Company lists · Data refreshed September 2026

Top 25 Merchant banks based in Boston, United States

Name: Merchant banks based in Boston, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 44 companies tracked

RevenueBase identified 44 merchant banks headquartered in Boston, United States as of September 2026 and tracks 877 professional contacts across them, including 413 with verified work emails. New York is the largest hub.

This list covers merchant banks headquartered in Boston, 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 17, 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 17, 2026 86% judged on-target in blind review

44Companies

877Contacts tracked

413Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest merchant banks based in Boston, United States

Ranked by team size

Top 25 of 44 merchant banks based in Boston, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to merchant banks: 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	Capstone Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	276 contacts →
	Indirect evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 17, 2026
2	Progress Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	110 contacts →
	Indirect evidence “Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement…” Source: RevenueBase Database · checked Sep 17, 2026
3	Wellesley Hills Financial LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	64 contacts →
	Indirect evidence “Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology.” Source: RevenueBase Database · checked Sep 17, 2026
4	Monument Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	59 contacts →
	Indirect evidence “Monument Group is a leading global independent full-service capital advisory and fundraising partner in alternative investments with offices in the U.S, Europe and Asia.” Source: RevenueBase Database · checked Sep 17, 2026
5	Provident Healthcare Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	58 contacts →
	Indirect evidence “Provident is the leading investment banking firm specializing in merger and acquisition advisory, strategic planning, and capital formation for middle-market and emerging growth…” Source: RevenueBase Database · checked Sep 17, 2026
6	Versailles Group, LTD	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	49 contacts →
	Indirect evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 17, 2026
7	Covington Associates	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	36 contacts →
	Indirect evidence “Covington Associates is an investment banking firm offering advisory services in the areas of M&A, capital raising, strategic advisory, fairness opinions, and valuations to…” Source: RevenueBase Database · checked Sep 17, 2026
8	BOWEN	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	32 contacts →
	Indirect evidence “Bowen partners with growth tech companies to drive value creation within the innovation economy.” Source: RevenueBase Database · checked Sep 17, 2026
9	Chestnut Partners, INC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	29 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
10	Bellmark Partners, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	20 contacts →
	Indirect evidence “BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies.” Source: RevenueBase Database · checked Sep 17, 2026
11	C.W. Downer & CO	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	201-500	17 contacts →
	Indirect evidence “C.W.” Source: RevenueBase Database · checked Sep 17, 2026
12	Tully & Holland	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “Tully & Holland is one of Boston’s most active independently owned investment banking firms.” Source: RevenueBase Database · checked Sep 17, 2026
13	Colchester Partners LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Indirect evidence “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Source: RevenueBase Database · checked Sep 17, 2026
14	Dunn Rush & Co. LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	13 contacts →
	Indirect evidence “Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.” Source: RevenueBase Database · checked Sep 17, 2026
15	Kaufman & Company, LLC	Indirect evidence	Boston, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Indirect evidence “Founded in 1978, Kaufman & Company is a boutique investment bank focused on providing M&A advisory and private placement services to middle and emerging market companies.” Source: RevenueBase Database · checked Sep 17, 2026
16	Consilium Partners	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Indirect evidence “Founded in Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth…” Source: RevenueBase Database · checked Sep 17, 2026
17	AZL Capital Advisors, LLC	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Boutique M&A advisory and consulting firm” Source: RevenueBase Database · checked Sep 17, 2026
18	J. Locke & Company	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Indirect evidence “J.” Source: RevenueBase Database · checked Sep 17, 2026
19	Keene Advisors	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Keene Advisors is an independent investment bank and strategy consulting firm built to serve private, founder-led, and family-owned companies.” Source: RevenueBase Database · checked Sep 17, 2026
20	ACE Strategy Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Indirect evidence “Ace Strategy Group is a M&A-focused advisory firm specializing in guiding organizations through the deal lifecycle.” Source: RevenueBase Database · checked Sep 17, 2026
21	Troca Global	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Troca Global is an advisory and capital markets firm.” Source: RevenueBase Database · checked Sep 17, 2026
22	Wellvest Capital, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Wellvest Capital is a contemporary Merchant Bank enabling health and wellness on a global scale.” Source: RevenueBase Database · checked Sep 17, 2026
23	BT Capital Group	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “BT Capital Group is a boutique, full-service Investment Bank and Consulting firm based in Boston, MA and Los Angeles, CA.” Source: RevenueBase Database · checked Sep 17, 2026
24	Newbury Piret	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	2 contacts →
	Indirect evidence “Newbury Piret is a leading Boston investment banking firm providing M&A, financing and valuation services to clients ranging from family-owned businesses to venture-backed…” Source: RevenueBase Database · checked Sep 17, 2026
25	Bannockburn Capital LTD	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “Bannockburn brings a traditional philosophy to its contemporary methodology.” Source: RevenueBase Database · checked Sep 17, 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: merchant banks. 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 merchant banks.
Partial evidence: Its own public description names part of merchant banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name merchant banks. 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 44 merchant banks based in Boston, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 413 reachable decision-makers.

Free signup · no credit card

View the full list →

Merchant banks based in Boston, United States at a glance

As of Sep 17, 2026

47.1%Verified-email coverage

19.9Average contacts per company

1-10Median size (employees)

1081.8%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 44 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 merchant banks, 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 Boston, United States whose own description of what they do matches “merchant banks”. 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 merchant banks), 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 merchant banks, and records with no verified work email. Companies headquartered outside Boston 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, 413 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 17, 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.

Merchant banks by metro in the United States

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 merchant banks, 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 merchant banks are there based in Boston, United States?

RevenueBase identified 44 merchant banks headquartered in Boston, 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?

Capstone Partners, headquartered in Boston, tops this list with the largest team on record.

Which city has the most merchant banks?

New York leads with 476 headquartered companies, followed by Chicago (98) and Los Angeles (93).

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 413 verified decision-maker contacts tracked across these 44 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 17, 2026.

Ready to reach these companies? Verified emails and direct dials for all 44 merchant banks based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Merchant banks by geography

Browse the directory

Browse: Companies home · Merchant banks in United States · All United States lists · All Merchant banks lists · New lists

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.