Company lists · Data refreshed September 2026
Top 19 Private equity advisory firms based in Boca Raton, United States
RevenueBase identified 40 private equity advisory firms headquartered in Boca Raton, United States as of September 2026 and tracks 255 professional contacts across them, including 91 with verified work emails. Across the United States, New York is the largest hub for this category (887 companies); Boca Raton has 40.
This list covers private equity advisory firms headquartered in Boca Raton, 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.
The 19 largest private equity advisory firms based in Boca Raton, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34 contacts → | ||||
Strong evidence “Performance Improvement Partners is a technology consulting firm built exclusively for the private equity industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 20 contacts → | ||||
Indirect evidence “Innovation Capital is a leading boutique investment bank dedicated to representing mid-market clients in the gaming, leisure, restaurant, and retail industries.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 19 contacts → | ||||
Partial evidence “ClearThink Capital is a transactional and strategic advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Partial evidence “Business Exit Advisors is a full-service advisory firm that specializes in three key areas for businesses ranging from small mom & pop main street businesses to middle market…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 15 contacts → | ||||
Partial evidence “SF & P Advisors is a trusted partner to residential and commercial contractors, offering valuation, accounting, research, and financial analysis services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 15 contacts → | ||||
Partial evidence “Amerivest Advisors is a Merger & Acquisition firm offering exceptional transactional and financial expertise to lower middle market companies seeking a divestiture, merger…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Partial evidence “Jacobs Family Advisors is at the forefront of financial innovation, committed to empowering small businesses and individuals with tailor-made financial solutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 contacts → | ||||
Partial evidence “South Florida M&A Advisors, Inc.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Partial evidence “As a full-service firm specializing in Tax, Audit, Investment Banking, and Business Advisory/M&A, we partner with management teams of mid- to small-sized companies to help them…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “Who We are?” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “Meredith Mergers was founded in 1993 by former Bear Stearns Executive, Jack Meredith.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “We help startups, restaurants, and other SMBs with tailored strategies, advanced technology, and expert guidance to optimize your financial processes, propelling sustainable…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “Corvin Capital, LLC is a strategic investment and advisory firm focused on real estate, capital markets, and private equity.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “The Jarbly Group specializes in Florida real estate and strategic business brokerage, helping entrepreneurs, business owners, investors, and individuals buy, sell, and grow…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “Align Equity Group specializes in helping businesses raise the capital they need to fuel growth, execute acquisitions, and achieve strategic objectives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “Corporate Finance Advisory and Consulting Services including Interim CFO and related roles to support Finance teams through transactions, projects and temporary gaps in bandwidth…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Synergy Enterprises, LLC specializes in acquiring and advising distressed and under-performing companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Clear Advice Business is a business advisory firm created exclusively to help owners of small to mid-size businesses navigate the complex journey to a successful exit.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “It’s a common misconception that running a business is an all-or-nothing situation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: private equity advisory 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 private equity advisory firms.
- Partial evidence
- Its own public description names part of private equity advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private equity advisory 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 19 of 40 private equity advisory firms based in Boca Raton, United States
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Private equity advisory firms based in Boca Raton, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boca Raton, so it is reported there. Company counts and contact totals on this page are exact for Boca Raton, over 40 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 advisory 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 Boca Raton, United States whose own description of what they do matches “private equity advisory 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 private equity advisory 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 private equity advisory firms, and records with no verified work email. Companies headquartered outside Boca Raton 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, 91 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.
Private equity advisory firms by metro in the United States
- Private equity advisory firms in New York887
- Private equity advisory firms in Chicago267
- Private equity advisory firms in Los Angeles215
- Private equity advisory firms in Dallas187
- Private equity advisory firms in Atlanta182
- Private equity advisory firms in Houston178
- Private equity advisory firms in Miami157
- Private equity advisory firms in Boston149
- Private equity advisory firms in San Francisco144
- Private equity advisory firms in Austin116
- Private equity advisory firms in Denver105
- Private equity advisory firms in Charlotte86
- Private equity advisory firms in Washington71
- Private equity advisory firms in San Diego69
- Private equity advisory firms in Newport Beach63
- Private equity advisory firms in Tampa60
- Private equity advisory firms in Minneapolis56
- Private equity advisory firms in Scottsdale56
- Private equity advisory firms in Philadelphia50
- Private equity advisory firms in New York City47
- Private equity advisory firms in Phoenix46
- Private equity advisory firms in Nashville41
- Private equity advisory firms in Seattle39
- Private equity advisory firms in Irvine34
- Private equity advisory firms in Birmingham32
- Private equity advisory firms in Fort Worth32
- Private equity advisory firms in Santa Monica30
- Private equity advisory firms in Salt Lake City29
- Private equity advisory firms in Cincinnati28
- Private equity advisory firms in Orlando28
- Private equity advisory firms in Raleigh27
- Private equity advisory firms in Cleveland26
- Private equity advisory firms in Richmond26
- Private equity advisory firms in St. Louis26
- Private equity advisory firms in Las Vegas25
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 private equity advisory 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 private equity advisory firms are there based in Boca Raton, United States?
RevenueBase identified 40 private equity advisory firms headquartered in Boca Raton, 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?
Performance Improvement Partners PIP, headquartered in Boca Raton, tops this list with the largest team on record.
Which city in the United States has the most private equity advisory firms?
New York leads the United States with 887 headquartered companies, followed by Chicago (267) and Los Angeles (215). Boca Raton has 40.
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 91 verified decision-maker contacts tracked across these 40 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.
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