Company lists · Data refreshed September 2026
Top 25 Private equity advisory firms based in Charlotte, United States
RevenueBase identified 86 private equity advisory firms headquartered in Charlotte, United States as of September 2026 and tracks 701 professional contacts across them, including 351 with verified work emails. Across the United States, New York is the largest hub for this category (887 companies); Charlotte has 86.
This list covers private equity advisory 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.
The 25 largest private equity advisory firms based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 99 contacts → | ||||
Partial evidence “MCube Financial LLC is an international boutique consulting firm focused on providing advisory and consulting services to the commercial real estate industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 68 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 66 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Indirect evidence “Proud to be recognized on Inc.’s Founder-Friendly Investors list for six consecutive years, Kian seeks to forge partnerships to ignite growth and build enduring value.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 26 contacts → | ||||
Indirect evidence “Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 25 contacts → | ||||
Indirect evidence “McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 20 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Partial evidence “About TUSK Practice Sales: TUSK Practice Sales is the premier healthcare M&A advisory firm in the United States.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 19 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 18 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 17 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 14 contacts → | ||||
Strong evidence “Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 contacts → | ||||
Partial evidence “7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Indirect evidence “PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 contacts → | ||||
Partial evidence “MBL Advisors is a boutique advisory firm built around the unique experiences of our clients – both corporate and personal.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Indirect evidence “North Inlet partners with our clients to offer dedicated senior resources combined with a systematic and sustainable approach to growth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Partial evidence “DecisionPoint is a unique leader in M&A advisory services for middle-market technology companies and their venture capital investors in the software, services, cleantech, biotech…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Strong evidence “Evercap Advisors is a buy-side investment banking firm exclusively focused on generating proprietary deals for private equity firms and strategic acquirers.” 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 25 of 86 private equity advisory firms based in Charlotte, United States
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Private equity advisory firms based in Charlotte, 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 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 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 Charlotte, 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 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, 351 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 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 Boca Raton40
- 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 Charlotte, United States?
RevenueBase identified 86 private equity advisory 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?
Mcube Financial LLC, headquartered in Charlotte, 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). 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 351 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.
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