Company lists · Data refreshed September 2026
Top 25 Private equity deal advisors based in Boston, United States
RevenueBase identified 77 private equity deal advisors headquartered in Boston, United States as of September 2026 and tracks 1,664 professional contacts across them, including 724 with verified work emails. Across the United States, New York is the largest hub for this category (435 companies); Boston has 77.
This list covers private equity deal advisors headquartered in Boston, 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 deal advisors based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 276 contacts → | ||||
Partial evidence “For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 259 contacts → | ||||
Partial evidence “WilliamsMarston is a national leader in complex accounting, tax, technology, transaction and valuation advisory services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 110 contacts → | ||||
Strong evidence “Progress Partners is a Boston and New York-based corporate advisory firm that works with buyers and sellers of emerging growth companies to complete M&A or private placement…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 66 contacts → | ||||
Indirect evidence “Shea & Company (member FINRA and SIPC) is a software focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 58 contacts → | ||||
Partial evidence “Provident is the leading investment banking firm specializing in merger and acquisition advisory, strategic planning, and capital formation for middle-market and emerging growth…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 49 contacts → | ||||
Partial evidence “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 49 contacts → | ||||
Indirect evidence “Aeris Partners LLC is a premier technology M&A investment bank serving high-growth, market-shaping software, SaaS (software-as-a-service), digital media, business information and…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 37 contacts → | ||||
Partial evidence “Fairmont Consulting Group is a Boston-based firm focused on due diligence and strategic advisory services for clients active in aerospace, defense, government services, and the…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 37 contacts → | ||||
Strong evidence “Founded in 2008, Solamere is a multi-strategy private equity firm with offices in Boston and New York City.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 36 contacts → | ||||
Partial evidence “Covington Associates is an investment banking firm offering advisory services in the areas of M&A, capital raising, strategic advisory, fairness opinions, and valuations to…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 32 contacts → | ||||
Indirect evidence “Bowen partners with growth tech companies to drive value creation within the innovation economy.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 24 contacts → | ||||
Strong evidence “Brighton House is a leading placement and advisory firm to global private markets partners.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 20 contacts → | ||||
Partial evidence “BellMark Partners, LLC is an independent investment bank that provides M&A advisory and investment banking services to middle market companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 20 contacts → | ||||
Strong evidence “Vardis is a specialist Private Equity global search firm, with offices in London, Boston, Frankfurt, New York, Dallas and Hong Kong.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 19 contacts → | ||||
Strong evidence “Whipstitch Capital is a specialized investment bank that provides mergers & acquisitions and private placement advisory services to consumer products companies.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 19 contacts → | ||||
Strong evidence “Highland Strategy Group is a consulting firm that provides strategic support and transaction advisory services to private equity firms, management teams, and investment banks.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 16 contacts → | ||||
Strong evidence “New Heritage Capital, LLC ("Heritage") is a private equity firm dedicated to equity recapitalizations of private, founder-owned businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 15 contacts → | ||||
Strong evidence “We provide Transaction and Growth Strategy services to private equity investors, corporations, and hedge funds lenders across their core markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 15 contacts → | ||||
Indirect evidence “Tully & Holland is one of Boston’s most active independently owned investment banking firms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 14 contacts → | ||||
Partial evidence “Colchester Partners is an investment banking and strategic advisory firm serving the needs of investment management organizations and their professionals since 2002.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 13 contacts → | ||||
Indirect evidence “Dunn Rush & Co: The Business Owner's Investment Bank Dunn Rush & Co.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 13 contacts → | ||||
Indirect evidence “We are seasoned professionals within the consulting field and former C-Suite executives who know what it takes to get the job done efficiently and on-time.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 12 contacts → | ||||
Strong evidence “Fulcrum Consulting Group is a practitioner-led management consulting firm that works with private equity and corporate executives to inform and support our clients in their…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 11 contacts → | ||||
Strong evidence “Founded in 2007, Blake Street Group provides executive and organizational assessments to Private Equity, Venture Capital, and operating firms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Strong evidence “Founded in 1978, Kaufman & Company is a boutique investment bank focused on providing M&A advisory and private placement services to middle and emerging market companies.” 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 deal advisors. 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 deal advisors.
- Partial evidence
- Its own public description names part of private equity deal advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name private equity deal advisors. 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 77 private equity deal advisors based in Boston, United States
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Private equity deal advisors based in Boston, 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 Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 77 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 deal advisors, 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 Boston, United States whose own description of what they do matches “private equity deal advisors”. 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 deal advisors), 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 deal advisors, and records with no verified work email. Companies headquartered outside Boston 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, 724 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 deal advisors by metro in the United States
- Private equity deal advisors in New York435
- Private equity deal advisors in Chicago136
- Private equity deal advisors in Los Angeles107
- Private equity deal advisors in Dallas105
- Private equity deal advisors in Atlanta90
- Private equity deal advisors in Houston81
- Private equity deal advisors in San Francisco76
- Private equity deal advisors in Miami75
- Private equity deal advisors in Austin63
- Private equity deal advisors in Denver57
- Private equity deal advisors in Charlotte50
- Private equity deal advisors in San Diego41
- Private equity deal advisors in Newport Beach37
- Private equity deal advisors in Washington33
- Private equity deal advisors in Tampa30
- Private equity deal advisors in Minneapolis28
- Private equity deal advisors in Philadelphia25
- Private equity deal advisors in Scottsdale25
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 deal advisors, 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 deal advisors are there based in Boston, United States?
RevenueBase identified 77 private equity deal advisors headquartered in Boston, 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?
Capstone Partners, headquartered in Boston, tops this list with the largest team on record.
Which city in the United States has the most private equity deal advisors?
New York leads the United States with 435 headquartered companies, followed by Chicago (136) and Los Angeles (107). Boston has 77.
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 724 verified decision-maker contacts tracked across these 77 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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