Company lists · Data refreshed October 2026
Top 25 Lower middle market investment banks based in the United States
RevenueBase identified 3,806 company matches for lower middle market investment banks associated with the United States as of October 2026 and tracks 78,464 professional contacts across them, including 30,261 with verified work emails. New York is the largest hub.
This list covers company matches for lower middle market investment banks associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 17, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 lower middle market investment banks based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,059 contacts → | ||||
Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 3,913 contacts → | ||||
Exact match “Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 3,594 contacts → | ||||
Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 1,893 contacts → | ||||
Exact match “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 1,882 contacts → | ||||
Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 1,775 contacts → | ||||
Exact match “We are a full-service commercial, corporate, and investment bank* focused primarily on serving middle market clients within targeted industry sectors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 1,592 contacts → | ||||
Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 1,500 contacts → | ||||
Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 1,360 contacts → | ||||
Exact match “Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 903 contacts → | ||||
Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 853 contacts → | ||||
Exact match “Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc, offering institutional and corporate clients idea-driven investment banking, merger and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 817 contacts → | ||||
Exact match “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 801 contacts → | ||||
Exact match “In June 2017, B.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 800 contacts → | ||||
Exact match “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 710 contacts → | ||||
Exact match “Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 703 contacts → | ||||
Exact match “Harris Williams is a global investment bank specializing in M&A, private capital solutions, and primary fund placement.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 660 contacts → | ||||
Exact match “Greenhill & Co, Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 537 contacts → | ||||
Exact match “BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 528 contacts → | ||||
Exact match “Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 525 contacts → | ||||
Exact match “SC & H is an employee-owned, global consulting and financial services firm driving business, technology, and teams forward.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 490 contacts → | ||||
Exact match “GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 457 contacts → | ||||
Exact match “Ziegler is a privately held investment bank, capital markets and proprietary investments firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 449 contacts → | ||||
Exact match “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 24 | 435 contacts → | ||||
Exact match “Performance Trust is the largest full-service investment bank focused on community depository institutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 25 | 367 contacts → | ||||
Exact match “Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “lower middle market investment banks”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 3,806 lower middle market investment banks based in the United States
See the full list, filter by size, metro and specialty, and access 30,261 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Lower middle market investment banks based in the United States at a glance
As of Oct 17, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,806 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “lower middle market investment banks” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 30,261 professional contacts with verified work emails across the full matched dataset. 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 October 17, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Lower middle market investment banks by metro
- Lower middle market investment banks in New York633
- Lower middle market investment banks in Chicago171
- Lower middle market investment banks in Los Angeles132
- Lower middle market investment banks in Dallas122
- Lower middle market investment banks in Houston106
- Lower middle market investment banks in Atlanta99
- Lower middle market investment banks in Miami81
- Lower middle market investment banks in Boston78
- Lower middle market investment banks in San Francisco78
- Lower middle market investment banks in Denver66
- Lower middle market investment banks in Austin60
- Lower middle market investment banks in Charlotte57
- Lower middle market investment banks in Newport Beach44
- Lower middle market investment banks in Washington42
- Lower middle market investment banks in Minneapolis37
- Lower middle market investment banks in Tampa35
- Lower middle market investment banks in Boca Raton33
- Lower middle market investment banks in San Diego33
- Lower middle market investment banks in Scottsdale30
- Lower middle market investment banks in Seattle28
- Lower middle market investment banks in St. Louis27
- Lower middle market investment banks in Irvine26
- Lower middle market investment banks in Stamford25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “lower middle market investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many lower middle market investment banks are there based in the United States?
RevenueBase identified 3,806 company matches for lower middle market investment banks associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Lazard tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most lower middle market investment banks?
New York leads with 633 company records, followed by Chicago (171) and Los Angeles (132).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 30,261 professional contacts with verified work emails tracked across these 3,806 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,806 lower middle market investment banks based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Lower middle market investment banks by geography
- Lower middle market investment banks based in Melbourne, Australia
- Lower middle market investment banks based in Sydney, Australia
- Lower middle market investment banks based in Sao Paulo, Brazil
- Lower middle market investment banks based in Calgary, Canada
- Lower middle market investment banks based in Montreal, Canada
- Lower middle market investment banks based in Toronto, Canada
- Lower middle market investment banks based in Vancouver, Canada
- Lower middle market investment banks based in Helsinki, Finland
- Lower middle market investment banks based in Paris, France
- Lower middle market investment banks based in Frankfurt, Germany
- Lower middle market investment banks based in Hamburg, Germany
- Lower middle market investment banks based in Munich, Germany
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 SmartSearch, 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.
