Company lists · Data refreshed September 2026
Top 25 Merger and acquisition firms based in Charlotte, United States
RevenueBase identified 56 company matches for merger and acquisition firms associated with Charlotte, United States as of September 2026 and tracks 527 professional contacts across them, including 247 with verified work emails. Across the United States, New York is the largest hub for this category (515 companies); Charlotte has 56.
This list covers company matches for merger and acquisition firms associated with Charlotte, 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 September 20, 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.
The 25 largest merger and acquisition firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 99 contacts → | ||||
Exact match “MCube Financial LLC is an international boutique consulting firm focused on providing advisory and consulting services to the commercial real estate industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 66 contacts → | ||||
Exact match “BlackArch Partners is a leading middle-market investment bank offering a full spectrum of advisory services to financial sponsors, private companies and diversified corporations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 26 contacts → | ||||
Exact match “Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 25 contacts → | ||||
Exact match “McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 21 contacts → | ||||
Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Envoy delivers tailored investment banking services at every key milestone of a business lifecycle and specializes in M&A Advisory, Capital Advisory, and Private Equity Services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “About TUSK Practice Sales: TUSK Practice Sales is the premier healthcare M&A advisory firm in the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 18 contacts → | ||||
Exact match “Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 17 contacts → | ||||
Exact match “Since 1985, The Finley Group has been a leader in corporate renewal, serving as a trusted advisor to owners, private equity sponsors, corporate executives, boards of directors and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “Aqueduct Capital Group is now part of Harris Williams, a global investment bank specializing in M&A and private capital advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 13 contacts → | ||||
Exact match “7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Business Acquisition & Merger Associates is a lower-middle market merger and acquisition firm offering sell-side and buy-side services to companies generating $5MM-$100MM in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “South Park Advisors is a Charlotte, NC-based firm that delivers independent business valuation and advisory services to owners and professionals of small to middle market closely…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “North Inlet partners with our clients to offer dedicated senior resources combined with a systematic and sustainable approach to growth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Evercap Advisors is a buy-side investment banking firm exclusively focused on generating proprietary deals for private equity firms and strategic acquirers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “At Third Hat Consulting we foster the success of midsize investment banks, corporate finance advisors and private clients by focusing on short-duration, high-impact moments during…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Midwood Partners believes in creating value by focusing on the client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “VR Business Sales Charlotte is your champion when it comes to one of the most important milestones in your life: selling your business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “M&A advisory services for family and founder-owned businesses.” Recorded in the RevenueBase company graph · Sep 20, 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 “merger and acquisition firms”. 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 56 merger and acquisition firms based in Charlotte, United States
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Merger and acquisition firms based in Charlotte, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 56 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 Charlotte, United States whose business descriptions match “merger and acquisition 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 247 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 September 20, 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.
Merger and acquisition firms by metro in the United States
- Merger and acquisition firms in New York515
- Merger and acquisition firms in Chicago161
- Merger and acquisition firms in Los Angeles130
- Merger and acquisition firms in Atlanta129
- Merger and acquisition firms in Houston116
- Merger and acquisition firms in Dallas103
- Merger and acquisition firms in Boston79
- Merger and acquisition firms in Miami78
- Merger and acquisition firms in San Francisco71
- Merger and acquisition firms in Denver67
- Merger and acquisition firms in Austin60
- Merger and acquisition firms in Washington46
- Merger and acquisition firms in San Diego45
- Merger and acquisition firms in Minneapolis41
- Merger and acquisition firms in Tampa39
- Merger and acquisition firms in Irvine34
- Merger and acquisition firms in Phoenix34
- Merger and acquisition firms in Scottsdale33
- Merger and acquisition firms in Newport Beach32
- Merger and acquisition firms in Raleigh28
- Merger and acquisition firms in Philadelphia27
- Merger and acquisition firms in Seattle27
- Merger and acquisition firms in Boca Raton26
- Merger and acquisition firms in Cleveland25
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 “merger and acquisition firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many merger and acquisition firms are there based in Charlotte, United States?
RevenueBase identified 56 company matches for merger and acquisition firms associated with Charlotte, United States as of September 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?
Mcube Financial LLC 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 merger and acquisition firms?
New York leads the United States with 515 company records, followed by Chicago (161) and Los Angeles (130). Charlotte has 56.
