Company lists · Data refreshed September 2026

Top 21 Portfolio company consulting firms based in Newport Beach, United States

RevenueBase identified 49 portfolio company consulting firms headquartered in Newport Beach, United States as of September 2026 and tracks 371 professional contacts across them, including 173 with verified work emails. Across the United States, New York is the largest hub for this category (801 companies); Newport Beach has 49.

This list covers portfolio company consulting firms headquartered in Newport Beach, 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
49Companies
371Contacts tracked
173Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 21 largest portfolio company consulting firms based in Newport Beach, United States

Ranked by team size
Top 21 of 49 portfolio company consulting firms based in Newport Beach, 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 202651-200173 contacts →

Indirect evidence

“Harvey & Company is a leading buyside acquisition search and advisory firm that has been involved in over 1,200 transactions, including 151 in 2025.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 202611-5027 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 202611-5013 contacts →

Indirect evidence

“Headquartered in Newport Beach, California’s Financial Circle, Encore AMC Partners (EAMC) is a Mergers & Acquisitions advisory firm which combines creativity and forward thinking…”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 202611-5013 contacts →

Indirect evidence

“Tremila Advisory Group is a premier buy-side acquisition search and advisory firm headquartered in Newport Beach.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-1013 contacts →

Indirect evidence

“CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-1013 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 202611-507 contacts →

Partial evidence

“Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 202611-505 contacts →

Partial evidence

“Nestell & Associates is a proven industry leader, providing private equity consulting for merger and acquisition digital transformation leadership.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

“Riviera Capital is a leading private equity firm investing in micro-cap companies.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Success is not the key to Happiness, Happiness is the key to Success.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Valkyrie Brands, LLC (‘Valkyrie’), Private Equity.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Partial evidence

“We are an accounting and consulting firm, specializing in working with small businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Mergers & acquisitions and business advisory services to CEOs, Presidents and business owners of small and mid-sized companies with 1-200 employees.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Partnering with Fortune 500 clients, our seasoned consultants provide pragmatic leadership and execution expertise to achieve tangible business outcomes.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-102 contacts →

Partial evidence

“Sirvent & Company provides professional consulting services to privately held, middle-market businesses at a level on par with leading corporate consulting firms at a…”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“TBG Equity was founded by a team that partners with current business owners to invest and grow companies.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceNewport Beach, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“At Dewane Investment Strategies, we help empower business owners to navigate the complexities of exit planning and M&A with clarity and confidence.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Split Mountain Capital is an entrepreneurial investment firm that is seeking to partner with one high-quality, small-to-medium sized company in Southern California.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 29, 20261-101 contacts →

Indirect evidence

“Waypoint Strategy helps companies define clear, long-term strategies to guide their priorities and develop winning go-to-market plans and organizational capabilities to increase…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 21 of 49 portfolio company consulting firms based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 173 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 29, 2026
46.6%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
12
51-200
1

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 49 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 Newport Beach, 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 Newport Beach 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, 173 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 Newport Beach, United States?

RevenueBase identified 49 portfolio company consulting firms headquartered in Newport Beach, 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?

Harvey & Company LLC, headquartered in Newport Beach, 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). Newport Beach has 49.

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 173 verified decision-maker contacts tracked across these 49 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.

Ready to reach these companies? Verified emails and direct dials for all 49 portfolio company consulting firms based in Newport Beach, United States. Start with a free account, no credit card.

Download this list →

Related 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.