Company lists · Data refreshed September 2026

Top 25 Mid-market investment banks based in Boston, United States

Name: Mid-market investment 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 64 companies tracked

RevenueBase identified 64 mid-market investment banks headquartered in Boston, United States as of September 2026 and tracks 1,278 professional contacts across them, including 560 with verified work emails. New York is the largest hub.

This list covers mid-market investment 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

64Companies

1,278Contacts tracked

560Verified emails

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

The 25 largest mid-market investment banks based in Boston, United States

Ranked by team size

Top 25 of 64 mid-market investment 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 mid-market investment 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	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	276 contacts →
	Strong 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	AGC Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	109 contacts →
	Strong evidence “AGC Partners is a global technology investment bank focused on middle market M&A and growth equity financings for emerging growth companies.” Source: RevenueBase Database · checked Sep 17, 2026
4	G2 Capital Advisors	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	51-200	95 contacts →
	Partial evidence “G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank.” Source: RevenueBase Database · checked Sep 17, 2026
5	Shea & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	66 contacts →
	Partial evidence “Shea & Company (member FINRA and SIPC) is a software focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our…” Source: RevenueBase Database · checked Sep 17, 2026
6	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
7	Provident Healthcare Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	58 contacts →
	Strong 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
8	Versailles Group, LTD	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	49 contacts →
	Partial 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
9	Aeris Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	49 contacts →
	Strong evidence “Aeris Partners LLC is a premier technology M&A investment bank serving high-growth, market-shaping software, SaaS (software-as-a-service), digital media, business information and…” Source: RevenueBase Database · checked Sep 17, 2026
10	Covington Associates	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	36 contacts →
	Partial 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
11	Outcome Capital	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	35 contacts →
	Strong evidence “Outcome Capital is a highly specialized life sciences and healthcare advisory and investment banking firm, providing innovative companies with a value-added, market-aligned…” Source: RevenueBase Database · checked Sep 17, 2026
12	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
13	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
14	Bellmark Partners, LLC	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	20 contacts →
	Strong 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
15	Whipstitch Capital	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	19 contacts →
	Partial evidence “Whipstitch Capital is a specialized investment bank that provides mergers & acquisitions and private placement advisory services to consumer products companies.” Source: RevenueBase Database · checked Sep 17, 2026
16	Highland Strategy Group	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	19 contacts →
	Strong evidence “Highland Strategy Group is a consulting firm that provides strategic support and transaction advisory services to private equity firms, management teams, and investment banks.” Source: RevenueBase Database · checked Sep 17, 2026
17	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
18	Tully & Holland	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “Tully & Holland is one of Boston’s most active independently owned investment banking firms.” Source: RevenueBase Database · checked Sep 17, 2026
19	Colchester Partners LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	14 contacts →
	Partial 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
20	Dunn Rush & Co. LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	13 contacts →
	Partial evidence “Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.” Source: RevenueBase Database · checked Sep 17, 2026
21	Consensus Consumer	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Partial evidence “Consensus is a boutique investment bank focused exclusively on consumer-facing companies.” Source: RevenueBase Database · checked Sep 17, 2026
22	Boardwalk	Indirect evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	1-10	10 contacts →
	Indirect evidence “Boardwalk is a private firm that offers liquidity to small business owners who may also seek transition of day-to-day management.” Source: RevenueBase Database · checked Sep 17, 2026
23	Kaufman & Company, LLC	Strong evidence	Boston, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Strong 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
24	United States Equity Funding, LLC	Partial evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Partial evidence “United States Equity Funding, LLC is a full service commercial financing firm that provides lending, leasing and advisory services to small and middle market businesses.” Source: RevenueBase Database · checked Sep 17, 2026
25	Consilium Partners	Strong evidence	Boston, MA, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Strong 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

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: mid-market investment 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 mid-market investment banks.
Partial evidence: Its own public description names part of mid-market investment banks, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mid-market investment 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 64 mid-market investment 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 560 reachable decision-makers.

Free signup · no credit card

View the full list →

Mid-market investment banks based in Boston, United States at a glance

As of Sep 17, 2026

43.8%Verified-email coverage

20.0Average contacts per company

11-50Median size (employees)

931.2%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 64 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 mid-market investment 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 “mid-market investment 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 mid-market investment 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 mid-market investment 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, 560 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.

Mid-market investment banks by metro in the United States

Mid-market investment banks in New York596
Mid-market investment banks in Chicago136
Mid-market investment banks in Los Angeles112
Mid-market investment banks in Dallas98
Mid-market investment banks in Houston88
Mid-market investment banks in Atlanta82
Mid-market investment banks in Miami74
Mid-market investment banks in San Francisco70
Mid-market investment banks in Boston64
Mid-market investment banks in Charlotte53
Mid-market investment banks in Denver51
Mid-market investment banks in Austin49
Mid-market investment banks in Newport Beach37
Mid-market investment banks in Washington34
Mid-market investment banks in San Diego32
Mid-market investment banks in Tampa32
Mid-market investment banks in Scottsdale29
Mid-market investment banks in New York City28
Mid-market investment banks in Boca Raton27
Mid-market investment banks in Irvine26
Mid-market investment banks in Minneapolis26

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 mid-market investment 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 mid-market investment banks are there based in Boston, United States?

RevenueBase identified 64 mid-market investment 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 mid-market investment banks?

New York leads with 596 headquartered companies, followed by Chicago (136) and Los Angeles (112).

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 560 verified decision-maker contacts tracked across these 64 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 64 mid-market investment banks based in Boston, United States. Start with a free account, no credit card.

Download this list →

Related lists

Mid-market investment banks by geography

Browse the directory

Browse: Companies home · Mid-market investment banks in United States · All United States lists · All Mid-market investment 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.