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 247 professional contacts with verified work emails tracked across these 56 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 September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 56 merger and acquisition firms based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
Merger and acquisition firms by geography
- Merger and acquisition firms based in Brisbane, Australia
- Merger and acquisition firms based in Melbourne, Australia
- Merger and acquisition firms based in Sydney, Australia
- Merger and acquisition firms based in Belo Horizonte, Brazil
- Merger and acquisition firms based in Curitiba, Brazil
- Merger and acquisition firms based in Rio De Janeiro, Brazil
- Merger and acquisition firms based in Sao Paulo, Brazil
- Merger and acquisition firms based in Calgary, Canada
- Merger and acquisition firms based in Montreal, Canada
- Merger and acquisition firms based in Toronto, Canada
- Merger and acquisition firms based in Vancouver, Canada
- Merger and acquisition firms based in Berlin, Germany
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.
More company lists
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- New lists
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- Merger and acquisition firms based in Melbourne, Australia
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Company intelligence · public preview
Top 25 merger and acquisition firms based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 56 matching company records for merger and acquisition firms based in Charlotte, United States, with 527 tracked contacts and 247 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 merger and acquisition firms based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Mcube Financial LLCmcubefinancial.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 99 contacts → |
“MCube Financial LLC is an international boutique consulting firm focused on providing advisory and consulting services to the commercial real estate industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Blackarch Partnersblackarchpartners.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 66 contacts → |
“BlackArch Partners is a leading middle-market investment bank offering a full spectrum of advisory services to financial sponsors, private companies and diversified corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Sherman & Companysherman-company.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 26 contacts → |
“Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Mccoll Partnersmccollpartners.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 25 contacts → |
“McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bridgemark Strategiesbridgemarkstrategies.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 21 contacts → |
“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Envoy Capital Advisorsenvoycapitaladvisors.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Envoy delivers tailored investment banking services at every key milestone of a business lifecycle and specializes in M&A Advisory, Capital Advisory, and Private Equity Services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tusk Practice Salestuskpracticesales.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“About TUSK Practice Sales: TUSK Practice Sales is the premier healthcare M&A advisory firm in the United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bundy Groupbundygroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 18 contacts → |
“Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  The Finley Groupfinleygroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 17 contacts → |
“Since 1985, The Finley Group has been a leader in corporate renewal, serving as a trusted advisor to owners, private equity sponsors, corporate executives, boards of directors and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fidus Partnersfiduspartners.comHQ: Charlotte, United StatesReported employees: 11-50 | Charlotte, United States | 11-50 | Exact match | 17 contacts → |
“Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Harris Williams Primary Fund Placementharriswilliams.comHQ: Charlotte, NC, United StatesReported employees: 501-1,000 | Charlotte, NC, United States | 501-1,000 | Exact match | 14 contacts → |
“Aqueduct Capital Group is now part of Harris Williams, a global investment bank specializing in M&A and private capital advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  7 Mile Advisors7mileadvisors.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 13 contacts → |
“7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Philpott Ball & Werner, LLCpbandw.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Tobin & Company Investment Banking Group LLCtobinandcompany.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Business Acquisition & Merger Associatesbuysellyourbusiness.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 10 contacts → |
“Business Acquisition & Merger Associates is a lower-middle market merger and acquisition firm offering sell-side and buy-side services to companies generating $5MM-$100MM in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Guideboat Advisorsguideboatadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 |  South Park Advisors, LLCsouthparkval.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 9 contacts → |
“South Park Advisors is a Charlotte, NC-based firm that delivers independent business valuation and advisory services to owners and professionals of small to middle market closely…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Klarventuresklarventures.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  North Inlet Advisorsnorthinletgroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 6 contacts → |
“North Inlet partners with our clients to offer dedicated senior resources combined with a systematic and sustainable approach to growth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Evercap Advisorsevercapadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 6 contacts → |
“Evercap Advisors is a buy-side investment banking firm exclusively focused on generating proprietary deals for private equity firms and strategic acquirers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Third HAT Consultingthirdhatconsulting.comHQ: Charlotte, United StatesReported employees: 1-10 | Charlotte, United States | 1-10 | Exact match | 6 contacts → |