More company lists
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- Lower middle market investment banks based in Melbourne, Australia
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- Lower middle market investment banks based in Toronto, Canada
Company intelligence · public preview
Top 25 lower middle market investment banks based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,806 matching company records for lower middle market investment banks based in the United States, with 78,464 tracked contacts and 30,261 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 lower middle market investment banks based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Lazardlazard.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 4,059 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Houlihan Lokeyhl.comHQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 3,913 contacts → |
“Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Evercoreevercore.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,594 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Moelis & Companymoelis.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,893 contacts → |
“Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nassau Street Partnersnassaustreetpartners.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 1,882 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Keybank Commercialkey.comHQ: Cleveland, OH, United StatesReported employees: 10001+ | Cleveland, OH, United States | 10001+ | Exact match | 1,775 contacts → |
“We are a full-service commercial, corporate, and investment bank* focused primarily on serving middle market clients within targeted industry sectors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lincoln Internationallincolninternational.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 1,592 contacts → |
“Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  PJT Partnerspjtpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,500 contacts → |
“PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  HJ Simshjsims.comHQ: Fairfield, CT, United StatesReported employees: Not recorded | Fairfield, CT, United States | Not recorded | Exact match | 1,360 contacts → |
“Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Perella Weinbergpwpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 903 contacts → |
“Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Canaccord Genuitycgf.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 853 contacts → |
“Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc, offering institutional and corporate clients idea-driven investment banking, merger and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Mesirowmesirow.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 817 contacts → |
“Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  FBRbrileysecurities.comHQ: Arlington, VA, United StatesReported employees: Not recorded | Arlington, VA, United States | Not recorded | Exact match | 801 contacts → |
“In June 2017, B.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Guggenheim Securitiesguggenheimsecurities.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 800 contacts → |
“Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Centerview Partnerscenterviewpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 710 contacts → |
“Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Harris Williamsharriswilliams.comHQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 703 contacts → |
“Harris Williams is a global investment bank specializing in M&A, private capital solutions, and primary fund placement.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Greenhill & COgreenhill.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 660 contacts → |
“Greenhill & Co, Inc.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  BDT & MSD Partnersbdtmsd.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 537 contacts → |
“BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Benchmark Internationalbenchmarkintl.comHQ: Tampa, FL, United StatesReported employees: 201-500 | Tampa, FL, United States | 201-500 | Exact match | 528 contacts → |
“Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Sc&hschgroup.comHQ: Hunt Valley, MD, United StatesReported employees: 201-500 | Hunt Valley, MD, United States | 201-500 | Exact match | 525 contacts → |
“SC & H is an employee-owned, global consulting and financial services firm driving business, technology, and teams forward.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  GCAgcaglobal.comHQ: San Francisco, NY, United StatesReported employees: 501-1,000 | San Francisco, NY, United States | 501-1,000 | Exact match | 490 contacts → |
“GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Zieglerziegler.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 457 contacts → |
“Ziegler is a privately held investment bank, capital markets and proprietary investments firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Solomon Partnerssolomonpartners.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 449 contacts → |
“Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Performance Trust Capital Partnersperformancetrust.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 435 contacts → |
“Performance Trust is the largest full-service investment bank focused on community depository institutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Prairie Capital Advisors, INCprairiecap.com HQ: Oakbrook Terrace, IL, United StatesReported employees: 51-200 | Oakbrook Terrace, IL, United States | 51-200 | Exact match | 367 contacts → |
“Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,806 company matches
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Lower middle market investment banks: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,805 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,806 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Lower middle market investment banks by metro
- Lower middle market investment banks in New York633
- Lower middle market investment banks in Chicago171
- Lower middle market investment banks in Los Angeles132
- Lower middle market investment banks in Dallas122
- Lower middle market investment banks in Houston106
- Lower middle market investment banks in Atlanta99
- Lower middle market investment banks in Miami81
- Lower middle market investment banks in Boston78
- Lower middle market investment banks in San Francisco78
- Lower middle market investment banks in Denver66
- Lower middle market investment banks in Austin60
- Lower middle market investment banks in Charlotte57
- Lower middle market investment banks in Newport Beach44
- Lower middle market investment banks in Washington42
- Lower middle market investment banks in Minneapolis37
- Lower middle market investment banks in Tampa35
- Lower middle market investment banks in Boca Raton33
- Lower middle market investment banks in San Diego33
- Lower middle market investment banks in Scottsdale30
- Lower middle market investment banks in Seattle28
- Lower middle market investment banks in St. Louis27
- Lower middle market investment banks in Irvine26
- Lower middle market investment banks in Stamford25
Questions about this company list
What does Exact match mean for lower middle market investment banks?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many lower middle market investment banks did RevenueBase find based in the United States?
