Company lists · Data refreshed October 2026

Top 15 Lower middle market investment banks based in Irvine, United States

RevenueBase identified 26 company matches for lower middle market investment banks associated with Irvine, United States as of October 2026 and tracks 441 professional contacts across them, including 122 with verified work emails. Across the United States, New York is the largest hub for this category (633 companies); Irvine has 26.

This list covers company matches for lower middle market investment banks associated with Irvine, 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
26Companies
441Contacts tracked
122Verified emails
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The 15 largest lower middle market investment banks based in Irvine, United States

Ranked by team size
Top 15 of 26 company matches for lower middle market investment banks based in Irvine, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202651-200113 contacts →

Exact match

“At CommerceWest Bank, we remain determined to redefine banking for small and mid-sized businesses across California.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-5038 contacts →

Exact match

“Boustead Securities, LLC is an investment banking firm that advises clients on IPOs, mergers and acquisitions, capital raises and restructuring assignments in a wide array of…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-5026 contacts →

Exact match

“Global Capital Markets, Inc.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-5019 contacts →

Exact match

“Force Ten Partners LLC is an advisory firm with deep domain knowledge in financial and operational corporate restructuring, valuation, forensic accounting and complex litigation…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-5014 contacts →

Exact match

“KCM Securities, LLC d/b/a Keystone Capital Markets is a leading Investment Bank that provides merger & acquisitions, institutional capital and financial advisory services to the…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-5014 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202651-20011 contacts →

Exact match

“FPH Capital Partners focuses on investments in middle market companies with an emphasis on value added acquisitions and organic growth opportunities.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-506 contacts →

Exact match

“Lionsford is a trusted advisor in commercial real estate finance and small business lending.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-506 contacts →

Exact match

“Salt Creek Partners (SCP) is a full-service M&A advisory firm guiding business leaders in the emerging and middle markets.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-505 contacts →

Exact match

“We seek to invest in successful middle market companies in dynamic industries to accelerate growth,”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 20261-105 contacts →

Exact match

“Fusion Network is a corporate debt advisory firm and syndicate founded in 2017 that specializes in connecting private companies and specialty lenders with institutional debt…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 20261-104 contacts →

Exact match

“As experienced M&A advisors, we have a vast network of buyers, access to proprietary opportunities, and a well-rounded understanding of the complexities of each individual…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 20261-104 contacts →

Exact match

“The Salazar Group sells businesses $5M-$50M, and is one of Orange County’s most uniquely experienced, independent, middle-market business brokers.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202651-2002 contacts →

Exact match

“Boustead & Company Limited is a diversified financial services firm headquartered in Irvine, CA with offices in San Francisco, New York, London, and Beijing.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15Exact matchIrvine, CA, United StatesHQ recorded Oct 17, 202611-501 contacts →

Exact match

“Core Venture Partners, LLC, is a merchant banking and advisory firm, formed to focus on the under-served middle market sector.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase

Showing 15 of 26 lower middle market investment banks based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 122 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 17, 2026
27.7%Verified-email coverage
17.0Average contacts per company
11-50Median size (employees)
Oct 17, 2026Page data refreshed

Companies by employee count

1-10
11
11-50
10
51-200
4
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 26 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 Irvine, 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 122 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.

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 Irvine, United States?

RevenueBase identified 26 company matches for lower middle market investment banks associated with Irvine, 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?

Commercewest Bank 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). Irvine has 26.

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 122 professional contacts with verified work emails tracked across these 26 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.