Company lists · Data refreshed September 2026

Top 15 Private equity consulting companies based in Newport Beach, United States

RevenueBase identified 29 private equity consulting companies headquartered in Newport Beach, United States as of September 2026 and tracks 125 professional contacts across them, including 49 with verified work emails. New York is the largest hub.

This list covers private equity consulting companies headquartered in Newport Beach, 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
29Companies
125Contacts tracked
49Verified emails
Unlock all 29 companies Free signup · no credit card · 500 free credits

The 15 largest private equity consulting companies based in Newport Beach, United States

Ranked by team size
Top 15 of 29 private equity consulting companies based in Newport Beach, 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 consulting companies: 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.
#CompanyHeadquartersEmployeesContacts
1
CB Capital PartnersPartial evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-1013

“CB Capital Partners offers M&A advisory, capital raise advisory, and valuation opinions to private middle market companies.”

Source: company website · checked Sep 5, 2026
2
Meritage PartnersIndirect evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-1013

“Meritage Partners ("Meritage") is a multifaceted advisory firm specializing in mergers and acquisitions, capital advisory, and strategic exit planning, with a focus on the low to…”

Source: company website · checked Sep 5, 2026
3
The Courtney GroupStrong evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-1011

“The Courtney Group provides private equity and investment banking services.”

Source: company website · checked Sep 5, 2026
4
Greenfield SolomonStrong evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-1010

“Greenfield Solomon is a private equity firm that specializes in providing alternative financing for small-to-midsize companies and real estate syndications.”

Source: company website · checked Sep 5, 2026
5
Avant Advisory GroupPartial evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 202611-507

“Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors -…”

Source: company website · checked Sep 5, 2026
6Newport Beach, CA, United StatesHQ checked Sep 5, 202611-506

“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.”

Source: company website · checked Sep 5, 2026
7
Nestell & AssociatesStrong evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 202611-505

“Nestell & Associates is a proven industry leader, providing private equity consulting for merger and acquisition digital transformation leadership.”

Source: company website · checked Sep 5, 2026
8
Riviera Capital PartnersStrong evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-105

“Riviera Capital is a leading private equity firm investing in micro-cap companies.”

Source: company website · checked Sep 5, 2026
9
MCE Advisors, LLCPartial evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-103

“MCE’s area of expertise is focused on providing support to public and privately-held clients across all industries, specifically for companies that do not have the internal…”

Source: company website · checked Sep 5, 2026
10
Axis Group VenturesIndirect evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-103

“AXIS Group Ventures is a boutique investment bank focused on providing global debt capital markets placement, and restructuring services for VC-backed and PE-backed mid to…”

Source: company website · checked Sep 5, 2026
11
CEO Advisor, INCIndirect evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-103

“Mergers & acquisitions and business advisory services to CEOs, Presidents and business owners of small and mid-sized companies with 1-200 employees.”

Source: company website · checked Sep 5, 2026
12
Sirvent & CompanyStrong evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-102

“Sirvent & Company provides professional consulting services to privately held, middle-market businesses at a level on par with leading corporate consulting firms at a…”

Source: company website · checked Sep 5, 2026
13
Nuvest Ventures LLCIndirect evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-101

“Nuvest Ventures, LLC provides capital raising, M&A advisory, analytical research, restructuring, and other advisory services.”

Source: company website · checked Sep 5, 2026
14
Waypoint StrategyIndirect evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-101

“Waypoint Strategy helps companies define clear, long-term strategies to guide their priorities and develop winning go-to-market plans and organizational capabilities to increase…”

Source: company website · checked Sep 5, 2026
15
TBG EquityPartial evidence
Newport Beach, CA, United StatesHQ checked Sep 5, 20261-101

“TBG Equity was founded by a team that partners with current business owners to invest and grow companies.”

Source: company website · checked Sep 5, 2026

Showing 15 of 29 private equity consulting companies based in Newport Beach, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 49 reachable decision-makers.

Free signup · no credit card

See all 29 companies

Private equity consulting companies based in Newport Beach, United States at a glance

As of Sep 5, 2026
1-10Median size (employees)
New YorkLargest hub · 494 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
23
11-50
6

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 Newport Beach, over 29 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 consulting companies, 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 Newport Beach, United States whose own description of what they do matches “private equity consulting companies”. 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 consulting companies, and records with no verified work email. Companies headquartered outside Newport Beach 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, 49 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.

Frequently asked

How many private equity consulting companies are there based in Newport Beach, United States?

RevenueBase identified 29 private equity consulting companies headquartered in Newport Beach, 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?

CB Capital Partners, headquartered in Newport Beach, tops this list with the largest team on record.

Which city has the most private equity consulting companies?

New York leads with 494 headquartered companies, followed by Chicago (180) and Los Angeles (114).

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 49 verified decision-maker contacts tracked across these 29 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 29 private equity consulting companies based in Newport Beach, United States. Start with a free account, no credit card.

Get the full 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 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.