Company lists · Data refreshed September 2026

Top 17 Upper middle market private equity firms based in Scottsdale, United States

Name: Upper middle market private equity firms based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 31 companies tracked

RevenueBase identified 31 company matches for upper middle market private equity firms associated with Scottsdale, United States as of September 2026 and tracks 153 professional contacts across them, including 58 with verified work emails. Across the United States, New York is the largest hub for this category (988 companies); Scottsdale has 31.

This list covers company matches for upper middle market private equity firms associated with Scottsdale, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 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 RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

31Companies

153Contacts tracked

58Verified emails

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The 17 largest upper middle market private equity firms based in Scottsdale, United States

Ranked by team size

Top 17 of 31 company matches for upper middle market private equity firms based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Montage Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	11-50	18 contacts →
	Exact match “Montage Partners is a people-first private equity firm managing $80 million of capital that invests in established companies in the U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Hanson Capital	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	11-50	16 contacts →
	Exact match “Individuals, Institutions and Financial Advisors seeking capital growth and/or income trust Hanson Capital for strong private equity and credit investment performance…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Estancia Capital Management, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Estancia™ is an independent (MBE qualified) firm established for the purpose of making small to lower middle market (“small buy-out”) private equity investments in “Institutional…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Virtua Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “This account's social posts are not complete without the following disclaimer: https://virtuapartners.com/social-media-disclaimer/ Virtua Partners is a global private equity firm…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	William & Wall	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Founded in 2021 and headquartered in Scottsdale, Arizona, William & Wall is a premier investment banking boutique specializing in mergers & acquisitions, private equity M&A…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Pinewell Capital, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “Pinewell Capital is a Scottsdale-based private equity investment firm focused on investments in smaller, lower middle market companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	IBG FOX & FIN	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “IBG/Fox & Fin is a financial advisory company that facilitates the mergers and acquisitions of privately held, middle-market companies – with a sharp focus on businesses in the…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Alerion Capital Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “Alerion Capital Group is a private equity and management advisory firm investing in technology sector later stage, middle market companies located in the Western U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Zenfinity Capital LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Zenfinity Capital, LLC (“ZenCap”) is a private investment firm based in Scottsdale, Arizona, committed to identifying, financing, and developing businesses led by promising…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	The Miller Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Established in 1972 and headquartered in beautiful Scottsdale, Arizona, MILLER provides a broad spectrum of financial and strategic advisory services to both public and private…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Eberhart Capital, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	11-50	3 contacts →
	Exact match “Eberhart Capital, LLC creates superior returns by transforming the strategy, operations, and finances of our businesses to make them best-in-class.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Link Capital LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “LINK is a unique investment banking and private equity firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Unitedweb	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	51-200	1 contacts →
	Exact match “UnitedWeb invests in, owns and operates a portfolio of technology, Internet and Internet related growth companies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Balanced Capital Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Phoenix based private equity firm focused on the lower-middle market sector.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Origin Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Origin Partners is a boutique buy-side M&A advisory firm specializing in proprietary deal origination for the lower middle market.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	TDX Investments, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	2ic Ventures	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “2iC Ventures: Redefining Small Business Investment At 2iC Ventures, we've reimagined private equity for small business owners.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “upper middle market private equity firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 17 of 31 upper middle market private equity firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 58 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Upper middle market private equity firms based in Scottsdale, United States at a glance

As of Sep 21, 2026

37.9%Verified-email coverage

4.9Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 31 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Scottsdale, United States whose business descriptions match “upper middle market private equity firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 58 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Upper middle market private equity firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “upper middle market private equity firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many upper middle market private equity firms are there based in Scottsdale, United States?

RevenueBase identified 31 company matches for upper middle market private equity firms associated with Scottsdale, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Montage Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most upper middle market private equity firms?

New York leads the United States with 988 company records, followed by Chicago (333) and Dallas (294). Scottsdale has 31.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 58 professional contacts with verified work emails tracked across these 31 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 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 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.