Company lists · Data refreshed September 2026
Top 19 Lower middle market equity firms based in Charlotte, United States
RevenueBase identified 39 lower middle market equity firms headquartered in Charlotte, United States as of September 2026 and tracks 368 professional contacts across them, including 226 with verified work emails. New York is the largest hub.
This list covers lower middle market equity 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 20, 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 19 largest lower middle market equity firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 59 contacts → | ||||
Strong evidence “Falfurrias Management Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 45 contacts → | ||||
Partial evidence “Pamlico Capital seeks equity and buyout investments in growing businesses that serve the communications, healthcare, services and software industries.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 36 contacts → | ||||
Strong evidence “Summit Park is a Charlotte, North Carolina-based private investment firm focused on investing in the lower middle market.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 28 contacts → | ||||
Strong evidence “Capitala Group is a leading private markets investment firm that has been investing private credit and private equity capital to lower middle-market businesses throughout North…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 27 contacts → | ||||
Strong evidence “Frontier Growth supports the growth of software companies in the lower middle market by deploying both investment capital and operational expertise.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 27 contacts → | ||||
Indirect evidence “Proud to be recognized on Inc.’s Founder-Friendly Investors list for six consecutive years, Kian seeks to forge partnerships to ignite growth and build enduring value.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 19 contacts → | ||||
Strong evidence “Broadtree Partners is an operationally-focused lower middle-market private equity firm that seeks to acquire $1-10MM EBITDA companies where we can install our leadership teams…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 contacts → | ||||
Strong evidence “Investment Banking for Lower Middle Market Companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Strong evidence “Business Acquisition & Merger Associates is a lower-middle market merger and acquisition firm offering sell-side and buy-side services to companies generating $5MM-$100MM in…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Strong evidence “Mosaic Capital Partners is the preeminent employee ownership private equity firm, focused on acquiring lower middle market companies ($5 to $15 million of EBITDA) through an…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “An innovative private equity firm based in Charlotte, NC.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “The Zabel Companies ("Zabel") is a private investment firm dedicated to partnering with management teams to build small private companies over the long term.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Partial evidence “For the past 20 years, we have partnered with management teams to build businesses that are fierce competitors in their markets, great places to work and contributive to their…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “Copeley Capital is a private investment firm based in Charlotte, NC, that manages a dedicated pool of capital and focuses on acquisitions of privately-owned, high-quality…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Indirect evidence “JB Fitzgerald℠ is a Global Venture Capital Firm located in the heart of uptown Charlotte, NC, that provides funding to startups & small-medium sized enterprises with strong growth…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “Lower middle market mergers & acquisitions advisory and strategic consulting firm that specializes in meeting the needs of companies generating up to $100 million in annual…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Strong evidence “Cornwell Capital is a family office pursuing direct investments in lower middle-market companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Mirador began in 2006 as a middle market investment banking advisory boutique assisting privately-held firms on liquidity generating events like sell-side transactions, buyouts…” Source: RevenueBase Database · checked Sep 20, 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: lower middle market equity 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 lower middle market equity firms.
- Partial evidence
- Its own public description names part of lower middle market equity firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name lower middle market equity 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 19 of 39 lower middle market equity firms based in Charlotte, United States
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Lower middle market equity firms based in Charlotte, United States at a glance
As of Sep 20, 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 39 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 lower middle market equity 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 “lower middle market equity 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 lower middle market equity 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 lower middle market equity 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, 226 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 20, 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.
Lower middle market equity firms by metro in the United States
- Lower middle market equity firms in New York410
- Lower middle market equity firms in Chicago169
- Lower middle market equity firms in Dallas121
- Lower middle market equity firms in Los Angeles108
- Lower middle market equity firms in Boston70
- Lower middle market equity firms in Houston68
- Lower middle market equity firms in San Francisco67
- Lower middle market equity firms in Atlanta65
- Lower middle market equity firms in Austin54
- Lower middle market equity firms in Miami51
- Lower middle market equity firms in Denver42
- Lower middle market equity firms in Charlotte39
- Lower middle market equity firms in Greenwich33
- Lower middle market equity firms in Minneapolis25
- Lower middle market equity firms in San Diego25
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 lower middle market equity 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 lower middle market equity firms are there based in Charlotte, United States?
RevenueBase identified 39 lower middle market equity 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?
Falfurrias Management Partners, headquartered in Charlotte, tops this list with the largest team on record.
Which city has the most lower middle market equity firms?
New York leads with 410 headquartered companies, followed by Chicago (169) and Dallas (121).
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 226 verified decision-maker contacts tracked across these 39 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 20, 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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