in helping business owners increase company value while achieving their personal goals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Partial evidence “Cardinal Companies was founded with the mission of providing an alternative to private equity for privately held businesses.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Millo Capital provides capital markets consulting services to firms ranging from investment advisors & fund managers to manufacturing & service firms in the lower middle market.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “Magnolia Detroit Consulting (MDC) pairs evidence-informed research with the first-hand experiences of your stakeholders to help you create a work environment that values racial…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
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: equity consulting firms. 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 equity consulting firms.
- Partial evidence
- Its own public description names part of equity consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name equity consulting firms. 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 66 equity consulting firms based in Charlotte, United States
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Equity consulting firms based in Charlotte, United States at a glance
As of Sep 14, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 66 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 equity consulting firms, 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 Charlotte, United States whose own description of what they do matches “equity consulting firms”. 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 equity consulting firms), 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 equity consulting firms, and records with no verified work email. Companies headquartered outside Charlotte 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, 192 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 14, 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.
Equity consulting firms by metro in the United States
- Equity consulting firms in New York471
- Equity consulting firms in Chicago189
- Equity consulting firms in Atlanta151
- Equity consulting firms in Los Angeles144
- Equity consulting firms in Houston135
- Equity consulting firms in Dallas122
- Equity consulting firms in San Francisco105
- Equity consulting firms in Boston104
- Equity consulting firms in Miami96
- Equity consulting firms in Denver87
- Equity consulting firms in Austin85
- Equity consulting firms in Washington84
- Equity consulting firms in Charlotte66
- Equity consulting firms in San Diego58
- Equity consulting firms in Seattle52
- Equity consulting firms in Minneapolis45
- Equity consulting firms in Philadelphia44
- Equity consulting firms in Phoenix39
- Equity consulting firms in Tampa37
- Equity consulting firms in New York City36
- Equity consulting firms in Raleigh34
- Equity consulting firms in Newport Beach31
- Equity consulting firms in Orlando30
- Equity consulting firms in Portland30
- Equity consulting firms in Scottsdale30
- Equity consulting firms in Nashville29
- Equity consulting firms in Boca Raton28
- Equity consulting firms in Kansas City26
- Equity consulting firms in Milwaukee25
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 equity consulting firms, 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 equity consulting firms are there based in Charlotte, United States?
RevenueBase identified 66 equity consulting firms headquartered in Charlotte, 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?
Mcube Financial LLC, headquartered in Charlotte, tops this list with the largest team on record.
Which city has the most equity consulting firms?
New York leads with 471 headquartered companies, followed by Chicago (189) and Atlanta (151).
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 192 verified decision-maker contacts tracked across these 66 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 14, 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.
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