Company lists · Data refreshed October 2026

Top 25 Middle market investment banks based in New York, United States

Name: Middle market investment banks based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 18, 2026 579 companies tracked

RevenueBase identified 579 company matches for middle market investment banks associated with New York, United States as of October 2026 and tracks 24,952 professional contacts across them, including 10,241 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for middle market investment banks associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 18, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 18, 2026 How this list was built

579Companies

24,952Contacts tracked

10,241Verified emails

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The 25 largest middle market investment banks based in New York, United States

Ranked by team size

Top 25 of 579 company matches for middle market investment banks based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 18, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lazard	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	1,001-5,000	4,059 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
2	Evercore	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	1,001-5,000	3,594 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
3	Moelis & Company	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	1,001-5,000	1,893 contacts →
	Exact match “Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
4	Nassau Street Partners	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	n/a	1,882 contacts →
	Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
5	PJT Partners	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	501-1,000	1,500 contacts →
	Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
6	Perella Weinberg	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	501-1,000	903 contacts →
	Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
7	Guggenheim Securities	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	1,001-5,000	800 contacts →
	Exact match “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
8	Centerview Partners	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	501-1,000	710 contacts →
	Exact match “Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
9	Greenhill & CO	Exact match	New York, United StatesHQ recorded Oct 18, 2026	201-500	660 contacts →
	Exact match “Greenhill & Co, Inc.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
10	Solomon Partners	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	201-500	449 contacts →
	Exact match “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
11	Geller	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	308 contacts →
	Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
12	BDA Partners	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	299 contacts →
	Exact match “BDA Partners is the global investment banking advisor.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
13	Needham & Company	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	260 contacts →
	Exact match “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
14	Brean Capital, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	201-500	244 contacts →
	Exact match “Brean Capital is a leading, independent investment bank.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
15	Star Mountain Capital	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	179 contacts →
	Exact match “Bringing large market expertise to smaller companies, Star Mountain’s philosophies include a data-driven and systematic approach to investing.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
16	Yanne Capital	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	169 contacts →
	Exact match “Yanne Capital is a premier investment bank delivering tailored financial solutions for growth-stage and lower mid-market companies.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
17	Consello	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	157 contacts →
	Exact match “Consello is an Advisory and Investing platform.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
18	Samuel A. Ramirez & Co., INC	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	152 contacts →
	Exact match “Ramirez is a nationwide, full service investment bank, brokerage and advisory firm serving the needs of thousands of individual investors, business owners and top institutional…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
19	Lions Financial	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	11-50	147 contacts →
	Exact match “We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
20	Ardea Partners	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	120 contacts →
	Exact match “Ardea Partners is a boutique investment bank that takes a differentiated approach to financial advisory services where we view our clients as partners.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
21	MTS Health Partners	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	116 contacts →
	Exact match “MTS Health Partners is a leading healthcare-dedicated investment bank that provides strategic and financial advice to the healthcare industry, from global public corporations to…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
22	Ducera Partners LLC	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	110 contacts →
	Exact match “Ducera Partners is a leading investment banking advisory practice focused on providing trusted, independent advice and innovative solutions to decision makers in complex and…” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
23	Oaklins	Exact match	New York, United StatesHQ recorded Oct 18, 2026	501-1,000	110 contacts →
	Exact match “We are global M&A and financial advisory professionals, determined to help ambitious entrepreneurs and evolving companies reach their full potential.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
24	MGG Investment Group LP	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	11-50	104 contacts →
	Exact match “MGG Investment Group provides bespoke solutions to mid-size and growing companies throughout North America.” Recorded in the RevenueBase company graph · Oct 18, 2026 · View company records in RevenueBase
25	EC M&a	Exact match	New York, NY, United StatesHQ recorded Oct 18, 2026	51-200	90 contacts →
	Exact match “EC Mergers & Acquisitions (EC M&A) is an independent investment banking firm specializing in industrial and life science technologies.” Recorded in the RevenueBase company graph · Oct 18, 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 “middle 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 25 of 579 middle market investment banks based in New York, United States

See the full list, filter by size, metro and specialty, and access 10,241 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Middle market investment banks based in New York, United States at a glance

As of Oct 18, 2026

41.0%Verified-email coverage

43.1Average contacts per company

1-10Median size (employees)

Oct 18, 2026Page data refreshed

Companies by employee count

1-10

294

11-50

212

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 579 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 New York, United States whose business descriptions match “middle 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 10,241 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 18, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

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

How many middle market investment banks are there based in New York, United States?

RevenueBase identified 579 company matches for middle market investment banks associated with New York, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Lazard 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 middle market investment banks?

New York leads the United States with 579 company records, followed by Chicago (157) and Los Angeles (133).

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 10,241 professional contacts with verified work emails tracked across these 579 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 18, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.