Company lists · Data refreshed October 2026

Top 25 Merchant banking firms based in the United States

RevenueBase identified 2,265 company matches for merchant banking firms associated with the United States as of October 2026 and tracks 220,249 professional contacts across them, including 104,253 with verified work emails. New York is the largest hub.

This list covers company matches for merchant banking firms 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 18, 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 18, 2026 How this list was built
2,265Companies
220,249Contacts tracked
104,253Verified emails
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The 25 largest merchant banking firms based in the United States

Ranked by team size
Top 25 of 2,265 company matches for merchant banking firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 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 matchNew York, NY, United StatesHQ recorded Oct 18, 202610001+95,775 contacts →

Exact match

“Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Oct 18, 202610001+21,533 contacts →

Exact match

“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Oct 18, 20265,001-10,0007,841 contacts →

Exact match

“Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4Exact matchSt. Louis, MO, United StatesHQ recorded Oct 18, 20265,001-10,0007,077 contacts →

Exact match

“Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5Exact matchMilwaukee, WI, United StatesHQ recorded Oct 18, 20265,001-10,0005,475 contacts →

Exact match

“Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Oct 18, 20261,001-5,0004,059 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 18, 2026 · View company records in RevenueBase
7Exact matchLos Angeles, CA, United StatesHQ recorded Oct 18, 20261,001-5,0003,913 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 18, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Oct 18, 20261,001-5,0003,594 contacts →

Exact match

“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Oct 18, 20261,001-5,0003,115 contacts →

Exact match

“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Oct 18, 202610001+2,533 contacts →

Exact match

“Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11Exact matchChicago, IL, United StatesHQ recorded Oct 18, 20261,001-5,0002,448 contacts →

Exact match

“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Oct 18, 20261,001-5,0001,893 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 18, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Oct 18, 2026n/a1,882 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 18, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Oct 18, 20261,001-5,0001,746 contacts →

Exact match

“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15Exact matchChicago, IL, United StatesHQ recorded Oct 18, 20261,001-5,0001,592 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 18, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Oct 18, 20261,001-5,0001,558 contacts →

Exact match

“Guggenheim Partners is a global investment and advisory firm.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Oct 18, 2026501-1,0001,500 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 18, 2026 · View company records in RevenueBase
18Exact matchFairfield, CT, United StatesHQ recorded Oct 18, 2026n/a1,360 contacts →

Exact match

“Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19Exact matchLittle Rock, AR, United StatesHQ recorded Oct 18, 20261,001-5,0001,344 contacts →

Exact match

“Founded in 1933, Stephens is a family of privately-held, independent financial services firms focused on building value for companies, state and local governments, institutions…”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20Exact matchCleveland, OH, United StatesHQ recorded Oct 18, 2026501-1,0001,106 contacts →

Exact match

“We know that successful, long-term business relationships depend upon delivering results for our clients.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Oct 18, 2026501-1,000853 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 18, 2026 · View company records in RevenueBase
22Exact matchChicago, IL, United StatesHQ recorded Oct 18, 2026501-1,000817 contacts →

Exact match

“Mesirow is an independent, employee-owned financial services firm founded in 1937.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, CA, United StatesHQ recorded Oct 18, 2026501-1,000804 contacts →

Exact match

“BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24Exact matchArlington, VA, United StatesHQ recorded Oct 18, 2026n/a801 contacts →

Exact match

“In June 2017, B.”

Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Oct 18, 20261,001-5,000800 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 18, 2026 · View company records in RevenueBase

Showing 25 of 2,265 merchant banking firms based in the United States

See the full list, filter by size, metro and specialty, and access 104,253 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Merchant banking firms based in the United States at a glance

As of Oct 18, 2026
47.3%Verified-email coverage
97.2Average contacts per company
1-10Median size (employees)
21.1%Largest-city concentration · New York
Oct 18, 2026Page data refreshed

Companies by employee count

1-10
1,264
11-50
733
51-200
166
201-500
29
501-1,000
24
1,001-5,000
25
5,001-10,000
9
10001+
11

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 2,265 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 “merchant banking firms” 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 104,253 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 18, 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 “merchant banking firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many merchant banking firms are there based in the United States?

RevenueBase identified 2,265 company matches for merchant banking firms 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?

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

Which city has the most merchant banking firms?

New York leads with 477 company records, followed by Chicago (93) and Los Angeles (87).

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 104,253 professional contacts with verified work emails tracked across these 2,265 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 18, 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.