Company lists · Data refreshed September 2026

Top 25 Portfolio company consulting firms based in Charlotte, United States

Name: Portfolio company consulting firms based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 86 companies tracked

RevenueBase identified 86 portfolio company consulting firms headquartered in Charlotte, United States as of September 2026 and tracks 442 professional contacts across them, including 230 with verified work emails. Across the United States, New York is the largest hub for this category (801 companies); Charlotte has 86.

This list covers portfolio company consulting firms headquartered in Charlotte, 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 29, 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 29, 2026 86% judged on-target in blind review

86Companies

442Contacts tracked

230Verified emails

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The 25 largest portfolio company consulting firms based in Charlotte, United States

Ranked by team size

Top 25 of 86 portfolio company consulting firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio company consulting firms: 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	Ridgemont Equity Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	51-200	68 contacts →
	Indirect evidence “Ridgemont Equity Partners is a Charlotte-based middle market private equity firm that has provided buyout and growth capital to industry-leading companies in the business…” Source: RevenueBase Database · checked Sep 29, 2026
2	The Kormac Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	51-200	29 contacts →
	Partial evidence “Kormac is a management consulting firm committed to helping clients achieve real improvements in profitability and shareholder value.” Source: RevenueBase Database · checked Sep 29, 2026
3	TEN Oaks Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	29 contacts →
	Indirect evidence “Ten Oaks Group is now a holding company for extraordinary businesses and is not pursuing new investments.” Source: RevenueBase Database · checked Sep 29, 2026
4	Aurora Management Partners	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	24 contacts →
	Partial evidence “Aurora Management Partners has grown to become one of the country's most professional and respected turnaround consulting firms.” Source: RevenueBase Database · checked Sep 29, 2026
5	Bridgemark Strategies	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	21 contacts →
	Indirect evidence “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Source: RevenueBase Database · checked Sep 29, 2026
6	The Finley Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	17 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
7	Fidus Partners	Indirect evidence	Charlotte, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
8	Polaris Healthcare Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Indirect evidence “Big visions deserve bold strategies.” Source: RevenueBase Database · checked Sep 29, 2026
9	Results Thru Strategy	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Indirect evidence “RTS is a consortium of specialists with deep experience as C-Suite executives, analysts, chefs, strategists, planners, organizers, communicators, researchers, trainers and…” Source: RevenueBase Database · checked Sep 29, 2026
10	Society 54, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Partial evidence “At Society 54, our goal is to provide the most personalized, results-driven coaching and consulting that the professional services industry has to offer.” Source: RevenueBase Database · checked Sep 29, 2026
11	Atlas Point	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “We help wealth management firms and financial advisors drive growth by activating hidden opportunities through proven strategy, expertise, and technology.” Source: RevenueBase Database · checked Sep 29, 2026
12	Business Acquisition & Merger Associates	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	10 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
13	South Park Advisors, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
14	Glenhouse	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect evidence “Glenhouse drives progress.” Source: RevenueBase Database · checked Sep 29, 2026
15	Chmg Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
16	Selwyn Equity Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Indirect evidence “Selwyn Equity Partners is a progressive private equity firm with a unique and disciplined approach to helping companies achieve their business and human potential.” Source: RevenueBase Database · checked Sep 29, 2026
17	Titus Alliance	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Source: RevenueBase Database · checked Sep 29, 2026
18	Gaskin Asset Management, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “Gaskin Asset Management, LLC is a veteran and family-owned, boutique investment management and consulting business extending over two generations.” Source: RevenueBase Database · checked Sep 29, 2026
19	The Zabel Companies	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “The Zabel Companies ("Zabel") is a private investment firm dedicated to partnering with management teams to build small private companies over the long term.” Source: RevenueBase Database · checked Sep 29, 2026
20	Blue Horizon Advisors LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	11-50	5 contacts →
	Indirect evidence “We are experienced industry executives with proven track records.” Source: RevenueBase Database · checked Sep 29, 2026
21	Finteam Business Consulting	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “We help businesses financially flourish by simplifying complex financial decisions.” Source: RevenueBase Database · checked Sep 29, 2026
22	Colville Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “For the past 20 years, we have partnered with management teams to build businesses that are fierce competitors in their markets, great places to work and contributive to their…” Source: RevenueBase Database · checked Sep 29, 2026
23	Midwood Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Midwood Partners believes in creating value by focusing on the client.” Source: RevenueBase Database · checked Sep 29, 2026
24	Shadow Lake Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “M&A advisory services for family and founder-owned businesses.” Source: RevenueBase Database · checked Sep 29, 2026
25	Bray Ventures	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “Lower middle market mergers & acquisitions advisory and strategic consulting firm that specializes in meeting the needs of companies generating up to $100 million in annual…” Source: RevenueBase Database · checked Sep 29, 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: portfolio company consulting firms. 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 portfolio company consulting firms.
Partial evidence: Its own public description names part of portfolio company consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio company consulting firms. 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 86 portfolio company consulting firms based in Charlotte, United States

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Portfolio company consulting firms based in Charlotte, United States at a glance

As of Sep 29, 2026

52.0%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 86 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 portfolio company consulting firms, 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 Charlotte, United States whose own description of what they do matches “portfolio company consulting firms”. 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 portfolio company consulting firms), 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 portfolio company consulting firms, and records with no verified work email. Companies headquartered outside Charlotte 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, 230 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 29, 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.

Portfolio company consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names portfolio company consulting firms, 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 portfolio company consulting firms are there based in Charlotte, United States?

RevenueBase identified 86 portfolio company consulting firms headquartered in Charlotte, 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?

Ridgemont Equity Partners, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most portfolio company consulting firms?

New York leads the United States with 801 headquartered companies, followed by Chicago (313) and Los Angeles (242). Charlotte has 86.

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 230 verified decision-maker contacts tracked across these 86 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 29, 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 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.