“At Third Hat Consulting we foster the success of midsize investment banks, corporate finance advisors and private clients by focusing on short-duration, high-impact moments during…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Titus Alliancetitusalliance.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 6 contacts → |
“Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Midwood Partnersmidwoodpartners.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Midwood Partners believes in creating value by focusing on the client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | VR Business Brokers Charlotte, NCvrcharlotte.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“VR Business Sales Charlotte is your champion when it comes to one of the most important milestones in your life: selling your business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Shadow Lake Advisorsshadowlakeadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“M&A advisory services for family and founder-owned businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 56 company matches
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Merger and acquisition firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Merger and acquisition firms by metro in the United States
- Merger and acquisition firms in New York515
- Merger and acquisition firms in Chicago161
- Merger and acquisition firms in Los Angeles130
- Merger and acquisition firms in Atlanta129
- Merger and acquisition firms in Houston116
- Merger and acquisition firms in Dallas103
- Merger and acquisition firms in Boston79
- Merger and acquisition firms in Miami78
- Merger and acquisition firms in San Francisco71
- Merger and acquisition firms in Denver67
- Merger and acquisition firms in Austin60
- Merger and acquisition firms in Washington46
- Merger and acquisition firms in San Diego45
- Merger and acquisition firms in Minneapolis41
- Merger and acquisition firms in Tampa39
- Merger and acquisition firms in Irvine34
- Merger and acquisition firms in Phoenix34
- Merger and acquisition firms in Scottsdale33
- Merger and acquisition firms in Newport Beach32
- Merger and acquisition firms in Raleigh28
- Merger and acquisition firms in Philadelphia27
- Merger and acquisition firms in Seattle27
- Merger and acquisition firms in Boca Raton26
- Merger and acquisition firms in Cleveland25
Questions about this company list
What does Exact match mean for merger and acquisition firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many merger and acquisition firms did RevenueBase find based in Charlotte, United States?
The saved snapshot records 56 matching company records, 527 tracked contacts and 247 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Merger and acquisition firms by geography
- Merger and acquisition firms based in Brisbane, Australia
- Merger and acquisition firms based in Melbourne, Australia
- Merger and acquisition firms based in Sydney, Australia
- Merger and acquisition firms based in Belo Horizonte, Brazil
- Merger and acquisition firms based in Curitiba, Brazil
- Merger and acquisition firms based in Rio De Janeiro, Brazil
- Merger and acquisition firms based in Sao Paulo, Brazil
- Merger and acquisition firms based in Calgary, Canada
- Merger and acquisition firms based in Montreal, Canada
- Merger and acquisition firms based in Toronto, Canada
- Merger and acquisition firms based in Vancouver, Canada
- Merger and acquisition firms based in Berlin, Germany
Cite this list
RevenueBase Data Team. Top 25 merger and acquisition firms based in Charlotte, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/merger-and-acquisition-firms/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Merger and acquisition firms based in Brisbane, Australia
- Merger and acquisition firms based in Melbourne, Australia
- Merger and acquisition firms based in Sydney, Australia
- Merger and acquisition firms based in Belo Horizonte, Brazil
- Merger and acquisition firms based in Curitiba, Brazil
- Merger and acquisition firms based in Rio De Janeiro, Brazil
Company intelligence · public preview
Top 25 merger and acquisition firms based in Charlotte, United States
RevenueBase records 56 matching company records for merger and acquisition firms based in Charlotte, United States, with 527 tracked contacts and 247 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 merger and acquisition firms based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Mcube Financial LLCmcubefinancial.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 99 contacts → |
“MCube Financial LLC is an international boutique consulting firm focused on providing advisory and consulting services to the commercial real estate industry.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Blackarch Partnersblackarchpartners.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 66 contacts → |
“BlackArch Partners is a leading middle-market investment bank offering a full spectrum of advisory services to financial sponsors, private companies and diversified corporations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Sherman & Companysherman-company.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 26 contacts → |
“Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Mccoll Partnersmccollpartners.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 25 contacts → |
“McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bridgemark Strategiesbridgemarkstrategies.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 21 contacts → |
“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Envoy Capital Advisorsenvoycapitaladvisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“Envoy delivers tailored investment banking services at every key milestone of a business lifecycle and specializes in M&A Advisory, Capital Advisory, and Private Equity Services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tusk Practice Salestuskpracticesales.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 20 contacts → |
