Company lists · Data refreshed September 2026

Top 25 Lower middle market investment firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 5,203 companies tracked

RevenueBase identified 5,203 lower middle market investment firms headquartered in the United States as of September 2026 and tracks 104,583 professional contacts across them, including 49,696 with verified work emails. New York is the largest hub.

This list covers lower middle market investment firms headquartered in the 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 28, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

5,203Companies

104,583Contacts tracked

49,696Verified emails

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The 25 largest lower middle market investment firms based in the United States

Ranked by team size

Top 25 of 5,203 lower middle market investment firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to lower middle market investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ares Management	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,975 contacts →
	Partial evidence “Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the…” Source: RevenueBase Database · checked Sep 28, 2026
2	Brookfield	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,915 contacts →
	Partial evidence “We are a leading global investment firm that invests as long-term owners on behalf of institutions and individuals worldwide.” Source: RevenueBase Database · checked Sep 28, 2026
3	The Carlyle Group	Partial evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,515 contacts →
	Partial evidence “Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Source: RevenueBase Database · checked Sep 28, 2026
4	Bain Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,068 contacts →
	Partial evidence “Founded in 1984, Bain Capital is one of the world’s leading private investment firms.” Source: RevenueBase Database · checked Sep 28, 2026
5	TPG	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,979 contacts →
	Partial evidence “TPG (Nasdaq: TPG) is a leading global alternative asset management firm, founded in San Francisco in 1992, with $306 billion of assets under management and investment and…” Source: RevenueBase Database · checked Sep 28, 2026
6	H.I.G. Capital	Indirect evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	501-1,000	1,301 contacts →
	Indirect evidence “H.I.G.” Source: RevenueBase Database · checked Sep 28, 2026
7	Warburg Pincus LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	1,290 contacts →
	Indirect evidence “Warburg Pincus LLC is the pioneer of global growth investing.” Source: RevenueBase Database · checked Sep 28, 2026
8	Golub Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,126 contacts →
	Partial evidence “Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager.” Source: RevenueBase Database · checked Sep 28, 2026
9	Advent	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	501-1,000	1,025 contacts →
	Indirect evidence “Advent is a leading global private equity investor committed to working in partnership with management teams, entrepreneurs, and founders to help transform businesses.” Source: RevenueBase Database · checked Sep 28, 2026
10	Nassau Street Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	904 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
11	TA Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	201-500	881 contacts →
	Indirect evidence “TA is a leading global private equity firm focused on scaling growth in profitable companies.” Source: RevenueBase Database · checked Sep 28, 2026
12	Vista Equity Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	501-1,000	839 contacts →
	Indirect evidence “Vista Equity Partners (Vista) is a leading global technology investor specializing in software.” Source: RevenueBase Database · checked Sep 28, 2026
13	General Atlantic	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	820 contacts →
	Indirect evidence “General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support to over 830 companies throughout its…” Source: RevenueBase Database · checked Sep 28, 2026
14	Sixth Street	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	501-1,000	802 contacts →
	Partial evidence “Sixth Street is a global investment firm with over $135 billion in assets under management and committed capital.* The firm uses its long-term flexible capital, data-enabled…” Source: RevenueBase Database · checked Sep 28, 2026
15	ALGER	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	722 contacts →
	Partial evidence “Founded in 1964, Alger is recognized as a pioneer of growth-style investment management.” Source: RevenueBase Database · checked Sep 28, 2026
16	Orix Corporation USA	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	613 contacts →
	Indirect evidence “Established in the U.S.” Source: RevenueBase Database · checked Sep 28, 2026
17	Hilco Global	Indirect evidence	Northbrook, IL, United StatesHQ checked Sep 28, 2026	501-1,000	528 contacts →
	Indirect evidence “Hilco Global is a privately held diversified financial services company and the world’s preeminent authority on maximizing the value of assets for both healthy and distressed…” Source: RevenueBase Database · checked Sep 28, 2026
18	PSG	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	513 contacts →
	Indirect evidence “PSG is a growth equity firm that partners with software and technology-enabled services companies to help them navigate transformational growth, capitalize on strategic…” Source: RevenueBase Database · checked Sep 28, 2026
19	Summit Partners	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	465 contacts →
	Partial evidence “Summit Partners is a global alternative investment firm with capital dedicated to growth equity, fixed income, and public equity opportunities.” Source: RevenueBase Database · checked Sep 28, 2026
20	The Riverside Company	Strong evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	201-500	447 contacts →
	Strong evidence “The Riverside Company is a global investment firm focused on being one of the leading private capital options for business owners and employees at the smaller end of the middle…” Source: RevenueBase Database · checked Sep 28, 2026
21	Ziegler	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	435 contacts →
	Strong evidence “Ziegler is a privately held investment bank, capital markets and proprietary investments firm.” Source: RevenueBase Database · checked Sep 28, 2026
22	Solomon Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	427 contacts →
	Partial evidence “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Source: RevenueBase Database · checked Sep 28, 2026
23	Cd&r	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	385 contacts →
	Partial evidence “Founded in 1978, CD & R is an investment firm with an investment strategy predicated on building stronger, more profitable businesses.” Source: RevenueBase Database · checked Sep 28, 2026
24	Centerbridge Partners, L.P	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	368 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	Adams Street Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	367 contacts →
	Strong evidence “Adams Street Partners is a global investment firm managing a comprehensive suite of private markets investment solutions.” Source: RevenueBase Database · checked Sep 28, 2026

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 investment 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 investment firms.
Partial evidence: Its own public description names part of lower middle market investment 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 investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 5,203 lower middle market investment firms based in the United States

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Lower middle market investment firms based in the United States at a glance

As of Sep 28, 2026

47.5%Verified-email coverage

20.1Average contacts per company

1-10Median size (employees)

16.4%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,248

11-50

1,517

51-200

302

201-500

501-1,000

1,001-5,000

10001+

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 5,203 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 investment 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 the United States whose own description of what they do matches “lower middle market investment 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 investment 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 investment firms, and records with no verified work email. Companies headquartered outside United States 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, 49,696 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 28, 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 investment firms by metro

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 investment 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 investment firms are there based in the United States?

RevenueBase identified 5,203 lower middle market investment firms headquartered in the 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?

Ares Management, headquartered in Los Angeles, tops this list with the largest team on record.

Which city has the most lower middle market investment firms?

New York leads with 855 headquartered companies, followed by Chicago (276) and Dallas (204).

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 49,696 verified decision-maker contacts tracked across these 5,203 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 28, 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.