The saved snapshot records 3,806 matching company records, 78,464 tracked contacts and 30,261 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Lower middle market investment banks by geography
- Lower middle market investment banks based in Melbourne, Australia
- Lower middle market investment banks based in Sydney, Australia
- Lower middle market investment banks based in Sao Paulo, Brazil
- Lower middle market investment banks based in Calgary, Canada
- Lower middle market investment banks based in Montreal, Canada
- Lower middle market investment banks based in Toronto, Canada
- Lower middle market investment banks based in Vancouver, Canada
- Lower middle market investment banks based in Helsinki, Finland
- Lower middle market investment banks based in Paris, France
- Lower middle market investment banks based in Frankfurt, Germany
- Lower middle market investment banks based in Hamburg, Germany
- Lower middle market investment banks based in Munich, Germany
Cite this list
RevenueBase Data Team. Top 25 lower middle market investment banks based in the United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/lower-middle-market-investment-banks/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Lower middle market investment banks based in Melbourne, Australia
- Lower middle market investment banks based in Sydney, Australia
- Lower middle market investment banks based in Sao Paulo, Brazil
- Lower middle market investment banks based in Calgary, Canada
- Lower middle market investment banks based in Montreal, Canada
- Lower middle market investment banks based in Toronto, Canada
Company intelligence · public preview
Top 25 lower middle market investment banks based in the United States
RevenueBase records 3,806 matching company records for lower middle market investment banks based in the United States, with 78,464 tracked contacts and 30,261 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 lower middle market investment banks based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Lazardlazard.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 4,059 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Houlihan Lokeyhl.com HQ: Los Angeles, CA, United StatesReported employees: 1,001-5,000 | Los Angeles, CA, United States | 1,001-5,000 | Exact match | 3,913 contacts → |
“Houlihan Lokey, Inc.(NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Evercoreevercore.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,594 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Moelis & Companymoelis.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,893 contacts → |
“Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nassau Street Partnersnassaustreetpartners.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 1,882 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Keybank Commercialkey.com HQ: Cleveland, OH, United StatesReported employees: 10001+ | Cleveland, OH, United States | 10001+ | Exact match | 1,775 contacts → |
“We are a full-service commercial, corporate, and investment bank* focused primarily on serving middle market clients within targeted industry sectors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lincoln Internationallincolninternational.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 1,592 contacts → |
“Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | PJT Partnerspjtpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,500 contacts → |
“PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HJ Simshjsims.com HQ: Fairfield, CT, United StatesReported employees: Not recorded | Fairfield, CT, United States | Not recorded | Exact match | 1,360 contacts → |
“Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Perella Weinbergpwpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 903 contacts → |
“Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Canaccord Genuitycgf.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 853 contacts → |
“Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc, offering institutional and corporate clients idea-driven investment banking, merger and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Mesirowmesirow.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 817 contacts → |
“Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | FBRbrileysecurities.com HQ: Arlington, VA, United StatesReported employees: Not recorded | Arlington, VA, United States | Not recorded | Exact match | 801 contacts → |
“In June 2017, B.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Guggenheim Securitiesguggenheimsecurities.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 800 contacts → |
“Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Centerview Partnerscenterviewpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 710 contacts → |
“Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Harris Williamsharriswilliams.com HQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 703 contacts → |
“Harris Williams is a global investment bank specializing in M&A, private capital solutions, and primary fund placement.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Greenhill & COgreenhill.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 660 contacts → |
“Greenhill & Co, Inc.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | BDT & MSD Partnersbdtmsd.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 537 contacts → |
