Company lists · Data refreshed September 2026
Top 25 Private equity advisory firms based in San Francisco, United States
RevenueBase identified 144 private equity advisory firms headquartered in San Francisco, United States as of September 2026 and tracks 1,214 professional contacts across them, including 507 with verified work emails. Across the United States, New York is the largest hub for this category (887 companies); San Francisco has 144.
This list covers private equity advisory 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.
The 25 largest private equity advisory firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 112 contacts → | ||||
Partial evidence “Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 97 contacts → | ||||
Indirect evidence “North Point is a leading independent investment bank focused on providing financial advice on mergers and acquisitions and raising institutional capital to meet the growth…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 96 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 84 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 61 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 52 contacts → | ||||
Partial evidence “Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 48 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 38 contacts → | ||||
Indirect evidence “Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 37 contacts → | ||||
Indirect evidence “CDS is now part of CrossCountry Consulting.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 31 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 22 contacts → | ||||
Indirect evidence “Founded in 2011 and rebranded as Nfluence Partners in 2018, Nfluence Partners is a boutique Investment Bank focused on advising companies at the intersection of technology and the…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 17 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 16 contacts → | ||||
Strong evidence “Castle Crow is a merchant banking group specializing in buyside private equity investments and now has affiliated deal team professionals in five North American locations…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 15 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 14 contacts → | ||||
Partial evidence “Double Black Capital (“DBC”) is a first-of-its-kind growth & strategic advisory.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 13 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 13 contacts → | ||||
Partial evidence “Builder Advisor Group provides mergers & acquisitions, capital raising, and debt restructuring services to the residential real estate industry.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 13 contacts → | ||||
Partial evidence “Telegraph Hill Advisors is a boutique investment bank based in San Francisco providing M&A, capital raising, and financial advisory services to emerging and growth technology…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 12 contacts → | ||||
Partial evidence “Vaquero Capital is an investment banking and advisory firm that is focused on serving entrepreneurs and investors in rapidly growing businesses that have exceptional profit…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Partial evidence “Scenic Advisement is the leading investment bank focused on secondary and primary capital raises for leading private companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Partial evidence “Focus Advisors is the collision industry’s leading M&A advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Indirect evidence “Hard Fork Capital Partners is a merchant bank built for consequential transactions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Partial evidence “Palmares Advisors is a boutique technology investment banking firm comprised of former senior operating executives who bring operating experience and insight along with a buyer’s…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Strong evidence “Bay Hills Capital is an independent, employee owned firm established in 2006 to focus exclusively on investing in small and lower middle market private equity strategies.” 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 144 private equity advisory firms based in San Francisco, United States
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Private equity advisory firms based in San Francisco, 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 144 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 San Francisco, 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 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, 507 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 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 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 San Francisco, United States?
RevenueBase identified 144 private equity advisory 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?
US Capital, headquartered in San Francisco, 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). San Francisco has 144.
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 507 verified decision-maker contacts tracked across these 144 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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