“About TUSK Practice Sales: TUSK Practice Sales is the premier healthcare M&A advisory firm in the United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bundy Groupbundygroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 18 contacts → |
“Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The Finley Groupfinleygroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 17 contacts → |
“Since 1985, The Finley Group has been a leader in corporate renewal, serving as a trusted advisor to owners, private equity sponsors, corporate executives, boards of directors and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fidus Partnersfiduspartners.com HQ: Charlotte, United StatesReported employees: 11-50 | Charlotte, United States | 11-50 | Exact match | 17 contacts → |
“Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Harris Williams Primary Fund Placementharriswilliams.com HQ: Charlotte, NC, United StatesReported employees: 501-1,000 | Charlotte, NC, United States | 501-1,000 | Exact match | 14 contacts → |
“Aqueduct Capital Group is now part of Harris Williams, a global investment bank specializing in M&A and private capital advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 7 Mile Advisors7mileadvisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 13 contacts → |
“7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Philpott Ball & Werner, LLCpbandw.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Tobin & Company Investment Banking Group LLCtobinandcompany.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Business Acquisition & Merger Associatesbuysellyourbusiness.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 10 contacts → |
“Business Acquisition & Merger Associates is a lower-middle market merger and acquisition firm offering sell-side and buy-side services to companies generating $5MM-$100MM in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Guideboat Advisorsguideboatadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 17 | South Park Advisors, LLCsouthparkval.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 9 contacts → |
“South Park Advisors is a Charlotte, NC-based firm that delivers independent business valuation and advisory services to owners and professionals of small to middle market closely…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Klarventuresklarventures.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | North Inlet Advisorsnorthinletgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 6 contacts → |
“North Inlet partners with our clients to offer dedicated senior resources combined with a systematic and sustainable approach to growth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Evercap Advisorsevercapadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 6 contacts → |
“Evercap Advisors is a buy-side investment banking firm exclusively focused on generating proprietary deals for private equity firms and strategic acquirers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Third HAT Consultingthirdhatconsulting.com HQ: Charlotte, United StatesReported employees: 1-10 | Charlotte, United States | 1-10 | Exact match | 6 contacts → |
“At Third Hat Consulting we foster the success of midsize investment banks, corporate finance advisors and private clients by focusing on short-duration, high-impact moments during…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Titus Alliancetitusalliance.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 6 contacts → |
“Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Midwood Partnersmidwoodpartners.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Midwood Partners believes in creating value by focusing on the client.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | VR Business Brokers Charlotte, NCvrcharlotte.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“VR Business Sales Charlotte is your champion when it comes to one of the most important milestones in your life: selling your business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Shadow Lake Advisorsshadowlakeadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“M&A advisory services for family and founder-owned businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 56 company matches
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Merger and acquisition firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Merger and acquisition firms by metro in the United States
- Merger and acquisition firms in New York515
- Merger and acquisition firms in Chicago161
- Merger and acquisition firms in Los Angeles130
- Merger and acquisition firms in Atlanta129
- Merger and acquisition firms in Houston116
- Merger and acquisition firms in Dallas103
- Merger and acquisition firms in Boston79
- Merger and acquisition firms in Miami78
- Merger and acquisition firms in San Francisco71
- Merger and acquisition firms in Denver67
- Merger and acquisition firms in Austin60
- Merger and acquisition firms in Washington46
- Merger and acquisition firms in San Diego45
- Merger and acquisition firms in Minneapolis41
- Merger and acquisition firms in Tampa39
- Merger and acquisition firms in Irvine34
- Merger and acquisition firms in Phoenix34
- Merger and acquisition firms in Scottsdale33
- Merger and acquisition firms in Newport Beach32
- Merger and acquisition firms in Raleigh28
- Merger and acquisition firms in Philadelphia27
- Merger and acquisition firms in Seattle27
- Merger and acquisition firms in Boca Raton26
- Merger and acquisition firms in Cleveland25
Questions about this company list
What does Exact match mean for merger and acquisition firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many merger and acquisition firms did RevenueBase find based in Charlotte, United States?
The saved snapshot records 56 matching company records, 527 tracked contacts and 247 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 merger and acquisition firms based in Charlotte, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/merger-and-acquisition-firms/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Merger and acquisition firms based in Brisbane, Australia
- Merger and acquisition firms based in Melbourne, Australia
- Merger and acquisition firms based in Sydney, Australia
- Merger and acquisition firms based in Belo Horizonte, Brazil
- Merger and acquisition firms based in Curitiba, Brazil
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