“BDT & MSD Partners is a merchant bank serving founders, family business owners, and long-term strategic investors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Benchmark Internationalbenchmarkintl.com HQ: Tampa, FL, United StatesReported employees: 201-500 | Tampa, FL, United States | 201-500 | Exact match | 528 contacts → |
“Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sc&hschgroup.com HQ: Hunt Valley, MD, United StatesReported employees: 201-500 | Hunt Valley, MD, United States | 201-500 | Exact match | 525 contacts → |
“SC & H is an employee-owned, global consulting and financial services firm driving business, technology, and teams forward.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | GCAgcaglobal.com HQ: San Francisco, NY, United StatesReported employees: 501-1,000 | San Francisco, NY, United States | 501-1,000 | Exact match | 490 contacts → |
“GCA Advisors, LLC is the US business of GCA, a global investment bank that provides strategic M&A, capital markets and private funds advisory services to growth companies and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Zieglerziegler.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 457 contacts → |
“Ziegler is a privately held investment bank, capital markets and proprietary investments firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Solomon Partnerssolomonpartners.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 449 contacts → |
“Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Performance Trust Capital Partnersperformancetrust.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 435 contacts → |
“Performance Trust is the largest full-service investment bank focused on community depository institutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Prairie Capital Advisors, INCprairiecap.com HQ: Oakbrook Terrace, IL, United StatesReported employees: 51-200 | Oakbrook Terrace, IL, United States | 51-200 | Exact match | 367 contacts → |
“Prairie is a leading financial advisory firm specializing in creating and executing ownership transition strategies for middle-market companies nationwide.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,806 company matches
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Lower middle market investment banks: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,805 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 3,806 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Lower middle market investment banks by metro
- Lower middle market investment banks in New York633
- Lower middle market investment banks in Chicago171
- Lower middle market investment banks in Los Angeles132
- Lower middle market investment banks in Dallas122
- Lower middle market investment banks in Houston106
- Lower middle market investment banks in Atlanta99
- Lower middle market investment banks in Miami81
- Lower middle market investment banks in Boston78
- Lower middle market investment banks in San Francisco78
- Lower middle market investment banks in Denver66
- Lower middle market investment banks in Austin60
- Lower middle market investment banks in Charlotte57
- Lower middle market investment banks in Newport Beach44
- Lower middle market investment banks in Washington42
- Lower middle market investment banks in Minneapolis37
- Lower middle market investment banks in Tampa35
- Lower middle market investment banks in Boca Raton33
- Lower middle market investment banks in San Diego33
- Lower middle market investment banks in Scottsdale30
- Lower middle market investment banks in Seattle28
- Lower middle market investment banks in St. Louis27
- Lower middle market investment banks in Irvine26
- Lower middle market investment banks in Stamford25
Questions about this company list
What does Exact match mean for lower middle market investment banks?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many lower middle market investment banks did RevenueBase find based in the United States?
The saved snapshot records 3,806 matching company records, 78,464 tracked contacts and 30,261 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Lower middle market investment banks by geography
- Lower middle market investment banks based in Melbourne, Australia
- Lower middle market investment banks based in Sydney, Australia
- Lower middle market investment banks based in Sao Paulo, Brazil
- Lower middle market investment banks based in Calgary, Canada
- Lower middle market investment banks based in Montreal, Canada
- Lower middle market investment banks based in Toronto, Canada
- Lower middle market investment banks based in Vancouver, Canada
- Lower middle market investment banks based in Helsinki, Finland
- Lower middle market investment banks based in Paris, France
- Lower middle market investment banks based in Frankfurt, Germany
- Lower middle market investment banks based in Hamburg, Germany
- Lower middle market investment banks based in Munich, Germany
Cite this list
RevenueBase Data Team. Top 25 lower middle market investment banks based in the United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/lower-middle-market-investment-banks/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Lower middle market investment banks based in Melbourne, Australia
- Lower middle market investment banks based in Sydney, Australia
- Lower middle market investment banks based in Sao Paulo, Brazil
- Lower middle market investment banks based in Calgary, Canada
- Lower middle market investment banks based in Montreal, Canada
- Lower middle market investment banks based in Toronto, Canada