Company lists · Data refreshed September 2026
Top 25 Equity consulting firms based in San Diego, United States
RevenueBase identified 58 equity consulting firms headquartered in San Diego, United States as of September 2026 and tracks 233 professional contacts across them, including 104 with verified work emails. New York is the largest hub.
This list covers equity consulting firms headquartered in San Diego, 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 San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31 contacts → | ||||
Indirect evidence “Exceeding expectations is our #1 goal.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 17 contacts → | ||||
Indirect evidence “Growing a business takes vision.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Indirect evidence “Bainbridge Capital is a premiere M&A advisory firm that uses a tech-enabled process to deliver fully qualified off-market deal flow and delivers transactional advice to private…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Partial evidence “We are one of California's leading consulting firms, specializing in talent strategy and human capital management solutions.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Partial evidence “Intersection Capital provides advisory leadership on equity financing in the $15 -$25M range.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Partial evidence “Cabrillo Advisors provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 contacts → | ||||
Partial evidence “Taltran combines executive-level transformation expertise with market-leading search and consulting capabilities.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Indirect evidence “Xpera Group, a Vertex Company is California's most comprehensive team of construction consultants and real estate advisors for the built environment.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Partial evidence “Since 2018, Talent180 has been the executive search and advisory firm of choice for civil engineering, land surveying, and infrastructure consulting firms seeking to strengthen…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “CM3 Advisory is a boutique accounting and advisory firm focused on serving middle-market private companies, independent sponsors, family offices and private equity funds.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “The Magnolia Firm is an M&A advisory firm built by founders, for founders.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Optimum Comp Advantage, Inc.(OCA) modernizes the compensation and performance practices of small, high-growth and mid-size companies for today’s workforce.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Scaling a consumer brand is rarely a straight line.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “For top bankers considering changing jobs: We help them evaluate multiple banks and choose the one that makes the most sense for them.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Strategy and Corporate Development advisory” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “For 40 years we have delivered exceptional legal, strategic and equity placement services for real estate and emerging high and near-tech companies.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “A management advisory firm, using data and experience to: • Drive Shareholder/Stakeholder value • Develop a vision and its underlying strategy • Ensure execution of that strategy…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Cloudbreak Capital is a global private equity firm, serving clients in several areas including technology, real estate, energy, healthcare, business services, manufacturing…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “No matter which stage you and your business are at, newly launched, holding steady, stalled out, ready to grow, or ready to sell or retire, we can help you gain the maximum…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Selling your privately-held business ($5M-$50M revenue) is one of the most significant transactions of your life.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “Hustler Capital LLC is a San Diego based firm that focuses on helping its clients through financial consulting, including: Mid Market Debt Underwriting and Placement, M&A…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Arrow Up Partners to was established to address the growing number of baby boomers who are interested in selling their middle market business and looking for high multiples upon…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Most legal problems are not legal problems.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “Management consulting, executive development and corporate advisory services.” 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 58 equity consulting firms based in San Diego, United States
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Equity consulting firms based in San Diego, 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 San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 58 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 San Diego, 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 San Diego 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, 104 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 San Diego, United States?
RevenueBase identified 58 equity consulting firms headquartered in San Diego, 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?
Software Equity Group, headquartered in San Diego, 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 104 verified decision-maker contacts tracked across these 58 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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