Company lists · Data refreshed September 2026

Top 17 Mid-market investment banks based in Newport Beach, United States

Name: Mid-market investment banks based in Newport Beach, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 37 companies tracked

RevenueBase identified 37 company matches for mid-market investment banks associated with Newport Beach, United States as of September 2026 and tracks 455 professional contacts across them, including 235 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); Newport Beach has 37.

This list covers company matches for mid-market investment banks associated with Newport Beach, 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 17, 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 Sep 17, 2026 How this list was built

37Companies

455Contacts tracked

235Verified emails

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The 17 largest mid-market investment banks based in Newport Beach, United States

Ranked by team size

Top 17 of 37 company matches for mid-market investment banks based in Newport Beach, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Roth Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	201-500	273 contacts →
	Exact match “ROTH Capital Partners is a relationship-driven investment bank focused on serving growth companies and their investors.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	National Franchise Sales	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	27 contacts →
	Exact match “National Franchise Sales (NFS) is a premier brokerage and M&A advisory firm specializing in the resale and acquisition of franchised businesses, with a strong focus in the…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Global Finance Group, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Global Finance Group, Inc.(previously Global Vantage Ltd.) provides private and public mid-market companies with a variety of merger and acquisition, merchant banking, equipment…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Encore AMC Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Headquartered in Newport Beach, California’s Financial Circle, Encore AMC Partners (EAMC) is a Mergers & Acquisitions advisory firm which combines creativity and forward thinking…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	CB Capital Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	13 contacts →
	Exact match “CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Meritage Partners	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	13 contacts →
	Exact match “Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	The Courtney Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “The Courtney Group provides private equity and investment banking services.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Avant Advisory Group	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	MCE Advisors, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “MCE’s area of expertise is focused on providing support to public and privately-held clients across all industries, specifically for companies that do not have the internal…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Pacific Reliance Medical M&a Advisors	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match “Pacific Reliance medical M&A advisors are a national full-service business intermediary specializing in the marketing and sales of medical sector businesses with annual revenues…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	CEO Advisor, INC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Mergers & acquisitions and business advisory services to CEOs, Presidents and business owners of small and mid-sized companies with 1-200 employees.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Axis Group Ventures	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “AXIS Group Ventures is a boutique investment bank focused on providing global debt capital markets placement, and restructuring services for VC-backed and PE-backed mid to…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Axle Point Capital	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Axle Point Capital leverages its extensive experience in the lower middle market business services and diversified industrials sectors to invest in and partner with talented…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Pelican Point Investment Group, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	2 contacts →
	Exact match “Pelican Point Investment Group is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Sirvent & Company	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Sirvent & Company provides professional consulting services to privately held, middle-market businesses at a level on par with leading corporate consulting firms at a…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Pelican Point Capital Partners, LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	11-50	1 contacts →
	Exact match “Pelican Point Capital Partners is a merchant bank providing direct investment & co-investment, capital advisory & introduction, bridge financing, as well as debt and equity raise…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Nuvest Ventures LLC	Exact match	Newport Beach, CA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.” Recorded in the RevenueBase company graph · Sep 17, 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 “mid-market investment banks”. 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 17 of 37 mid-market investment banks based in Newport Beach, United States

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

As of Sep 17, 2026

51.6%Verified-email coverage

12.3Average contacts per company

1-10Median size (employees)

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 Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 37 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 Newport Beach, United States whose business descriptions match “mid-market investment banks” 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 235 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 17, 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.

Mid-market investment banks by metro in the United States

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 “mid-market investment banks”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many mid-market investment banks are there based in Newport Beach, United States?

RevenueBase identified 37 company matches for mid-market investment banks associated with Newport Beach, 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?

Roth Capital Partners 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 mid-market investment banks?

New York leads the United States with 624 company records, followed by Chicago (136) and Los Angeles (112). Newport Beach has 37.

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 235 professional contacts with verified work emails tracked across these 37 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 17, 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.