Company lists · Data refreshed September 2026

Top 25 Portfolio company consulting firms based in San Francisco, United States

RevenueBase identified 167 portfolio company consulting firms headquartered in San Francisco, United States as of September 2026 and tracks 1,030 professional contacts across them, including 402 with verified work emails. Across the United States, New York is the largest hub for this category (801 companies); San Francisco has 167.

This list covers portfolio company consulting firms headquartered in San Francisco, 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
167Companies
1,030Contacts tracked
402Verified emails
Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size
Top 25 of 167 portfolio company consulting firms based in San Francisco, 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 evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5096 contacts →

Indirect evidence

“JH Partners, LLC ("JH Partners" or "JHP") is a San Francisco-based private equity firm focused on building sustainable, long-term equity value in consumer and marketing-driven…”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5084 contacts →

Indirect evidence

“Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202651-20061 contacts →

Indirect evidence

“ComCap was founded in 2012 to provide financial and strategic advisory services on mergers and acquisitions, corporate divestitures, and financings.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202651-20048 contacts →

Indirect evidence

“Newport is a national strategic advisory firm that helps founders, owners and CEOs of growth stage companies grow and improve the value of their businesses, often in support of a…”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5037 contacts →

Partial evidence

“CDS is now part of CrossCountry Consulting.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 2026n/a34 contacts →

Indirect evidence

“The Silicon Valley Product Group (SVPG) was created to share senior level experience and best practices with technology companies.”

Source: RevenueBase Database · checked Sep 29, 2026
7Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5033 contacts →

Indirect evidence

“Founded in 1991, Calera Capital has invested over $5 billion of equity capital in the middle market, predominantly in founder, family, and management-owned businesses across a…”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5031 contacts →

Indirect evidence

“Vista Point Advisors is a boutique sell-side investment bank providing unconflicted M&A and capital raising advice to founder-led software, AI, and internet businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5027 contacts →

Strong evidence

“Treya Partners is a procurement consulting firm for Private Equity and their portfolio companies.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5025 contacts →

Indirect evidence

“Carrick Capital Partners is the first stop for entrepreneurs and business owners who are seeking unmatched expertise to help their businesses scale.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5021 contacts →

Partial evidence

“AOC SF provides financial, operational and strategic consulting services for independent and multi unit restaurant operators.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5020 contacts →

Indirect evidence

“Rich Talent Group partners with today’s most innovative companies-from high-growth to Fortune 500-to build transformative leadership teams and Board of Directors that help change…”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“L Capital partners with top-tier private equity firms and provides executive-led diligence and advisory services across the entire deal lifecycle.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5017 contacts →

Indirect evidence

“The global middle class is now bigger than it has ever been in written history - it is now more than half the world’s population, projected to grow to 4 billion by 2021 as five…”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5015 contacts →

Indirect evidence

“We serve as a most trusted advisor to founders, management, investors, and boards of global AI, SaaS, and TeS businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceSan Francisco, United StatesHQ checked Sep 29, 20261-1015 contacts →

Indirect evidence

“Our team of strategic advisors provides the real-world expertise companies need to thrive in a competitive and rapidly evolving marketplace.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-1014 contacts →

Indirect evidence

“Double Black Capital (“DBC”) is a first-of-its-kind growth & strategic advisory.”

Source: RevenueBase Database · checked Sep 29, 2026
18Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5013 contacts →

Indirect evidence

“An innovative private equity firm built to capitalize on our investing experience and the operating expertise of our industry advisers to accelerate the growth of leading consumer…”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

“Spotlight Equity Partners is a private equity firm focused on acquiring controlling interests in software and technology-enabled services companies headquartered in the United…”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-1012 contacts →

Partial evidence

“T4 is a boutique strategy consulting firm that helps companies understand their market, competition, and customers.”

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-1011 contacts →

Indirect evidence

“San Francisco Equity Partners is a private equity firm focused exclusively on partnering with middle market companies across the consumer value chain.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-508 contacts →

Indirect evidence

“Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Focus Advisors is the collision industry’s leading M&A advisory firm.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Next Horizon Capital is a middle-market, growth-oriented private equity firm that focuses on investing in Business Services, Technology and Information sectors.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceSan Francisco, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“HKMC is a global advisory firm leveraging 40+ years of the Partners' prior experience building, scaling, exiting, and investing in technology companies.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 167 portfolio company consulting firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 402 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 29, 2026
39.0%Verified-email coverage
6.2Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
122
11-50
40
51-200
3
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 167 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 San Francisco, 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 San Francisco 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, 402 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 San Francisco, United States?

RevenueBase identified 167 portfolio company consulting firms headquartered in San Francisco, 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?

JH Partners, headquartered in San Francisco, 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). San Francisco has 167.

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 402 verified decision-maker contacts tracked across these 167 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 167 portfolio company consulting firms based in San Francisco, 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.