Company lists · Data refreshed October 2026

Top 25 Lower middle market investment banks based in Chicago, United States

Name: Lower middle market investment banks based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 171 companies tracked

RevenueBase identified 171 company matches for lower middle market investment banks associated with Chicago, United States as of October 2026 and tracks 6,511 professional contacts across them, including 3,104 with verified work emails. Across the United States, New York is the largest hub for this category (633 companies); Chicago follows with 171.

This list covers company matches for lower middle market investment banks associated with Chicago, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built

171Companies

6,511Contacts tracked

3,104Verified emails

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The 25 largest lower middle market investment banks based in Chicago, United States

Ranked by team size

Top 25 of 171 company matches for lower middle market investment banks based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1,001-5,000	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
2	Mesirow	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	501-1,000	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
3	BDT & MSD Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	201-500	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
4	Ziegler	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	51-200	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
5	Performance Trust Capital Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	201-500	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
6	Loop Capital	Exact match	Chicago, United StatesHQ recorded Oct 17, 2026	201-500	287 contacts →
	Exact match “Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Livingstone	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	51-200	207 contacts →
	Exact match “Livingstone is an international mid-market M&A and debt advisory firm with offices in Amsterdam, Beijing, Chicago, Düsseldorf, Frankfurt, Hamburg, London, Los Angeles, Madrid…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Portage Point Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	201-500	194 contacts →
	Exact match “Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Marathon Capital	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	51-200	161 contacts →
	Exact match “Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Association For Corporate Growth ACG	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	51-200	136 contacts →
	Exact match “Founded in 1954, the Association for Corporate Growth (ACG) has 60 chapters worldwide, representing members.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Cabrera Capital Markets	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	51-200	120 contacts →
	Exact match “Founded in 2001, Cabrera Capital Markets LLC is the leading Latino-owned investment bank and institutional brokerage firm providing investment banking for municipal, corporate…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	CDI Global M&a	Exact match	Chicago, United StatesHQ recorded Oct 17, 2026	51-200	113 contacts →
	Exact match “CDI Global, established in 1973, is a leader in middle-market, cross-border transactions with over transactions to our credit.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Pmcf Investment Banking	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	76 contacts →
	Exact match “PMCF is a middle market investment bank that provides merger and acquisitions advisory services to individual and family-owned businesses, large public companies, and private…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	The Peakstone Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	58 contacts →
	Exact match “Peakstone is the trusted partner and leading force in the lower middle market U.S.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Houlihan Capital	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	56 contacts →
	Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	The Copia Group, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	n/a	46 contacts →
	Exact match “The Copia Group is a diverse-owned investment adviser that provides debt and equity capital solutions to privately held, lower middle-market, U.S-based companies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	XMS Capital Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	41 contacts →
	Exact match “XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	CMD Global Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	27 contacts →
	Exact match “CMD Global Partners is an international boutique investment banking firm offering a vast set of capabilities to a broad range of publicly-traded and privately-owned companies…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Cook M&a Advisory Services	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	26 contacts →
	Exact match “Cook M&A is recognized as one of the leading buy side M&A advisory firms in the industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	City Capital Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	26 contacts →
	Exact match “City Capital Advisors, a FINRA registered broker-dealer, is a results oriented investment and merchant banking advisory firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Akoya Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	22 contacts →
	Exact match “Akoya Capital is a Chicago-based sector-focused private investment firm, specializing in the lower end of the middle market.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Juniper Advisory	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	22 contacts →
	Exact match “Juniper Advisory is a specialized, independent investment banking firm focused exclusively on providing not-for-profit organizations with advice related to partnerships…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Helios Healthcare Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	19 contacts →
	Exact match “Helios Healthcare Advisors is an independent corporate advisory firm that provides strategic and financial advice on mergers & acquisitions, recapitalizations, and private…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Physician Growth Partners PGP	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	18 contacts →
	Exact match “Physician Growth Partners (PGP) is an investment banking firm exclusively focused on representing healthcare organizations in recapitalizations, mergers & acquisitions, and sales…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	SUN Acquisitions, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	17 contacts →
	Exact match “Sun Acquisitions provides mergers and acquisition services to clients interested in the confidential sale, acquisition or valuation of privately held mid-market companies.” 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 171 lower middle market investment banks based in Chicago, United States

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Lower middle market investment banks based in Chicago, United States at a glance

As of Oct 17, 2026

47.7%Verified-email coverage

38.1Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 171 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 Chicago, 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 3,104 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 in the United States

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 Chicago, United States?

RevenueBase identified 171 company matches for lower middle market investment banks associated with Chicago, 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?

Lincoln International tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most lower middle market investment banks?

New York leads the United States 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 3,104 professional contacts with verified work emails tracked across these 171 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.

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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 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.