Company lists · Data refreshed September 2026

Top 25 Private equity advisors based in Charlotte, United States

Name: Private equity advisors based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 116 companies tracked

RevenueBase identified 116 private equity advisors headquartered in Charlotte, United States as of September 2026 and tracks 897 professional contacts across them, including 391 with verified work emails. New York is the largest hub.

This list covers private equity advisors 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

116Companies

897Contacts tracked

391Verified emails

Unlock all 116 companies Free signup · no credit card · 500 free credits

The 25 largest private equity advisors based in Charlotte, United States

Ranked by team size

Top 25 of 116 private equity advisors based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Ridgemont Equity PartnersStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	51-200	68
	“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: company website · checked Sep 5, 2026
2	Blackarch PartnersStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	66
	“BlackArch Partners is a leading middle-market investment bank offering a full spectrum of advisory services to financial sponsors, private companies and diversified corporations.” Source: company website · checked Sep 5, 2026
3	Bourne PartnersIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	61
	“Bourne Partners is a financial services firm specializing in the pharma, pharma services, healthcare services, and consumer health sectors.” Source: company website · checked Sep 5, 2026
4	Defease With Ease Thirty CapitalPartial evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	51-200	35
	“Defease With Ease \| Thirty Capital is the premier partner for mid-market commercial real estate owners, serving as trusted advisors for debt management.” Source: company website · checked Sep 5, 2026
5	Linden Thomas & CompanyIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	31
	“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Source: company website · checked Sep 5, 2026
6	Stone Press Financial GroupIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	51-200	30
	“At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Source: company website · checked Sep 5, 2026
7	NEW Republic PartnersIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	26
	“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Source: company website · checked Sep 5, 2026
8	Sherman & CompanyIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	26
	“Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Source: company website · checked Sep 5, 2026
9	Mccoll PartnersIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	51-200	25
	“McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Source: company website · checked Sep 5, 2026
10	Envoy Capital AdvisorsStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	20
	“Envoy delivers tailored investment banking services at every key milestone of a business lifecycle and specializes in M&A Advisory, Capital Advisory, and Private Equity Services.” Source: company website · checked Sep 5, 2026
11	Broadtree Partners, LLCStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	19
	“Broadtree Partners is an operationally-focused lower middle-market private equity firm that seeks to acquire $1-10MM EBITDA companies where we can install our leadership teams…” Source: company website · checked Sep 5, 2026
12	Bundy GroupIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	18
	“Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and…” Source: company website · checked Sep 5, 2026
13	Fidus PartnersStrong evidence	Charlotte, United StatesHQ checked Sep 5, 2026	11-50	17
	“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: company website · checked Sep 5, 2026
14	GCG Advisory PartnersStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	51-200	14
	“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Source: company website · checked Sep 5, 2026
15	Philpott Ball & Werner, LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	12
	“PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Source: company website · checked Sep 5, 2026
16	Banbury Private CapitalStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	12
	“Banbury Private Capital ("BPC") is a private equity firm focused on serving as a growth partner to middle market founder- and privately-owned businesses seeking first-time…” Source: company website · checked Sep 5, 2026
17	Tobin & Company Investment Banking Group LLCIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	11
	“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Source: company website · checked Sep 5, 2026
18	Business Acquisition & Merger AssociatesIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	10
	“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: company website · checked Sep 5, 2026
19	Guideboat AdvisorsIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	10
	Source: company website · checked Sep 5, 2026
20	AlphaxnIndirect evidence	Charlotte, United StatesHQ checked Sep 5, 2026	11-50	10
	“Analyst and Accounting Teams for PE & Real Estate Funds” Source: company website · checked Sep 5, 2026
21	Convergent Financial PartnersIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	9
	“Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Source: company website · checked Sep 5, 2026
22	Davis Williams Wealth ManagementIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	8
	“Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: company website · checked Sep 5, 2026
23	Carolinas Investment ConsultingIndirect evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	11-50	7
	“Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.” Source: company website · checked Sep 5, 2026
24	Evercap AdvisorsStrong evidence	Charlotte, NC, United StatesHQ checked Sep 5, 2026	1-10	6
	“Evercap Advisors is a buy-side investment banking firm exclusively focused on generating proprietary deals for private equity firms and strategic acquirers.” Source: company website · checked Sep 5, 2026
25	Third HAT ConsultingStrong evidence	Charlotte, United StatesHQ checked Sep 5, 2026	1-10	6
	“At Third Hat Consulting we foster the success of midsize investment banks, corporate finance advisors and private clients by focusing on short-duration, high-impact moments during…” Source: company website · checked Sep 5, 2026

Showing 25 of 116 private equity advisors based in Charlotte, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 391 reachable decision-makers.

Free signup · no credit card

See all 116 companies

Private equity advisors based in Charlotte, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 988 HQs

Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

5,001-10,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 116 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 private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private equity advisors”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among private equity advisors, 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 an evidence 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, 391 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

How many private equity advisors are there based in Charlotte, United States?

RevenueBase identified 116 private equity advisors 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 has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 391 verified decision-maker contacts tracked across these 116 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 116 private equity advisors based in Charlotte, United States. Start with a free account, no credit card.

Get the full list

Related lists

Private equity advisors by geography

Browse the directory

Browse: Companies home · Private equity advisors in United States · All United States lists · All Private equity advisors lists · New 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 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.